Transamerica Financial Advisors, LLC
CIK 1502149
13F filing for Q2 2026・No. 2,305
- Holdings
- US$1.18B
- Quarter change
- +US$7.63M
- Entries
- 2,188
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
2,180 stocks worth US$1.18B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSLARGE CAP ETF | — | 194,320 | US$66.83M | 5.66% |
| NVDANvidiaCOM | — | 169,632 | US$33.94M | 2.87% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | — | 362,035 | US$26.58M | 2.25% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | — | 328,675 | US$23.42M | 1.98% |
| AVGOBroadcomCOM | — | 60,347 | US$22.8M | 1.93% |
| VANGUARD INDEX FDSMID CAP ETF | — | 252,192 | US$20.32M | 1.72% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | — | 634,091 | US$18.66M | 1.58% |
| GEVGE VERNOVA INCCOM | — | 14,814 | US$17.41M | 1.47% |
| ISHARES TRCORE S&P SCP ETF | — | 115,578 | US$17.14M | 1.45% |
| INVESCO EXCHANGE TRADED FD TDORSEY WRGT INDS | — | 63,963 | US$16.68M | 1.41% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.