account_balance
Investment manager · 13F filer · SEC CIK 2013703
Transcendent Capital Group LLC
Reported value$248Mas of Sep 30, 2026
Positions118 12 new, 22 sold out
Top 10 weight38.2%SPBU alone is 8%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPBUAllianzim Buffer15 Uncapped Allocation ETF
7.9%
IJHiShares Tr Core S&P MCP ETF
4.5%
FTSMFirst Trust ETF IV First Trust Enhanced Short
4.0%Added +3%
IVWiShares Tr S&P 500 GRWT ETF
3.8%Trimmed −9%
IVViShares Tr Core S&p500 ETF
3.5%Trimmed −10%
ICSHiShares Tr Ultra Short Dur
3.3%New
AAPLApple Inc.
3.2%Trimmed −11%
GSYInvesco Ultra Short Duration ETF
2.9%Added +251%
MSFTMicrosoft Corp
2.6%Trimmed −23%
SPYMState Street SPDR Portfolio S&P ETF
2.4%Trimmed −11%
VVVanguard Morningstar Large-Cap ETF
2.3%
CGUSCapital Group Core Equity ETF
2.3%−4%
SPBUAllianzim Buffer15 Uncapped Allocation ETF
7.9%
IJHiShares Tr Core S&P MCP ETF
4.5%
FTSMFirst Trust ETF IV First Trust Enhanced Short
4.0%+3%
IVWiShares Tr S&P 500 GRWT ETF
3.8%−9%
IVViShares Tr Core S&p500 ETF
3.5%−10%
ICSHiShares Tr Ultra Short Dur
3.3%
AAPLApple Inc.
3.2%
GSYInvesco Ultra Short Duration ETF
2.9%
MSFTMicrosoft Corp
2.6%
SPYM2.4%
VV2.3%
CGUS2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPBU Allianzim Buffer15 Uncapped Allocation ETF 7.9% Held
IJH iShares Tr Core S&P MCP ETF 4.5% Held
FTSM First Trust ETF IV First Trust Enhanced Short 4.0% Added +3%
IVW iShares Tr S&P 500 GRWT ETF 3.8% Trimmed −9%
IVV iShares Tr Core S&p500 ETF 3.5% Trimmed −10%
ICSH iShares Tr Ultra Short Dur 3.3% New
AAPL Apple Inc. 3.2% Trimmed −11%GSY Invesco Ultra Short Duration ETF 2.9% Added +251%
MSFT Microsoft Corp 2.6% Trimmed −23%SPYM State Street SPDR Portfolio S&P ETF 2.4% Trimmed −11%
VV Vanguard Morningstar Large-Cap ETF 2.3% Held
CGUS Capital Group Core Equity ETF 2.3% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.