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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 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 14.0 $10.5M 0.75% $748850.00
22 GS GOLDMAN SACHS GROUP INC Financial Services 10,138.0 $10.3M 0.73% $1011.39 +2.8%
23 SCHD SCHWAB STRATEGIC TR 278,360.0 $8.8M 0.63% +217K +351.2% $31.71 +10.7%
24 NVDA NVIDIA CORPORATION Technology 39,450.0 $7.9M 0.56% +232.0 +0.6% $200.09 +7.3%
25 TLTW ISHARES TR 345,355.0 $7.7M 0.55% +298K +626.8% $22.34 -5.1%
26 SHY ISHARES TR 89,004.0 $7.3M 0.52% -75K -45.7% $82.11 -0.1%
27 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 56,188.0 $6.9M 0.49% $123.11 +31.0%
28 MSFT MICROSOFT CORP Technology 15,594.0 $5.8M 0.42% +194.0 +1.3% $373.02 +29.5%
29 IGM ISHARES TR 33,162.0 $5.4M 0.39% -382.0 -1.1% $163.58 -2.9%
30 NFLX NETFLIX INC. Communication Services 74,201.0 $5.3M 0.38% +71K +1984.3% $71.40 +11.5%
31 PZA INVESCO EXCH TRADED FD TR II 219,917.0 $5.2M 0.37% +3K +1.6% $23.52 -3.0%
32 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 60,180.0 $4.9M 0.35% +2K +3.9% $81.16 -10.5%
33 GOOG ALPHABET INC 13,502.0 $4.8M 0.34% -523.0 -3.7% $353.34
34 AMZN AMAZON COM INC Consumer Cyclical 19,629.0 $4.7M 0.33% +467.0 +2.4% $238.34 +8.5%
35 MUB ISHARES TR 41,755.0 $4.5M 0.32% -10K -19.8% $107.62 -2.1%
36 JPM JPMORGAN CHASE & CO Financial Services 13,459.0 $4.4M 0.32% +151.0 +1.1% $327.33 +7.4%
37 BERKSHIRE HATHAWAY INC DEL 8,620.0 $4.3M 0.31% $500.39
38 HD HOME DEPOT INC Consumer Cyclical 11,502.0 $4.1M 0.29% -345.0 -2.9% $352.68 -4.8%
39 GOOGL ALPHABET INC Communication Services 11,212.0 $4.0M 0.29% -804.0 -6.7% $357.36 -3.5%
40 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 83,314.0 $3.8M 0.27% -2K -2.3% $45.52 +31.0%
Page 2 of 11  ·  219 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%