Transamerica Financial Advisors, LLC
All 13F Filings
- Location
- Cedar Rapids, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,181,258
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 2,188 | 1,181,258 | 13F-HR | Transamerica Financial Advisors, LLC |
| Q1 2026 | 5/15/2026 | 1,940 | 1,173,631 | 13F-HR | Transamerica Financial Advisors, LLC |
| Q4 2025 | 2/13/2026 | 1,824 | 1,197,667 | 13F-HR | Transamerica Financial Advisors, LLC |
| Q3 2025 | 11/14/2025 | 1,601 | 1,205,097 | 13F-HR | Transamerica Financial Advisors, LLC |
| Q2 2025 | 8/14/2025 | 567 | 1,065,467 | 13F-HR | Transamerica Financial Advisors, LLC |
| Q2 2014 | 7/14/2014 | 697 | 1,148,501 | 13F-HR | Transamerica Financial Advisors, Inc. |
| Q1 2014 | 4/15/2014 | 655 | 1,006,374 | 13F-HR | Transamerica Financial Advisors, Inc. |
| Q4 2013 | 1/21/2014 | 609 | 920,454 | 13F-HR | Transamerica Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 603.9 K | 51.1% | 10.34 K | 0 | 10.34 K |
| ETFs | 570.9 K | 48.3% | 0 | 3.976 K | -3.976 K |
| Debt | 6.366 K | 0.5% | 1.693 K | 0 | 1.693 K |
| Other | 6 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,181,258
Holdings
2188
QoQ value change ($000)
7,627
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.