TRANSCEND CAPITAL ADVISORS, LLC

CIK 0001776082 · MADISON, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.48B

2026 Q2

Positions

815

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

26.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

What If You Copied This Fund? (experimental)

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.