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Transcend Wealth Collective

Latest statistics and disclosures from Transcend Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BRK.B, MSFT, OBDC, NVDA, and represent 18.04% of Transcend Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IGM, BRK.B, IEI, BGB, SHY, ETHA, AMZN, XLU, MSFT, LULU.
Started 114 new stock positions in WTV, LULU, VEEV, TROW, TXT, HIMU, BLD, EAST, IGM, TMUS.
Reduced shares in these 10 stocks: FSK, IGV, SPYG, XLV, XLK, ABBV, GDIV, JPM, IVV, ACN.
Sold out of its positions in AKYA, ATI, ARM, CF, CPT, KMX, CTAS, CCI, XRAY, DFUV.
Transcend Capital Advisors was a net buyer of stock by $56M.
Transcend Capital Advisors has $1.4B in assets under management (AUM), dropping by 9.93%.
Central Index Key (CIK): 0001776082

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Positions held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Transcend Capital Advisors

Transcend Capital Advisors holds 689 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Transcend Capital Advisors has 689 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transcend Capital Advisors Sept. 30, 2025 positions
Download the Transcend Capital Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	7.8	$111M		434k	254.63	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	3.1	$44M	+9%	87k	502.74	View chart
Microsoft Corp Stock (MSFT)	3.0	$43M	+3%	84k	517.95	View chart
Blue Owl Capital Corporation Cef (OBDC)	2.1	$30M	-2%	2.3M	12.77	View chart
Nvidia Corporation Stock (NVDA)	2.1	$29M	+3%	158k	186.58	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.8	$26M	-6%	249k	104.51	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.6	$23M	+3%	38k	600.38	View chart
Merck & Co Stock (MRK)	1.6	$23M		269k	83.93	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$22M	+5%	34k	666.18	View chart
Amazon Stock (AMZN)	1.6	$22M	+8%	101k	219.57	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	1.3	$18M		1.1M	16.93	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.2	$18M		125k	140.95	View chart
International Business Machs Stock (IBM)	1.2	$17M		61k	282.16	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$16M	-6%	51k	315.43	View chart
Fs Kkr Cap Corp Cef (FSK)	1.0	$15M	-25%	984k	14.93	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$15M	+9%	60k	243.55	View chart
S&p Global Stock (SPGI)	0.9	$14M		28k	486.71	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$13M	+5%	54k	243.10	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.9	$13M		60k	215.79	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$13M	+7%	17k	734.39	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$12M	-7%	18k	669.31	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.8	$12M	-10%	42k	281.86	View chart
Broadcom Stock (AVGO)	0.8	$11M	+3%	34k	329.91	View chart
Oracle Corp Stock (ORCL)	0.8	$11M	+6%	39k	281.24	View chart
Visa Inc Com Cl A Stock (V)	0.7	$11M		31k	341.38	View chart
Home Depot Stock (HD)	0.7	$10M	+3%	26k	405.18	View chart
Vanguard Large-cap Etf Etf (VV)	0.7	$10M		34k	307.86	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.7	$10M	+12%	348k	29.62	View chart
Johnson & Johnson Stock (JNJ)	0.7	$10M	-5%	55k	185.42	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$9.9M		88k	112.75	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$9.8M		13.00	754200.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.7	$9.8M		30k	328.17	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$9.1M	+6%	15k	612.39	View chart
Tesla Stock (TSLA)	0.6	$9.0M	+4%	20k	444.72	View chart
Blackstone Stock (BX)	0.6	$8.8M	+2%	51k	170.85	View chart
Eli Lilly & Co Stock (LLY)	0.6	$8.5M	+3%	11k	763.03	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.6	$8.0M	+73%	67k	119.51	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.5	$7.6M	-8%	1.2M	6.20	View chart
