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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 21 of 110  ·  2,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,014.0 $229K 0.02% NEW $225.76 +24.4%
402 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,038.0 $225K 0.02% NEW $110.38 -1.0%
403 GLDM WORLD GOLD TR Financial Services 2,784.0 $221K 0.02% NEW $79.42 +15.0%
404 GSK GSK PLC Healthcare 4,132.0 $218K 0.02% NEW $52.87 -0.9%
405 USXF ISHARES TR 3,121.0 $217K 0.02% NEW $69.45 -1.7%
406 FITB FIFTH THIRD BANCORP Financial Services 3,840.0 $217K 0.02% NEW $56.42 -2.8%
407 G GENPACT LIMITED Technology 7,816.0 $215K 0.02% NEW $27.50 +35.0%
408 BDX BECTON DICKINSON & CO Healthcare 1,418.0 $215K 0.02% NEW $151.34 +26.9%
409 SCHQ SCHWAB STRATEGIC TR 6,852.0 $214K 0.02% NEW $31.30 -4.4%
410 ONTO ONTO INNOVATION INC Technology 558.0 $211K 0.02% NEW $378.67 -22.5%
411 VIKING HOLDINGS LTD 2,006.0 $210K 0.02% NEW $104.67
412 IAU ISHARES GOLD TR Financial Services 2,777.0 $210K 0.02% NEW $75.51 +14.9%
413 PAYX PAYCHEX INC Industrials 2,130.0 $210K 0.02% NEW $98.36 +26.5%
414 VRT VERTIV HOLDINGS CO Industrials 620.0 $208K 0.02% NEW $334.93 -21.8%
415 WEC WEC ENERGY GROUP INC Utilities 1,753.0 $205K 0.02% NEW $116.78 -9.2%
416 DOC HEALTHPEAK PROPERTIES INC Real Estate 9,504.0 $203K 0.02% NEW $21.40 -0.0%
417 SFLR INNOVATOR ETFS TRUST 5,239.0 $202K 0.02% NEW $38.60 +0.6%
418 SSNC SS&C TECH HLDGS Technology 3,238.0 $201K 0.02% NEW $62.06 +33.7%
419 SUSC ISHARES TR 8,666.0 $201K 0.02% NEW $23.15 -2.2%
420 HUM HUMANA INC Healthcare 503.0 $200K 0.02% NEW $397.46 -4.7%
Page 21 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%