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 251–300 of 681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW CL A | 30K | $500K+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 9K | $500K+ | SH |
| TOL | TOLL BROTHERS INC COM | 7K | $500K+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 17K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 13K | $500K+ | SH |
| PLD | PROLOGIS INC. COM | 7K | $500K+ | SH |
| CVS | CVS HEALTH CORP COM | 11K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 2K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 16K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 9K | $500K+ | SH |
| CME | CME GROUP INC COM | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 4K | $500K+ | SH |
| EXC | EXELON CORP COM | 19K | $500K+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 50K | $500K+ | SH |
| INCY | INCYTE CORP COM | 8K | $500K+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 17K | $500K+ | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 14K | $500K+ | SH |
| FIX | COMFORT SYS USA INC COM | 865 | $500K+ | SH |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 21K | $500K+ | SH |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | 15K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC COM | 7K | $500K+ | SH |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | 15K | $500K+ | SH |
| WDAY | WORKDAY INC CL A | 4K | $500K+ | SH |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 23K | $500K+ | SH |
| ECL | ECOLAB INC COM | 3K | $500K+ | SH |
| PSX | PHILLIPS 66 COM | 6K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC COM | 145 | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO COM | 10K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 2K | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 3K | $500K+ | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 8K | $500K+ | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 6K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC COM | 568 | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 975 | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 11K | $500K+ | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 32K | $500K+ | SH |
| PAYX | PAYCHEX INC COM | 7K | $500K+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 11K | $500K+ | SH |
| SNPS | SYNOPSYS INC COM | 2K | $500K+ | SH |
| AMAT | APPLIED MATLS INC COM | 3K | $500K+ | SH |
| USB | US BANCORP DEL COM NEW | 14K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 2K | $500K+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 9K | $500K+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEW | 5K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 23K | $500K+ | SH |
| JBHT | HUNT J B TRANS SVCS INC COM | 4K | $500K+ | SH |
| GPZ | VANECK ALTERNATIVE ASSET MANAGER ETF | 27K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 10K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC COM | 1K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 16K | $500K+ | SH |