13F Filings History of Transce3nd, LLC
- Latest 13F filing
- Q2 2026 - 24 Jul 2026
- Latest reported 13F value
- $11,336,042
- Form 13F summary
-
- Transce3nd, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Transce3nd, LLC reported 170 equity holdings with a total reported market value of $11,336,042 for Q2 2026. Top reported holdings included SPY, SPYM, VANGUARD FEDERAL MONEY MKT FUND INVESTOR CLASS (GOVT), WEITZ CORE PLUS INCOME FUND INST'L CLASS, and FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FD INST'L CLASS.
- Largest 13F holdings
-
SPY SPYM VANGUARD FEDERAL MONEY MKT FUND INVESTOR CLASS (GOVT) WEITZ CORE PLUS INCOME FUND INST'L CLASS FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FD INST'L CLASS VTI SPDW REGAN CAPITAL TOTAL RETURN INCOME FUND...
- Manager signature
- Bruce Wheadon - CCO
- Manager location
- Buda, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Transce3nd, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
List of Other Managers Reporting for Transce3nd, LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AE Wealth Management LLC | $21,454,484,272 | Topeka, KS | 028-17779 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$11,336,042
Quarter delta
+$72,178
Accepted
24 Jul 2026, 16:53
Rows shown
1-7 of 7