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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 15 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGCV CAPITAL GROUP CONSERVATIVE E 16,036.0 $528K 0.04% NEW $32.94 +1.2%
282 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 546.0 $527K 0.04% NEW $965.60 -12.0%
283 EWY ISHARES INC 2,563.0 $518K 0.04% NEW $201.94 -11.7%
284 GGOV BLACKROCK ETF TRUST II 10,133.0 $510K 0.04% NEW $50.29 -0.2%
285 IEUR ISHARES TR 6,772.0 $509K 0.04% NEW $75.17 +4.3%
286 FDX FEDEX CORP Industrials 1,613.0 $506K 0.04% NEW $313.64 +3.6%
287 FN FABRINET Technology 899.0 $506K 0.04% NEW $562.36 -22.4%
288 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,016.0 $505K 0.04% NEW $496.77 +10.3%
289 TMUS T-MOBILE US INC Communication Services 3,008.0 $505K 0.04% NEW $167.78 +9.1%
290 UNILEVER PLC 8,215.0 $494K 0.04% NEW $60.12
291 FORTINET INC 3,201.0 $492K 0.04% NEW $153.62
292 HONEYWELL AEROSPACE INC 2,222.0 $491K 0.04% NEW $221.18
293 CMCSA COMCAST CORP NEW Communication Services 19,928.0 $489K 0.04% NEW $24.55 +9.4%
294 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,527.0 $487K 0.04% NEW $318.92 -8.4%
295 PANW PALO ALTO NETWORKS INC Technology 1,423.0 $485K 0.04% NEW $341.08 +4.9%
296 NVS NOVARTIS AG Healthcare 3,092.0 $485K 0.04% NEW $156.77 +1.3%
297 SPTS SPDR SERIES TRUST 16,527.0 $479K 0.04% NEW $29.01 -0.2%
298 WDC WESTERN DIGITAL CORP Technology 747.0 $478K 0.04% NEW $639.34 -28.1%
299 FLGB FRANKLIN TEMPLETON ETF TR 13,507.0 $477K 0.04% NEW $35.31 +6.8%
300 PWR QUANTA SVCS INC Industrials 639.0 $460K 0.04% NEW $720.09 -11.2%
Page 15 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%