Fund HoldingsTRAPHAGEN INVESTMENT ADVISORS LLC

Total Portfolio Value
$1.40B
Total Bought
$423.77M
Total Sold
$299.83M
Net Transaction
+$123.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
02,167,764+2,167,764099,1757.09%+99,175
VICTORY PORTFOLIOS II
VICT FR GROW ETF
02,292,105+2,292,105078,5815.61%+78,581
JANUS DETROIT STR TR
HEND SECU IN ETF
01,080,779+1,080,779055,3473.95%+55,347
ISHARES TR0482,471+482,4710361,31725.81%+361,317
ISHARES TR0251,033+251,033025,2721.81%+25,272
VANECK ETF TRUST
ALTE ASSE MA ETF
01,061,286+1,061,286022,7541.63%+22,754
FIDELITY COVINGTON TRUST
ENHANCED INTL
697,0041,042,003+344,99925,92941,8162.99%+15,887
AMERICAN CENTY ETF TR01,015,751+1,015,7510130,0979.29%+130,097
APPLE INC(AAPL)0159,148+159,148046,0513.29%+46,051
THE ALGER ETF TRUST318,822413,367+94,54510,53418,8661.35%+8,332
ISHARES TR69,860345,355+275,4951,5807,7150.55%+6,135
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
0270,550+270,550051,8783.71%+51,878
NETFLIX INC.(NFLX)070,700+70,70005,0480.36%+5,048
VANGUARD INDEX FDS025,676+25,676017,6351.26%+17,635
VANGUARD INDEX FDS046,567+46,567017,2321.23%+17,232
FIDELITY COVINGTON TRUST397,291449,543+52,25223,46826,2621.88%+2,794
SCHWAB STRATEGIC TR229,767278,360+48,5937,0498,8270.63%+1,778
GOLDMAN SACHS GROUP INC(GS)010,138+10,138010,2530.73%+10,253
MICRON TECHNOLOGY INC(MU)1,5751,764+1895322,0360.15%+1,504
ISHARES TR033,162+33,16205,4250.39%+5,425
INTEL CORP(INTC)12,26812,202-665411,7040.12%+1,162
JANUS DETROIT STR TR
HENDRSON AAA CL
859,924880,835+20,91143,31444,4733.18%+1,159
CATERPILLAR INC(CAT)3,1953,191-42,2643,3980.24%+1,134
ISHARES TR014,966+14,96601,8580.13%+1,858
NVIDIA CORPORATION(NVDA)039,450+39,45007,8940.56%+7,894
CISCO SYS INC(CSCO)24,52723,523-1,0041,9032,7630.20%+860
ALPHABET INC(GOOG)011,212+11,21204,0070.29%+4,007
ALPHABET INC(GOOG)013,502+13,50204,7710.34%+4,771
KLA CORP(KLAC)4804,971+4,4917071,5000.11%+793
BONDBLOXX ETF TRUST
IR M TAX AWARE
25,97041,194+15,2241,3032,0950.15%+792
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
015,961+15,96107080.05%+708
AMAZON COM INC(AMZN)019,629+19,62904,6780.33%+4,678
ISHARES TR04,809+4,80906850.05%+685
ISHARES TR
MSCI USA MIN ETF
07,028+7,02806780.05%+678
ADVANCED MICRO DEVICES INC(AMD)01,761+1,76101,0230.07%+1,023
BANK OF NY MELLON CORP1,7495,864+4,1152088480.06%+640
SPDR SERIES TRUST
ST STR BLO 1 ETF
06,273+6,27305750.04%+575
FIDELITY COVINGTON TRUST07,166+7,16602,0460.15%+2,046
CROWDSTRIKE HLDGS INC(CRWD)01,285+1,28509810.07%+981
GE AEROSPACE(GE)05,727+5,72702,1400.15%+2,140
ISHARES TR02,050+2,05004660.03%+466
GE VERNOVA INC(GEV)1,5161,517+11,3231,7830.13%+460
TORTOISE CAPITAL SERIES TRUS865,826885,428+19,60236,67637,1262.65%+450
JPMORGAN CHASE & CO(JPM)013,459+13,45904,4060.31%+4,406
SCHWAB STRATEGIC TR0112,180+112,18003,3010.24%+3,301
BERKSHIRE HATHAWAY INC DEL014+14010,4840.75%+10,484
LAM RESEARCH CORP(LRCX)1,9171,931+144108370.06%+427
