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Home > Institutional Investor > Transcend Wealth Collective, Llc > Profile

Instuitional Investor - Transcend Wealth Collective, Llc

Fund Profile
Filing Period:
Fund Name: Transcend Wealth Collective, Llc
Portfolio Value $1,294,259,067
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 430,882 $88,404,019 6.83%
2.
Microsoft Corp
 MSFT 80,897 $40,239,139 3.11%
3.
Berkshire Hathaway Inc
 BRK.A 79,267 $38,505,485 2.98%
4.
Blue Owl Capital Corp
 OBDC 2,385,564 $34,208,981 2.64%
5.
Fs Kkr Capital Corp
 FSK 1,316,945 $27,326,600 2.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)