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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 $1,481,738,249
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 420,146 $121,573,380 8.2%
2.
Berkshire Hathaway Inc
 BRK-B 92,044 $46,058,030 3.11%
3.
Spdr Series Trust
 KRE 305,652 $36,369,500 2.45%
4.
Microsoft Corp
 MSFT 92,330 $34,440,955 2.32%
5.
Merck & Co. Inc.
 MRK 262,453 $33,725,185 2.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.