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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, SPYG, MSFT, MRK, and represent 18.37% of Transcend Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$13M), Factorial Energy Inc Com Cl A (+$7.9M), MSFT (+$6.9M), VOO (+$6.9M), AAPL, NOBL, VGT, XLB, NVDA, VUG.
Started 148 new stock positions in SOLS, SPEM, HONA, RBRK, MTG, FRSH, SPXX, WTAI, AVTR, FFIV.
Reduced shares in these 10 stocks: , SOXX (-$7.6M), Honeywell International, FSK, IEI, TCPC, INTC, BIL, CSCO, .
Sold out of its positions in APD, AGI, ARCC, ADSK, AVB, AVY, BBY, BR, CCC, CTRA.
Transcend Capital Advisors was a net buyer of stock by $112M.
Transcend Capital Advisors has $1.5B in assets under management (AUM), dropping by 18.56%.
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 814 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Transcend Capital Advisors has 814 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transcend Capital Advisors June 30, 2026 positions
Download the Transcend Capital Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	8.2	$122M	+4%	420k	289.36	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	3.1	$46M	+5%	92k	500.39	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.5	$36M		306k	118.99	View chart
Microsoft Corp Stock (MSFT)	2.3	$34M	+25%	92k	373.02	View chart
Merck & Co Stock (MRK)	2.3	$34M		263k	128.50	View chart
Nvidia Corporation Stock (NVDA)	1.9	$29M	+11%	144k	200.09	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.8	$27M		36k	736.41	View chart
Amazon Stock (AMZN)	1.7	$25M	+9%	106k	238.34	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.3	$20M	-4%	27k	746.77	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$19M		54k	357.37	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.2	$18M		114k	158.03	View chart
International Business Machs Stock (IBM)	1.2	$18M	+6%	62k	281.21	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$16M		45k	353.33	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$16M	+77%	23k	686.81	View chart
Vaneck Bdc Income Etf Etf (BIZD)	1.1	$16M	+5%	1.2M	12.66	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$14M		43k	327.33	View chart
Exxonmobil Holdings Corp Stock	0.9	$13M	NEW	98k	136.72	View chart
Broadcom Stock (AVGO)	0.9	$13M		35k	377.75	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$12M		52k	236.62	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.8	$12M	-4%	1.1M	10.87	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.8	$11M		376k	30.17	View chart
Micron Technology Stock (MU)	0.8	$11M	-7%	9.8k	1154.29	View chart
S&p Global Stock (SPGI)	0.7	$11M	-2%	27k	407.27	View chart
Johnson & Johnson Stock (JNJ)	0.7	$11M	+5%	43k	253.97	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$11M	+10%	19k	563.30	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$10M	+17%	14k	748.90	View chart
Alerian Mlp Etf Etf (AMLP)	0.7	$10M	+17%	194k	51.85	View chart
Vanguard Large-cap Etf Etf (VV)	0.7	$10M	-3%	29k	343.91	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$9.7M		13.00	748850.00	View chart
Tesla Stock (TSLA)	0.6	$9.2M	+12%	22k	420.59	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.6	$8.6M		40k	212.77	View chart
Home Depot Stock (HD)	0.6	$8.5M		24k	352.69	View chart
Eli Lilly & Co Stock (LLY)	0.6	$8.3M		6.9k	1199.39	View chart
Factorial Energy Inc Com Cl A Stock	0.5	$7.9M	NEW	713k	11.09	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.5	$7.9M	+3%	178k	44.36	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.5	$7.8M		41k	190.52	View chart
Spdr Gold Shares Etf (GLD)	0.5	$7.8M	-3%	21k	368.38	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.5	$7.7M	+98%	138k	56.16	View chart
