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Transce3nd, LLC

SEC CIK
0002023570
Latest filing
Jul 24, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
169
−10 vs. Q3 2025
Portfolio value
$12.4M
+$1.21M (+10.8%) vs. Q3 2025
Filed
Feb 6, 2026
SEC
Holdings of Transce3nd, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF3,523$2.45M19.8%−431−10.9%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF11,884$972.7K7.8%−4,721−28.4%Reduced–
Vanguard Federal Money Market922906300COM622,752$622.8K5.0%−6,577−1.0%Reduced–
Weitz Core Plus Income Fund Inst'L Class94904P831M56,207$548.6K4.4%−16,033−22.2%Reduced–
Fullerthaler Behavioral Small Mid Core Eq FD Instl CL N/L14064D667Mutual Fund (Open End) - No Load10,656$453.7K3.7%−4,148−28.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,212$416.0K3.4%−69−5.4%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF7,503$357.7K2.9%−2,840−27.5%Reduced–
Regan Capital Total Return Income Fund Institutional Class00777X579M34,776$333.2K2.7%−6,975−16.7%Reduced–
Oakmark Funds413838780COM1,828$313.8K2.5%−632−25.7%Reduced–
AQR Long-Short Equity Fund Class I00203H446ETF13,377$278.8K2.2%−4,132−23.6%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,679$274.1K2.2%−7−0.1%Reduced–
Eaton Vance Global Macro Abs Ret Adv Fund Class I277923264M21,918$266.3K2.1%−5,789−20.9%Reduced–
River Canyon Total Return Bond Fund Inst'L Class00770G656M26,322$263.7K2.1%−5,611−17.6%Reduced–
BlackRock Systematic Multi-Strategy FD Instl09260C307Com23,414$245.8K2.0%−7,207−23.5%Reduced–
iShares Tr4642874407-10 YR TRSY BD2,181$209.3K1.7%+2,181New–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL3,921$200.4K1.6%−174−4.2%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,499$166.1K1.3%+1,499New–
J P Morgan Exchange Traded F46641Q159INCOME ETF3,333$154.7K1.2%−561−14.4%Reduced–
Janus Detroit STR Tr47103U845HENDRSON AAA CL3,031$153.9K1.2%−507−14.3%Reduced–
Baird Muni Bond Fund Inst'L Class057071482M14,452$145.7K1.2%−3,399−19.0%Reduced–
American Balanced FD Shs F-2 C024071821MF3,194$123.5K1.0%−2,976−48.2%Reduced–
American Fd-Cap World Growth and Income Cl F2140543828MF1,539$116.6K0.9%−695−31.1%Reduced–
American Funds Invmt Co of Amer F2461308827Equities1,804$115.7K0.9%−189−9.5%Reduced–
iShares Tr46434V878ULTRA SHORT DUR2,177$110.4K0.9%−825−27.5%Reduced–
iShares Tr46436E7180-3 MTH TREASURY938$94.4K0.8%−414−30.6%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,010$92.5K0.7%−450−30.8%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF515$85.0K0.7%−3−0.6%Reduced–
LRCXLam Research CorpStock355$84.7K0.7%−34−8.7%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF550$81.4K0.7%00.0%UnchangedConverted for a 2-for-1 split–
American Funds Washingto N Mutual F939330825mf1,207$80.3K0.6%−1,188−49.6%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF685$80.1K0.6%−3−0.4%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,788$77.7K0.6%00.0%UnchangedConverted for a 2-for-1 split–
Vanguard S&P 500 ETF922908363ETF114$72.9K0.6%00.0%Unchanged–
ASMLASML Holding NVADR49$71.3K0.6%−2−3.9%ReducedHistory
First Eagle High Yield Fund Class I32008F713M8,513$68.6K0.6%−1,739−17.0%Reduced–
AMATApplied Materials IncStock203$67.5K0.5%−15−6.9%ReducedHistory
AMDAdvanced Micro Devices IncStock265$66.8K0.5%−39−12.8%ReducedHistory
Vanguard Cash Rsrv Federal MnyMktAdmiral922906508Com62,312$62.3K0.5%+397+0.6%Added–
TSLATesla, Inc.Stock141$60.8K0.5%−9−6.0%ReducedHistory
Dfa Dimensional Funds233203397ETF1,329$60.6K0.5%+3+0.2%Added–
American Funds Growth Fu ND of Amer F399874825Mutual Fund699$57.1K0.5%−7−1.0%Reduced–
CBUSCibus, Inc.CL A COM STK31,633$56.9K0.5%−129−0.4%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F630$51.1K0.4%00.0%Unchanged–
Vanguard Mun BD FDS922907746TAX EXEMPT BD989$50.0K0.4%−183−15.6%Reduced–
Amcap FD Inc Shs CL F-2023375827MF995$47.5K0.4%+44+4.6%Added–
KLACKLA CorpCOM NEW29$46.9K0.4%−1−3.3%ReducedHistory
NVDANVIDIA CorpStock227$42.8K0.3%−10−4.2%ReducedHistory
American Global Balanced Fund CL F2 N/L02629W502Mutual Funds1,029$42.8K0.3%−1,334−56.5%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF532$40.4K0.3%00.0%Unchanged–
Schwab US Dividend Equity ETF808524797ETF1,370$40.2K0.3%−16−1.2%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF174$39.0K0.3%+18+11.5%Added–
