Transamerica Financial Advisors
Transamerica Financial Advisors reported 2,188 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are VV (5.7%), NVDA (2.9%) and BND (2.3%). Compared with Q1 2026, the fund added to NVDA, AVGO and VO, trimmed VV, BND and VEA and sold out of CTRA, TFLO and RING.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VV Vanguard Large Cap ETF | $66.8M | 5.7% | 194K | −22K (−10%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $33.9M | 2.9% | 170K | +13K (+8%) | 8 of 8 | |
| 3 |  BND Vanguard BD Index Fds | $26.6M | 2.3% | 362K | −19K (−5%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $23.4M | 2.0% | 329K | −27K (−8%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $22.8M | 1.9% | 60K | +659 (+1%) | 8 of 8 | |
| 6 |  VO Vanguard Index Fds | $20.3M | 1.7% | 252K | +185K (+274%) | 8 of 8 | |
| 7 |  SCHX Schwab US Large Cap ETF | $18.7M | 1.6% | 634K | −96K (−13%) | 8 of 8 | |
| 8 |  GEV GE Vernova Inc | $17.4M | 1.5% | 15K | −7,006 (−32%) | 4 of 8 | |
| 9 |  IJR Ishares TR | $17.1M | 1.4% | 116K | −16K (−12%) | 8 of 8 | |
| 10 |  PRN Invesco Dorsey Wright Industrials Momentum ETF | $16.7M | 1.4% | 64K | −6,613 (−9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $919K | 4,065 |
 CTRA Coterra Energy Inc | $354K | 10K |
 TFLO Ishares TR | $339K | 6,692 |
 RING Ishares Inc | $254K | 3,214 |
 IGSB Ishares TR | $165K | 3,137 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Transamerica Financial Advisors 13F FAQ
What does Transamerica Financial Advisors own?
Transamerica Financial Advisors reported 2,188 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are VV (5.7%), NVDA (2.9%) and BND (2.3%). The table above lists every position in the filing (the top 10 without an account).
What did Transamerica Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 378 new positions, 863 added to, 592 trimmed and 128 sold out. It sold all of CTRA, TFLO and RING.
When will Transamerica Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Transamerica Financial Advisors's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.