Arkolith/Funds/Transcend Capital Advisors, LLC

Transcend Capital Advisors, LLC

CIK 1776082
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Transcend Capital Advisors, LLC holds a diversified book of 814 stocks worth $1.5B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 8% of the equity book. They also disclosed $4.5M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TRANSCEND CAPITAL ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
429
new positions
Added to
385
existing
Trimmed
246
reduced
Sold out
52
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.2%
+13.3%/yr · since Oct '24
Their reported book
+20.7%
held from quarter-end
S&P 500
+33.0%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Aug '26
Transcend Capital Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.5 points over this window.

Growth of $10,000 cloning Transcend Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
26%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
25%
Financials
13%
Health Care
7%
Consumer Discretionary
5%
Industrials
5%
Materials
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Transcend Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$631.7B
BANK OF AMERICA CORP /DE/78 / 80$497.3B
UBS Group AG78 / 80$176.6B
ROYAL BANK OF CANADA78 / 80$172.9B
RAYMOND JAMES FINANCIAL INC78 / 80$117.4B
LPL Financial LLC78 / 80$115.7B
STIFEL FINANCIAL CORP78 / 80$37.4B
HighTower Advisors, LLC78 / 80$36.3B

Ranked by how many of Transcend Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

814 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Stock
$121.6M420.1K
8.2%
+4.1%
Added · +17K sh
2Berkshire Hathaway Inc Del CL B New
Stock
$46.1M92.0K
3.1%
+5.4%
Added · +5K sh
3State Street SPDR Portfolio S&P 500 Growth ETF
ETF
$36.4M305.7K
2.5%
+1.0%
Added · +3K sh
4Microsoft Corp Com
Stock
$34.4M92.3K
2.3%
+25%
Added · +19K sh
5Merck & Co Inc Com
Stock
$33.7M262.5K
2.3%
~0%
Added · +69 sh
6Nvidia Corporation Com
Stock
$28.7M143.6K
1.9%
+12%
Added · +15K sh
7Invesco QQQ Trust Series I
ETF
$26.7M36.3K
1.8%
+0.2%
Added · +86 sh
8Amazon Com Inc Com
Stock
$25.2M105.9K
1.7%
+9.6%
Added · +9K sh
9Alphabet Inc Cap STK CL A
Stock
$19.2M53.6K
1.3%
−0.9%
Reduced · −477 sh
10Vanguard High Dividend Yield Index ETF
ETF
$18.0M114.1K
1.2%
−1.3%
Reduced · −2K sh
11International Business Machs Com
Stock
$17.5M62.1K
1.2%
+6.1%
Added · +4K sh
12Alphabet Inc Cap STK CL C
Stock
$15.9M45.1K
1.1%
−0.7%
Reduced · −308 sh
13Vanguard S&P 500 ETF
ETF
$15.9M23.2K
1.1%
+77%
Added · +10K sh
14Vaneck BDC Income ETF
ETF
$15.8M1.25M
1.1%
+6.0%
Added · +70K sh
15State Street SPDR S&P 500 ETF
ETF
$15.3M20.5K
1.0%
−3.9%
Reduced · −838 sh
16JPMorgan Chase & Co Com
Stock
$14.0M42.9K
1.0%
−1.3%
Reduced · −548 sh
17ExxonMobil Holdings Corp Com SHS
Stock
$13.4M98.0K
0.9%
New
New position
18Broadcom Inc Com
Stock
$13.2M35.0K
0.9%
+1.9%
Added · +658 sh
19Vanguard Dividend Appreciation ETF
ETF
$12.3M51.9K
