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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, MRK, SPYG, MSFT, and represent 18.62% of Transcend Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYG, RSP, TLTW, GOOG, BIL, AZN, IEI, IWM, FEGE, IEUR.
Started 98 new stock positions in IWY, JEF, HWM, DTE, UAMY, NE, VFC, BURL, CDZI, PB.
Reduced shares in these 10 stocks: , AAPL, LLY, COR, XLE, OWL, SPY, AstraZeneca, TJX, NMFC.
Sold out of its positions in ALNY, AIG, APP, AstraZeneca, AVTR, BDJ, BKLC, BAM, Confluent, CPRT.
Transcend Capital Advisors was a net buyer of stock by $13M.
Transcend Capital Advisors has $1.2B in assets under management (AUM), dropping by -3.46%.
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 718 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Transcend Capital Advisors has 718 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transcend Capital Advisors March 31, 2026 positions
Download the Transcend Capital Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	8.2	$102M	-2%	403k	253.79	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	3.3	$42M		87k	479.20	View chart
Merck & Co Stock (MRK)	2.5	$32M		262k	120.29	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.4	$30M	+19%	303k	97.91	View chart
Microsoft Corp Stock (MSFT)	2.2	$27M		74k	370.17	View chart
Nvidia Corporation Stock (NVDA)	1.8	$22M	+5%	128k	174.40	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.7	$21M	-4%	37k	577.19	View chart
Amazon Stock (AMZN)	1.6	$20M	+2%	97k	208.27	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.4	$18M	-8%	28k	650.35	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.4	$17M		116k	148.10	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$16M		54k	287.56	View chart
Vaneck Bdc Income Etf Etf (BIZD)	1.2	$15M	+8%	1.2M	12.80	View chart
International Business Machs Stock (IBM)	1.1	$14M		59k	242.39	View chart
Exxon Mobil Corp Stock (XOM)	1.1	$14M	-3%	81k	169.66	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	1.1	$13M		373k	35.44	View chart
Blue Owl Capital Corporation Cef (OBDC)	1.0	$13M		1.2M	11.06	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$13M	+15%	45k	286.86	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$13M	-4%	44k	294.16	View chart
S&p Global Stock (SPGI)	0.9	$12M		28k	425.34	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.9	$11M	+2%	52k	215.06	View chart
Broadcom Stock (AVGO)	0.9	$11M	+4%	34k	309.51	View chart
Johnson & Johnson Stock (JNJ)	0.8	$10M	-6%	41k	244.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$9.8M	+3%	17k	572.12	View chart
Spdr Gold Shares Etf (GLD)	0.8	$9.4M	+10%	22k	430.29	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$9.3M		13.00	718140.00	View chart
Vanguard Large-cap Etf Etf (VV)	0.7	$9.1M	-9%	30k	298.85	View chart
Alerian Mlp Etf Etf (AMLP)	0.7	$8.7M	-2%	166k	52.64	View chart
Fs Kkr Cap Corp Cef (FSK)	0.6	$8.1M		793k	10.18	View chart
Home Depot Stock (HD)	0.6	$8.0M	+3%	24k	328.89	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.6	$7.9M	+120%	41k	191.92	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$7.8M	-8%	13k	597.54	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$7.6M		12k	653.20	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.6	$7.5M	+24%	63k	118.60	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.6	$7.3M	-2%	69k	106.01	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.6	$7.3M	-20%	801k	9.13	View chart
Tesla Stock (TSLA)	0.6	$7.2M	-4%	20k	371.74	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.5	$6.7M	+2%	172k	38.86	View chart
Eli Lilly & Co Stock (LLY)	0.5	$6.4M	-25%	6.9k	919.78	View chart
Abbvie Stock (ABBV)	0.5	$6.2M	-3%	29k	217.49	View chart
Visa Inc Com Cl A Stock (V)	0.5	$5.8M	+13%	19k	302.24	View chart
Oracle Corp Stock (ORCL)	0.5	$5.7M	+6%	39k	147.11	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.4	$5.5M	-10%	41k	132.90	View chart
Vanguard Value Etf Etf (VTV)	0.4	$5.4M		28k	196.20	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$5.4M		80k	67.53	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$5.3M	+8%	59k	90.53	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$5.2M	+3%	42k	124.31	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB)	0.4	$4.9M	-3%	441k	11.15	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.4	$4.7M	+10%	1.3M	3.61	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.4	$4.6M		14k	328.65	View chart
Blackstone Stock (BX)	0.3	$4.3M	-13%	37k	114.99	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.3M		13k	320.80	View chart
Walmart Stock (WMT)	0.3	$4.1M	-9%	33k	124.28	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$3.9M	+16%	51k	76.54	View chart
