Transce3nd, LLC
Transce3nd, LLC is an SEC-registered investment adviser based in Buda, Texas. The firm offers a broad suite of financial planning and investment advisory services primarily to individuals, including high net worth clients, as well as some corporations. With a focus on comprehensive, client-first advice, Transce3nd emphasizes personalized financial solutions and fiduciary care. The firm is relatively recent, has a team of approximately 31–41 employees, most of whom are investment professionals, and serves clients mainly in the United States.
Investment Strategy
Transce3nd, LLC pursues a comprehensive, client-centric investment strategy, tailored to the specific financial goals of its clients. The firm provides discretionary portfolio management with an emphasis on diversified holdings, risk management, and long-term financial planning. By focusing on individual client needs—from retirement planning to wealth accumulation and estate strategies—Transce3nd seeks to align investment selections with each client’s unique objectives and risk tolerance. The firm primarily serves retail and high net worth individuals, leveraging a wide range of investment products and advisory services.
Top Holdings
Equity Positions (1,146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.94% | $21.2M | 37,257 | $566.69 | $568.03 | +$20.3M |
I ICSH | ISHARES TR | 6.87% | $16.3M | 321,100 | $50.43 | $50.71 | -$578.7K |
B BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 6.30% | $14.9M | 162,755 | $91.43 | $91.73 | -$1.5M |
S SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 6.19% | $14.7M | 145,540 | $100.32 | $100.69 | -$682.5K |
S SPY | SPDR S&P 500 ETF TR | 5.39% | $12.8M | 20,570 | $609.40 | $617.85 | +$9.7M |