Abbvie Stock (ABBV)	0.5	$7.5M	+4%	30k	251.64	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$7.1M	+14%	92k	77.11	View chart
Fs Kkr Cap Corp Cef (FSK)	0.5	$6.8M	-18%	644k	10.50	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$6.7M	+9%	45k	148.31	View chart
Visa Inc Com Cl A Stock (V)	0.5	$6.7M		20k	343.09	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.4	$6.2M	-11%	712k	8.75	View chart
Vanguard Value Etf Etf (VTV)	0.4	$6.0M		28k	217.93	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.4	$5.9M	-20%	50k	117.45	View chart
Oracle Corp Stock (ORCL)	0.4	$5.9M	+2%	40k	146.55	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$5.7M		59k	96.58	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.4	$5.3M	+18%	60k	87.88	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.3	$5.1M	+17%	27k	188.09	View chart
Texas Instrs Stock (TXN)	0.3	$5.0M	-15%	17k	298.07	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB)	0.3	$5.0M		439k	11.30	View chart
Morgan Stanley Stock (MS)	0.3	$4.9M	+18%	23k	209.04	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.7M	-5%	13k	370.05	View chart
Advanced Micro Devices Stock (AMD)	0.3	$4.7M		8.0k	580.94	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.3	$4.6M	+28%	95k	48.92	View chart
Ge Vernova Stock (GEV)	0.3	$4.5M	+10%	3.8k	1174.91	View chart
Blackstone Stock (BX)	0.3	$4.5M		38k	117.67	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$4.3M	+696%	36k	119.52	View chart
Wells Fargo & Co Stock (WFC)	0.3	$4.3M	+15%	52k	82.64	View chart
Intel Corp Stock (INTC)	0.3	$4.3M	-23%	31k	139.63	View chart
Ge Aerospace Stock (GE)	0.3	$4.3M	+7%	12k	373.73	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$4.3M		102k	41.73	View chart
Union Pac Corp Stock (UNP)	0.3	$4.2M	+4%	15k	272.00	View chart
Philip Morris Intl Stock (PM)	0.3	$4.1M	+52%	23k	180.91	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.3	$4.1M		67k	61.23	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$3.9M		28k	137.53	View chart
Capital One Finl Corp Stock (COF)	0.3	$3.8M		19k	200.62	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.3	$3.8M	+421%	75k	50.83	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.3	$3.8M	-12%	24k	158.25	View chart
Ww Grainger Stock (GWW)	0.2	$3.7M	-7%	2.7k	1360.34	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$3.7M	-7%	44k	82.84	View chart
Ppg Inds Stock (PPG)	0.2	$3.7M	+18%	30k	121.29	View chart
Chevron Corporation Stock (CVX)	0.2	$3.7M	+24%	22k	165.76	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$3.7M	-3%	7.7k	477.56	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$3.6M		68k	53.61	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.6M	+513%	42k	86.14	View chart
Church & Dwight Stock (CHD)	0.2	$3.6M	+2%	37k	96.88	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$3.6M	-4%	16k	219.43	View chart
Automatic Data Processing Stock (ADP)	0.2	$3.6M	+52%	16k	223.95	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.2	$3.5M		109k	32.47	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$3.4M		6.6k	522.35	View chart
Walmart Stock (WMT)	0.2	$3.4M	-9%	30k	113.26	View chart
Goldman Sachs Bdc Cef (GSBD)	0.2	$3.4M	-9%	357k	9.48	View chart
Blackstone Secd Lending Cef (BXSL)	0.2	$3.3M		139k	23.71	View chart
Centene Corp Del Stock (CNC)	0.2	$3.3M	+9%	51k	64.19	View chart
Procter & Gamble Stock (PG)	0.2	$3.2M	+2%	22k	146.64	View chart
Ft Vest Buffered Allocation Growth Etf Etf (BUFG)	0.2	$3.2M		109k	29.32	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$3.2M		55k	57.62	View chart
Agnc Invt Corp Reit (AGNC)	0.2	$3.2M	-8%	291k	10.90	View chart
