TRANSCEND CAPITAL ADVISORS, LLC 13F Holdings

CIK 0001776082 · MADISON, NJ

As of Sep 30, 2025, TRANSCEND CAPITAL ADVISORS, LLC reported 701 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology433,776 10.5M9.40%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services86,599$43.5M3.71%
MICROSOFT CORPMSFTTechnology83,774$43.4M3.69%
BLUE OWL CAPITAL CORPOBDCFinancial Services2,335,874$29.8M2.54%
NVIDIA CORPNVDATechnology154,501$28.8M2.45%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETFSPYG—248,762$26.0M2.21%
INVESCO QQQ TRUST SERIES 1QQQ—37,721$22.6M1.93%
MERCK & CO INCMRKHealthcare268,480$22.5M1.92%
AMAZON.COM INCAMZNEquity101,103$22.2M1.89%
BLUE OWL CAPITAL INCOWLFinancial Services1,082,022 8.3M1.56%
SPDR S&P 500 ETF TRUSTSPY—26,733 7.8M1.52%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—124,838 7.6M1.50%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology60,813 7.2M1.46%
JPMORGAN CHASE & COJPMFinancial Services50,750 6.0M1.36%
FS KKR CAPITAL CORPFSKFinancial Services983,550 4.7M1.25%
ALPHABET INCGOOGEquity59,916 4.6M1.24%
S&P GLOBAL INCSPGIFinancial Services27,699 3.5M1.15%
ALPHABET INCGOOGLEquity54,192 3.2M1.12%
VANGUARD DIVIDEND APPREC ETFVIG—59,992 2.9M1.10%
META PLATFORMS INCMETACommunication Services17,148 2.6M1.07%
ISHARES CORE S&P 500 ETFIVV—18,020 2.1M1.03%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—42,265 1.9M1.01%
BROADCOM INCAVGOTechnology33,766 1.1M0.95%
ORACLE CORPORCLTechnology38,565 0.8M0.92%
VISA INC-CLASS A SHARESVFinancial Services31,128 0.6M0.90%