TRANSCEND CAPITAL ADVISORS, LLC
•CIK: 1776082•Filing: Q4 2025
**TRANSCEND CAPITAL ADVISORS, LLC** manages $1.3B across a diversified portfolio of 681 positions. The firm maintains significant exposure to mega-cap technology and industrials, highlighted by a $112.2M holding in AAPL and $35.4M in MSFT. Notable allocations also include $43.4M in BRK/B and substantial positions in key growth names such as NVDA ($22.7M) and AMZN ($21.9M). This concentration suggests a conviction-driven, large-cap growth mandate.
Total AUM
$1.3B
+ $53.3K in options
QoQ Performance
-6.1%
Positions
679
+ 2 options
Top 10 Concentration
32.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL8.7%
BRK/B3.4%
MSFT2.8%
MRK2.1%
SPYG2.1%
NDQ1.8%
NVDA1.8%
AMZN1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.2%
Technology24.4%
Financial8.9%
Healthcare6.1%
Consumer4.8%
ETF3.0%
Industrial1.2%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+487 more exited positions
Changes from Q3 2025
NEW3 new positions
↑58 increased
↓137 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023