TRANSCEND CAPITAL ADVISORS, LLC
All 13F Filings
- Location
- Madison, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,249,727
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 721 | 1,249,727 | 13F-HR | TRANSCEND CAPITAL ADVISORS, LLC |
| Q4 2025 | 1/23/2026 | 686 | 1,294,547 | 13F-HR | TRANSCEND CAPITAL ADVISORS, LLC |
| Q3 2025 | 11/4/2025 | 694 | 1,422,747 | 13F-HR | TRANSCEND CAPITAL ADVISORS, LLC |
| Q2 2025 | 8/1/2025 | 615 | 1,294,259 | 13F-HR | TRANSCEND CAPITAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.328 K
(0.3% of total reported value)
· QoQ Δ:
-1.767 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 827.2 K | 66.4% | 0 | 51.82 K | -51.82 K |
| ETFs | 418.3 K | 33.6% | 8.766 K | 0 | 8.766 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
1,249,727
Holdings
721
QoQ value change ($000)
-44,820
(-3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.