Abbvie Stock (ABBV)	0.5	$7.6M	-14%	33k	231.54	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.5	$7.3M	-3%	71k	103.07	View chart
New Mtn Fin Corp Cef (NMFC)	0.5	$6.9M		716k	9.64	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.5	$6.6M	+9%	172k	38.57	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.5	$6.6M	+5%	102k	65.00	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.5	$6.6M		123k	53.87	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB)	0.5	$6.6M	+91%	540k	12.17	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.5	$6.6M	-4%	55k	118.37	View chart
Alerian Mlp Etf Etf (AMLP)	0.5	$6.4M	+20%	137k	46.93	View chart
Spdr Gold Shares Etf (GLD)	0.5	$6.4M	+3%	112k	57.14	View chart
Vanguard Value Etf Etf (VTV)	0.4	$6.2M		33k	186.49	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$5.8M	-3%	82k	71.37	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.4	$5.3M	-24%	38k	139.17	View chart
Agnc Invt Corp Reit (AGNC)	0.4	$5.2M	-6%	527k	9.79	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$5.0M		77k	65.26	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.3	$4.8M	-2%	20k	239.65	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$4.8M		10k	479.63	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$4.8M	-5%	55k	87.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$4.7M		6.3k	746.60	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.3	$4.7M	+8%	59k	79.93	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.3	$4.7M	+5%	81k	57.52	View chart
Automatic Data Processing Stock (ADP)	0.3	$4.5M	-4%	15k	293.50	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.3	$4.5M	+2%	23k	194.50	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$4.4M	-7%	9.4k	468.42	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$4.4M	-4%	36k	120.72	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$4.3M	+2%	54k	78.34	View chart
Walmart Stock (WMT)	0.3	$4.2M	+27%	41k	103.06	View chart
Goldman Sachs Bdc Cef (GSBD)	0.3	$4.2M	-2%	412k	10.17	View chart
Eaton Corp Stock (ETN)	0.3	$4.2M	-7%	11k	374.25	View chart
Chevron Corp Stock (CVX)	0.3	$4.2M	+10%	27k	155.29	View chart
Cencora Stock (COR)	0.3	$4.1M	-8%	13k	312.53	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$4.1M	+4%	7.1k	568.78	View chart
Tjx Cos Stock (TJX)	0.3	$4.0M		28k	144.54	View chart
Wells Fargo Stock (WFC)	0.3	$3.9M		47k	83.82	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$3.9M	+5%	104k	37.77	View chart
Blackstone Secd Lending Cef (BXSL)	0.3	$3.9M		150k	26.07	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$3.9M	+20%	41k	93.37	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$3.8M	+6%	58k	65.92	View chart
Grainger W W Stock (GWW)	0.3	$3.8M		4.0k	953.06	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$3.8M		32k	118.83	View chart
Morgan Stanley Stock (MS)	0.3	$3.8M	-2%	24k	158.96	View chart
Netflix Stock (NFLX)	0.3	$3.8M	-6%	3.1k	1199.00	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.3	$3.7M	NEW	30k	125.95	View chart
Stryker Corporation Stock (SYK)	0.3	$3.7M	-5%	10k	369.69	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.3	$3.7M		14k	271.12	View chart
Disney Walt Stock (DIS)	0.3	$3.7M		32k	114.50	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$3.6M		41k	89.34	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.3	$3.6M	+11%	46k	78.37	View chart
Procter And Gamble Stock (PG)	0.3	$3.6M	+4%	24k	153.65	View chart
Harbor Dividend Growth Leaders Etf Etf (GDIV)	0.3	$3.6M	-23%	220k	16.21	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.2	$3.5M		113k	31.16	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.2	$3.5M		38k	91.75	View chart
Marsh & Mclennan Cos Stock (MMC)	0.2	$3.4M	-2%	17k	201.53	View chart
Capital One Finl Corp Stock (COF)	0.2	$3.4M	+13%	16k	212.58	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.2	$3.4M		34k	100.20	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.2	$3.4M	+11%	57k	59.20	View chart
