Transcendent Capital Group LLC - Portfolio overview

Transcendent Capital Group LLC has 135 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPBU - ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF, 6.62%
2. IJH - ISHARES TR CORE S&P MCP ETF, 4.08%
3. FTSM - FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT, 3.79%

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

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