Texas Instrs Stock (TXN)	0.3	$3.8M	+22%	20k	194.14	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$3.8M		103k	36.76	View chart
Chevron Corporation Stock (CVX)	0.3	$3.7M	-16%	18k	206.90	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.3	$3.6M	-16%	67k	54.55	View chart
Wells Fargo & Co Stock (WFC)	0.3	$3.6M		45k	79.61	View chart
Union Pac Corp Stock (UNP)	0.3	$3.6M	+7%	15k	242.62	View chart
Micron Technology Stock (MU)	0.3	$3.6M	-3%	11k	337.83	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.3	$3.6M	+17%	23k	155.11	View chart
Goldman Sachs Bdc Cef (GSBD)	0.3	$3.5M		393k	8.88	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.3	$3.5M	-7%	27k	127.73	View chart
Capital One Finl Corp Stock (COF)	0.3	$3.5M	+8%	19k	182.43	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.3	$3.5M	+53%	74k	47.00	View chart
Church & Dwight Stock (CHD)	0.3	$3.4M		36k	93.32	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$3.3M	-9%	48k	69.75	View chart
Blackstone Secd Lending Cef (BXSL)	0.3	$3.3M		139k	23.69	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$3.3M	-4%	54k	60.65	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.3	$3.3M	-7%	66k	49.37	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.3	$3.3M	+9%	17k	191.81	View chart
Morgan Stanley Stock (MS)	0.3	$3.3M	-23%	20k	164.57	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$3.2M		29k	113.11	View chart
Honeywell Intl Stock (HON)	0.3	$3.2M	+12%	14k	226.02	View chart
Ww Grainger Stock (GWW)	0.3	$3.2M	-26%	2.9k	1090.92	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$3.2M	-15%	4.6k	697.78	View chart
Agnc Invt Corp Reit (AGNC)	0.3	$3.2M	-13%	317k	10.03	View chart
Procter & Gamble Stock (PG)	0.2	$3.1M	+2%	22k	144.44	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.2	$3.1M		110k	27.73	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$3.0M	+8%	6.6k	463.22	View chart
Ge Aerospace Stock (GE)	0.2	$3.0M	+4%	11k	283.76	View chart
Ge Vernova Stock (GEV)	0.2	$3.0M	+5%	3.5k	873.01	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$3.0M	-12%	79k	38.42	View chart
Netflix Stock (NFLX)	0.2	$3.0M	+16%	31k	96.15	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.0M	-14%	6.8k	436.76	View chart
Ft Vest Buffered Allocation Growth Etf Etf (BUFG)	0.2	$2.9M		109k	26.86	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$2.9M	+2%	19k	151.41	View chart
Tjx Cos Stock (TJX)	0.2	$2.8M	-30%	18k	159.70	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.8M	-5%	5.6k	499.62	View chart
Ppg Inds Stock (PPG)	0.2	$2.7M	+7%	26k	106.88	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$2.7M	+126%	30k	91.64	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.7M	+24%	3.2k	846.06	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$2.7M	+34%	8.0k	337.97	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$2.7M	-43%	44k	61.26	View chart
Danaher Corp Del Stock (DHR)	0.2	$2.6M	+6%	14k	189.60	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$2.6M		54k	48.75	View chart
Harbor Dividend Growth Leaders Etf Etf (GDIV)	0.2	$2.6M	-11%	157k	16.67	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$2.6M	+26%	2.6k	996.43	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.2	$2.6M	-11%	23k	110.86	View chart
Moodys Corp Stock (MCO)	0.2	$2.5M	+3%	5.8k	436.28	View chart
Nextera Energy Stock (NEE)	0.2	$2.5M	+9%	27k	92.88	View chart
Philip Morris Intl Stock (PM)	0.2	$2.5M	+34%	15k	165.34	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$2.5M		18k	135.72	View chart
Chubb Ltd Switz Stock (CB)	0.2	$2.4M	+2%	7.4k	325.92	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.4M		8.4k	287.19	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.2	$2.4M	-8%	106k	22.28	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$2.4M	-6%	11k	211.16	View chart
Fedex Corp Stock (FDX)	0.2	$2.3M	+7%	6.6k	356.16	View chart
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Etf (TLTW)	0.2	$2.3M	NEW	103k	22.62	View chart
Te Connectivity Plc Ord Stock (TEL)	0.2	$2.3M	-18%	11k	209.02	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.2	$2.2M		90k	24.77	View chart
Rtx Corporation Stock (RTX)	0.2	$2.2M	-5%	11k	192.91	View chart
Intercontinental Exchange Stock (ICE)	0.2	$2.2M	-25%	14k	157.28	View chart
Brown & Brown Stock (BRO)	0.2	$2.1M	+11%	33k	65.21	View chart
Ishares Biotechnology Etf Etf (IBB)	0.2	$2.1M	-5%	13k	168.85	View chart
Automatic Data Processing Stock (ADP)	0.2	$2.1M	-20%	10k	203.18	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$2.1M		15k	145.94	View chart
