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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR S&P 500 GRWT ETF 71,901.0 $9.9M 3.85% -490.0 -0.7% $137.53 +2.2%
2 SPYM STATE STREET SPDR PORTFOLIO S&P ETF 74,203.0 $6.5M 2.54% -4K -5.0% $87.88 +3.2%
3 VV VANGUARD LARGE-CAP ETF 16,176.0 $5.6M 2.16% -88.0 -0.5% $343.90 +3.2%
4 IJR ISHARES TR CORE S&P SCP ETF 36,853.0 $5.5M 2.13% -419.0 -1.1% $148.31 -2.0%
5 FBND FIDELITY TOTAL BOND ETF 53,729.0 $2.4M 0.95% -718.0 -1.3% $45.49 -1.7%
6 JPMORGAN ULTRA-SHORT INCOME ETF 45,675.0 $2.3M 0.90% -3K -7.0% $50.57
7 WMT WALMART INC Consumer Defensive 19,791.0 $2.2M 0.87% -258.0 -1.3% $113.26 -5.4%
8 GSY INVESCO ULTRA SHORT DURATION ETF 41,265.0 $2.1M 0.81% -8K -15.8% $50.15 -0.0%
9 USFR THE WISDOMTREE TRUST FLTG RATE TREASURY FUND 39,800.0 $2.0M 0.78% -121K -75.2% $50.35 +0.1%
10 BLV VANGUARD LONG-TERM BOND ETF 23,698.0 $1.6M 0.64% -269.0 -1.1% $68.93 -4.5%
11 BOXX EA SER TR ALPHA ARCHITECT 1-3 MONTH BOX 10,249.0 $1.2M 0.47% -49K -82.7% $117.09 +0.9%
12 BSV VANGUARD SHORT-TERM BOND ETF 13,946.0 $1.1M 0.42% -394.0 -2.8% $77.91 -0.9%
13 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 18,023.0 $864K 0.34% -92.0 -0.5% $47.97 -0.9%
14 MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 15,891.0 $836K 0.33% -221.0 -1.4% $52.60 -2.8%
15 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 17,434.0 $798K 0.31% -211.0 -1.2% $45.80 -3.4%
16 NVT NVENT ELEC PLC SHS (IRELAND) Industrials 4,148.0 $704K 0.27% -35.0 -0.8% $169.61 -8.0%
17 VTI VANGUARD TOTAL STOCK MARKET ETF 1,871.0 $692K 0.27% -71.0 -3.7% $370.04 +2.6%
18 CGMU CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF 20,392.0 $560K 0.22% -107.0 -0.5% $27.47 -2.5%
19 ALLIANZIM U S EQUITY BUFFER15 UNCAPPED JULY ETF 13,437.0 $431K 0.17% -1K -8.4% $32.09
20 ALLIANZIM U S EQUITY BUFFER15 12,860.0 $387K 0.15% -1K -7.9% $30.13
Page 1 of 2  ·  28 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%