Transamerica Financial Advisors
$1.2B 13F equity value
2,312 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Transamerica Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 194,320 | $67M | 5.7% |
| NVDA | NVIDIA CORPORATION | 169,632 | $34M | 2.9% |
| BND | VANGUARD BD INDEX FDS | 362,035 | $27M | 2.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 328,675 | $23M | 2.0% |
| AVGO | BROADCOM INC | 60,347 | $23M | 1.9% |
| VO | VANGUARD INDEX FDS | 252,192 | $20M | 1.7% |
| SCHX | SCHWAB STRATEGIC TR | 634,091 | $19M | 1.6% |
| GEV | GE VERNOVA INC | 14,814 | $17M | 1.5% |
| IJR | ISHARES TR | 115,578 | $17M | 1.5% |
| PRN | INVESCO EXCHANGE TRADED FD T | 63,963 | $17M | 1.4% |
Track Transamerica Financial Advisors's 13F portfolio: $1.2B in reported holdings, 2,312 positions. Top holdings and quarterly changes on SentiSense.
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