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TRANSCEND WEALTH COLLECTIVE, LLC
RIA/Wealth
TRANSCEND WEALTH COLLECTIVE, LLC is a RIA/Wealth based in Madison, NJ led by Brian James Gorczynski, reporting $3.1B in AUM as of Q3 2025 with 32% ETF concentration.
CEOBrian James Gorczynski
- Portfolio Value
- $1.4B
- Positions
- 683
- Top Holding
- AAPL at 7.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TRANSCEND WEALTH COLLECTIVE, LLC's portfolio (26% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $110.5M | 7.82% | +$736.9K Bought | 0.00% 433.8K shares | |
Insurance - Diversified Financial Services | $43.5M | 3.08% | +$3.7M Bought | 0.00% 86.6K shares | |
Software - Infrastructure Technology | $43.4M | 3.07% | +$1.5M Bought | 0.00% 83.8K shares | |
Financial - Credit Services Financial Services | $29.8M | 2.11% | -$634.5K Sold | 0.46% 2.3M shares | |
Semiconductors Technology | $28.8M | 2.04% | +$1.1M Bought | 0.00% 154.5K shares | |
ETF ETF | $26.0M | 1.84% | -$1.9M Sold | — 248.8K shares | |
ETF ETF | $22.6M | 1.60% | +$528.3K Bought | — 37.7K shares | |
Drug Manufacturers - General Healthcare | $22.5M | 1.59% | +$9.1K Bought | 0.01% 268.5K shares | |
Specialty Retail Consumer Cyclical | $22.2M | 1.57% | +$1.8M Bought | 0.00% 101.1K shares | |
Asset Management Financial Services | $18.3M | 1.30% | -$83.7K Sold | 0.17% 1.1M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TRANSCEND WEALTH COLLECTIVE, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for TRANSCEND WEALTH COLLECTIVE, LLC
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