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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 5,110.0 $1.8M 0.12% -1K -20.1% $343.07 +8.2%
22 AVUV AMERICAN CENTY ETF TR 12,916.0 $1.6M 0.12% -2K -12.7% $124.76 +1.4%
23 COWG PACER FDS TR 38,263.0 $1.5M 0.11% -1.8M -97.9% $40.15 -1.0%
24 TSLA TESLA INC Consumer Cyclical 3,542.0 $1.5M 0.11% -251.0 -6.6% $420.66 -13.7%
25 IEI ISHARES TR 11,313.0 $1.3M 0.10% -9K -43.6% $117.45 -0.9%
26 IJH ISHARES TR 16,463.0 $1.3M 0.09% -98.0 -0.6% $77.11 -0.4%
27 MDLZ MONDELEZ INTL INC Consumer Defensive 19,798.0 $1.1M 0.08% -775.0 -3.8% $57.84 +11.4%
28 GINN GOLDMAN SACHS ETF TR 14,336.0 $1.1M 0.08% -2K -13.6% $78.77 +5.2%
29 KO COCA COLA CO Consumer Defensive 13,566.0 $1.1M 0.08% -124.0 -0.9% $81.27 +12.1%
30 AMD ADVANCED MICRO DEVICES INC Technology 1,761.0 $1.0M 0.07% -107.0 -5.7% $581.05 -18.6%
31 IBM INTERNATIONAL BUSINESS MACHS Technology 3,609.0 $1.0M 0.07% -140.0 -3.7% $281.17 -16.2%
32 ESGU ISHARES TR 6,033.0 $987K 0.07% -145.0 -2.4% $163.67 +2.5%
33 MA MASTERCARD INCORPORATED Financial Services 1,857.0 $954K 0.07% -50.0 -2.6% $513.59 +13.1%
34 LRCX LAM RESEARCH CORP Technology 1,931.0 $837K 0.06% -32.0 -1.6% $433.40 -27.5%
35 MRK MERCK & CO INC Healthcare 6,280.0 $807K 0.06% -876.0 -12.2% $128.50 +18.7%
36 ITOT ISHARES TR 4,803.0 $789K 0.06% -62.0 -1.3% $164.29 +2.2%
37 FELG FIDELITY COVINGTON TRUST 17,028.0 $745K 0.05% -1K -6.5% $43.75 +0.3%
38 AXP AMERICAN EXPRESS CO Financial Services 2,142.0 $724K 0.05% -124.0 -5.5% $338.21 -0.7%
39 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,610.0 $705K 0.05% -14.0 -0.9% $437.74 -12.4%
40 USMV ISHARES TR 7,028.0 $678K 0.05% -809.0 -10.3% $96.46 +4.9%
Page 2 of 4  ·  69 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%