Transamerica Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $73.61M | 6.1% |
| INVESCO QQQ TR | $37.50M | 3.1% |
| VANGUARD BD INDEX FDS | $30.19M | 2.5% |
| NVIDIA Corp | $29.00M | 2.4% |
| VANGUARD TAX-MANAGED FDS | $22.90M | 1.9% |
| SCHWAB STRATEGIC TR | $21.89M | 1.8% |
| VANGUARD INDEX FDS | $21.47M | 1.8% |
| Broadcom Inc. | $21.13M | 1.8% |
| INVESCO EXCH TRADED FD TR II | $18.70M | 1.6% |
| INVESCO EXCHANGE TRADED FD T | $17.77M | 1.5% |
| ISHARES TR | $17.49M | 1.5% |
| Apple Inc. | $16.88M | 1.4% |
| AMPHENOL CORP /DE | $15.60M | 1.3% |
| INVESCO EXCHANGE TRADED FD T | $14.86M | 1.2% |
| GE Vernova Inc. | $14.72M | 1.2% |
| INVESCO EXCHANGE TRADED FD T | $14.23M | 1.2% |
| WISDOMTREE TR | $14.10M | 1.2% |
| MICROSOFT CORP | $13.60M | 1.1% |
| SELECT SECTOR SPDR TR | $13.04M | 1.1% |
| INVESCO EXCHANGE TRADED FD T | $13.04M | 1.1% |
| Alphabet Inc. | $12.69M | 1.1% |
| ISHARES TR | $11.58M | 1.0% |
| Palantir Technologies Inc | $11.53M | 1.0% |
| ISHARES TR | $11.37M | 0.9% |
| SELECT SECTOR SPDR TR | $9.82M | 0.8% |
| Amazon.com Inc | $9.52M | 0.8% |
| SPDR SERIES TRUST | $9.28M | 0.8% |
| EMCOR Group Inc | $9.22M | 0.8% |
| VANGUARD CHARLOTTE FDS | $9.03M | 0.8% |
| Comfort Systems USA Inc | $8.67M | 0.7% |
| Meta Platforms Inc | $8.49M | 0.7% |
| THE GOLDMAN SACHS GROUP, INC. | $8.47M | 0.7% |
| WELLS FARGO & COMPANY/MN | $8.42M | 0.7% |
| Arista Networks, Inc.ANET | $8.18M | 0.7% |
| VANGUARD INDEX FDS | $8.13M | 0.7% |
| SCHWAB STRATEGIC TR | $7.95M | 0.7% |
| SCHWAB STRATEGIC TR | $7.94M | 0.7% |
| Trane Technologies plc | $7.81M | 0.7% |
| CARPENTER TECHNOLOGY CORP | $7.70M | 0.6% |
| Newmont Corp | $7.61M | 0.6% |
| Somnigroup International Inc | $7.47M | 0.6% |
| WORLD GOLD TR | $7.36M | 0.6% |
| ROYAL CARIBBEAN CRUISES LTD | $7.06M | 0.6% |
| SELECT SECTOR SPDR TR | $6.88M | 0.6% |
| TJX Cos Inc/The | $6.85M | 0.6% |
| Medpace Holdings, Inc. | $6.64M | 0.6% |
| Mastercard Inc | $6.53M | 0.5% |
| Visa Inc | $6.50M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $6.39M | 0.5% |
| Howmet Aerospace Inc. | $6.33M | 0.5% |