Transamerica Financial Advisors, LLC - Portfolio overview

Transamerica Financial Advisors, LLC has 2086 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 5.47%
2. QQQ - INVESCO QQQ TR, 2.67%
3. BND - VANGUARD BD INDEX FDS, 2.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.