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 151–200 of 681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP COM | 5K | $1M+ | SH |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | 79K | $1M+ | SH |
| NKE | NIKE INC CL B | 26K | $1M+ | SH |
| GM | GENERAL MTRS CO COM | 21K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC COM | 8K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 34K | $1M+ | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 20K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 6K | $1M+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 10K | $1M+ | SH |
| KO | COCA COLA CO COM | 22K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO COM | 8K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 10K | $1M+ | SH |
| INTC | INTEL CORP COM | 40K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 18K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 9K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 25K | $1M+ | SH |
| LOW | LOWES COS INC COM | 6K | $1M+ | SH |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 31K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 7K | $1M+ | SH |
| AMGN | AMGEN INC COM | 4K | $1M+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 9K | $1M+ | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 15K | $1M+ | SH |
| BRC | BRADY CORP CL A | 18K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 4K | $1M+ | SH |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | 61K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 24K | $1M+ | SH |
| ABNB | AIRBNB INC COM CL A | 10K | $1M+ | SH |
| NEM | NEWMONT CORP COM | 13K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 49K | $1M+ | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | 95K | $1M+ | SH |
| SMIG | BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | 46K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 5K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 19K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 49K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 8K | $1M+ | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 13K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 1K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 4K | $1M+ | SH |
| CHYM | CHIME FINL INC COM SHS CL A | 51K | $1M+ | SH |
| INTU | INTUIT COM | 2K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 2K | $1M+ | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 12K | $1M+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 9K | $1M+ | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 13K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 13K | $1M+ | SH |
| BP | BP PLC SPONSORED ADR | 35K | $1M+ | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 9K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 13K | $1M+ | SH |
| DHI | D R HORTON INC COM | 8K | $1M+ | SH |
| FAST | FASTENAL CO COM | 30K | $1M+ | SH |