AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: Transcend Capital Advisors, LLC
1. Portfolio Overview
Transcend Capital Advisors, LLC has reported a substantial expansion in assets under management, with the total portfolio value growing by 94.4% from approximately $666 million to $1.29 billion for the period ending December 31, 2025. This near-doubling of assets suggests significant net capital inflows or strong market performance during the quarter. The portfolio is highly diversified, compr...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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