Goldman Sachs Group Stock (GS)	0.2	$3.1M	-3%	3.1k	1011.36	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.2	$3.0M	-30%	899k	3.36	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$3.0M	+3%	5.8k	513.60	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$3.0M	-3%	52k	56.98	View chart
Verizon Communications Stock (VZ)	0.2	$2.9M	+405%	69k	42.34	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$2.9M	-3%	19k	156.30	View chart
Moodys Corp Stock (MCO)	0.2	$2.9M	+9%	6.3k	452.94	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$2.8M	+37%	62k	46.15	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.2	$2.8M	NEW	50k	56.18	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$2.8M	+5%	84k	33.29	View chart
Harbor Dividend Growth Leaders Etf Etf (GDIV)	0.2	$2.7M	-4%	149k	18.44	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.7M	+303%	34k	80.57	View chart
Chubb Stock (CB)	0.2	$2.7M	+5%	7.8k	340.76	View chart
Nextera Energy Stock (NEE)	0.2	$2.6M	+9%	30k	87.77	View chart
Phillips 66 Stock (PSX)	0.2	$2.6M	+135%	16k	169.05	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.2	$2.6M	-16%	1.3k	1989.72	View chart
Applied Matls Stock (AMAT)	0.2	$2.5M	+7%	3.5k	723.05	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$2.5M	+7%	47k	53.11	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$2.5M	+399%	90k	27.41	View chart
Krystal Biotech Stock (KRYS)	0.2	$2.4M	+159%	6.5k	371.67	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$2.4M	+8%	15k	158.66	View chart
Ishares Biotechnology Etf Etf (IBB)	0.2	$2.4M		13k	190.19	View chart
Public Svc Enterprise Group Stock (PEG)	0.2	$2.4M	+222%	30k	81.16	View chart
Brown & Brown Stock (BRO)	0.2	$2.4M	+13%	37k	64.15	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$2.4M		2.6k	935.59	View chart
Blackrock Res & Commodities St Cef (BCX)	0.2	$2.4M	+522%	210k	11.31	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.2	$2.4M		106k	22.14	View chart
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Etf (TLTW)	0.2	$2.3M		105k	22.34	View chart
Danaher Corp Del Stock (DHR)	0.2	$2.3M	-12%	12k	190.48	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$2.3M	-8%	7.6k	300.43	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$2.3M	+20%	13k	176.32	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.3M	+272%	18k	124.17	View chart
Fedex Corp Stock (FDX)	0.2	$2.2M	+8%	7.1k	313.14	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$2.2M		6.1k	365.69	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$2.2M		17k	127.81	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$2.2M	-10%	21k	107.13	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$2.2M		15k	152.18	View chart
Comfort Sys Usa Stock (FIX)	0.1	$2.2M	+25%	1.1k	1981.90	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$2.2M		32k	68.01	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$2.2M		18k	122.29	View chart
Tjx Cos Stock (TJX)	0.1	$2.2M	-19%	14k	151.50	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$2.2M	-4%	11k	201.61	View chart
Citigroup Stock (C)	0.1	$2.1M	-2%	15k	139.96	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.1	$2.1M	-5%	85k	24.88	View chart
Western Digital Corp Stock (WDC)	0.1	$2.1M	+9%	3.3k	638.71	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$2.1M	-17%	9.2k	227.05	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$2.1M	+25%	28k	75.17	View chart
Korn Ferry Stock (KFY)	0.1	$2.1M		31k	66.58	View chart
Caterpillar Stock (CAT)	0.1	$2.1M	+9%	1.9k	1065.05	View chart
Vaneck Alternative Asset Manager Etf Etf (GPZ)	0.1	$2.0M	+23%	95k	21.44	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$2.0M		15k	131.60	View chart
Disney Walt Stock (DIS)	0.1	$2.0M		21k	96.25	View chart
Medtronic Stock (MDT)	0.1	$2.0M	+12%	26k	78.23	View chart
Cisco Sys Stock (CSCO)	0.1	$2.0M	-34%	17k	117.46	View chart
