13F Insight
DOSSIER · 13F-HR · Q2 2026

Transamerica Financial Advisors, LLC

$1.2B in tracked AUM across 2,188 positions as of Q2 2026.

TF
CIK 0001502149 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
2,188
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Transamerica Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VV
VANGUARD INDEX FDS
$67M194K5.7%02
NVDA
NVIDIA CORPORATION
$34M170K2.9%03
BND
VANGUARD BD INDEX FDS
$27M362K2.2%04
VEA
VANGUARD TAX-MANAGED FDS
$23M329K2.0%05
AVGO
BROADCOM INC
$23M60K1.9%06
VO
VANGUARD INDEX FDS
$20M252K1.7%07
SCHX
SCHWAB STRATEGIC TR
$19M634K1.6%08
GEV
GE VERNOVA INC
$17M15K1.5%09
IJR
ISHARES TR
$17M116K1.5%10
PRN
INVESCO EXCHANGE TRADED FD T
$17M64K1.4%

Filing history

2026Q2Jun 30
$1.2B▲ 0.6%
2,188 positionsView →2026Q1Mar 31
$1.2B▲ 17.5%
1,940 positionsView →2025Q4Dec 31
$999M▲ 57.7%
1,824 positionsView →2025Q3Sep 30
$634M▼ 40.5%
841 positionsView →2025Q2Jun 30
$1.1B▲ 8.7%
567 positionsLocked2025Q1Mar 31
$980M▼ 3.0%
579 positionsLocked2024Q4Dec 31
$1.0B▼ 1.4%
575 positionsLocked2024Q3Sep 30
$1.0B▲ 9.4%
586 positionsLocked2024Q2Jun 30
$937M▼ 4.6%
557 positionsLocked2024Q1Mar 31
$982M▲ 35.6%
604 positionsLocked2023Q4Dec 31
$724M▼ 2.0%
626 positionsLocked2023Q3Sep 30
$739M▼ 4.2%
651 positionsLocked
Showing 12 of 53