TRANSCEND CAPITAL ADVISORS, LLC

Business address
7 Giralda Farms, Suite 300, Madison, NJ, 07940
Top securities (13F)
AAPL, BRKB, MSFT, OBDC, NVDA, SPYG, QQQ, MRK, AMZN, OWL, VYM, IBM, SPY, JPM, FSK, GOOG, SPGI, GOOGL, VIG, and META
State of incorporation
DE
Fiscal year end
31 December
Former names
TRANSCEND WEALTH COLLECTIVE, LLC (to 20 Jan 2022)
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TRANSCEND CAPITAL ADVISORS, LLC has filed 26 SEC EDGAR filings since 19 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-20168
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-20168
13F-HR Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-20168
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-20168
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-20168
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-20168
N-PX Open Document Open Filing 05 Sep 2024 30 Jun 2024 028-20168
13F-HR Open Document Open Filing 02 Jul 2024 30 Jun 2024 028-20168
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-20168
13F-HR Open Document Open Filing 05 Feb 2024 31 Dec 2023 028-20168
13F-HR Open Document Open Filing 31 Oct 2023 30 Sep 2023 028-20168
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-20168
13F-HR Open Document Open Filing 12 Apr 2023 31 Mar 2023 028-20168
13F-HR Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-20168
13F-HR Open Document Open Filing 17 Oct 2022 30 Sep 2022 028-20168
13F-HR Open Document Open Filing 12 Jul 2022 30 Jun 2022 028-20168
13F-HR Open Document Open Filing 20 Apr 2022 31 Mar 2022 028-20168
13F-HR Open Document Open Filing 20 Jan 2022 31 Dec 2021 028-20168
13F-HR Open Document Open Filing 04 Nov 2021 30 Sep 2021 028-20168
13F-HR Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-20168
13F-HR Open Document Open Filing 12 May 2021 31 Mar 2021 028-20168
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-20168
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-20168
13F-HR Open Document Open Filing 05 Aug 2020 30 Jun 2020 028-20168
13F-HR Open Document Open Filing 08 May 2020 31 Mar 2020 028-20168
13F-HR Open Document Open Filing 19 Feb 2020 31 Dec 2019 028-20168