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 $1.25B across 714 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($102.4M, 8.19%), BRK/B ($41.8M, 3.35%), MRK ($31.6M, 2.53%), SPYG ($29.6M, 2.37%), MSFT ($27.3M, 2.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $102.4M | 8.19% | 403,431 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $41.8M | 3.35% | 87,307 | Added |
| 3 | MRK | MERCK & CO INC COM | $31.6M | 2.53% | 262,384 | Added |
| 4 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $29.6M | 2.37% | 302,481 | Added |
| 5 | MSFT | MICROSOFT CORP COM | $27.3M | 2.18% | 73,737 | Added |
| 6 | NVDA | NVIDIA CORPORATION COM | $22.4M | 1.79% | 128,337 | Added |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | $21.1M | 1.69% | 36,606 | Trimmed |
| 8 | AMZN | AMAZON COM INC COM | $20.1M | 1.61% | 96,657 | Added |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF | $18.0M | 1.44% | 27,666 | Trimmed |
| 10 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $17.1M | 1.37% | 115,669 | Trimmed |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | $15.6M | 1.24% | 54,103 | Added |
| 12 | BIZD | VANECK BDC INCOME ETF | $15.1M | 1.20% | 1.2M | Added |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS COM | $14.2M | 1.14% | 58,536 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP COM | $13.8M | 1.11% | 81,445 | Trimmed |
| 15 | PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $13.2M | 1.06% | 373,174 | Added |
| 16 | OBDC | BLUE OWL CAPITAL CORPORATION COM | $13.1M | 1.04% | 1.2M | Trimmed |
| 17 | GOOG | ALPHABET INC CAP STK CL C | $13.0M | 1.04% | 45,430 | Added |
| 18 | JPM | JPMORGAN CHASE & CO COM | $12.8M | 1.02% | 43,452 | Trimmed |
| 19 | SPGI | S&P GLOBAL INC COM | $11.8M | 0.94% | 27,662 | Trimmed |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $11.1M | 0.89% | 51,793 | Added |
| 21 | AVGO | BROADCOM INC COM | $10.6M | 0.85% | 34,383 | Added |
| 22 | JNJ | JOHNSON & JOHNSON COM | $10.0M | 0.80% | 41,047 | Trimmed |
| 23 | META | META PLATFORMS INC CL A | $9.8M | 0.78% | 17,079 | Added |
| 24 | GLD | SPDR GOLD SHARES | $9.4M | 0.75% | 21,801 | Added |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $9.3M | 0.75% | 13 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31