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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 16 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NVT NVENT ELEC PLC Industrials 2,708.0 $459K 0.04% NEW $169.63 -10.4%
302 KLAC KLA CORP Technology 1,516.0 $458K 0.04% NEW $301.81 -39.0%
303 ICVT ISHARES TR 3,753.0 $457K 0.04% NEW $121.77 -4.9%
304 ITOT ISHARES TR 2,696.0 $443K 0.04% NEW $164.28 +2.2%
305 SCHR SCHWAB STRATEGIC TR 17,859.0 $440K 0.04% NEW $24.66 -1.1%
306 PFE PFIZER INC Healthcare 17,910.0 $431K 0.04% NEW $24.08 +16.6%
307 LIN LINDE PLC Basic Materials 829.0 $431K 0.04% NEW $519.32 -6.1%
308 EAGG ISHARES TR 9,040.0 $429K 0.04% NEW $47.41 -1.7%
309 MPC MARATHON PETE CORP Energy 1,662.0 $425K 0.04% NEW $255.70 +41.1%
310 TRV TRAVELERS COMPANIES INC Financial Services 1,284.0 $424K 0.04% NEW $330.19 +10.1%
311 EMLC VANECK ETF TRUST 16,568.0 $424K 0.04% NEW $25.56 +1.1%
312 DGRO ISHARES TR 5,447.0 $413K 0.04% NEW $75.80 +5.0%
313 MUB ISHARES TR 3,829.0 $412K 0.04% NEW $107.65 -2.1%
314 AMGN AMGEN INC Healthcare 1,132.0 $410K 0.04% NEW $362.23 +21.3%
315 TD TORONTO DOMINION BK ONT Financial Services 3,370.0 $409K 0.04% NEW $121.46 -3.5%
316 CGGR CAPITAL GROUP GROWTH ETF 8,562.0 $404K 0.03% NEW $47.23 -0.5%
317 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,197.0 $403K 0.03% NEW $96.12 -50.3%
318 SCHO SCHWAB STRATEGIC TR 16,340.0 $394K 0.03% NEW $24.14 -0.2%
319 NGG NATIONAL GRID PLC Utilities 4,755.0 $394K 0.03% NEW $82.88 -3.8%
320 PSX PHILLIPS 66 Energy 2,310.0 $391K 0.03% NEW $169.09 +43.6%
Page 16 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%