TRANSCEND CAPITAL ADVISORS, LLC
CIK 1776082
13F filing for Q2 2026・No. 2,023
- Holdings
- US$1.48B
- Quarter change
- +US$232.01M
- Entries
- 818
- Net bought (estimate)
- +US$97.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 148
- Sold out 52
- Cut 250
- Added 381
- Corporate actions 4
- Unchanged 35
Largest holdings
814 stocks worth US$1.48B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Added | 420,146 | US$121.57M | 8.23% |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock | Added | 92,044 | US$46.06M | 3.12% |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFETF | Added | 305,652 | US$36.37M | 2.46% |
| MSFTMicrosoftStock | Added | 92,330 | US$34.44M | 2.33% |
| MRKMERCK & CO INC COMStock | Added | 262,453 | US$33.73M | 2.28% |
| NVDANvidiaStock | Added | 143,616 | US$28.74M | 1.95% |
| QQQInvesco QQQETF | Added | 36,292 | US$26.73M | 1.81% |
| AMZNAmazonStock | Added | 105,889 | US$25.24M | 1.71% |
| GOOGLAlphabetStock | Cut | 53,626 | US$19.16M | 1.30% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETFETF | Cut | 114,135 | US$18.04M | 1.22% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.