CIK 1776082
TRANSCEND CAPITAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
681
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 413K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 86K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 73K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 261K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 252K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 38K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 122K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 95K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 59K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 54K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 118K | $1M+ | SH |
| BIZD | VANECK BDC INCOME ETF | 1.1M | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC COM CL A | 1.0M | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 1.2M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 46K | $1M+ | SH |
| SPGI | S&P GLOBAL INC COM | 28K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 39K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 368K | $1M+ | SH |
| FSK | FS KKR CAP CORP COM | 796K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 33K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 50K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 16K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 33K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 84K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 9K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 13 | $1M+ | SH |
| TSLA | TESLA INC COM | 20K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 44K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 14K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 23K | $1M+ | SH |
| AMLP | ALERIAN MLP ETF | 170K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 20K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 11K | $1M+ | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 71K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 37K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 29K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 168K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 43K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 46K | $1M+ | SH |
| TCPC | BLACKROCK TCP CAPITAL CORP COM | 1.2M | $1M+ | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 51K | $1M+ | SH |
| V | VISA INC COM CL A | 17K | $1M+ | SH |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | 454K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 78K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 27K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 40K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 54K | $1M+ | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 80K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 26K | $1M+ | SH |