TRANSCEND CAPITAL ADVISORS, LLC

TRANSCEND CAPITAL ADVISORS, LLC is an Investment Adviser institutional filer with the SEC under CIK 1776082, reporting 814 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: DE
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-04

Top 10 portfolio positions

The largest reported holdings in TRANSCEND CAPITAL ADVISORS, LLC's most recent 13F filing, ranked by reported market value.

1. APPLE INC COM (AAPL)
2. BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK.B)
3. STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG)
4. MICROSOFT CORP COM (MSFT)
5. MERCK & CO INC COM (MRK)
6. NVIDIA CORPORATION COM (NVDA)
7. INVESCO QQQ TRUST SERIES I (QQQ)
8. AMAZON COM INC COM (AMZN)
9. ALPHABET INC CAP STK CL A (GOOGL)
10. VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM)