What does Transamerica Financial Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Transamerica Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$65M217K5.5%

INVESCO QQQ TR

$32M55K2.7%

VANGUARD BD INDEX FDS

$28M381K2.4%

NVIDIA CORPORATION

$27M157K2.3%

VANGUARD TAX-MANAGED FDS

$23M355K1.9%

VANGUARD INDEX FDS

$19M67K1.7%

GE VERNOVA INC

$19M22K1.6%

SCHWAB STRATEGIC TR

$19M731K1.6%

BROADCOM INC

$18M60K1.6%

APPLE INC

$18M70K1.5%

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