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Transcendent Capital Group LLC

SEC CIK
0002013703
Latest filing
Aug 5, 2026

The latest 13F from Transcendent Capital Group LLC covers Q2 2026 (filed Aug 5, 2026): 128 long positions worth $257.1M. The top 10 holdings make up 36.7% of the portfolio, and the largest is Aim ETF Products Trust at 7.4%. Livermore has 12 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
26
Est. +$34.1M
Added
56
Est. +$8.89M
Reduced
37
Est. −$13.4M
Sold out
10
Est. −$11.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. Aim ETF Products Trust00888H455
    7.4%$19.1M
  2. iShares Core S&P Mid-Cap ETF464287507
    4.6%$11.9M
  3. iShares S&P 500 Growth ETF464287309
    3.8%$9.89M
  4. First Tr Exchange-Traded FD33739Q408
    3.8%$9.68M
  5. iShares Core S&P 500 ETF464287200
    3.7%$9.41M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares S&P Small-Cap 600 Value ETF464287879
    +$4.07MNew
  2. Global X FDS37954Y632
    +$3.88MNew
  3. iShares Russell 2000 ETF464287655
    +$3.83MNew
  4. Invesco QQQ Trust Series I46090E103
    +$3.76MAdded
  5. TERTeradyne, Inc
    +$2.15MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +1.60 pp1.6% → 3.2%
  2. iShares S&P Small-Cap 600 Value ETF464287879
    +1.58 pp0.0% → 1.6%
  3. Global X FDS37954Y632
    +1.51 pp0.0% → 1.5%
  4. iShares Russell 2000 ETF464287655
    +1.49 pp0.0% → 1.5%
  5. TERTeradyne, Inc
    +0.84 pp0.0% → 0.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WisdomTree Tr97717Y527
    −$6.07MReduced
  2. Ea Series Trust02072L565
    −$5.73MReduced
  3. RBB FD Inc74933W460
    −$5.65MSold out
  4. Invesco Exch Traded FD Tr II46138G508
    −$3.69MSold out
  5. NOGNorthern Oil & Gas, Inc.
    −$537.1KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. WisdomTree Tr97717Y527
    −2.90 pp3.7% → 0.8%
  2. Ea Series Trust02072L565
    −2.67 pp3.1% → 0.5%
  3. RBB FD Inc74933W460
    −2.57 pp2.6% → 0.0%
  4. Invesco Exch Traded FD Tr II46138G508
    −1.68 pp1.7% → 0.0%
  5. Invesco Actively Managed Exc46090A887
    −0.32 pp1.1% → 0.8%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$257.1M
+$37.7M (+17.2%) vs. prior quarter
Positions
128
+16 vs. prior quarter
Top 10 concentration
36.7%
Top 10 as share of value
Turnover
10.6%
Q2 2026, one quarter
Average holding period
8.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $257.1M (Q2 2026)

Q4 2023: $150.0MQ1 2024: $172.1MQ2 2024: $173.5MQ3 2024: $194.9MQ4 2024: $191.6MQ1 2025: $177.8MQ2 2025: $194.5MQ3 2025: $223.5MQ4 2025: $220.9MQ1 2026: $219.4MQ2 2026: $257.1M
Q4 2023Q2 2026
13F filings of Transcendent Capital Group LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026128$257.1MAim ETF Products TrustiShares Core S&P Mid-Cap ETFiShares S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026Apr 27, 2026112$219.4MAim ETF Products TrustiShares Core S&P Mid-Cap ETFFirst Tr Exchange-Traded FDvs. Q4 2025SEC
Q4 2025Jan 26, 2026117$220.9MAim ETF Products TrustFirst Tr Exchange-Traded FDMSFTvs. Q3 2025SEC
Q3 2025Nov 4, 2025117$223.5MAim ETF Products TrustInvesco QQQ Trust Series IFirst Tr Exchange-Traded FDvs. Q2 2025SEC
Q2 2025Jul 25, 202599$194.5MMSFTFirst Tr Exchange-Traded FDInvesco QQQ Trust Series Ivs. Q1 2025SEC
Q1 2025May 2, 202588$177.8MFirst Tr Exchange-Traded FDAAPLAim ETF Products Trustvs. Q4 2024SEC
Q4 2024Feb 4, 2025442$191.6MAAPLMSFTFirst Tr Exchange-Traded FDvs. Q3 2024SEC
Q3 2024Nov 1, 2024464$194.9MMSFTAAPLiShares Trvs. Q2 2024SEC
Q2 2024Jul 24, 2024433$173.5MAAPLMSFTVanguard Morningstar Large-Cap ETFvs. Q1 2024SEC
Q1 2024May 15, 2024Amended394$172.1MAAPLMSFTVanguard Morningstar Large-Cap ETFvs. Q4 2023SEC
Q4 2023Mar 1, 2024338$150.0MAAPLMSFTVanguard Morningstar Large-Cap ETF–SEC