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 51–100 of 681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | 90K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 13K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW COM | 45K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 17K | $1M+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 14K | $1M+ | SH |
| WMT | WALMART INC COM | 37K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 5K | $1M+ | SH |
| GWW | WW GRAINGER INC COM | 4K | $1M+ | SH |
| AGNC | AGNC INVT CORP COM | 367K | $1M+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 72K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 8K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 25K | $1M+ | SH |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 102K | $1M+ | SH |
| NMFC | NEW MTN FIN CORP COM | 421K | $1M+ | SH |
| GSBD | GOLDMAN SACHS BDC INC SHS | 400K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 138K | $1M+ | SH |
| COR | CENCORA INC COM | 11K | $1M+ | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 30K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 29K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 19K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 53K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 44K | $1M+ | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 77K | $1M+ | SH |
| WINN | HARBOR LONG-TERM GROWERS ETF | 111K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 13K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 6K | $1M+ | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 19K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 21K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 14K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 10K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 27K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 11K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 14K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 16K | $1M+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 26K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 57K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 21K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 36K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 18K | $1M+ | SH |
| DHR | DANAHER CORPORATION COM | 13K | $1M+ | SH |
| BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | 108K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 54K | $1M+ | SH |
| GDIV | HARBOR DIVIDEND GROWTH LEADERS ETF | 176K | $1M+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 6K | $1M+ | SH |
| MCO | MOODYS CORP COM | 6K | $1M+ | SH |
| HOUS | ANYWHERE REAL ESTATE INC COM | 200K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 16K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 29K | $1M+ | SH |
| MRSH | MARSH COM | 15K | $1M+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 19K | $1M+ | SH |