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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 13 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHEL SHELL PLC Energy 9,771.0 $758K 0.06% NEW $77.54 +20.4%
242 VMBS VANGUARD SCOTTSDALE FDS 15,995.0 $749K 0.06% NEW $46.81 -1.4%
243 MCHP MICROCHIP TECHNOLOGY INC. Technology 8,134.0 $742K 0.06% NEW $91.20 -16.6%
244 JAAA JANUS DETROIT STR TR 14,681.0 $741K 0.06% NEW $50.49 +0.4%
245 SLB SLB LIMITED Energy 15,890.0 $741K 0.06% NEW $46.62 +15.6%
246 NFLX NETFLIX INC. Communication Services 10,360.0 $740K 0.06% NEW $71.40 +11.5%
247 PGR PROGRESSIVE CORP Financial Services 3,367.0 $736K 0.06% NEW $218.47 +0.4%
248 BLACKROCK ETF TRUST 28,649.0 $734K 0.06% NEW $25.62
249 SPHQ INVESCO EXCHANGE TRADED FD T 8,075.0 $728K 0.06% NEW $90.11 -4.6%
250 ANET ARISTA NETWORKS INC Technology 4,252.0 $722K 0.06% NEW $169.88 +11.0%
251 FEUZ FIRST TR EXCH TRD ALPHDX FD 10,600.0 $703K 0.06% NEW $66.35 +3.7%
252 SECU BLACKROCK ETF TRUST II 14,012.0 $699K 0.06% NEW $49.86 -0.6%
253 MDT MEDTRONIC PLC Healthcare 8,888.0 $698K 0.06% NEW $78.55 +18.8%
254 FEP FIRST TR EXCH TRD ALPHDX FD 12,067.0 $688K 0.06% NEW $57.05 +6.1%
255 RTX RTX CORPORATION Industrials 3,619.0 $687K 0.06% NEW $189.75 +10.6%
256 BALI BLACKROCK ETF TRUST 20,261.0 $685K 0.06% NEW $33.83 +2.7%
257 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,353.0 $684K 0.06% NEW $290.60 -8.2%
258 THRO BLACKROCK ETF TRUST 15,770.0 $680K 0.06% NEW $43.11 +1.2%
259 FGM FIRST TR EXCH TRD ALPHDX FD 10,682.0 $678K 0.06% NEW $63.47 +0.1%
260 SRLN SSGA ACTIVE ETF TR 16,522.0 $666K 0.06% NEW $40.29 +0.8%
Page 13 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%