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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 4 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAT DIMENSIONAL US TARGETED VALUE ETF 367.0 $26K 0.23% $69.65 +2.9%
62 DFAS DIMENSIONAL US SMALL CAP ETF 296.0 $24K 0.21% $81.12 +2.4%
63 AMERICAN FUNDS NEW ECONOMY FUND CLASS F-2 261.0 $23K 0.20% $87.83
64 NRG NRG ENERGY, INC. COMMON STOCK Utilities 163.0 $23K 0.20% -13.0 -7.4% $140.42 -17.7%
65 ONTO ONTO INNOVATION INC. Technology 69.0 $22K 0.20% -34.0 -33.0% $321.43 -1.9%
66 BSV VANGUARD ST BOND ETF 282.0 $22K 0.19% $77.60 +0.0%
67 DFA SHORT-TERM EXTENDED QUALITY FUND INST'L CLASS 2,085.0 $22K 0.19% +37.0 +1.8% $10.42
68 AVGO BROADCOM INC Technology 54.0 $22K 0.19% +1.0 +1.9% $399.96 -5.0%
69 AMZN AMAZON.COM, INC Consumer Cyclical 86.0 $21K 0.19% +18.0 +26.5% $245.34 +5.8%
70 JPM J P MORGAN CHASE & CO COM Financial Services 62.0 $21K 0.18% -3.0 -4.6% $336.47 +8.0%
71 AMERICAN FUNDS AMERICAN MUTUAL FUND CLASS F-2 322.0 $21K 0.18% +3.0 +0.9% $64.70
72 AGNC AGNC INVT CORP Real Estate 1,836.0 $20K 0.18% -272.0 -12.9% $11.13 -1.9%
73 LMT LOCKHEED MARTIN CORP Industrials 36.0 $19K 0.17% -14.0 -28.0% $523.22 +16.0%
74 ANNALY CAP MGMT NEW 810.0 $19K 0.16% -133.0 -14.1% $22.86
75 PUTNAM CORE BOND FUND CLASS Y 2,271.0 $18K 0.16% +40.0 +1.8% $8.12
76 BND VANGUARD TTL BD MKT 252.0 $18K 0.16% $72.77 -0.8%
77 BAC BANK AMERICA CORP Financial Services 300.0 $18K 0.16% -48.0 -13.8% $59.67 +7.6%
78 VTV VANGUARD VALUE VIPERS 79.0 $17K 0.15% -10.0 -11.2% $219.20 +3.2%
79 DFA INTERNATIONAL SMALL COMPANY FUND INST'L CLASS 635.0 $17K 0.15% +7.0 +1.1% $27.15
80 ENTG ENTEGRIS, INC. Technology 118.0 $17K 0.15% -36.0 -23.4% $145.35 +3.4%
Page 4 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%