TRANSCEND CAPITAL ADVISORS, LLC - Portfolio overview

TRANSCEND CAPITAL ADVISORS, LLC has 830 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 7.87%
2. BRKB - BERKSHIRE HATHAWAY INC DEL CL B NEW, 3.22%
3. MRK - MERCK & CO INC COM, 2.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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