TRANSCEND CAPITAL ADVISORS, LLC
All 13F Filings
- Location
- Madison, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,481,738
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 815 | 1,481,738 | 13F-HR | TRANSCEND CAPITAL ADVISORS, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.481 K
(0.3% of total reported value)
· QoQ Δ:
+153
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 994.3 K | 67.3% | 167.1 K | 0 | 167.1 K |
| ETFs | 483 K | 32.7% | 64.73 K | 0 | 64.73 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,481,738
Holdings
815
QoQ value change ($000)
232,011
(18.6%)
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.