Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TRANSCEND CAPITAL ADVISORS, LLC (CIK 1776082) reported $1.48B across 814 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($121.6M, 8.20%), BRK/B ($46.1M, 3.11%), SPYG ($36.4M, 2.45%), MSFT ($34.4M, 2.32%), MRK ($33.7M, 2.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $121.6M | 8.20% | 420,146 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $46.1M | 3.11% | 92,044 | Added |
| 3 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $36.4M | 2.45% | 305,652 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $34.4M | 2.32% | 92,330 | Added |
| 5 | MRK | MERCK & CO INC COM | $33.7M | 2.28% | 262,453 | Added |
| 6 | NVDA | NVIDIA CORPORATION COM | $28.7M | 1.94% | 143,616 | Added |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | $26.7M | 1.80% | 36,292 | Trimmed |
| 8 | AMZN | AMAZON COM INC COM | $25.2M | 1.70% | 105,889 | Added |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF | $19.8M | 1.34% | 26,528 | Trimmed |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $19.2M | 1.29% | 53,626 | Trimmed |
| 11 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $18.0M | 1.22% | 114,135 | Trimmed |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS COM | $17.5M | 1.18% | 62,115 | Added |
| 13 | GOOG | ALPHABET INC CAP STK CL C | $15.9M | 1.08% | 45,122 | Trimmed |
| 14 | VOO | VANGUARD S&P 500 ETF | $15.9M | 1.07% | 23,164 | Added |
| 15 | BIZD | VANECK BDC INCOME ETF | $15.8M | 1.06% | 1.2M | Added |
| 16 | JPM | JPMORGAN CHASE & CO COM | $14.0M | 0.95% | 42,904 | Trimmed |
| 17 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $13.4M | 0.90% | 98,049 | New |
| 18 | AVGO | BROADCOM INC COM | $13.2M | 0.89% | 35,041 | Added |
| 19 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $12.3M | 0.83% | 51,904 | Added |
| 20 | OBDC | BLUE OWL CAPITAL CORPORATION COM | $12.3M | 0.83% | 1.1M | Trimmed |
| 21 | PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $11.4M | 0.77% | 376,280 | Added |
| 22 | MU | MICRON TECHNOLOGY INC COM | $11.3M | 0.77% | 9,822 | Trimmed |
| 23 | SPGI | S&P GLOBAL INC COM | $11.0M | 0.74% | 27,062 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON COM | $11.0M | 0.74% | 43,125 | Added |
| 25 | META | META PLATFORMS INC CL A | $10.7M | 0.72% | 18,932 | Added |
Source: SEC Form 13F filings · as of 2026-06-30