American Funds Income Fund of Amer F2453320822Mutual Fund1,390$37.7K0.3%−1,441−50.9%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR108$36.5K0.3%−13−10.7%ReducedHistory
American Funds Capital Income Bldr F2140194101MF414$33.0K0.3%−99−19.3%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF486$32.6K0.3%00.0%Unchanged–
Vanguard Whitehall FDS921946794INTL HIGH ETF332$31.9K0.3%−4−1.2%Reduced–
LMTLockheed Martin CorpStock50$29.7K0.2%−1−2.0%ReducedHistory
NRGNRG Energy, Inc.Stock176$27.5K0.2%+12+7.3%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL512$27.3K0.2%00.0%Unchanged–
Dfa Diversified Fixed Income Instl23320G166BOND FUNDS2,878$26.9K0.2%−20−0.7%Reduced–
RRRichtech Robotics Inc.CL B4,746$26.1K0.2%00.0%UnchangedHistory
AGNCAGNC Investment Corp.REIT2,108$25.7K0.2%−53−2.5%ReducedHistory
ABRArbor Realty Trust IncCOM3,170$24.6K0.2%+542+20.6%AddedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF367$23.2K0.2%00.0%Unchanged–
NLYAnnaly Capital Management IncREIT943$23.0K0.2%−21−2.2%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF282$22.2K0.2%00.0%Unchanged–
Dimensional U.S. Small Cap ETF25434V500ETF296$22.0K0.2%00.0%Unchanged–
ONTOOnto Innovation Inc.COM103$21.5K0.2%−11−9.6%ReducedHistory
Dfa Funds23320G521mf2,048$21.5K0.2%+18+0.9%Added–
NXPINXP Semiconductors N.V.COM90$20.6K0.2%−4−4.3%ReducedHistory
SLViShares Silver TrustETF200$20.3K0.2%00.0%UnchangedHistory
American Funds643822828COM261$20.1K0.2%+24+10.1%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA391$19.7K0.2%+84+27.4%Added–
JPMJPMorgan Chase & CoStock65$19.5K0.2%+2+3.2%AddedHistory
American Funds American Mutual F2027681824Mutual Fund319$19.5K0.2%+19+6.3%Added–
iShares Tr46435G342MORTGE REL ETF801$19.1K0.2%−10−1.2%Reduced–
Vanguard Total Bond Market ETF921937835ETF252$18.7K0.2%00.0%Unchanged–
ENTGEntegris IncCOM154$18.5K0.1%−2,310−93.8%ReducedHistory
Putnam Core Bond Fund Class Y746764323M2,231$18.5K0.1%+24+1.1%Added–
MSFTMicrosoft CorpStock38$18.3K0.1%+6+18.8%AddedHistory
BACBank of America CorpStock348$18.2K0.1%−1−0.3%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF89$17.6K0.1%+14+18.7%Added–
AVGOBroadcom Inc.Stock53$17.6K0.1%−4−7.0%ReducedHistory
Dfa International Small Cap Eq233203629MF628$17.4K0.1%+8+1.3%Added–
TXNTexas Instruments IncStock87$17.1K0.1%−2−2.2%ReducedHistory
AMKRAmkor Technology, Inc.COM333$16.9K0.1%−45−11.9%ReducedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF651$16.6K0.1%00.0%Unchanged–
AMZNAmazon Com IncStock68$16.6K0.1%−66−49.3%ReducedHistory
Dfa Emerging Markets Value I233203587EMRG MKTS VAL382$15.4K0.1%+6+1.6%Added–
FCXFreeport-McMoran IncStock234$14.7K0.1%−15−6.0%ReducedHistory
Abbey Capital Multi Asse74933W882EQUITY FUNDS1,187$14.2K0.1%+113+10.5%Added–
Amer Fds - Fundamental Inv360802821COM144$13.9K0.1%+8+5.9%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX280$13.9K0.1%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF264$12.8K0.1%00.0%Unchanged–
CCitigroup IncStock111$12.7K0.1%−4−3.5%ReducedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS201$12.0K0.1%−250−55.4%Reduced–
American Funds648018828MF163$11.9K0.1%−277−63.0%Reduced–
Vanguard Emerging Markets Government Bond ETF921946885ETF169$11.4K0.1%−1−0.6%Reduced–
XOMExxonMobil Holdings CorpCOM83$11.4K0.1%−6−6.7%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF49$10.8K0.1%00.0%Unchanged–

Sold out since Q3 2025 (15)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Transce3nd, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
GLDMWorld Gold TrustSPDR GLD MINIS1,915$103.3K0.9%History
Bluerock Total Inc09630D407MUTUAL FUNDS -507$19.5K0.2%–
UUnity Software Inc.COM60$4.58K<0.1%History
UPSTUpstart Holdings, Inc.COM59$4.21K<0.1%History
CRMSalesforce, Inc.Stock16$3.90K<0.1%History
TRMBTrimble Inc.COM48$3.80K<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW191$3.56K<0.1%History
Schwab International Small-Cap Equity ETF808524888ETF31$00.0%–
iShares S&P 500 Growth ETF464287309ETF96$00.0%–
GOOGAlphabet Inc.Stock100$00.0%History
PYPLPayPal Holdings, Inc.Stock35$00.0%History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 116$00.0%History
EBAYeBay IncCOM68$00.0%History
TXG10x Genomics, Inc.CL A COM44––History
DDD3D Systems CorpCOM NEW245––History