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Portfolio (Quarterly) Guide ↗

Transce3nd, LLC

· CIK 0002023570
13F Portfolio $11M AUM 170 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 34 Added 87 Reduced 6 Exited
Page 3 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 141.0 $57K 0.51% $407.76 -17.4%
42 XLC SELECT SECOTR SPDR TRUST 511.0 $57K 0.50% -174.0 -25.4% $111.64 -1.0%
43 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF 630.0 $54K 0.47% $85.34 +1.3%
44 NVDA NVIDIA CORP Technology 235.0 $50K 0.44% +8.0 +3.5% $210.96 +4.2%
45 AMERICAN FUNDS AMCAP FUND CLASS F-2 1,061.0 $49K 0.43% +66.0 +6.6% $46.53
46 KLAC KLA CORPORATION Technology 206.0 $48K 0.42% +177.0 +610.3% $231.52 -15.9%
47 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 532.0 $44K 0.39% $82.56 +1.6%
48 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 1,261.0 $41K 0.36% -109.0 -8.0% $32.40 +6.5%
49 QCOM QUALCOMM INC Technology 208.0 $39K 0.35% +163.0 +362.2% $189.16 -15.3%
50 VTEB VANGUARD MUN BD FDS TAX EXEMPT BD INDEX FD ETF 777.0 $39K 0.34% -212.0 -21.4% $50.34 -1.6%
51 AMERICAN FUNDS CAPITAL INCOME BUILDER FUND CLASS F-2 420.0 $35K 0.31% +6.0 +1.4% $82.46
52 VEA VANGUARD DEVELOPED MARKETS INDEX FUND 486.0 $35K 0.30% $70.99 +2.0%
53 TSM TAIWAN SEMICONDUCTOR Technology 77.0 $33K 0.29% -31.0 -28.7% $434.10 -4.8%
54 TXN TEXAS INSTRUMENTS INC. Technology 104.0 $32K 0.29% +17.0 +19.5% $311.46 -12.6%
55 VYMI VANGUARD INT HIGH DVD YLD IN ETF 306.0 $31K 0.27% -26.0 -7.8% $100.57 +3.4%
56 VBR VANGUARD SMALL-CAP VALUE VIPERS 118.0 $29K 0.25% -56.0 -32.2% $242.05 +2.2%
57 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 512.0 $28K 0.25% $55.43 +4.1%
58 AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2 640.0 $27K 0.24% -389.0 -37.8% $42.47
59 DFA DIVERSIFIED FIXED INCOME FUND INST'L CLASS 2,928.0 $27K 0.24% +50.0 +1.7% $9.25
60 AMERICAN FUNDS INCOME FUND OF AMERICA CLASS F-2 943.0 $26K 0.23% -447.0 -32.2% $27.54
Page 3 of 9  ·  170 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
Financial Services 68.1%
Technology 20.8%
Consumer Cyclical 2.5%
Industrials 2.1%
Healthcare 2.0%
Real Estate 1.1%
Utilities 1.1%
Basic Materials 0.8%
Communication Services 0.6%
Energy 0.5%