Transamerica Financial Advisors, LLC: 13F holdings

CIK 15021492026Q2

Positions2,188
Reported value$1.2bn
Filed2026-08-17

Change since last quarter

Positions2,188 (+248 vs prior quarter)
Reported value$1.2bn (+0.6%)

Top 10 holdings

SecuritySharesValueWeight
VV VANGUARD INDEX FDS194,320$66.8m5.7%
NVDA NVIDIA CORPORATION169,632$33.9m2.9%
BND VANGUARD BD INDEX FDS362,035$26.6m2.2%
VEA VANGUARD TAX-MANAGED FDS328,675$23.4m2.0%
AVGO BROADCOM INC60,347$22.8m1.9%
VO VANGUARD INDEX FDS252,192$20.3m1.7%
SCHX SCHWAB STRATEGIC TR634,091$18.7m1.6%
GEV GE VERNOVA INC14,814$17.4m1.5%
IJR ISHARES TR115,578$17.1m1.5%
ITT INVESCO EXCHANGE TRADED FD T63,963$16.7m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1502149")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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