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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ED CONSOLIDATED EDISON INC Utilities 11,674.0 $1.3M 0.09% +291.0 +2.6% $110.63 -3.9%
42 T AT&T INC Communication Services 57,220.0 $1.2M 0.09% +6K +12.2% $20.70 +22.3%
43 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 42,245.0 $1.1M 0.08% +7K +19.1% $25.95 +31.3%
44 GSLC GOLDMAN SACHS ETF TR 7,616.0 $1.1M 0.08% +212.0 +2.9% $141.90 +3.0%
45 PM PHILIP MORRIS INTL INC Consumer Defensive 5,756.0 $1.0M 0.07% +116.0 +2.1% $180.91 +4.0%
46 VXUS VANGUARD STAR FDS 11,689.0 $999K 0.07% +74.0 +0.6% $85.49 +2.6%
47 CRWD CROWDSTRIKE HLDGS INC Technology 1,285.0 $981K 0.07% +116.0 +9.9% $190.86 +0.6%
48 TXN TEXAS INSTRS INC Technology 3,188.0 $950K 0.07% +184.0 +6.1% $298.07 -11.3%
49 VO VANGUARD INDEX FDS 11,134.0 $897K 0.06% +8K +299.6% $80.57 +3.0%
50 ETN EATON CORP PLC Industrials 1,931.0 $823K 0.06% +42.0 +2.2% $426.01 -1.6%
51 BAC BANK OF AMER CORP Financial Services 13,703.0 $781K 0.06% +578.0 +4.4% $56.98 +8.3%
52 TJX TJX COS INC NEW Consumer Cyclical 4,997.0 $757K 0.05% +134.0 +2.8% $151.51 -7.3%
53 DIA STATE STR SPDR DOW JONES IND Financial Services 1,386.0 $724K 0.05% +8.0 +0.6% $522.40 +1.9%
54 PEP PEPSICO INC Consumer Defensive 5,209.0 $705K 0.05% +102.0 +2.0% $135.39 +6.0%
55 UNP UNION PAC CORP Industrials 2,589.0 $704K 0.05% +131.0 +5.3% $271.95 +13.3%
56 PLTR PALANTIR TECHNOLOGIES INC Technology 6,007.0 $701K 0.05% +2K +39.7% $116.67 +54.2%
57 MGK VANGUARD WORLD FD 7,772.0 $683K 0.05% +6K +400.1% $87.91 +1.2%
58 RTX RTX CORPORATION Industrials 3,538.0 $671K 0.05% +252.0 +7.7% $189.70 +10.7%
59 CSX CSX CORP Industrials 13,759.0 $654K 0.05% +1K +10.6% $47.53 +8.5%
60 VTV VANGUARD INDEX FDS 2,994.0 $652K 0.05% +332.0 +12.5% $217.93 +3.9%
Page 3 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%