TRAPHAGEN INVESTMENT ADVISORS LLC
Top Portfolio Positions
128 positions ·
$219,440,461 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
141,414 | $35,889,459 | 16.35% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
1,170,967 | $19,449,761 | 8.86% | |
| CME |
Cme Group Inc.
Financial Services
|
48,555 | $14,340,719 | 6.54% | |
| BITB |
Bitwise Bitcoin ETF
|
303,174 | $11,159,834 | 5.09% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
56,176 | $8,835,361 | 4.03% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
10,137 | $8,575,800 | 3.91% | |
| NVDA |
Nvidia Corp
Technology
|
39,746 | $6,931,702 | 3.16% | |
| MSFT |
Microsoft Corp
Technology
|
15,461 | $5,723,198 | 2.61% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
60,030 | $4,859,428 | 2.21% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
84,556 | $4,461,174 | 2.03% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,159,834 | 303,174 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,170,128 | 255,890 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,322,608 | 246,265 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $13,804,741 | 235,616 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,959,679 | 221,918 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,128,118 | 159,845 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,100,260 | 147,449 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,697,847 | 143,709 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,063,848 | 130,815 | Shares | Sole | 2024-05-15 | |
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