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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 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CMI CUMMINS INC Industrials 552.0 $282K 0.02% $510.16 +32.9%
162 VDC VANGUARD WORLD FD 1,331.0 $281K 0.02% $211.20 +10.9%
163 SDY SPDR SERIES TRUST 1,999.0 $278K 0.02% $139.16 +6.2%
164 SHE SPDR SERIES TRUST 2,101.0 $278K 0.02% $132.09 +11.9%
165 OUNZ VANECK MERK GOLD ETF Financial Services 6,678.0 $277K 0.02% +392.0 +6.2% $41.48 +5.7%
166 VUG VANGUARD INDEX FDS 548.0 $267K 0.02% +51.0 +10.3% $487.64 -82.1%
167 SPGI S&P GLOBAL INC Financial Services 509.0 $266K 0.02% +4.0 +0.8% $522.44 -22.8%
168 MTB M & T BK CORP Financial Services 1,286.0 $259K 0.02% -47.0 -3.5% $201.47 +1.7%
169 DE DEERE & CO Industrials 555.0 $258K 0.02% +49.0 +9.7% $465.53 +20.7%
170 MO ALTRIA GROUP INC Consumer Defensive 4,364.0 $252K 0.02% +46.0 +1.1% $57.66 +26.8%
171 VEU VANGUARD INTL EQUITY INDEX F 3,333.0 $245K 0.02% NEW $73.57 +10.7%
172 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 20,589.0 $245K 0.02% +255.0 +1.2% $11.90 +1.3%
173 MS MORGAN STANLEY Financial Services 1,371.0 $243K 0.02% -16.0 -1.1% $177.58 +8.4%
174 CTRE CARETRUST REIT INC Real Estate 6,686.0 $242K 0.02% $36.16 +13.8%
175 PHO INVESCO EXCHANGE TRADED FD T 3,426.0 $241K 0.02% -107.0 -3.0% $70.42 -7.9%
176 KHC KRAFT HEINZ CO Consumer Defensive 9,773.0 $237K 0.02% $24.25 -5.5%
177 CVS CVS HEALTH CORP Healthcare 2,900.0 $230K 0.02% +26.0 +0.9% $79.36 +20.8%
178 AVGO BROADCOM INC Technology 653.0 $226K 0.02% NEW $346.18 +21.5%
179 DGRO ISHARES TR 3,256.0 $226K 0.02% NEW $69.41 +6.3%
180 TGT TARGET CORP Consumer Defensive 2,307.0 $226K 0.02% NEW $97.75 +24.3%
Page 9 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%