Institutional Fund
Transamerica Financial Advisors, LLC
Cedar Rapids, IACIK 15021495 filings on record
Portfolio Value
$1.17B
Q1 2026
Holdings
1,930
Reported positions
New Buys
314
Opened this quarter
QoQ Change
-2.0%
from $1.20B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.5%
- Invesco Qqq Tr2.7%
- Vanguard Bd Index Fds2.4%
- Nvidia Corporation2.3%
- Vanguard Tax-Managed Fds1.9%
- Vanguard Index Fds1.7%
- Other83.5%
Portfolio Holdings
1,930 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 216.6K | $64.74M | 5.5% | −17.2K | Reduced |
| 2 | Invesco Qqq Tr | 54.7K | $31.60M | 2.7% | −6.3K | Reduced |
| 3 | Vanguard Bd Index Fds | 381.0K | $28.05M | 2.4% | −26.7K | Reduced |
| 4 | Nvidia Corporation | 156.9K | $27.36M | 2.3% | +1.3K | Added |
| 5 | Vanguard Tax-Managed Fds | 355.5K | $22.78M | 1.9% | −11.1K | Reduced |
| 6 | Vanguard Index Fds | 67.4K | $19.37M | 1.7% | −6.5K | Reduced |
| 7 | Ge Vernova Inc | 21.8K | $19.05M | 1.6% | −705 | Reduced |
| 8 | Schwab Strategic Tr | 730.6K | $18.73M | 1.6% | −82.9K | Reduced |
| 9 | Broadcom Inc | 59.7K | $18.47M | 1.6% | −1.4K | Reduced |
| 10 | Apple Inc | 69.8K | $17.71M | 1.5% | +7.7K | Added |
1,920 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio