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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 2 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 10,136.0 $8.9M 0.73% $878.99 +10.2%
22 MSFT MICROSOFT CORP Technology 15,400.0 $7.4M 0.61% $483.62 -15.3%
23 NVDA NVIDIA CORPORATION Technology 39,218.0 $7.3M 0.60% +5K +13.6% $186.50 +26.4%
24 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 85,252.0 $5.8M 0.48% -3K -3.5% $68.36 -10.1%
25 MUB ISHARES TR 52,071.0 $5.6M 0.46% +4K +8.7% $107.11 -0.9%
26 PZA INVESCO EXCH TRADED FD TR II 216,475.0 $5.0M 0.41% -9K -4.2% $23.19 -0.7%
27 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 57,918.0 $4.7M 0.38% -807.0 -1.4% $80.30 -3.2%
28 AMZN AMAZON COM INC Consumer Cyclical 19,162.0 $4.4M 0.36% +816.0 +4.5% $230.82 +14.4%
29 GOOG ALPHABET INC Communication Services 14,025.0 $4.4M 0.36% +93.0 +0.7% $313.81 +26.6%
30 IGM ISHARES TR 33,544.0 $4.3M 0.36% $129.16 +19.4%
31 BERKSHIRE HATHAWAY INC DEL 8,588.0 $4.3M 0.35% -113.0 -1.3% $502.65
32 JPM JPMORGAN CHASE & CO. Financial Services 13,308.0 $4.3M 0.35% +250.0 +1.9% $322.22 -6.9%
33 HD HOME DEPOT INC Consumer Cyclical 11,847.0 $4.1M 0.34% $344.09 -11.6%
34 FUTY FIDELITY COVINGTON TRUST 68,464.0 $3.8M 0.31% +8K +13.7% $55.22 +2.7%
35 GOOGL ALPHABET INC Communication Services 12,016.0 $3.8M 0.31% +1K +9.1% $313.01 +28.1%
36 COWZ PACER FDS TR 58,028.0 $3.5M 0.29% -7K -10.6% $60.17 +4.6%
37 SCHX SCHWAB STRATEGIC TR 111,561.0 $3.0M 0.25% -17K -13.1% $26.91 +7.9%
38 VICTORY PORTFOLIOS II 103,459.0 $2.9M 0.24% +87K +539.9% $28.16
39 IBIT ISHARES BITCOIN TRUST ETF Financial Services 58,608.0 $2.9M 0.24% +5K +10.1% $49.65 -9.7%
40 SPY SPDR S&P 500 ETF TR Financial Services 3,894.0 $2.7M 0.22% +551.0 +16.5% $681.93 +8.4%
Page 2 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%