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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, MRK, SPYG, and represent 18.96% of Transcend Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: BIZD (+$15M), NFLX, BRO, XLE, AMLP, SMIG, CHYM, NOW, AA, IJR.
Started 83 new stock positions in TER, CHYM, IFF, AVY, GAP, DOV, MRVL, SNDK, EQIX, GIS.
Reduced shares in these 10 stocks: GLD (-$37M), OBDC (-$14M), NVDA (-$6.7M), GOOG (-$6.4M), AAPL (-$5.7M), VTI (-$5.6M), MSFT (-$5.1M), V, IVV, VEU.
Sold out of its positions in AL, APD, ARE, ALCO, APA, ARW, AN, BMRN, HIMU, LCTU.
Transcend Capital Advisors was a net seller of stock by $-183M.
Transcend Capital Advisors has $1.3B in assets under management (AUM), dropping by -9.01%.
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 681 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Transcend Capital Advisors has 681 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transcend Capital Advisors Dec. 31, 2025 positions
Download the Transcend Capital Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	8.7	$112M	-4%	413k	271.86	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	3.4	$43M		86k	502.65	View chart
Microsoft Corp Stock (MSFT)	2.7	$35M	-12%	73k	483.62	View chart
Merck & Co Stock (MRK)	2.1	$28M	-2%	261k	105.26	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.1	$27M		252k	106.70	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.8	$24M		39k	614.31	View chart
Nvidia Corporation Stock (NVDA)	1.8	$23M	-22%	122k	186.50	View chart
Amazon Stock (AMZN)	1.7	$22M	-6%	95k	230.82	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$21M	-9%	30k	681.91	View chart
International Business Machs Stock (IBM)	1.3	$17M	-3%	59k	296.21	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$17M		54k	313.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.3	$17M	-5%	118k	143.52	View chart
Vaneck Bdc Income Etf Etf (BIZD)	1.2	$15M	NEW	1.1M	14.18	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	1.2	$15M	-6%	1.0M	14.94	View chart
Blue Owl Capital Corporation Cef (OBDC)	1.2	$15M	-48%	1.2M	12.43	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$15M	-9%	46k	322.22	View chart
S&p Global Stock (SPGI)	1.1	$15M		28k	522.59	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$12M	-34%	40k	313.80	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.9	$12M	+5%	368k	33.02	View chart
Fs Kkr Cap Corp Cef (FSK)	0.9	$12M	-19%	796k	14.81	View chart
Broadcom Stock (AVGO)	0.9	$11M	-2%	33k	346.10	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.9	$11M	-15%	50k	219.78	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$11M	-4%	16k	660.08	View chart
Vanguard Large-cap Etf Etf (VV)	0.8	$11M		33k	314.80	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$10M	-3%	84k	120.34	View chart
Eli Lilly & Co Stock (LLY)	0.8	$10M	-16%	9.3k	1074.71	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.8	$9.8M		13.00	754800.00	View chart
Tesla Stock (TSLA)	0.7	$9.2M		20k	449.72	View chart
Johnson & Johnson Stock (JNJ)	0.7	$9.1M	-20%	44k	206.95	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$9.0M	-3%	14k	627.12	View chart
Home Depot Stock (HD)	0.6	$8.1M	-8%	24k	344.09	View chart
Alerian Mlp Etf Etf (AMLP)	0.6	$8.0M	+24%	170k	47.02	View chart
Spdr Gold Shares Etf (GLD)	0.6	$7.8M	-82%	20k	396.31	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$7.8M	-36%	11k	684.93	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.6	$7.3M		71k	104.07	View chart
Oracle Corp Stock (ORCL)	0.6	$7.1M	-5%	37k	194.91	View chart
Abbvie Stock (ABBV)	0.5	$6.7M	-10%	29k	228.49	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.5	$6.7M	-2%	168k	39.59	View chart
