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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 2 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 15,352.0 $8.0M 0.68% NEW $517.95 -21.0%
22 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 88,374.0 $7.9M 0.68% NEW $89.77 -31.6%
23 NVDA NVIDIA CORPORATION Technology 34,528.0 $6.4M 0.55% NEW $186.58 +26.3%
24 PZA INVESCO EXCH TRADED FD TR II 225,925.0 $5.2M 0.45% NEW $23.09 -0.3%
25 MUB ISHARES TR 47,898.0 $5.1M 0.44% NEW $106.49 -0.3%
26 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 58,725.0 $4.9M 0.42% NEW $83.46 -6.8%
27 HD HOME DEPOT INC Consumer Cyclical 11,813.0 $4.8M 0.41% NEW $405.17 -24.9%
28 BERKSHIRE HATHAWAY INC DEL 8,701.0 $4.4M 0.38% NEW $502.74
29 IGM ISHARES TR 33,644.0 $4.2M 0.36% NEW $125.95 +22.4%
30 JPM JPMORGAN CHASE & CO. Financial Services 13,058.0 $4.1M 0.35% NEW $315.43 -4.9%
31 AMZN AMAZON COM INC Consumer Cyclical 18,346.0 $4.0M 0.35% NEW $219.57 +20.3%
32 COWZ PACER FDS TR 64,887.0 $3.7M 0.32% NEW $57.47 +9.5%
33 IBIT ISHARES BITCOIN TRUST ETF Financial Services 53,240.0 $3.5M 0.30% NEW $65.00 -31.0%
34 FUTY FIDELITY COVINGTON TRUST 60,194.0 $3.4M 0.29% NEW $56.47 +0.4%
35 GOOG ALPHABET INC Communication Services 13,932.0 $3.4M 0.29% NEW $243.54 +63.1%
36 SCHX SCHWAB STRATEGIC TR 128,399.0 $3.4M 0.29% NEW $26.34 +10.3%
37 GOOGL ALPHABET INC Communication Services 11,012.0 $2.7M 0.23% NEW $243.09 +65.0%
38 IEI ISHARES TR 21,232.0 $2.5M 0.22% NEW $119.51 -2.1%
39 STRV EA SERIES TRUST 56,825.0 $2.5M 0.21% NEW $43.20 +10.2%
40 META META PLATFORMS INC Communication Services 3,280.0 $2.4M 0.21% NEW $734.35 -15.8%
Page 2 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%