Rtx Corporation Stock (RTX)	0.1	$2.0M	-7%	11k	189.73	View chart
Unitedhealth Group Stock (UNH)	0.1	$2.0M	+57%	4.7k	415.59	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$1.9M	+29%	5.6k	342.81	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.9M	+11%	61k	31.71	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.9M		23k	83.75	View chart
Coca Cola Stock (KO)	0.1	$1.9M	+13%	24k	81.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.9M		27k	71.25	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$1.9M	+13%	10k	185.22	View chart
New Mtn Fin Corp Cef (NMFC)	0.1	$1.9M		267k	7.17	View chart
Arista Networks Stock (ANET)	0.1	$1.9M	-8%	11k	169.88	View chart
American Tower Corp Reit (AMT)	0.1	$1.9M	+23%	12k	163.57	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$1.9M	+2%	16k	117.28	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.8M	-11%	30k	60.79	View chart
Synopsys Stock (SNPS)	0.1	$1.8M	+51%	4.0k	446.09	View chart
Eaton Corp Stock (ETN)	0.1	$1.8M	-12%	4.2k	426.13	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.8M	+26%	11k	164.60	View chart
Novocure Ltd Ord Stock (NVCR)	0.1	$1.8M	+647%	117k	15.15	View chart
Netflix Stock (NFLX)	0.1	$1.8M	-19%	25k	71.40	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.8M		5.8k	303.11	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$1.8M	-4%	14k	124.76	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.8M	+21%	16k	110.15	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.8M		29k	61.46	View chart
Southern Stock (SO)	0.1	$1.7M	+216%	18k	95.71	View chart
Linde Stock (LIN)	0.1	$1.7M	+29%	3.3k	518.87	View chart
Newmont Corp Stock (NEM)	0.1	$1.7M	+15%	18k	93.40	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$1.7M	-9%	9.9k	166.67	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$1.6M		10k	163.66	View chart
Honeywell Intl Stock (HON)	0.1	$1.6M	NEW	7.4k	223.90	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.6M		56k	29.43	View chart
Honeywell Aerospace Stock (HONA)	0.1	$1.6M	NEW	7.4k	221.08	View chart
Pg&e Corp Stock (PCG)	0.1	$1.6M	+36%	97k	16.82	View chart
Brady Corp Cl A Stock (BRC)	0.1	$1.6M		18k	91.57	View chart
British Amern Tob Adr (BTI)	0.1	$1.6M	+4%	26k	61.76	View chart
First Trust Core Investment Grade Etf Etf (FTCB)	0.1	$1.6M		77k	20.85	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$1.6M	+2%	13k	121.42	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.6M	+43%	3.7k	433.27	View chart
Pepsico Stock (PEP)	0.1	$1.6M	-10%	12k	135.40	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.6M	-43%	17k	91.64	View chart
Edison Intl Stock (EIX)	0.1	$1.5M	+10%	21k	74.45	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.1	$1.5M	+25%	25k	62.89	View chart
General Mtrs Stock (GM)	0.1	$1.5M	+6%	20k	77.08	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.1	$1.5M	-11%	11k	144.61	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.5M	-13%	29k	52.41	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$1.5M	+218%	20k	75.45	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.5M		31k	49.28	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.5M	+30%	6.1k	246.23	View chart
Amgen Stock (AMGN)	0.1	$1.5M	-4%	4.1k	362.10	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.5M	+18%	3.0k	496.68	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.5M	+144%	14k	107.50	View chart
Axon Enterprise Stock (AXON)	0.1	$1.5M	+6%	2.6k	560.61	View chart
Conocophillips Stock (COP)	0.1	$1.5M	+5%	14k	103.96	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.4M	+3%	9.8k	146.41	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.4M	-7%	9.4k	151.33	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.4M	+4%	1.9k	763.19	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.4M	+3%	19k	75.51	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.4M	-25%	2.1k	655.89	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$1.4M		35k	40.23	View chart
