Transcend Capital Advisors

$1.5B 13F equity value
864 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Transcend Capital Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
AAPLAPPLE INC COM420,146$122M8.2%
BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW92,044$46M3.1%
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF305,652$36M2.5%
MSFTMICROSOFT CORP COM92,330$34M2.3%
MRKMERCK & CO INC COM262,453$34M2.3%
NVDANVIDIA CORPORATION COM143,616$29M1.9%
QQQINVESCO QQQ TRUST SERIES I36,292$27M1.8%
AMZNAMAZON COM INC COM105,889$25M1.7%
GOOGLALPHABET INC CAP STK CL A53,626$19M1.3%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF114,135$18M1.2%

Track Transcend Capital Advisors's 13F portfolio: $1.5B in reported holdings, 864 positions. Top holdings and quarterly changes on SentiSense.

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