Blackstone Stock (BX)	0.5	$6.6M	-16%	43k	154.14	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.5	$6.6M	+8%	46k	143.97	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.5	$6.4M	-4%	1.2M	5.47	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.5	$6.1M	-24%	51k	119.35	View chart
Visa Inc Com Cl A Stock (V)	0.5	$5.9M	-45%	17k	350.71	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB)	0.4	$5.4M	-15%	454k	11.78	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$5.2M		78k	66.00	View chart
Vanguard Value Etf Etf (VTV)	0.4	$5.2M	-18%	27k	190.99	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$4.8M	+26%	40k	120.18	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$4.8M		54k	89.46	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.4	$4.7M		80k	59.28	View chart
Morgan Stanley Stock (MS)	0.4	$4.6M	+8%	26k	177.53	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.3	$4.5M	-11%	90k	49.65	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.4M	-55%	13k	335.27	View chart
Wells Fargo Stock (WFC)	0.3	$4.2M	-3%	45k	93.20	View chart
Capital One Finl Corp Stock (COF)	0.3	$4.2M	+7%	17k	242.36	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.3	$4.2M		14k	301.16	View chart
Walmart Stock (WMT)	0.3	$4.1M	-9%	37k	111.41	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$4.1M	-14%	5.4k	753.77	View chart
Ww Grainger Stock (GWW)	0.3	$4.0M		4.0k	1009.12	View chart
Agnc Invt Corp Reit (AGNC)	0.3	$3.9M	-30%	367k	10.72	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.3	$3.9M	-41%	72k	54.77	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.9M	-20%	8.0k	487.89	View chart
Tjx Cos Stock (TJX)	0.3	$3.9M	-8%	25k	153.61	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$3.9M		102k	38.03	View chart
New Mtn Fin Corp Cef (NMFC)	0.3	$3.9M	-41%	421k	9.21	View chart
Goldman Sachs Bdc Cef (GSBD)	0.3	$3.7M	-2%	400k	9.28	View chart
Blackstone Secd Lending Cef (BXSL)	0.3	$3.6M	-7%	138k	26.33	View chart
Cencora Stock (COR)	0.3	$3.6M	-18%	11k	337.75	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.3	$3.6M	-13%	30k	121.93	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$3.6M	-19%	29k	123.26	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$3.6M	+34%	19k	191.56	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$3.6M	-8%	53k	67.22	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$3.5M	-19%	44k	80.22	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$3.5M	+89%	78k	44.71	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.3	$3.4M		111k	31.10	View chart
Automatic Data Processing Stock (ADP)	0.3	$3.4M	-14%	13k	257.23	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$3.4M	-17%	5.9k	570.90	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.3	$3.3M	+7%	20k	167.94	View chart
Chevron Corp Stock (CVX)	0.3	$3.3M	-20%	21k	152.41	View chart
Union Pac Corp Stock (UNP)	0.2	$3.2M	+5%	14k	231.32	View chart
Ge Aerospace Stock (GE)	0.2	$3.2M	-3%	10k	308.04	View chart
Disney Walt Stock (DIS)	0.2	$3.1M	-15%	27k	113.77	View chart
Micron Technology Stock (MU)	0.2	$3.1M	-6%	11k	285.42	View chart
Te Connectivity Plc Ord Stock (TEL)	0.2	$3.1M	-7%	14k	227.51	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$3.1M	-32%	16k	198.62	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.2	$3.1M	-53%	26k	117.72	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$3.1M	-4%	57k	53.94	View chart
Procter & Gamble Stock (PG)	0.2	$3.0M	-10%	21k	143.31	View chart
Church & Dwight Stock (CHD)	0.2	$3.0M		36k	83.85	View chart
Intercontinental Exchange Stock (ICE)	0.2	$3.0M		18k	161.96	View chart
Danaher Corporation Stock (DHR)	0.2	$3.0M	-7%	13k	228.92	View chart
Ft Vest Buffered Allocation Growth Etf Etf (BUFG)	0.2	$3.0M	+11%	108k	27.52	View chart
