account_balance
Investment manager · 13F filer · SEC CIK 1776082
Transcend Capital Advisors, LLC
Reported value$1.48Bas of Jun 30, 2026
Positions814 147 new, 51 sold out
Top 10 weight26.4%AAPL alone is 8%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc Com
8.2%Added +4%
BRK-BBerkshire Hathaway Inc Del Cl B New
3.1%Added +5%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
2.5%
MSFTMicrosoft Corp Com
2.3%Added +25%
MRKMerck & Co Inc Com
2.3%
NVDANvidia Corporation Com
1.9%Added +12%
QQQInvesco QQQ Trust Series I
1.8%
AMZNAmazon Com Inc Com
1.7%Added +10%
GOOGLAlphabet Inc Cap STK Cl A
1.3%
VYMVanguard High Dividend Yield Index ETF
1.2%
IBMInternational Business Machs Com
1.2%Added +6%
GOOG1.1%AAPLApple Inc Com
8.2%Added +4%
BRK-B3.1%SPYG2.5%
MSFT2.3%MRKMerck & Co Inc Com
2.3%
NVDA1.9%QQQ1.8%
AMZN1.7%GOOGL1.3%VYM1.2%
IBM1.2%GOOG1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc Com 8.2% Added +4%BRK-B Berkshire Hathaway Inc Del Cl B New 3.1% Added +5%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.5% Held
MSFT Microsoft Corp Com 2.3% Added +25%MRK Merck & Co Inc Com 2.3% HeldNVDA Nvidia Corporation Com 1.9% Added +12%QQQ Invesco QQQ Trust Series I 1.8% Held
AMZN Amazon Com Inc Com 1.7% Added +10%GOOGL Alphabet Inc Cap STK Cl A 1.3% HeldVYM Vanguard High Dividend Yield Index ETF 1.2% Held
IBM International Business Machs Com 1.2% Added +6%GOOG Alphabet Inc Cap STK Cl C 1.1% HeldWhat changed