New Mtn Fin Corp Cef (NMFC)	0.2	$2.1M	-35%	271k	7.76	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$2.1M	+168%	8.4k	247.99	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.1M	-10%	4.9k	426.37	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.2	$2.1M	-30%	1.6k	1320.82	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$2.1M	+10%	45k	46.19	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$2.1M	-12%	14k	146.61	View chart
Pepsico Stock (PEP)	0.2	$2.0M	-7%	13k	155.29	View chart
Disney Walt Stock (DIS)	0.2	$2.0M	-23%	21k	96.38	View chart
Cisco Sys Stock (CSCO)	0.2	$2.0M	-8%	26k	77.59	View chart
Medtronic Stock (MDT)	0.2	$2.0M	-21%	23k	86.65	View chart
Korn Ferry Stock (KFY)	0.2	$2.0M		31k	62.95	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.2	$1.9M		18k	107.62	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.2	$1.9M	+41%	34k	56.58	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$1.9M	+20%	17k	109.69	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.2	$1.9M	-10%	33k	58.18	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.2	$1.9M	-27%	11k	173.45	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$1.9M	-10%	15k	120.81	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.8M		6.1k	302.24	View chart
Intel Corp Stock (INTC)	0.1	$1.8M		40k	44.13	View chart
Conocophillips Stock (COP)	0.1	$1.8M		13k	132.00	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.8M	+102%	34k	52.56	View chart
Citigroup Stock (C)	0.1	$1.8M	-13%	16k	113.41	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.8M	-15%	23k	75.10	View chart
Eaton Corp Stock (ETN)	0.1	$1.7M	-39%	4.8k	357.69	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$1.7M	-6%	16k	108.98	View chart
Newmont Corp Stock (NEM)	0.1	$1.7M	+16%	16k	108.25	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.7M	+68%	26k	64.08	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.7M	-3%	30k	55.16	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.7M	+11%	54k	30.68	View chart
Vaneck Alternative Asset Manager Etf Etf (GPZ)	0.1	$1.7M	+191%	78k	21.48	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$1.6M		35k	47.72	View chart
First Trust Core Investment Grade Etf Etf (FTCB)	0.1	$1.6M		79k	20.96	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.6M	+20%	8.1k	203.42	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$1.6M	+15%	15k	110.47	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.6M	-3%	29k	55.52	View chart
American Tower Corp Reit (AMT)	0.1	$1.6M	-12%	9.3k	172.59	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.6M	+31%	10k	157.23	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.6M		18k	88.16	View chart
Coca Cola Stock (KO)	0.1	$1.6M	-4%	21k	76.05	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$1.6M	-8%	19k	82.57	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$1.6M	+296%	22k	70.27	View chart
BP Adr (BP)	0.1	$1.5M	-6%	33k	47.00	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.5M	-2%	5.9k	261.91	View chart
Centene Corp Del Stock (CNC)	0.1	$1.5M	-5%	47k	32.74	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.5M	+12%	5.5k	279.27	View chart
Amgen Stock (AMGN)	0.1	$1.5M		4.3k	351.83	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.5M	+3%	26k	56.68	View chart
Arista Networks Stock (ANET)	0.1	$1.5M	-13%	12k	122.78	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$1.5M		9.1k	161.72	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$1.5M	NEW	7.5k	197.21	View chart
Salesforce Stock (CRM)	0.1	$1.5M	+18%	7.9k	186.68	View chart
British Amern Tob Adr (BTI)	0.1	$1.5M	+76%	25k	58.47	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M	+3%	6.2k	236.29	View chart
Brady Corp Cl A Stock (BRC)	0.1	$1.4M		18k	81.24	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.4M	+13%	56k	25.64	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.4M	+66%	50k	28.71	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$1.4M	-2%	10k	141.41	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$1.4M	+33%	12k	118.63	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.4M	-10%	9.5k	146.28	View chart
Novartis Adr (NVS)	0.1	$1.4M		9.1k	152.75	View chart
Edison Intl Stock (EIX)	0.1	$1.4M	+3%	19k	73.18	View chart
General Mtrs Stock (GM)	0.1	$1.4M	-10%	19k	74.50	View chart
Unilever Adr (UL)	0.1	$1.4M	+58%	24k	56.97	View chart
Stryker Corporation Stock (SYK)	0.1	$1.4M	-40%	4.1k	328.59	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$1.3M	+45%	11k	126.35	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.3M		4.3k	310.78	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.3M	+4%	13k	102.25	View chart
Global X Uranium Etf Etf (URA)	0.1	$1.3M	+14%	27k	48.43	View chart
Cencora Stock (COR)	0.1	$1.3M	-61%	4.1k	314.14	View chart
Blackrock Stock (BLK)	0.1	$1.3M	+9%	1.3k	961.73	View chart