Bank America Corp Stock (BAC)	0.2	$2.9M	-16%	54k	55.00	View chart
Harbor Dividend Growth Leaders Etf Etf (GDIV)	0.2	$2.9M	-20%	176k	16.68	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.9M		6.0k	480.54	View chart
Moodys Corp Stock (MCO)	0.2	$2.9M		5.6k	510.89	View chart
Anywhere Real Estate Stock	0.2	$2.8M		200k	14.16	View chart
Texas Instrs Stock (TXN)	0.2	$2.8M	+2%	16k	173.49	View chart
Medtronic Stock (MDT)	0.2	$2.8M	-2%	29k	96.06	View chart
Marsh Stock	0.2	$2.8M	-12%	15k	185.52	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$2.6M	-3%	19k	141.14	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.2	$2.6M	-2%	116k	22.36	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.6M	-42%	5.5k	473.31	View chart
Eaton Corp Stock (ETN)	0.2	$2.5M	-28%	8.0k	318.52	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$2.5M	-4%	12k	212.08	View chart
Netflix Stock (NFLX)	0.2	$2.5M	+749%	27k	93.76	View chart
Honeywell Intl Stock (HON)	0.2	$2.5M	-16%	13k	195.09	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$2.5M	-57%	16k	154.80	View chart
Ppg Inds Stock (PPG)	0.2	$2.4M	+3%	24k	102.46	View chart
Stryker Corporation Stock (SYK)	0.2	$2.4M	-31%	6.9k	351.47	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.4M	-10%	8.4k	290.23	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$2.4M	-9%	2.2k	1069.83	View chart
Brown & Brown Stock (BRO)	0.2	$2.3M	+528%	29k	79.70	View chart
Vanguard Financials Etf Etf (VFH)	0.2	$2.3M	-4%	17k	133.49	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.2	$2.3M	+2%	91k	25.17	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.3M	+2%	2.6k	879.08	View chart
Chubb Stock (CB)	0.2	$2.3M	+24%	7.2k	312.11	View chart
Ishares Biotechnology Etf Etf (IBB)	0.2	$2.3M	+29%	13k	168.77	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.2	$2.2M	-35%	36k	60.81	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$2.2M		18k	121.61	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.2	$2.2M	+63%	48k	46.03	View chart
Rtx Corporation Stock (RTX)	0.2	$2.2M	-25%	12k	183.40	View chart
Cisco Sys Stock (CSCO)	0.2	$2.2M	-20%	28k	77.03	View chart
Ge Vernova Stock (GEV)	0.2	$2.2M		3.3k	653.58	View chart
Citigroup Stock (C)	0.2	$2.1M	-7%	18k	116.69	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$2.1M	+13%	7.8k	268.31	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.2	$2.1M		18k	113.86	View chart
Korn Ferry Stock (KFY)	0.2	$2.0M		31k	66.02	View chart
Centene Corp Del Stock (CNC)	0.2	$2.0M	+32%	50k	41.15	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$2.0M	-66%	28k	73.56	View chart
Pepsico Stock (PEP)	0.2	$2.0M	-7%	14k	143.52	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$2.0M	-18%	15k	139.16	View chart
Nextera Energy Stock (NEE)	0.2	$2.0M	-10%	25k	80.28	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.2	$2.0M	-17%	17k	119.41	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.9M		11k	177.76	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.9M	-7%	40k	46.54	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.1	$1.9M	+28%	22k	86.29	View chart
American Tower Corp Reit (AMT)	0.1	$1.9M	+17%	11k	175.58	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$1.8M	-19%	8.3k	223.17	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.8M		6.1k	302.09	View chart
Sherwin Williams Stock (SHW)	0.1	$1.8M	-18%	5.7k	324.05	View chart
Arista Networks Stock (ANET)	0.1	$1.8M	+37%	14k	131.03	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.8M	+20%	5.9k	303.91	View chart
Philip Morris Intl Stock (PM)	0.1	$1.8M	-6%	11k	160.41	View chart
Fedex Corp Stock (FDX)	0.1	$1.8M	-27%	6.1k	288.86	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$1.8M	+21%	15k	121.75	View chart
