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Transamerica Financial Advisors, LLC

Q2 2026 13F filing

Updated 24 days ago

2,188 disclosed positions worth $1.2B

Portfolio value
$1.2B
Total holdings
2,188
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-17

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$66.8M
Shares
194.3K
% Port
5.66%
N

NVIDIA CORPORATION

Value
$33.9M
Shares
169.6K
% Port
2.87%
V

VANGUARD BD INDEX FDS

Value
$26.6M
Shares
362.0K
% Port
2.25%
V

VANGUARD TAX-MANAGED FDS

Value
$23.4M
Shares
328.7K
% Port
1.98%
A

BROADCOM INC

Value
$22.8M
Shares
60.3K
% Port
1.93%
V

VANGUARD INDEX FDS

Value
$20.3M
Shares
252.2K
% Port
1.72%
S

SCHWAB STRATEGIC TR

Value
$18.7M
Shares
634.1K
% Port
1.58%
G
8.GEV

GE VERNOVA INC

Value
$17.4M
Shares
14.8K
% Port
1.47%
E

ISHARES TR

Value
$17.1M
Shares
115.6K
% Port
1.45%
D
10.DBC

INVESCO EXCHANGE TRADED FD T

Value
$16.7M
Shares
64.0K
% Port
1.41%
E
11.ETHA

INVESCO EXCH TRADED FD TR II

Value
$16.4M
Shares
54.2K
% Port
1.39%
E
12.ETHA

ISHARES TR

Value
$16M
Shares
21.4K
% Port
1.36%
S

SELECT SECTOR SPDR TR

Value
$15.4M
Shares
80.8K
% Port
1.30%
I
14.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$15.3M
Shares
112.6K
% Port
1.30%
G

ALPHABET INC

Value
$15.2M
Shares
42.4K
% Port
1.28%
M
16.MSFT

MICROSOFT CORP

Value
$14.5M
Shares
38.8K
% Port
1.23%
C
17.CRS

CARPENTER TECHNOLOGY CORP

Value
$13.8M
Shares
22.4K
% Port
1.17%
B
18.BTCW

WISDOMTREE TR

Value
$13M
Shares
265.0K
% Port
1.10%
W
19.WELL

WELLTOWER INC

Value
$12.9M
Shares
57.0K
% Port
1.09%
?
20.N/A

INVESCO EXCHANGE TRADED FD T

Value
$12.9M
Shares
233.4K
% Port
1.09%
H
21.HWM

HOWMET AEROSPACE INC

Value
$12.8M
Shares
47.8K
% Port
1.09%
?
22.N/A

INVESCO EXCHANGE TRADED FD T

Value
$12.7M
Shares
267.6K
% Port
1.08%
L
23.LPG

FLEX LTD

Value
$12M
Shares
74.2K
% Port
1.02%
E
24.EME

EMCOR GROUP INC

Value
$11.9M
Shares
14.3K
% Port
1.01%
E
25.ETHA

ISHARES TR

Value
$11.2M
Shares
118.6K
% Port
0.95%
F
26.FIX

COMFORT SYS USA INC

Value
$10.6M
Shares
5.4K
% Port
0.90%
I
27.IBKR

INTERACTIVE BROKERS GROUP IN

Value
$10.4M
Shares
119.3K
% Port
0.88%
S

SELECT SECTOR SPDR TR

Value
$10.1M
Shares
229.1K
% Port
0.85%
A
29.AAPL

APPLE INC

Value
$9.6M
Shares
33.2K
% Port
0.81%
V
30.VGES

VANGUARD CHARLOTTE FDS

Value
$9.4M
Shares
194.4K
% Port
0.80%
S

SPDR SERIES TRUST

Value
$9M
Shares
102.3K
% Port
0.76%
F
32.FTI

TECHNIPFMC PLC

Value
$8.4M
Shares
127.1K
% Port
0.71%
M
33.META

META PLATFORMS INC

Value
$7.8M
Shares
13.8K
% Port
0.66%
E
34.EIX

EDISON INTL

Value
$7.6M
Shares
102.3K
% Port
0.64%
V
35.VGES

VANGUARD INDEX FDS

Value
$7.4M
Shares
24.1K
% Port
0.62%
S
36.SNDK

SANDISK CORP

Value
$7.4M
Shares
3.2K
% Port
0.62%
E
37.ETR

ENTERGY CORP NEW

Value
$7.3M
Shares
63.6K
% Port
0.62%
C
38.CAH

CARDINAL HEALTH INC

Value
$7.2M
Shares
30.3K
% Port
0.61%
S

SCHWAB STRATEGIC TR

Value
$7.1M
Shares
267.1K
% Port
0.60%
T
40.TPR

TAPESTRY INC

Value
$6.6M
Shares
45.0K
% Port
0.56%
T
41.TRGP

TARGA RES CORP

Value
$6.5M
Shares
24.3K
% Port
0.55%
S

SPDR SERIES TRUST

Value
$6.5M
Shares
227.8K
% Port
0.55%
A
43.ARWR

ARROWHEAD PHARMACEUTICALS IN

Value
$6.3M
Shares
77.4K
% Port
0.53%
S

SCHWAB STRATEGIC TR

Value
$6.2M
Shares
128.9K
% Port
0.53%
G

GOLDMAN SACHS GROUP INC

Value
$6.1M
Shares
6.1K
% Port
0.52%
V
46.V

VISA INC

Value
$6.1M
Shares
17.7K
% Port
0.51%
L
47.LLY

ELI LILLY & CO

Value
$6M
Shares
5.0K
% Port
0.51%
L
48.LITE

LUMENTUM HLDGS INC

Value
$6M
Shares
7.0K
% Port
0.51%
C
49.COST

COSTCO WHOLESALE CORPORATION

Value
$5.9M
Shares
6.3K
% Port
0.50%
A
50.AMZN

AMAZON COM INC

Value
$5.9M
Shares
24.6K
% Port
0.50%