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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 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFA EMERGING MARKETS VALUE FUND INST'L CLASS 385.0 $17K 0.15% +3.0 +0.8% $44.18
82 MSFT MICROSOFT CORP Technology 44.0 $17K 0.15% +6.0 +15.8% $385.09 +25.1%
83 FLTR VANECK IG FLOATING RATE ETF 651.0 $17K 0.15% $25.56 -0.0%
84 REM ISHARES MORTGAGE REAL ESTATE CAPPED ETF NEW 737.0 $16K 0.14% -64.0 -8.0% $22.16 -0.7%
85 AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F-2 147.0 $15K 0.13% +3.0 +2.1% $103.07
86 AMKR AMKOR TECHNOLOGY, INC. Technology 211.0 $15K 0.13% -122.0 -36.6% $70.47 -22.2%
87 VTIP VANGUARD MALVERN FDS SHORT TERM INFLATION PROTECTED SECS INDEX ETF 280.0 $14K 0.12% $49.64 +0.2%
88 NXPI NXP SEMICONDUCTORS NV COM CNS ELIGIBLE Technology 47.0 $14K 0.12% -43.0 -47.8% $292.26 -21.8%
89 AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-2 211.0 $13K 0.12% NEW $63.14
90 C CITIGROUP INC COM NEW Financial Services 94.0 $13K 0.12% -17.0 -15.3% $140.79 -2.2%
91 ABBEY CAPITAL MULTI ASSET FUND CLASS I 1,033.0 $13K 0.11% -154.0 -13.0% $12.45
92 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 264.0 $13K 0.11% $48.08 -1.0%
93 MCHP MICROCHIP TECH INC Technology 141.0 $12K 0.11% +9.0 +6.8% $88.59 -11.7%
94 AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS F-2 163.0 $12K 0.11% $75.27
95 VXF VANGUARD EXTENDED MARKET VIPERS 49.0 $12K 0.10% $241.45 +1.8%
96 VGIT VANGUARD INTERMEDIATE TERM TREASURY ETF 201.0 $12K 0.10% $58.56 -0.3%
97 DFA INTERNATIONAL CORE EQUITY FUND INST'L CLASS 461.0 $10K 0.09% +6.0 +1.3% $22.12
98 VWOB VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL 152.0 $10K 0.09% -17.0 -10.1% $66.80 -1.5%
99 EFX EQUIFAX INC Industrials 59.0 $10K 0.09% +34.0 +136.0% $166.44 +9.3%
100 FCX FREEPORT-MCMORAN INC Basic Materials 156.0 $10K 0.09% -78.0 -33.3% $61.52 +7.8%
Page 5 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%