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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 12 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VB VANGUARD INDEX FDS 3,005.0 $911K 0.08% NEW $303.13 +0.5%
222 GDX VANECK ETF TRUST 11,798.0 $890K 0.07% NEW $75.46 +36.3%
223 GD GENERAL DYNAMICS CORP Industrials 2,431.0 $861K 0.07% NEW $354.35 +8.4%
224 BLACKROCK ETF TRUST 26,971.0 $857K 0.07% NEW $31.78
225 FEX FIRST TR EXCHANGE-TRADED ALP 6,103.0 $854K 0.07% NEW $139.89 -0.0%
226 MO ALTRIA GROUP INC Consumer Defensive 11,789.0 $852K 0.07% NEW $72.23 -8.5%
227 DGX QUEST DIAGNOSTICS INC Healthcare 3,969.0 $841K 0.07% NEW $211.99 +15.3%
228 GSIE GOLDMAN SACHS ETF TR 18,263.0 $835K 0.07% NEW $45.70 +5.4%
229 XLP SELECT SECTOR SPDR TR 10,039.0 $834K 0.07% NEW $83.07 +3.5%
230 KR KROGER CO Consumer Defensive 14,915.0 $828K 0.07% NEW $55.53 +4.3%
231 FNY FIRST TR EXCHANGE-TRADED ALP 7,448.0 $826K 0.07% NEW $110.87 -5.3%
232 DELL DELL TECHNOLOGIES INC Technology 1,904.0 $822K 0.07% NEW $431.65 +2.4%
233 CGMM CAPITAL GROUP EQUITY ETF TR 24,755.0 $817K 0.07% NEW $33.01 +0.2%
234 IWB ISHARES TR 1,960.0 $803K 0.07% NEW $409.59 +2.5%
235 BIV VANGUARD BD INDEX FDS 10,421.0 $799K 0.07% NEW $76.71 -1.7%
236 INTC INTEL CORP Technology 5,636.0 $787K 0.07% NEW $139.65 -35.5%
237 BLV VANGUARD BD INDEX FDS 11,402.0 $786K 0.07% NEW $68.94 -4.5%
238 FPA FIRST TR EXCH TRD ALPHDX FD 14,598.0 $781K 0.07% NEW $53.52 -8.9%
239 IBM INTERNATIONAL BUSINESS MACHS Technology 2,767.0 $778K 0.07% NEW $281.29 -16.2%
240 PKG PACKAGING CORP AMER Consumer Cyclical 3,244.0 $774K 0.07% NEW $238.49 +6.0%
Page 12 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%