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Portfolio (Quarterly) Guide ↗

TRAPHAGEN INVESTMENT ADVISORS LLC

· CIK 0002023380
13F Portfolio $1.2B AUM 196 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 83 Added 46 Reduced 10 Exited
Page 10 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EAGG ISHARES TR 4,711.0 $225K 0.02% $47.85 -1.8%
182 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 5,446.0 $225K 0.02% NEW $41.32 -11.4%
183 APH AMPHENOL CORP NEW Technology 1,661.0 $224K 0.02% +19.0 +1.2% $135.11 -7.5%
184 FENY FIDELITY COVINGTON TRUST 8,948.0 $222K 0.02% $24.77 +33.8%
185 SMH VANECK ETF TRUST 591.0 $213K 0.02% NEW $360.43 +54.4%
186 NOBL PROSHARES TR 2,003.0 $208K 0.02% -109.0 -5.2% $104.09 +1.4%
187 NEBIUS GROUP N.V. 2,481.0 $208K 0.02% NEW $83.71
188 EFA ISHARES TR 2,130.0 $205K 0.02% NEW $96.01 +5.9%
189 SCHO SCHWAB STRATEGIC TR 8,265.0 $201K 0.02% $24.37 -1.0%
190 BLACKROCK INVT QUALITY MUN T 11,115.0 $124K 0.01% -11K -49.7% $11.20
191 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 38,962.0 $106K 0.01% $2.73 +28.9%
192 AMC ENTMT HLDGS INC 30,008.0 $47K 0.00% $1.56
193 LUCD LUCID DIAGNOSTICS INC Healthcare 29,295.0 $32K 0.00% $1.09 -9.1%
194 THM INTERNATIONAL TOWER HILL MIN Basic Materials 11,257.0 $21K 0.00% $1.86 +43.5%
195 OPK OPKO HEALTH INC Healthcare 11,680.0 $15K 0.00% $1.26 -12.7%
196 DYAI DYADIC INTL INC DEL Healthcare 13,000.0 $12K 0.00% NEW $0.94 -23.2%
Page 10 of 10  ·  196 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 34.8%
Technology 30.6%
Communication Services 7.6%
Consumer Cyclical 6.4%
Healthcare 5.3%
Industrials 4.7%
Consumer Defensive 4.1%
Utilities 3.7%
Energy 2.5%
Basic Materials 0.3%