Oneok Stock (OKE)	0.1	$1.4M	+66%	16k	86.94	View chart
Cummins Stock (CMI)	0.1	$1.4M	+11%	1.9k	713.10	View chart
Sandisk Corp Stock (SNDK)	0.1	$1.4M	-32%	600.00	2274.94	View chart
Blackrock Stock (BLK)	0.1	$1.4M	+5%	1.4k	961.45	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.4M	-9%	24k	56.48	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.3M	+65%	9.4k	143.10	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.1	$1.3M	+17%	4.7k	289.43	View chart
First Tr High Yield Opprt 2027 Cef (FTHY)	0.1	$1.3M	+2%	98k	13.70	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.3M	-85%	2.1k	640.81	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$1.3M	+7%	29k	45.34	View chart
American Elec Pwr Stock (AEP)	0.1	$1.3M	+78%	9.6k	136.81	View chart
Novartis Adr (NVS)	0.1	$1.3M	-8%	8.3k	156.72	View chart
Otis Worldwide Corp Stock (OTIS)	0.1	$1.3M	+86%	18k	71.60	View chart
Annaly Capital Management Reit (NLY)	0.1	$1.3M	-5%	57k	22.36	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$1.3M	+29%	1.3k	965.28	View chart
Corning Stock (GLW)	0.1	$1.3M		5.0k	255.44	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.3M	+24%	12k	103.45	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$1.3M	-10%	6.7k	189.63	View chart
Teradyne Stock (TER)	0.1	$1.2M	+16%	2.6k	483.84	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.2M	-9%	5.0k	248.37	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.2M	+4%	4.5k	270.31	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M	-10%	5.6k	220.50	View chart
Salesforce Stock (CRM)	0.1	$1.2M		7.8k	156.66	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$1.2M	+27%	52k	23.13	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$1.2M	+3%	23k	52.34	View chart
Intercontinental Exchange Stock (ICE)	0.1	$1.2M	-29%	9.7k	123.11	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$1.2M		52k	22.78	View chart
Colgate Palmolive Stock (CL)	0.1	$1.2M	+10%	13k	91.68	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.2M		5.3k	222.87	View chart
General Dynamics Corp Stock (GD)	0.1	$1.2M	-6%	3.3k	354.21	View chart
Delta Air Lines Stock (DAL)	0.1	$1.2M	+18%	12k	93.66	View chart
Unilever Adr (UL)	0.1	$1.2M	-19%	19k	60.12	View chart
Toll Brothers Stock (TOL)	0.1	$1.2M	+7%	7.1k	164.75	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.2M		4.8k	242.98	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$1.1M	-8%	3.0k	386.72	View chart
BP Adr (BP)	0.1	$1.1M	-6%	31k	36.95	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$1.1M	+16%	9.6k	114.18	View chart
Lyondellbasell Industries Nv Shs - A - Stock (LYB)	0.1	$1.1M	+73%	21k	52.65	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$1.1M	-30%	13k	82.11	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$1.1M	+39%	3.2k	334.77	View chart
Msci Stock (MSCI)	0.1	$1.1M	-15%	1.9k	560.04	View chart
Boeing Stock (BA)	0.1	$1.1M	+29%	5.0k	216.47	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.1M	+4%	11k	96.46	View chart
Qualcomm Stock (QCOM)	0.1	$1.1M	+5%	5.8k	184.78	View chart
Citizens Finl Group Stock (CFG)	0.1	$1.1M	+37%	15k	70.07	View chart
Williams Cos Stock (WMB)	0.1	$1.1M	-5%	14k	74.34	View chart
Expedia Group Stock (EXPE)	0.1	$1.1M	+9%	4.1k	255.91	View chart
Global X Uranium Etf Etf (URA)	0.1	$1.1M	-11%	24k	43.70	View chart
Ishares Emerging Markets Dividend Etf Etf (DVYE)	0.1	$1.0M	NEW	33k	32.23	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 Q2 filed Aug. 4, 2026
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

View all past filings

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