0.8%
+0.2%
Added · +111 sh
20Blue Owl Capital Corporation Com
CEF
$12.3M1.13M
0.8%
−4.5%
Reduced · −53K sh
21Sprott Asset Management LP Physical Gold TR
CEF
$11.4M376.3K
0.8%
+0.8%
Added · +3K sh
22Micron Technology Inc Com
Stock
$11.3M9.8K
0.8%
−7.1%
Reduced · −748 sh
23S&P Global Inc Com
Stock
$11.0M27.1K
0.7%
−2.2%
Reduced · −600 sh
24Johnson & Johnson Com
Stock
$11.0M43.1K
0.7%
+5.1%
Added · +2K sh
25Meta Platforms Inc CL A
Stock
$10.7M18.9K
0.7%
+11%
Added · +2K sh
26Ishares Core S&P 500 ETF
ETF
$10.2M13.6K
0.7%
+17%
Added · +2K sh
27Alerian MLP ETF
ETF
$10.1M194.4K
0.7%
+17%
Added · +28K sh
28Vanguard Large-Cap ETF
ETF
$10.1M29.3K
0.7%
−3.4%
Reduced · −1K sh
29Berkshire Hathaway Inc Del CL A
Stock
$9.7M13
0.7%
Held
30Tesla Inc Com
Stock
$9.2M21.9K
0.6%
+13%
Added · +2K sh
31Invesco S&P 500 Equal Weight ETF
ETF
$8.6M40.4K
0.6%
−1.5%
Reduced · −605 sh
32Home Depot Inc Com
Stock
$8.5M24.1K
0.6%
−0.2%
Reduced · −50 sh
33Eli Lilly & Co Com
Stock
$8.3M6.9K
0.6%
−0.4%
Reduced · −28 sh
34Factorial Energy Inc Com CL A
Stock
$7.9M713.0K
0.5%
New
New position
35Dimensional U.S. Core Equity 2 ETF
ETF
$7.9M177.7K
0.5%
+3.4%
Added · +6K sh
36State Street Technology Select Sector SPDR ETF
ETF
$7.8M41.0K
0.5%
−0.3%
Reduced · −139 sh
37SPDR Gold Shares
ETF
$7.8M21.0K
0.5%
−3.5%
Reduced · −762 sh
38Proshares S&P 500 Dividend Aristocrats ETF
ETF
$7.7M137.5K
0.5%
+99%
Added · +68K sh
39Abbvie Inc Com
Stock
$7.5M29.7K
0.5%
+4.2%
Added · +1K sh
40Ishares Core S&P Mid-Cap ETF
ETF
$7.1M91.8K
0.5%
+15%
Added · +12K sh
41FS KKR Cap Corp Com
CEF
$6.8M643.6K
0.5%
−19%
Reduced · −150K sh
42Ishares Core S&P Small Cap ETF
ETF
$6.7M45.4K
0.5%
+9.1%
Added · +4K sh
43Visa Inc Com CL A
Stock
$6.7M19.5K
0.5%
+0.8%
Added · +157 sh
44Blue Owl Capital Inc Com CL A
Stock
$6.2M712.4K
0.4%
−11%
Reduced · −89K sh
45Vanguard Value ETF
ETF
$6.0M27.7K
0.4%
+0.7%
Added · +202 sh
46Ishares 3-7 Year Treasury Bond ETF
ETF
$5.9M50.0K
0.4%
−21%
Reduced · −13K sh
47Oracle Corp Com
Stock
$5.9M40.0K
0.4%
+2.9%
Added · +1K sh
48Ishares Core Msci Eafe ETF
ETF
$5.7M58.6K
0.4%
−0.4%
Reduced · −251 sh
49State Street SPDR Portfolio S&P 500 ETF
ETF
$5.3M60.4K
0.4%
+19%
Added · +9K sh
50Ishares Core S&P U.S. Growth ETF
ETF
$5.1M26.9K
0.3%
+18%
Added · +4K sh
Showing 50 of 814 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$4.5M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$4.5M6K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026818$1.5B13F-HR
Q1 2026Mar 31, 2026May 13, 2026723$1.2B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026692$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025701$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025620$1.3B13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025608$1.4B13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025584$1.4B13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024617$1.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.