Institutions / Transamerica Financial Advisors, LLC

Transamerica Financial Advisors, LLC

CIK 1502149 · Institution · as of Dec 31, 2025

Portfolio value

$1.20B

Positions

1,824

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,824 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$73.61M	233,818	6.1%
Invesco Qqq Tr	—	$37.50M	61,040	3.1%
Vanguard Bd Index Fds	—	$30.19M	407,611	2.5%
NVIDIA Corp	—	$29.00M	155,511	2.4%
Vanguard Tax-Managed Fds	—	$22.90M	366,550	1.9%
Schwab Strategic Tr	—	$21.89M	813,474	1.8%
Vanguard Index Fds	—	$21.47M	73,977	1.8%
Broadcom Inc.	—	$21.13M	61,047	1.8%
Invesco Exch Traded Fd Tr II	—	$18.70M	73,920	1.6%
Invesco Exchange Traded Fd T	—	$17.77M	101,793	1.5%
iShares Tr	—	$17.49M	145,492	1.5%
Apple Inc.	—	$16.88M	62,085	1.4%
Amphenol Corp /De	—	$15.60M	115,412	1.3%
Invesco Exchange Traded Fd T	—	$14.86M	194,233	1.2%
GE Vernova Inc.	—	$14.72M	22,525	1.2%
Invesco Exchange Traded Fd T	—	$14.23M	246,469	1.2%
WisdomTree Tr	—	$14.10M	361,264	1.2%
Microsoft Corp	—	$13.60M	28,112	1.1%
Select Sector SPDR Tr	—	$13.04M	90,605	1.1%
Invesco Exchange Traded Fd T	—	$13.04M	118,401	1.1%
Alphabet Inc.	—	$12.69M	40,533	1.1%
iShares Tr	—	$11.58M	16,910	1.0%
Palantir Technologies Inc	—	$11.53M	64,844	1.0%
iShares Tr	—	$11.37M	118,222	0.9%
Select Sector SPDR Tr	—	$9.82M	243,349	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.