Bank America Corp Stock (BAC)	0.2	$3.3M	+2%	64k	51.59	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.2	$3.3M	-2%	37k	87.84	View chart
Te Connectivity Plc Ord Stock (TEL)	0.2	$3.2M	-7%	15k	219.53	View chart
Ge Aerospace Stock (GE)	0.2	$3.2M	+6%	11k	300.81	View chart
Honeywell Intl Stock (HON)	0.2	$3.2M	-14%	15k	210.51	View chart
Church & Dwight Stock (CHD)	0.2	$3.2M		36k	87.63	View chart
Union Pac Corp Stock (UNP)	0.2	$3.1M		13k	236.37	View chart
Intercontinental Exchange Stock (ICE)	0.2	$3.0M		18k	168.48	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$3.0M	+9%	18k	164.54	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$2.9M	-5%	12k	254.28	View chart
Texas Instrs Stock (TXN)	0.2	$2.9M		16k	183.73	View chart
Medtronic Stock (MDT)	0.2	$2.8M	-5%	30k	95.24	View chart
Danaher Corporation Stock (DHR)	0.2	$2.8M		14k	198.26	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.8M	-2%	3.0k	925.62	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.8M	-2%	6.0k	463.76	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.8M		9.4k	293.75	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$2.7M		19k	142.10	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.2	$2.7M	-6%	118k	23.36	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$2.7M	-2%	5.6k	485.01	View chart
Moodys Corp Stock (MCO)	0.2	$2.7M		5.7k	476.49	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$2.7M	+3%	60k	45.10	View chart
Rtx Corporation Stock (RTX)	0.2	$2.7M	-4%	16k	167.33	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.2	$2.7M	-4%	119k	22.39	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.6M	+8%	14k	189.70	View chart
Ft Vest Buffered Allocation Growth Etf Etf (BUFG)	0.2	$2.6M	+29%	97k	26.94	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$2.6M	+7%	13k	206.51	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$2.6M	-17%	26k	99.53	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$2.6M	+14%	29k	89.37	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.2	$2.5M		18k	140.05	View chart
Broadridge Finl Solutions Stock (BR)	0.2	$2.5M	-7%	10k	238.17	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$2.5M		17k	145.60	View chart
Cisco Sys Stock (CSCO)	0.2	$2.4M	+4%	35k	68.42	View chart
Ppg Inds Stock (PPG)	0.2	$2.4M	+4%	23k	105.11	View chart
Sherwin Williams Stock (SHW)	0.2	$2.4M	-6%	7.0k	346.26	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$2.4M	+3%	2.5k	968.03	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$2.4M	+611%	29k	82.96	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$2.4M	-8%	47k	50.07	View chart
Vanguard Financials Etf Etf (VFH)	0.2	$2.4M		18k	131.24	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.2	$2.2M	+85%	89k	25.19	View chart
Palo Alto Networks Stock (PANW)	0.2	$2.2M	-6%	11k	203.62	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$2.2M	+8%	26k	84.11	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$2.2M		18k	122.45	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.2	$2.2M	+342%	25k	87.21	View chart
Korn Ferry Stock (KFY)	0.2	$2.2M		31k	69.98	View chart
Pepsico Stock (PEP)	0.1	$2.1M	+8%	15k	140.44	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$2.1M	+13%	22k	96.46	View chart
Anywhere Real Estate Stock (HOUS)	0.1	$2.1M		200k	10.59	View chart
Rollins Stock (ROL)	0.1	$2.1M	-8%	36k	58.74	View chart
Nextera Energy Stock (NEE)	0.1	$2.1M		28k	75.49	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$2.0M		18k	113.62	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$2.0M	-13%	44k	46.71	View chart
Ge Vernova Stock (GEV)	0.1	$2.0M	+6%	3.3k	614.89	View chart
Goldman Sachs Group Stock (GS)	0.1	$2.0M	+2%	2.5k	796.42	View chart
Fedex Corp Stock (FDX)	0.1	$2.0M	+28%	8.4k	235.80	View chart
Citigroup Stock (C)	0.1	$2.0M	-6%	20k	101.50	View chart
Nike Inc Cl B Stock (NKE)	0.1	$2.0M	+6%	28k	69.73	View chart
Micron Technology Stock (MU)	0.1	$1.9M	+37%	12k	167.32	View chart
