CIK 2023380
TRAPHAGEN INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
196
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 16K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| GE | GE AEROSPACE | 6K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 62K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 8K | $1M+ | SH |
| WMT | WALMART INC | 15K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 8K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 15K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 35K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| T | AT&T INC | 51K | $1M+ | SH |
| GINN | GOLDMAN SACHS ETF TR | 17K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 11K | $1M+ | SH |
| MSTR | STRATEGY INC | 7K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 21K | $1M+ | SH |
| IJH | ISHARES TR | 17K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| TLTW | ISHARES TR | 48K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $1M+ | SH |
| SUSA | ISHARES TR | 8K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| KO | COCA COLA CO | 14K | $500K+ | SH |
| ESGU | ISHARES TR | 6K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 12K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 4K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 9K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 18K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 10K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 964 | $500K+ | SH |
| USMV | ISHARES TR | 8K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 13K | $500K+ | SH |