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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESGU ISHARES TR 6,178.0 $920K 0.08% $148.98 +7.9%
82 PM PHILIP MORRIS INTL INC Consumer Defensive 5,640.0 $905K 0.07% $160.39 +18.2%
83 IWF ISHARES TR 1,908.0 $903K 0.07% $473.30 -73.8%
84 VXUS VANGUARD STAR FDS 11,615.0 $876K 0.07% +1K +13.7% $75.44 +10.7%
85 VV VANGUARD INDEX FDS 2,773.0 $873K 0.07% $314.76 +7.9%
86 AXP AMERICAN EXPRESS CO Financial Services 2,266.0 $838K 0.07% +54.0 +2.4% $369.87 -15.6%
87 BDX BECTON DICKINSON & CO Healthcare 4,274.0 $829K 0.07% -1K -24.5% $194.07 -26.6%
88 VO VANGUARD INDEX FDS 2,786.0 $808K 0.07% -287.0 -9.3% $290.18 -73.6%
89 DIS DISNEY WALT CO Communication Services 7,023.0 $799K 0.07% $113.76 -9.7%
90 BIL SPDR SERIES TRUST 8,609.0 $787K 0.07% +2K +36.0% $91.38 +0.2%
91 PLTR PALANTIR TECHNOLOGIES INC Technology 4,299.0 $764K 0.06% +434.0 +11.2% $177.77 -24.6%
92 FELG FIDELITY COVINGTON TRUST 18,219.0 $760K 0.06% $41.70 +5.3%
93 MRK MERCK & CO INC Healthcare 7,156.0 $753K 0.06% -814.0 -10.2% $105.26 +5.8%
94 FIDELITY COVINGTON TRUST 10,079.0 $749K 0.06% +5K +84.3% $74.28
95 TJX TJX COS INC NEW Consumer Cyclical 4,863.0 $747K 0.06% -82.0 -1.7% $153.60 -4.0%
96 REGN REGENERON PHARMACEUTICALS Healthcare 964.0 $744K 0.06% +53.0 +5.8% $771.74 -9.5%
97 USMV ISHARES TR 7,837.0 $738K 0.06% +936.0 +13.6% $94.15 +2.0%
98 PEP PEPSICO INC Consumer Defensive 5,107.0 $733K 0.06% $143.53 +3.9%
99 ITOT ISHARES TR 4,865.0 $723K 0.06% $148.70 +8.2%
100 BAC BANK AMERICA CORP Financial Services 13,125.0 $722K 0.06% -250.0 -1.9% $55.00 -9.5%
Page 5 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%