Philip Morris Intl Stock (PM)	0.1	$1.9M	+22%	12k	162.20	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.1	$1.9M	NEW	62k	31.51	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.9M	+30%	11k	182.43	View chart
Coca Cola Stock (KO)	0.1	$1.9M		29k	66.32	View chart
Fastenal Stock (FAST)	0.1	$1.9M	+51%	38k	49.04	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.8M	-15%	32k	57.52	View chart
Verizon Communications Stock (VZ)	0.1	$1.8M	+4%	42k	43.95	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.8M	-18%	27k	67.83	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.8M		6.1k	297.63	View chart
Trane Technologies Stock (TT)	0.1	$1.8M	-13%	4.2k	421.96	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.8M	-3%	31k	57.10	View chart
Amgen Stock (AMGN)	0.1	$1.8M		6.3k	282.18	View chart
American Tower Corp Reit (AMT)	0.1	$1.7M	-13%	9.1k	192.32	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.7M	-35%	6.9k	246.61	View chart
First Trust Core Investment Grade Etf Etf (FTCB)	0.1	$1.7M	+35%	79k	21.31	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.7M		5.4k	303.88	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.6M		5.0k	329.06	View chart
Chubb Stock (CB)	0.1	$1.6M	+9%	5.8k	282.24	View chart
Qualcomm Stock (QCOM)	0.1	$1.6M		9.7k	166.35	View chart
Servicenow Stock (NOW)	0.1	$1.6M	-9%	1.7k	920.48	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.6M	+37%	4.8k	332.84	View chart
Lowes Cos Stock (LOW)	0.1	$1.6M		6.2k	251.31	View chart
Caterpillar Stock (CAT)	0.1	$1.5M	-7%	3.2k	477.12	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.1	$1.5M	+2%	15k	102.97	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.5M		10k	144.37	View chart
Allstate Corp Stock (ALL)	0.1	$1.5M		6.9k	214.65	View chart
Arista Networks Stock (ANET)	0.1	$1.5M	+13%	10k	145.71	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.5M	+15%	20k	72.77	View chart
Blackrock Stock (BLK)	0.1	$1.5M		1.2k	1165.70	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$1.4M		12k	120.50	View chart
Adobe Stock (ADBE)	0.1	$1.4M	+29%	4.1k	352.71	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.4M	-4%	3.9k	365.48	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.4M	+29%	12k	121.42	View chart
Uber Technologies Stock (UBER)	0.1	$1.4M	+6%	14k	97.97	View chart
Intuit Stock (INTU)	0.1	$1.4M	-7%	2.0k	682.95	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.1	$1.4M	-34%	17k	82.50	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.4M		25k	55.33	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.4M		32k	43.78	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.4M		9.0k	154.24	View chart
Lululemon Athletica Stock (LULU)	0.1	$1.4M	NEW	7.8k	177.92	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.4M	-6%	4.9k	279.26	View chart
D R Horton Stock (DHI)	0.1	$1.4M		8.1k	169.48	View chart
Synopsys Stock (SNPS)	0.1	$1.4M	+37%	2.8k	493.39	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$1.4M	-33%	23k	60.08	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.3M	+43%	8.3k	161.79	View chart
Boston Scientific Corp Stock (BSX)	0.1	$1.3M	+20%	14k	97.63	View chart
Centene Corp Del Stock (CNC)	0.1	$1.3M	+6%	37k	35.68	View chart
Linde Stock (LIN)	0.1	$1.3M	+14%	2.8k	475.01	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.3M	+3%	50k	26.34	View chart
Salesforce Stock (CRM)	0.1	$1.3M	-4%	5.5k	236.99	View chart
Intel Corp Stock (INTC)	0.1	$1.3M	+81%	39k	33.55	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.3M		48k	27.30	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.1	$1.3M	+112%	29k	44.23	View chart
BP Adr (BP)	0.1	$1.3M	+4%	37k	34.46	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$1.3M		8.6k	148.61	View chart
Astrazeneca Adr (AZN)	0.1	$1.3M	-9%	17k	76.72	View chart
General Mtrs Stock (GM)	0.1	$1.3M	+17%	21k	60.97	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.3M	+5%	2.8k	447.20	View chart
