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Portfolio (Quarterly) Guide ↗

Transcendent Capital Group LLC

· CIK 0002013703
13F Portfolio $257M AUM 128 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 42 Added 28 Reduced 10 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPBU ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF 632,250.0 $19.1M 7.44% +13K +2.2% $30.24 +1.6%
2 FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 161,981.0 $9.7M 3.76% +817.0 +0.5% $59.73 -0.0%
3 IVV ISHARES TR CORE S&P500 ETF 12,570.0 $9.4M 3.66% +158.0 +1.3% $748.90 +3.3%
4 QQQ INVESCO QQQ TRUST Financial Services 11,006.0 $8.1M 3.15% +5K +86.6% $736.42 -2.4%
5 MSFT MICROSOFT CORPORATION Technology 16,156.0 $6.0M 2.34% +695.0 +4.5% $373.02 +34.0%
6 NVDA NVIDIA CORPORATION Technology 19,162.0 $3.8M 1.49% +595.0 +3.2% $200.09 +15.1%
7 VNQ VANGUARD REAL ESTATE ETF 38,454.0 $3.7M 1.44% +1K +3.4% $96.43 -0.4%
8 CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 77,660.0 $3.7M 1.43% +3K +4.6% $47.20 -0.0%
9 CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 104,986.0 $3.6M 1.41% +9K +9.8% $34.62 +1.8%
10 SOXX ISHARES TR ISHARES SEMICDTR 5,233.0 $3.4M 1.30% +40.0 +0.8% $640.82 -18.9%
11 IJK ISHARES TR S&P MC 400GR ETF 26,738.0 $3.1M 1.22% +3K +12.8% $117.50 -3.4%
12 VO VANGUARD MID-CAP ETF 37,332.0 $3.0M 1.17% +28K +299.9% $80.57 +2.1%
13 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 36,085.0 $2.7M 1.06% +2K +4.8% $75.25 -4.8%
14 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 32,758.0 $2.7M 1.05% +1K +4.7% $82.65 -2.6%
15 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 45,488.0 $2.7M 1.04% +2K +4.8% $58.98 -1.8%
16 VGLT VANGUARD LONG-TERM TREASURY ETF 47,580.0 $2.6M 1.02% +2K +5.0% $55.18 -4.3%
17 CGMS CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF 92,626.0 $2.5M 0.98% +2K +1.9% $27.33 -1.2%
18 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 31,796.0 $2.5M 0.98% +1K +4.0% $79.03 -1.1%
19 VGSH VANGUARD SHORT-TERM TREASURY ETF 42,853.0 $2.5M 0.97% +2K +3.9% $58.20 -0.5%
20 AVDE AVANTIS INTERNATIONAL EQUITY ETF 27,813.0 $2.5M 0.96% +140.0 +0.5% $89.20 +6.0%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.3%
Financial Services 22.4%
Industrials 4.8%
Energy 4.6%
Consumer Cyclical 4.5%
Consumer Defensive 4.1%
Utilities 2.4%
Healthcare 1.8%