TRANSCEND CAPITAL ADVISORS, LLC: 13F holdings
CIK 17760822026Q2
| Positions | 814 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 814 (+96 vs prior quarter) |
|---|
| Reported value | $1.5bn (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 420,146 | $121.6m | 8.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 92,044 | $46.1m | 3.1% |
| SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 305,652 | $36.4m | 2.5% |
| MSFT MICROSOFT CORP COM | 92,330 | $34.4m | 2.3% |
| MRK MERCK & CO INC COM | 262,453 | $33.7m | 2.3% |
| NVDA NVIDIA CORPORATION COM | 143,616 | $28.7m | 1.9% |
| QQQ INVESCO QQQ TRUST SERIES I | 36,292 | $26.7m | 1.8% |
| AMZN AMAZON COM INC COM | 105,889 | $25.2m | 1.7% |
| GOOGL ALPHABET INC CAP STK CL A | 53,626 | $19.2m | 1.3% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 114,135 | $18.0m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776082")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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