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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 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 3,191.0 $3.4M 0.24% -46.0 -1.4% $1064.79 -22.2%
42 SCHX SCHWAB STRATEGIC TR 112,180.0 $3.3M 0.24% +619.0 +0.6% $29.43 +2.7%
43 IBIT ISHARES BITCOIN TRUST ETF Financial Services 90,532.0 $3.0M 0.21% +32K +54.5% $33.29 +31.2%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,939.0 $2.9M 0.21% +45.0 +1.2% $746.86 +2.5%
45 COWZ PACER FDS TR 45,474.0 $2.8M 0.20% -13K -21.6% $62.20 +15.8%
46 CSCO CISCO SYS INC Technology 23,523.0 $2.8M 0.20% -1K -4.5% $117.46 -5.5%
47 STRV EA SERIES TRUST 54,819.0 $2.6M 0.19% $48.30 -1.4%
48 JNJ JOHNSON & JOHNSON Healthcare 9,821.0 $2.5M 0.18% -146.0 -1.5% $253.98 +6.4%
49 ABBV ABBVIE INC Healthcare 9,472.0 $2.4M 0.17% -179.0 -1.9% $251.63 +5.3%
50 VXF VANGUARD INDEX FDS 9,645.0 $2.4M 0.17% -259.0 -2.6% $246.22 -0.3%
51 SCHB SCHWAB STRATEGIC TR 80,873.0 $2.3M 0.17% -5K -5.9% $28.96 +2.2%
52 XOM EXXON MOBIL CORP Energy 16,986.0 $2.3M 0.17% +1K +8.2% $136.72 +20.8%
53 CVX CHEVRON CORPORATION Energy 13,866.0 $2.3M 0.16% +1K +11.6% $165.76 +23.8%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 51,940.0 $2.2M 0.16% +2K +3.3% $42.34 +16.8%
55 GE GE AEROSPACE Industrials 5,727.0 $2.1M 0.15% +149.0 +2.7% $373.75 -6.8%
56 TXXI BONDBLOXX ETF TRUST 41,194.0 $2.1M 0.15% NEW $50.85 -1.8%
57 FTEC FIDELITY COVINGTON TRUST 7,166.0 $2.0M 0.15% -144.0 -2.0% $285.58 -1.0%
58 MU MICRON TECHNOLOGY INC Technology 1,764.0 $2.0M 0.14% +237.0 +15.5% $1154.17 -16.2%
59 QQQ INVESCO QQQ TR Financial Services 2,736.0 $2.0M 0.14% +110.0 +4.2% $736.30 -3.1%
60 VIG VANGUARD SPECIALIZED FUNDS 8,112.0 $1.9M 0.14% +474.0 +6.2% $236.63 +3.1%
Page 3 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%