§ 13F · FUND PROFILE
Transamerica Financial Advisors, LLC.
AUM · $1.2B (13F)Positions · 1601Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 194K | $67M | 5.7% | −10% |
| 2 | NVDA | NVIDIA CORPORATION | 170K | $34M | 2.9% | +8% |
| 3 | BND | VANGUARD BD INDEX FDS | 362K | $27M | 2.2% | −5% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 329K | $23M | 2.0% | −8% |
| 5 | AVGO | BROADCOM INC | 60K | $23M | 1.9% | +1% |
| 6 | VO | VANGUARD INDEX FDS | 252K | $20M | 1.7% | +274% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 634K | $19M | 1.6% | −13% |
| 8 | GEV | GE VERNOVA INC | 15K | $17M | 1.5% | −32% |
| 9 | IJR | ISHARES TR | 116K | $17M | 1.5% | −12% |
| 10 | PRN | INVESCO EXCHANGE TRADED FD T | 64K | $17M | 1.4% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRANSAMERICA SIGNAL
AC read
Transamerica Financial Advisors, LLC is a Other fund managing $1.2 billion in assets. The fund runs a massive portfolio of 1,601 positions.
Read the full dossier →