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Portfolio (Quarterly) Guide ↗

TRAPHAGEN INVESTMENT ADVISORS LLC

· CIK 0002023380
13F Portfolio $1.4B AUM 220 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 39 New 87 Added 69 Reduced 16 Exited
Page 1 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 482,471.0 $361.3M 25.81% +9K +2.0% $748.89 +2.7%
2 VICTORY PORTFOLIOS II 2,292,105.0 $78.6M 5.61% +2.2M +2115.5% $34.28
3 JSI JANUS DETROIT STR TR 1,080,779.0 $55.3M 3.95% +197K +22.2% $51.21 -0.3%
4 AAPL APPLE INC Technology 159,148.0 $46.1M 3.29% +21K +14.9% $289.36 +6.9%
5 JAAA JANUS DETROIT STR TR 880,835.0 $44.5M 3.18% +131K +17.5% $50.49 +0.4%
6 TPYP TORTOISE CAPITAL SERIES TRUS 885,428.0 $37.1M 2.65% +148K +20.0% $41.93 +2.1%
7 FUTY FIDELITY COVINGTON TRUST 449,543.0 $26.3M 1.88% +381K +556.6% $58.42 -5.4%
8 GPZ VANECK ETF TRUST 1,061,286.0 $22.8M 1.63% +170K +19.0% $21.44 +16.7%
9 ALAI THE ALGER ETF TRUST 413,367.0 $18.9M 1.35% +402K +3389.5% $45.64 -2.2%
10 VOO VANGUARD INDEX FDS 25,676.0 $17.6M 1.26% +2K +6.9% $686.82 +2.5%
11 VTI VANGUARD INDEX FDS 46,567.0 $17.2M 1.23% +2K +5.0% $370.04 +2.2%
12 BLUEROCK PVT REAL ESTATE FD 1,168,414.0 $15.2M 1.09% +21K +1.9% $13.01
13 BITB BITWISE BITCOIN ETF TR Financial Services 329,963.0 $10.5M 0.75% +74K +28.9% $31.86 +31.3%
14 SCHD SCHWAB STRATEGIC TR 278,360.0 $8.8M 0.63% +217K +351.2% $31.71 +10.7%
15 NVDA NVIDIA CORPORATION Technology 39,450.0 $7.9M 0.56% +232.0 +0.6% $200.09 +7.3%
16 TLTW ISHARES TR 345,355.0 $7.7M 0.55% +298K +626.8% $22.34 -5.1%
17 MSFT MICROSOFT CORP Technology 15,594.0 $5.8M 0.42% +194.0 +1.3% $373.02 +29.5%
18 NFLX NETFLIX INC. Communication Services 74,201.0 $5.3M 0.38% +71K +1984.3% $71.40 +11.5%
19 PZA INVESCO EXCH TRADED FD TR II 219,917.0 $5.2M 0.37% +3K +1.6% $23.52 -3.0%
20 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 60,180.0 $4.9M 0.35% +2K +3.9% $81.16 -10.5%
Page 1 of 5  ·  87 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
Technology 35.1%
Financial Services 30.2%
Communication Services 6.9%
Consumer Cyclical 5.5%
Industrials 5.5%
Healthcare 5.1%
Consumer Defensive 4.2%
Utilities 4.1%
Energy 3.0%
Basic Materials 0.3%