First Tr High Yield Opprt 2027 Cef (FTHY)	0.1	$1.3M		95k	13.53	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$1.3M		13k	100.17	View chart
Annaly Capital Management Reit (NLY)	0.1	$1.3M		61k	21.15	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.3M	+20%	2.1k	604.51	View chart
Linde Stock (LIN)	0.1	$1.3M	+7%	2.5k	495.76	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$1.3M	+13%	27k	45.89	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.2M		8.5k	145.74	View chart
Pg&e Corp Stock (PCG)	0.1	$1.2M		71k	17.57	View chart
Caterpillar Stock (CAT)	0.1	$1.2M	-2%	1.8k	708.49	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.2M		13k	93.00	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.2M	+2%	887.00	1378.99	View chart
Msci Stock (MSCI)	0.1	$1.2M	+40%	2.3k	539.01	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.2M	-12%	23k	52.82	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.2M	+14%	5.3k	229.78	View chart
Hca Healthcare Stock (HCA)	0.1	$1.2M	+28%	2.6k	473.24	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$1.2M	+225%	53k	22.91	View chart
Servicenow Stock (NOW)	0.1	$1.2M	+19%	12k	104.55	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.2M	+11%	9.4k	128.12	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$1.2M	+84%	24k	51.39	View chart
General Dynamics Corp Stock (GD)	0.1	$1.2M		3.5k	343.19	View chart
Phillips 66 Stock (PSX)	0.1	$1.2M	+8%	6.6k	182.18	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.2M	-14%	16k	74.35	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.1	$1.2M	+19%	20k	58.78	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$1.1M	+77%	22k	51.93	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.1M	+5%	2.3k	491.49	View chart
Lululemon Athletica Stock (LULU)	0.1	$1.1M	-7%	7.4k	153.09	View chart
Dollar Gen Corp Stock (DG)	0.1	$1.1M	+11%	9.5k	118.73	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.1M	+24%	2.5k	446.48	View chart
Applied Matls Stock (AMAT)	0.1	$1.1M	+13%	3.3k	341.81	View chart
Prologis Reit (PLD)	0.1	$1.1M	+25%	8.3k	132.18	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.1M	-12%	2.8k	383.40	View chart
Williams Cos Stock (WMB)	0.1	$1.1M		15k	72.78	View chart
The Cigna Group Stock (CI)	0.1	$1.1M	-3%	4.1k	266.75	View chart
Uber Technologies Stock (UBER)	0.1	$1.1M	+13%	15k	71.93	View chart
Synopsys Stock (SNPS)	0.1	$1.1M	+69%	2.7k	396.48	View chart
Technipfmc Stock (FTI)	0.1	$1.0M	+6%	15k	69.13	View chart
Axon Enterprise Stock (AXON)	0.1	$1.0M	+125%	2.5k	424.69	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$1.0M	+6%	4.3k	239.98	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.0M	+15%	2.3k	460.95	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.0M		4.8k	217.25	View chart
Intuit Stock (INTU)	0.1	$1.0M	+23%	2.4k	432.34	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$1.0M	-37%	13k	81.98	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$990k		11k	92.74	View chart
Colgate Palmolive Stock (CL)	0.1	$987k	+18%	12k	85.23	View chart
Cme Group Stock (CME)	0.1	$982k	+10%	3.3k	295.33	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$981k		8.3k	118.62	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$969k	+5%	4.7k	208.07	View chart
Lyondellbasell Industries Nv Shs - A - Stock (LYB)	0.1	$969k	+31%	12k	80.56	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$968k		50k	19.30	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.1	$967k	+19%	27k	35.53	View chart
Ameriprise Finl Stock (AMP)	0.1	$966k	+8%	2.2k	444.39	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.1	$964k		15k	63.95	View chart
Mckesson Corp Stock (MCK)	0.1	$957k		1.1k	865.58	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$953k	+56%	3.3k	292.75	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$952k	+28%	41k	23.22	View chart
Chime Finl Inc Com Shs Cl A Stock (CHYM)	0.1	$946k		51k	18.73	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$933k	-6%	21k	44.87	View chart
Cummins Stock (CMI)	0.1	$931k	+32%	1.7k	538.15	View chart
Gilead Sciences Stock (GILD)	0.1	$925k		6.6k	139.38	View chart
Starbucks Corp Stock (SBUX)	0.1	$907k	-5%	10k	89.59	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$901k	+7%	9.3k	97.22	View chart
Toll Brothers Stock (TOL)	0.1	$900k		6.6k	136.47	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$898k		40k	22.43	View chart

Past Filings by Transcend Capital Advisors

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

Transcend Capital Advisors 2026 Q1 filed May 13, 2026
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

View all past filings

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