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Portfolio (Quarterly) Guide ↗

TRAPHAGEN INVESTMENT ADVISORS LLC

· CIK 0002023380
13F Portfolio $1.2B AUM Filed Oct 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 192 New
Page 3 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSTR STRATEGY INC Technology 7,163.0 $2.3M 0.20% NEW $322.23 -42.0%
42 ORCL ORACLE CORP Technology 8,037.0 $2.3M 0.20% NEW $281.23 -30.4%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 51,169.0 $2.2M 0.19% NEW $43.95 +7.1%
44 ABBV ABBVIE INC Healthcare 9,636.0 $2.2M 0.19% NEW $231.56 -9.1%
45 SPY SPDR S&P 500 ETF TR Financial Services 3,343.0 $2.2M 0.19% NEW $666.12 +11.0%
46 SCHB SCHWAB STRATEGIC TR 86,428.0 $2.2M 0.19% NEW $25.71 +10.5%
47 V VISA INC Financial Services 6,194.0 $2.1M 0.18% NEW $341.41 -5.5%
48 VXF VANGUARD INDEX FDS 9,740.0 $2.0M 0.17% NEW $209.33 +7.3%
49 CVX CHEVRON CORP NEW Energy 12,352.0 $1.9M 0.17% NEW $155.29 +20.2%
50 JNJ JOHNSON & JOHNSON Healthcare 10,006.0 $1.9M 0.16% NEW $185.41 +24.5%
51 XOM EXXON MOBIL CORP Energy 15,398.0 $1.7M 0.15% NEW $112.75 +35.5%
52 CSCO CISCO SYS INC Technology 24,765.0 $1.7M 0.15% NEW $68.42 +68.9%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 1,809.0 $1.7M 0.14% NEW $925.62 +12.5%
54 GE GE AEROSPACE Industrials 5,446.0 $1.6M 0.14% NEW $300.81 -3.1%
55 FTEC FIDELITY COVINGTON TRUST 7,200.0 $1.6M 0.14% NEW $222.16 +21.8%
56 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 31,276.0 $1.6M 0.14% NEW $50.63 -30.9%
57 VIG VANGUARD SPECIALIZED FUNDS 7,306.0 $1.6M 0.14% NEW $215.79 +6.3%
58 CAT CATERPILLAR INC Industrials 3,247.0 $1.5M 0.13% NEW $477.18 +86.2%
59 WMT WALMART INC Consumer Defensive 14,693.0 $1.5M 0.13% NEW $103.06 +28.5%
60 AVUV AMERICAN CENTY ETF TR 15,097.0 $1.5M 0.13% NEW $99.53 +17.8%
Page 3 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.4%
Technology 29.5%
Communication Services 6.6%
Consumer Cyclical 6.5%
Healthcare 5.0%
Industrials 4.8%
Consumer Defensive 4.4%
Utilities 3.9%
Energy 2.5%
Basic Materials 0.3%