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CIK: 0001502149
Total reported value
$1.2B
$1.2B
1824 檔
16.4%
In Q4 2025, Transamerica Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 1824 disclosed stock positions.
In Q4 2025, Transamerica Financial Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 116 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1824 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 6.15% | +0.14% | -8.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.13% | -2.53% | -6.98% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 2.52% | -0.14% | -9.72% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.54% | +60.64% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.91% | +0.04% | -5.63% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.83% | -0.02% | -7.21% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.79% | +0.07% | -8.34% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.76% | +0.36% | +95.21% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.56% | +0.05% | -7.20% | |
| 10 | PRN | Invesco Dorsey Wright Indus | ETF-Other | 1.48% | +0.24% | -8.61% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | +0.05% | -7.64% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.41% | -0.70% | +34.04% | |
| 13 | APH | Amphenol Corp-cl A | Stock-Tech | 1.30% | -0.98% | +191.17% | |
| 14 | PTF | Invesco Dorsey Wright Tech | ETF-Tech | 1.24% | +0.14% | -8.67% | |
| 15 | GEV | GE Vernova Inc | Stock-Industrials | 1.23% | -0.15% | +2856.04% | |
| 16 | PFI | Invesco Dorsey Wright Financ | ETF-Other | 1.19% | — | -8.66% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.18% | -0.03% | -8.36% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | +0.30% | +18.01% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.09% | +0.13% | +116.05% | |
| 20 | PYZ | Invesco Dorsey Wright Basic | ETF-Other | 1.09% | -1.11% | +68339.88% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.27% | +11.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.36% | +10.24% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.96% | -0.63% | +255.33% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.95% | — | +0.10% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.82% | +0.07% | -18.70% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.29% | +20.18% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.08% | -2.52% | |
| 28 | EME | Emcor Group Inc | Stock-Industrials | 0.77% | +0.10% | +1009.65% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.75% | +0.02% | -7.10% | |
| 30 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.72% | -0.13% | +1294.29% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | +0.01% | -4.87% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.08% | +0.08% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.48% | +420.51% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.68% | -0.55% | -1.77% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.68% | +0.05% | -7.27% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.66% | -0.13% | -8.32% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.66% | -0.04% | -9.83% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.65% | — | +1266.10% | |
| 39 | CRS | Carpenter Technology | Stock-Industrials | 0.64% | +0.39% | +1333.88% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.64% | -0.63% | +763.83% | |
| 41 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.62% | -0.49% | +1364.50% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.61% | -0.65% | -11.29% | |
| 43 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.59% | — | +1265.71% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.01% | +1.82% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.24% | -2.05% | |
| 46 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.55% | -0.45% | +1315.69% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | +0.01% | +592.32% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.03% | +2.06% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.11% | -10.53% | |
| 50 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.53% | +0.01% | -3.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.2% | +2856.04% | Add |
| 2 | PYZ | Invesco Dorsey Wright Basic | +1.1% | +68339.88% | Add |
| 3 | NVDA | Nvidia CORP | +0.9% | +60.64% | Add |
| 4 | AVGO | Broadcom Inc | +0.9% | +95.21% | Add |
| 5 | APH | Amphenol Corp-cl A | +0.9% | +191.17% | Add |
| 6 | EME | Emcor Group Inc | +0.7% | +1009.65% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.7% | +255.33% | Add |
| 8 | FIX | Comfort Systems USA Inc | +0.7% | +1294.29% | Add |
| 9 | CRS | Carpenter Technology | +0.6% | +1333.88% | Add |
| 10 | TT | Trane Technologies plc | +0.6% | +1266.10% | Add |
| 11 | SGI | Somnigroup International Inc | +0.6% | +1364.50% | Add |
| 12 | WFC | Wells Fargo & Co | +0.6% | +420.51% | Add |
| 13 | NEM | Newmont CORP | +0.6% | +763.83% | Add |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.5% | +1265.71% | Add |
| 15 | MEDP | Medpace Holdings Inc | +0.5% | +1315.69% | Add |
| 16 | MA | Mastercard Inc - A | +0.5% | +592.32% | Add |
| 17 | FTI | TechnipFMC plc | +0.5% | +114326.85% | Add |
| 18 | THC | Tenet Healthcare CORP | +0.5% | +69157.50% | Add |
| 19 | CNX | Cnx Resources CORP | +0.5% | +1238316.67% | Add |
| 20 | NRG | Nrg Energy Inc | +0.5% | +1282.21% | Add |
| 21 | AAPL | Apple Inc | +0.4% | +34.04% | Add |
| 22 | HLI | Houlihan Lokey Inc | +0.4% | +1288.66% | Add |
| 23 | EVR | Evercore Inc - A | +0.4% | +1305.84% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.3% | +11.04% | Add |
| 25 | ALNY | Alnylam Pharmaceuticals Inc | +0.3% | +11076.62% | Add |
| 26 | FTXL | First Trust Nasdaq Semicondu | +0.2% | +40825.00% | Add |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.2% | +41.75% | Add |
| 28 | AMZN | Amazon.com Inc | +0.2% | +20.18% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.24% | Add |
| 30 | MSFT | Microsoft CORP | +0.1% | +18.01% | Add |
| 31 | IVE | Ishares S&p 500 Value ETF | +0.1% | +153.01% | Add |
| 32 | WELL | Welltower Inc | +0.1% | +31.10% | Add |
| 33 | XLK | Ss Technology Select Sector | +0.1% | +116.05% | Add |
| 34 | ISRG | Intuitive Surgical Inc | +0.1% | -1.72% | Trim |
| 35 | XLV | Ss Health Care Select Sector | +0.1% | +24.33% | Add |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +142.84% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +54.53% | Add |
| 38 | LLY | Eli Lilly & Co | +0.1% | +86.94% | Add |
| 39 | CAFX | Congress Intermediate Bond | +0.1% | +211.38% | Add |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +89.65% | Add |
| 41 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +76.24% | Add |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | Add |
| 43 | SCHG | Schwab US Large-cap Growth | +0.1% | +65.10% | Add |
| 44 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +87.17% | Add |
| 45 | TSLA | Tesla Inc | +0.1% | +87.73% | Add |
| 46 | BDYN | Ishares Dyn Act ETF | +0.1% | +49.37% | Add |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +77.42% | Add |
| 48 | CARY | Angel Oak Income ETF | +0.1% | +42.31% | Add |
| 49 | OEF | Ishares S&p 100 ETF | +0.1% | +86.22% | Add |
| 50 | SIVR | Abrdn Physical Silver Shares | +0.1% | -1.25% | Trim |
According to official SEC Form 13F filings, Transamerica Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 1824 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, QQQ, BND) accounted for 16.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
ENSG
市值: $5.5M
Top Position Liquidated / Trimmed
UL
前期市值: $433.1K
During Q4 2025, Transamerica Financial Advisors, LLC's top holdings by market value included VV (6.2%)、QQQ (3.1%)、BND (2.5%). The largest single position, VV, represented 6.2% of total portfolio value.
In Q4 2025, Transamerica Financial Advisors, LLC made 200 total portfolio adjustments, initiating 9 new buys, adding to 116 positions, trimming 73 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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