Salesforce Stock (CRM)	0.1	$1.8M	+21%	6.7k	264.93	View chart
Rollins Stock (ROL)	0.1	$1.8M	-18%	29k	60.02	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.8M	-31%	2.0k	862.34	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.8M	-5%	30k	58.12	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$1.7M	-28%	21k	82.82	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.7M	-3%	4.8k	353.28	View chart
First Trust Core Investment Grade Etf Etf (FTCB)	0.1	$1.7M		79k	21.23	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.7M	-7%	26k	63.71	View chart
General Mtrs Stock (GM)	0.1	$1.7M		21k	81.32	View chart
Lululemon Athletica Stock (LULU)	0.1	$1.7M	+2%	8.0k	207.80	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$1.6M	+13%	34k	45.80	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$1.6M	-56%	20k	77.68	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.6M	-47%	6.0k	257.97	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$1.5M	-38%	10k	148.98	View chart
Coca Cola Stock (KO)	0.1	$1.5M	-24%	22k	69.91	View chart
Intel Corp Stock (INTC)	0.1	$1.5M	+6%	41k	36.90	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.5M	+33%	7.7k	194.07	View chart
Servicenow Stock (NOW)	0.1	$1.5M	+456%	9.7k	153.19	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.5M	-10%	18k	81.17	View chart
Qualcomm Stock (QCOM)	0.1	$1.5M	-12%	8.5k	171.05	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.5M	-18%	25k	57.24	View chart
Lowes Cos Stock (LOW)	0.1	$1.4M	-3%	6.0k	241.17	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.4M		31k	45.85	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.4M	-18%	6.7k	214.15	View chart
Amgen Stock (AMGN)	0.1	$1.4M	-31%	4.3k	327.30	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$1.4M		9.1k	155.12	View chart
Astrazeneca Adr	0.1	$1.4M	-8%	15k	91.93	View chart
Brady Corp Cl A Stock (BRC)	0.1	$1.4M	+11%	18k	78.37	View chart
Trane Technologies Stock (TT)	0.1	$1.4M	-15%	3.6k	389.20	View chart
Annaly Capital Management Reit (NLY)	0.1	$1.4M		61k	22.36	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.4M	-5%	24k	56.81	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.3M	-14%	9.9k	135.72	View chart
Newmont Corp Stock (NEM)	0.1	$1.3M	+18%	14k	99.85	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.3M	+2%	49k	27.43	View chart
First Tr High Yield Opprt 2027 Cef (FTHY)	0.1	$1.3M	+11%	95k	14.07	View chart
Bahl & Gaynor Small/mid Cap Income Growth Etf Etf (SMIG)	0.1	$1.3M	NEW	47k	28.80	View chart
Expedia Group Stock (EXPE)	0.1	$1.3M	+7%	4.7k	283.34	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.3M	-31%	19k	71.41	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.3M		49k	26.91	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$1.3M	-4%	8.2k	160.96	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$1.3M	-50%	13k	101.98	View chart
Blackrock Stock (BLK)	0.1	$1.3M		1.2k	1070.38	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.3M	-21%	4.3k	305.61	View chart
Chime Finl Inc Com Shs Cl A Stock (CHYM)	0.1	$1.3M	NEW	51k	25.17	View chart
Intuit Stock (INTU)	0.1	$1.3M	-5%	1.9k	662.42	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.3M	-60%	2.2k	579.33	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.3M	+63%	13k	102.54	View chart
Novartis Adr (NVS)	0.1	$1.3M	-4%	9.2k	137.87	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$1.3M	+6%	13k	99.52	View chart
Conocophillips Stock (COP)	0.1	$1.2M	+9%	13k	93.61	View chart
BP Adr (BP)	0.1	$1.2M	-5%	35k	34.73	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.2M	-3%	8.7k	141.05	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.2M	+67%	13k	91.38	View chart
D R Horton Stock (DHI)	0.1	$1.2M	+2%	8.3k	144.02	View chart
