Transce3nd, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $11.2 Billion distributed in 1627 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $2.35B, Spdr Portfolio S&P 500 ETF (Ma with a value of $996M, Weitz Core Plus Income Fund Inst'L Class with a value of $695M, Vanguard Federal Money Mkt Fund Investor Class (Govt) with a value of $629M, and Fullerthaler Behavioral Small Mid Core Equity Fd Inst'L Class with a value of $495M.

Examining the 13F form we can see an decrease of $226B in the current position value, from $237B to 11.2B.

Transce3nd, LLC is based out at Kyle, TX

Below you can find more details about Transce3nd, LLC portfolio as well as his latest detailed transactions.

Portfolio value $11.2 Billion
ETFs: $5.76 Billion
Technology: $312 Million
Real Estate: $66.2 Million
Industrials: $65.8 Million
Consumer Cyclical: $56.9 Million
Financial Services: $49.3 Million
Basic Materials: $35.9 Million
Utilities: $26.5 Million
Other: $67.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,627
  • Current Value $11.2 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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