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Portfolio (Quarterly) Guide ↗

Transamerica Financial Advisors, LLC

· CIK 0001502149
13F Portfolio $1.2B AUM 2,188 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2188 New
Page 11 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EUFN ISHARES TR 28,754.0 $1.1M 0.10% NEW $38.99 +8.3%
202 SBUX STARBUCKS CORP Consumer Cyclical 10,744.0 $1.1M 0.09% NEW $102.19 +4.6%
203 PEP PEPSICO INC Consumer Defensive 7,925.0 $1.1M 0.09% NEW $135.41 +5.8%
204 CL COLGATE PALMOLIVE CO Consumer Defensive 11,603.0 $1.1M 0.09% NEW $91.68 -0.6%
205 MA MASTERCARD INCORPORATED Financial Services 2,066.0 $1.1M 0.09% NEW $513.70 +13.0%
206 XLB SELECT SECTOR SPDR TR 20,869.0 $1.1M 0.09% NEW $50.83 +5.4%
207 EOG EOG RES INC Energy 8,097.0 $1.1M 0.09% NEW $129.74 +17.8%
208 GOVT ISHARES TR 45,917.0 $1.0M 0.09% NEW $22.78 -1.5%
209 CI THE CIGNA GROUP Healthcare 3,652.0 $1.0M 0.09% NEW $275.70 +0.4%
210 XLY SELECT SECTOR SPDR TR 8,406.0 $986K 0.08% NEW $117.28 +0.9%
211 TLH ISHARES TR 9,627.0 $966K 0.08% NEW $100.36 -3.7%
212 VCIT VANGUARD SCOTTSDALE FDS 11,583.0 $957K 0.08% NEW $82.66 -2.0%
213 CME CME GROUP INC Financial Services 4,305.0 $951K 0.08% NEW $220.87 +24.5%
214 BLCR BLACKROCK ETF TRUST 18,827.0 $948K 0.08% NEW $50.37 -2.4%
215 MCD MCDONALDS CORP Consumer Cyclical 3,440.0 $930K 0.08% NEW $270.34 +0.3%
216 LMT LOCKHEED MARTIN CORP Industrials 1,816.0 $925K 0.08% NEW $509.51 +11.2%
217 FTC FIRST TR EXCHANGE-TRADED ALP 4,759.0 $922K 0.08% NEW $193.80 -6.8%
218 BLACKROCK ETF TRUST 25,145.0 $920K 0.08% NEW $36.60
219 CB CHUBB LIMITED Financial Services 2,687.0 $917K 0.08% NEW $341.10 +0.1%
220 VLO VALERO ENERGY CORP Energy 3,504.0 $913K 0.08% NEW $260.51 +34.1%
Page 11 of 110  ·  2,188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.6%
Industrials 15.5%
Healthcare 11.0%
Financial Services 10.8%
Consumer Cyclical 7.0%
Communication Services 6.1%
Utilities 5.2%
Energy 4.5%
Consumer Defensive 3.8%
Real Estate 2.9%