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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 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS DISNEY WALT CO Communication Services 6,836.0 $658K 0.05% -187.0 -2.7% $96.26 +12.0%
42 MSTR STRATEGY INC Technology 7,070.0 $615K 0.04% -287.0 -3.9% $86.93 +37.2%
43 NEBIUS GROUP N.V. 2,181.0 $602K 0.04% -300.0 -12.1% $276.17
44 REGN REGENERON PHARMACEUTICALS Healthcare 952.0 $593K 0.04% -12.0 -1.2% $623.39 +33.8%
45 AVLV AMERICAN CENTY ETF TR 6,315.0 $576K 0.04% -645.0 -9.3% $91.21 +3.8%
46 BIL SPDR SERIES TRUST 6,273.0 $575K 0.04% -2K -27.1% $91.64 -0.0%
47 PFE PFIZER INC Healthcare 22,620.0 $545K 0.04% -738.0 -3.2% $24.08 +16.6%
48 PG PROCTER & GAMBLE CO Consumer Defensive 3,611.0 $530K 0.04% -232.0 -6.0% $146.65 -1.3%
49 BDX BECTON DICKINSON & CO Healthcare 3,499.0 $529K 0.04% -775.0 -18.1% $151.31 +26.9%
50 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,801.0 $528K 0.04% -511.0 -22.1% $293.18 +4.1%
51 WFC WELLS FARGO & CO Financial Services 6,264.0 $518K 0.04% -472.0 -7.0% $82.63 +1.5%
52 FIDELITY COVINGTON TRUST 6,439.0 $497K 0.04% -4K -36.1% $77.25
53 AMGN AMGEN INC Healthcare 1,367.0 $495K 0.04% -25.0 -1.8% $362.05 +21.3%
54 SCHG SCHWAB STRATEGIC TR 12,097.0 $409K 0.03% -718.0 -5.6% $33.84 +4.4%
55 IEF ISHARES TR 3,954.0 $374K 0.03% -1K -25.9% $94.57 -1.8%
56 RSP INVESCO EXCHANGE TRADED FD T 1,528.0 $325K 0.02% -147.0 -8.8% $212.79 +4.2%
57 DVY ISHARES TR 2,072.0 $324K 0.02% -183.0 -8.1% $156.32 +5.0%
58 SHE SPDR SERIES TRUST 2,080.0 $321K 0.02% -21.0 -1.0% $154.43 +2.8%
59 CEG CONSTELLATION ENERGY CORP Utilities 1,263.0 $314K 0.02% -18.0 -1.4% $248.38 +9.9%
60 MO ALTRIA GROUP INC Consumer Defensive 4,210.0 $303K 0.02% -154.0 -3.5% $71.95 -8.1%
Page 3 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%