Transamerica Financial Advisors, LLC
CIK: 0001502149SEC EDGAR →
Portfolio Value
$1.2M
Holdings
1,824
As of
Q4 2025
New Positions
1,035
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 233,818 | $74K | 6.15% |
| 2 | INVESCO QQQ TR | 61,040 | $37K | 3.13% |
| 3 | VANGUARD BD INDEX FDS | 407,611 | $30K | 2.52% |
| 4 | NVIDIA CORPORATION | 155,511 | $29K | 2.42% |
| 5 | VANGUARD TAX-MANAGED FDS | 366,550 | $23K | 1.91% |
| 6 | SCHWAB STRATEGIC TR | 813,474 | $22K | 1.83% |
| 7 | VANGUARD INDEX FDS | 73,977 | $21K | 1.79% |
| 8 | BROADCOM INC | 61,047 | $21K | 1.77% |
| 9 | INVESCO EXCH TRADED FD TR II | 73,920 | $19K | 1.56% |
| 10 | INVESCO EXCHANGE TRADED FD T | 101,793 | $18K | 1.48% |