Transamerica Financial Advisors
$1.2B Assets Reported
2,131 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 216,623 | $65M | 5.5% |
| QQQ | INVESCO QQQ TR | 54,744 | $32M | 2.7% |
| BND | VANGUARD BD INDEX FDS | 380,955 | $28M | 2.4% |
| NVDA | NVIDIA CORPORATION | 156,852 | $27M | 2.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 355,456 | $23M | 1.9% |
| VO | VANGUARD INDEX FDS | 67,444 | $19M | 1.7% |
| GEV | GE VERNOVA INC | 21,820 | $19M | 1.6% |
| SCHX | SCHWAB STRATEGIC TR | 730,585 | $19M | 1.6% |
| AVGO | BROADCOM INC | 59,688 | $18M | 1.6% |
| AAPL | APPLE INC | 69,790 | $18M | 1.5% |
Track Transamerica Financial Advisors's 13F portfolio: $1.2B in reported holdings, 2,131 positions. Top holdings, AUM, and quarterly changes on SentiSense.