Transcend Capital Advisors
$1.2B Assets Reported
777 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 403,431 | $102M | 8.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 87,307 | $42M | 3.3% |
| MRK | MERCK & CO INC COM | 262,384 | $32M | 2.5% |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 302,481 | $30M | 2.4% |
| MSFT | MICROSOFT CORP COM | 73,737 | $27M | 2.2% |
| NVDA | NVIDIA CORPORATION COM | 128,337 | $22M | 1.8% |
| QQQ | INVESCO QQQ TRUST SERIES I | 36,606 | $21M | 1.7% |
| AMZN | AMAZON COM INC COM | 96,657 | $20M | 1.6% |
| SPY | STATE STREET SPDR S&P 500 ETF | 27,666 | $18M | 1.4% |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 115,669 | $17M | 1.4% |
Track Transcend Capital Advisors's 13F portfolio: $1.2B in reported holdings, 777 positions. Top holdings, AUM, and quarterly changes on SentiSense.