13F filer

Transcend Capital Advisors

As of Jun 30, 2026 Filed Aug 4, 2026 CIK 1776082 SEC filings ↗

13F Value

$1.48B

Positions

815

Top Position

AAPL8.2%

Top 5

18.4%

Latest filing changes

vs Mar 31, 2026

1 MSFT Microsoft +25.2%+$6.9M

2 VOO Vanguard 500 Index Fund — ETF Shares +77.3%+$6.9M

3 AAPL Apple +4.1%+$4.8M

4 XLB State Street(R) Materials Select Sector SPDR(R) ETF +421.9%+$3.1M

5 NVDA NVIDIA +11.9%+$3.1M

Holdings815

#
1	AAPL Apple	8.2%	$121.6M	+4.1%	420.1K	8.2%	Common Stock
2	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 92,044 reported quantity $46,058,030 reported value	3.1%	$46.1M	+5.4%	92.0K	3.3%	Common Stock
3	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	2.5%	$36.4M	+1.0%	305.7K	2.4%	ETF
4	MSFT Microsoft	2.3%	$34.4M	+25.2%	92.3K	2.2%	Common Stock
5	MRK Merck	2.3%	$33.7M	+0.0%	262.5K	2.5%	Common Stock
6	NVDA NVIDIA	1.9%	$28.7M	+11.9%	143.6K	1.8%	Common Stock
7	QQQ Invesco QQQ Trust, Series 1	1.8%	$26.7M	+0.2%	36.3K	1.7%	ETF
8	AMZN Amazon	1.7%	$25.2M	+9.6%	105.9K	1.6%	Common Stock
9	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 53,626 reported quantity $19,164,326 reported value	1.3%	$19.2M	-0.9%	53.6K	1.2%	Common Stock
10	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.2%	$18.0M	-1.3%	114.1K	1.4%	ETF
11	IBM IBM	1.2%	$17.5M	+6.1%	62.1K	1.1%	Common Stock
12	GOOG Alphabet Class C	1.1%	$15.9M	-0.7%	45.1K	1.0%	Common Stock
13	VOO Vanguard 500 Index Fund — ETF Shares	1.1%	$15.9M	+77.3%	23.2K	0.6%	ETF
14	BIZD VanEck BDC Income ETF	1.1%	$15.8M	+6.0%	1.25M	1.2%	ETF
15	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.0%	$15.3M	-3.9%	20.5K	1.1%	ETF
16	JPM JPMorgan Chase	0.9%	$14.0M	-1.3%	42.9K	1.0%	Common Stock
17	XOM ExxonMobil Filing details 30233Q108 Jun 30, 2026 98,049 reported quantity $13,405,213 reported value	0.9%	$13.4M	+20.4%	98.0K	1.1%	Common Stock
18	AVGO Broadcom	0.9%	$13.2M	+1.9%	35.0K	0.9%	Common Stock
19	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	0.8%	$12.3M	+0.2%	51.9K	0.9%	ETF
20	OBDC Blue Owl Capital	0.8%	$12.3M	-4.5%	1.13M	1.0%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing51

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.