Transamerica Financial Advisors, LLC
•CIK: 1502149•Filing: Q4 2025
**Transamerica Financial Advisors, LLC** manages $1.2B across a diversified portfolio of 1,816 positions. The fund exhibits significant concentration in technology and fixed income, highlighted by top holdings including VV at $73.6M and NDQ at $37.5M. Further allocations are notable in core fixed income (BND at $30.2M) and semiconductor leaders (NVDA at $29.0M). This structure suggests a strategy balancing growth exposure with defensive asset allocation.
Total AUM
$1.2B
QoQ Performance
-0.6%
Positions
1,530
Top 10 Concentration
27.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
VV6.1%
NDQ3.1%
BND2.5%
NVDA2.4%
VEA1.9%
SCHX1.8%
VO1.8%
AVGO1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.0%
Technology9.6%
Financial3.1%
Consumer2.7%
Healthcare1.5%
ETF1.1%
Communication0.6%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+1400 more exited positions
Changes from Q3 2025
NEW5 new positions
↑97 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023