Transcendent Capital Group LLC
Annual return
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SPY
—
Alpha
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Invested
$219.4M
Holdings
112
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$SPBU
ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF
Held since at least Q1 2024
7.7%
02
$IJH
ISHARES TR CORE S&P MCP ETF
Q1 2026: Sold 1.3% (23.7k → 23.4k shares)
4.7%
03
$FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
Held since at least Q1 2024
4.4%
04
$IVW
ISHARES TR S&P 500 GRWT ETF
Q4 2025: New position (95 shares)
3.7%
05
$IVV
ISHARES TR CORE S&P500 ETF
Q4 2025: New position (1.1k shares)
3.7%
06
$USFR
THE WISDOMTREE TRUST FLTG RATE TREASURY FUND
Held since at least Q1 2024
3.7%
07
$AAPL
APPLE INCORPORATED
Q1 2026: Sold 6.2% (7.4k → 6.9k shares)
3.1%
08
$BOXX
EA SER TR ALPHA ARCHITECT 1-3 MONTH BOX
Held since at least Q1 2024
3.1%
09
$SPYM
STATE STREET SPDR PORTFOLIO S&P ETF
Held since at least Q1 2024
2.7%
10
$MSFT
MICROSOFT CORPORATION
Q1 2026: Sold 14.6% (2.9k → 2.5k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:42 UTC.