Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Transamerica Financial Advisors, LLC (CIK 1502149) reported $1.17B across 1,909 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($64.7M, 5.52%), QQQ ($31.6M, 2.69%), BND ($28.1M, 2.39%), NVDA ($27.4M, 2.33%), VEA ($22.8M, 1.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $64.7M | 5.52% | 216,623 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $31.6M | 2.69% | 54,744 | Trimmed |
| 3 | BND | VANGUARD BD INDEX FDS | $28.1M | 2.39% | 380,955 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $27.4M | 2.33% | 156,852 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $22.8M | 1.94% | 355,456 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $19.4M | 1.65% | 67,444 | Trimmed |
| 7 | GEV | GE VERNOVA INC | $19.0M | 1.62% | 21,820 | Trimmed |
| 8 | SCHX | SCHWAB STRATEGIC TR | $18.7M | 1.60% | 730,585 | Trimmed |
| 9 | AVGO | BROADCOM INC | $18.5M | 1.57% | 59,688 | Trimmed |
| 10 | AAPL | APPLE INC | $17.7M | 1.51% | 69,790 | Added |
| 11 | IJR | ISHARES TR | $16.4M | 1.40% | 132,068 | Trimmed |
| 12 | QQQM | INVESCO EXCH TRADED FD TR II | $15.7M | 1.34% | 66,096 | Trimmed |
| 13 | PXI | INVESCO EXCHANGE TRADED FD T | $15.5M | 1.32% | 259,739 | Added |
| 14 | APH | AMPHENOL CORP | $13.8M | 1.18% | 109,308 | Trimmed |
| 15 | PRN | INVESCO EXCHANGE TRADED FD T | $13.7M | 1.17% | 70,576 | Trimmed |
| 16 | XLK | SELECT SECTOR SPDR TR | $13.7M | 1.17% | 103,177 | Added |
| 17 | PTF | INVESCO EXCHANGE TRADED FD T | $13.6M | 1.16% | 157,169 | Trimmed |
| 18 | XSOE | WISDOMTREE TR | $13.2M | 1.13% | 329,777 | Trimmed |
| 19 | PYZ | INVESCO EXCHANGE TRADED FD T | $13.2M | 1.12% | 109,878 | Trimmed |
| 20 | HWM | HOWMET AEROSPACE INC | $12.7M | 1.08% | 55,050 | Added |
| 21 | FIX | COMFORT SYS USA INC | $12.1M | 1.03% | 8,788 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $11.8M | 1.01% | 41,145 | Added |
| 23 | IVV | ISHARES TR | $11.7M | 1.00% | 17,878 | Added |
| 24 | IEF | ISHARES TR | $11.2M | 0.95% | 117,048 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $10.9M | 0.93% | 29,554 | Added |
Source: SEC Form 13F filings · as of 2026-03-31