Fastenal Stock (FAST)	0.1	$1.2M	-21%	30k	40.13	View chart
General Dynamics Corp Stock (GD)	0.1	$1.2M		3.5k	336.63	View chart
Adobe Stock (ADBE)	0.1	$1.2M	-17%	3.3k	349.94	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.2M	-2%	3.2k	360.10	View chart
The Cigna Group Stock (CI)	0.1	$1.2M	+7%	4.2k	275.21	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.1	$1.2M	-65%	13k	90.40	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.2M	-75%	15k	79.73	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.2M		8.4k	136.94	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.1	$1.1M	-67%	12k	94.02	View chart
Pg&e Corp Stock (PCG)	0.1	$1.1M	+45%	71k	16.07	View chart
Dollar Gen Corp Stock (DG)	0.1	$1.1M	+51%	8.5k	132.77	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.1M	-22%	3.0k	373.47	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.1M	-30%	2.0k	566.30	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.1M	-32%	3.2k	342.97	View chart
Edison Intl Stock (EIX)	0.1	$1.1M	+75%	18k	60.02	View chart
Uber Technologies Stock (UBER)	0.1	$1.1M	-9%	13k	81.71	View chart
Alcoa Corp Stock (AA)	0.1	$1.0M	NEW	20k	53.14	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$1.0M	+19%	8.9k	116.09	View chart
Caterpillar Stock (CAT)	0.1	$1.0M	-44%	1.8k	572.93	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$1.0M	-4%	24k	42.69	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.0M	+11%	4.6k	219.72	View chart
3M Stock (MMM)	0.1	$1.0M		6.4k	160.10	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$1.0M	+24%	4.1k	250.34	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.0M	-5%	4.8k	211.79	View chart
Boston Scientific Corp Stock (BSX)	0.1	$1.0M	-21%	11k	95.35	View chart
Global X Uranium Etf Etf (URA)	0.1	$1.0M	-3%	24k	42.73	View chart
Linde Stock (LIN)	0.1	$1.0M	-14%	2.4k	426.40	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.0M		11k	94.16	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.1	$999k	+387%	6.2k	162.14	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$992k	+60%	7.3k	135.13	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$990k	-4%	22k	44.37	View chart
Unilever Adr (UL)	0.1	$990k	NEW	15k	65.40	View chart
Ameriprise Finl Stock (AMP)	0.1	$984k	+26%	2.0k	490.28	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$980k	+8%	2.1k	468.78	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$977k	+33%	16k	62.47	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$968k		6.6k	146.58	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$966k	+12%	13k	73.48	View chart
Unitedhealth Group Stock (UNH)	0.1	$964k	-6%	2.9k	330.05	View chart
Kkr & Co Stock (KKR)	0.1	$949k		7.4k	127.48	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.1	$937k		6.6k	141.49	View chart
Hca Healthcare Stock (HCA)	0.1	$932k	+31%	2.0k	466.86	View chart
Msci Stock (MSCI)	0.1	$924k	-20%	1.6k	573.74	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$919k	-13%	4.4k	208.72	View chart
Williams Cos Stock (WMB)	0.1	$916k	+15%	15k	60.11	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$913k	-21%	2.0k	453.38	View chart
Allstate Corp Stock (ALL)	0.1	$903k	-36%	4.3k	208.15	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.1	$901k	+7%	15k	60.51	View chart
Mckesson Corp Stock (MCK)	0.1	$901k	+8%	1.1k	820.44	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$900k		40k	22.47	View chart
Starbucks Corp Stock (SBUX)	0.1	$899k	-6%	11k	84.21	View chart
Tractor Supply Stock (TSCO)	0.1	$897k	-18%	18k	50.01	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 Q4 filed Jan. 23, 2026
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

View all past filings

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