GLOBAL X FDS
RBTCS ARTFL INTE
011,126+11,12604220.03%+422
ELI LILLY & CO(LLY)01,286+1,28601,5430.11%+1,543
HONEYWELL INTL INC01,639+1,63903670.03%+367
TEXAS INSTRS INC(TXN)3,0203,188+1685869500.07%+364
HONEYWELL AEROSPACE INC01,639+1,63903620.03%+362
EA SERIES TRUST
STRIVE 500 ETF
054,819+54,81902,6480.19%+2,648
NEBIUS GROUP N.V.(NBIS)2,4572,181-2762556020.04%+347
PROLOGIS INC.(PLD)02,406+2,40603260.02%+326
SPDR SERIES TRUST
ST STR MSCI GEN
02,080+2,08003210.02%+321
VANGUARD INDEX FDS09,645+9,64502,3750.17%+2,375
SPDR SERIES TRUST
ST STR SP DIV
01,999+1,99903040.02%+304
INVESCO QQQ TR2,9722,736-2361,7152,0150.14%+299
SPDR SERIES TRUST
ST NUVE HIGH ETF
011,679+11,67902970.02%+297
ABBVIE INC(ABBV)09,472+9,47202,3830.17%+2,383
VANGUARD TAX-MANAGED FDS04,025+4,02502870.02%+287
SPDR SERIES TRUST
ST STR P500ETF
03,186+3,18602800.02%+280
DOMINION ENERGY INC(D)03,912+3,91202670.02%+267
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0267+26702580.02%+258
ISHARES TR02,759+2,75902500.02%+250
STATE STR SPDR S&P 500 ETF T(SPY)4,1423,939-2032,6942,9420.21%+248
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0441,994+441,994026,0691.86%+26,069
CHUBB LIMITED
COM
0658+65802240.02%+224
VANGUARD SPECIALIZED FUNDS7,9008,112+2121,6991,9200.14%+221
ISHARES INC
CORE MSCI EMKT
02,625+2,62502170.02%+217
ASML HLDG NV
N Y REGISTRY SHS
0109+10902170.02%+217
ISHARES TR01,436+1,43602130.02%+213
HUT 8 CORP(HUT)01,841+1,84102130.02%+213
ISHARES TR
CORE MSCI EAFE
02,169+2,16902100.01%+210
ISHARES TR02,033+2,03302080.01%+208
QUALCOMM INC(QCOM)01,123+1,12302070.01%+207
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
01,546+1,54602060.01%+206
QUEST DIAGNOSTICS INC(DGX)0963+96302040.01%+204
PARKER-HANNIFIN CORP(PH)0209+20902040.01%+204
BERKSHIRE HATHAWAY INC DEL08,620+8,62004,3130.31%+4,313
UNITEDHEALTH GROUP INC(UNH)0483+48302010.01%+201
SCHWAB STRATEGIC TR080,873+80,87302,3420.17%+2,342
VANECK ETF TRUST
SEMICONDUCTR ETF
577598+212213920.03%+171
ISHARES TR07,558+7,55801,1660.08%+1,166
UNITED PARCEL SVCS INC(UPS)2,0903,472+1,3822063730.03%+168
CSX CORP(CSX)11,94413,759+1,8154906540.05%+164
HOME DEPOT INC(HD)011,502+11,50204,0570.29%+4,057
ISHARES TR16,46216,463+11,1121,2690.09%+158
INVESCO EXCH TRADED FD TR II0219,917+219,91705,1720.37%+5,172
DEEP FISSION INC013,666+13,66601510.01%+151
INTERNATIONAL BUSINESS MACHS(IBM)03,609+3,60901,0150.07%+1,015
EATON CORP PLC(ETN)1,9061,931+256828230.06%+141
GOLDMAN SACHS ETF TR07,616+7,61601,0810.08%+1,081
VANGUARD WORLD FD
INF TECH ETF
03,904+3,90404670.03%+467
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
4,9555,031+764886140.04%+126
ISHARES TR
ESG AWR MSCI USA
06,033+6,03309870.07%+987
BANK OF AMER CORP013,703+13,70307810.06%+781
JOHNSON & JOHNSON(JNJ)9,7109,821+1112,3732,4940.18%+121
TESLA INC(TSLA)03,542+3,54201,4900.11%+1,490
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