Annaly Capital Management Reit (NLY)	0.1	$1.3M	-5%	62k	20.21	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.3M	-40%	9.0k	139.68	View chart
Tractor Supply Stock (TSCO)	0.1	$1.3M	-8%	22k	56.87	View chart
Brady Corp Cl A Stock (BRC)	0.1	$1.2M		16k	78.03	View chart
Novartis Adr (NVS)	0.1	$1.2M	-4%	9.7k	128.24	View chart
First Tr High Yield Opprt 2027 Cef (FTHY)	0.1	$1.2M		85k	14.49	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.2M	+4%	8.6k	142.41	View chart
Pfizer Stock (PFE)	0.1	$1.2M	-17%	48k	25.48	View chart
General Dynamics Corp Stock (GD)	0.1	$1.2M	+41%	3.5k	341.04	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.2M		6.7k	178.73	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.2M	+19%	16k	75.39	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.2M	-2%	13k	89.37	View chart
Global X Uranium Etf Etf (URA)	0.1	$1.2M	+6%	25k	47.67	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$1.2M		12k	97.82	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.2M	-24%	4.8k	241.94	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$1.2M		15k	79.46	View chart
Msci Stock (MSCI)	0.1	$1.1M		2.0k	567.41	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$1.1M	+2%	18k	62.47	View chart
Conocophillips Stock (COP)	0.1	$1.1M		12k	94.59	View chart
Exelon Corp Stock (EXC)	0.1	$1.1M		25k	45.01	View chart
The Cigna Group Stock (CI)	0.1	$1.1M	-12%	3.9k	288.25	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$1.1M	+3%	30k	36.69	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.1	$1.1M		29k	37.86	View chart
Roblox Corp Cl A Stock (RBLX)	0.1	$1.1M	+30%	7.9k	138.52	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$1.1M		16k	68.12	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.1M	+88%	5.8k	187.17	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.1M	-6%	3.1k	345.28	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.1M	+2%	3.3k	326.36	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.1M	+12%	2.2k	499.16	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$1.1M		46k	23.47	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.1M	-4%	5.1k	208.70	View chart
Fiserv Stock (FI)	0.1	$1.1M	+20%	8.3k	128.93	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.1M	+8%	34k	31.42	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$1.0M	-22%	24k	43.78	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.0M	-18%	7.0k	145.66	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.0M	+30%	5.1k	200.93	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.0M	+2%	11k	95.14	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.0M	+47%	2.6k	391.65	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$1.0M	+41%	9.7k	102.99	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$1.0M	+3%	6.8k	146.32	View chart
Paychex Stock (PAYX)	0.1	$995k	-4%	7.9k	126.76	View chart

Past Filings by Transcend Capital Advisors

SEC 13F filings are viewable for Transcend Capital Advisors going back to 2019

Transcend Capital Advisors 2025 Q3 filed Nov. 4, 2025
Transcend Capital Advisors 2025 Q2 filed Aug. 1, 2025
Transcend Capital Advisors 2025 Q1 filed April 24, 2025
Transcend Capital Advisors 2024 Q4 filed Feb. 3, 2025
Transcend Capital Advisors 2024 Q3 filed Oct. 15, 2024
Transcend Capital Advisors 2024 Q2 filed July 2, 2024
Transcend Capital Advisors 2024 Q1 filed May 3, 2024
Transcend Capital Advisors 2023 Q4 filed Feb. 5, 2024
Transcend Capital Advisors 2023 Q3 filed Oct. 31, 2023
Transcend Capital Advisors 2023 Q2 filed July 13, 2023
Transcend Capital Advisors 2023 Q1 filed April 12, 2023
Transcend Capital Advisors 2022 Q4 filed Jan. 20, 2023
Transcend Capital Advisors 2022 Q3 filed Oct. 17, 2022
Transcend Capital Advisors 2022 Q2 filed July 12, 2022
Transcend Capital Advisors 2022 Q1 filed April 20, 2022
Transcend Wealth Collective 2021 Q4 filed Jan. 20, 2022

View all past filings

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