StockDriftsStockDriftsTop 50 Transamerica Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 5.66% | 194.3K | $66.8M | -10.30%(-22.30K) | $196.18(+81.74%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.87% | 169.6K | $33.9M | +8.15%(+12.78K) | $127.08(+77.89%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.25% | 362.0K | $26.6M | -4.97%(-18.92K) | $75.84(-4.73%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.98% | 328.7K | $23.4M | -7.53%(-26.78K) | $45.67(+62.04%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.93% | 60.3K | $22.8M | +1.10%(+659) | $282.75(+39.26%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.72% | 252.2K | $20.3M | -6.52%(-17.58K) | $60.64(+39.07%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.58% | 634.1K | $18.7M | -13.21%(-96.49K) | $18.13(+68.27%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 1.47% | 14.8K | $17.4M | -32.11%(-7.01K) | $632.13(+70.99%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.45% | 115.6K | $17.1M | -12.49%(-16.49K) | $101.49(+47.75%) | 2026-06-30 | |
| PRN | INVESCO EXCHANGE TRADED FD T | 1.41% | 64.0K | $16.7M | -9.37%(-6.61K) | $94.42(+140.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.91% | +63.92% | +8.68% | +51.59% |
| Top 20 Holdings Unweighted | +18.24% | +65.32% | +8.22% | +48.42% |
Transamerica Financial Advisors LLC reports $1.18B in US-listed equity holdings across 2,188 positions in its most recent 13F filing. Its largest disclosed positions are VV (5.7%), NVDA (2.9%) and BND (2.3%). The top 20 holdings account for 34.63% of reported assets. Its disclosed equity book has returned +63.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Transamerica Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1502149). View Transamerica Financial Advisors LLC’s 13F filings on SEC