13F Filings History of Transamerica Financial Advisors, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$1,205,096,434
Signature - Title
Christina D Kramer - Chief Compliance Officer - TFA
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by Transamerica Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Transamerica Financial Advisors, LLC reported 1600 stock holdings with total value $1,205,096,434 as of Q3 2025. Top holdings included TUG, VV, QQQ, BND, and VO.

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Holdings Value

List of Other Managers Reporting for Transamerica Financial Advisors, LLC:

Name Holdings Value Location File Number
Transamerica Financial Advisors, LLC $1,205,096,434 Philadelphia, PA 028-14018
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,600 $1,205,096,434 +$139,847,181 -$69,031,971 +$70,815,210 TUG, VV, QQQ, BND, VO 13F-HR 14 Nov 2025, 16:17
Q2 2025 566 $1,065,465,388 +$76,630,139 -$89,932,528 -$13,302,389 TUG, VV, QQQ, BND, VO 13F-HR 14 Aug 2025, 17:10
Q1 2025 579 $980,210,000 +$56,135,910 -$50,247,453 +$5,888,457 TUG, VV, BND, QQQ, VO 13F-HR 14 May 2025, 16:21
Q4 2024 575 $1,010,801,000 +$66,072,499 -$63,259,256 +$2,813,243 TUG, VV, QQQ, BND, VO 13F-HR 12 Feb 2025, 11:12
Q3 2024 585 $1,024,756,000 +$176,553,724 -$126,122,608 +$50,431,116 TUG, VV, QQQ, BND, VO 13F-HR 13 Nov 2024, 16:13
Q2 2024 557 $936,761,001 +$18,261,865 -$69,460,000 -$51,198,135 TUG, VV, BND, VO, VEA 13F-HR 14 Aug 2024, 15:19
Q1 2024 400 $980,179,000 $0 $0 $0 TUG, VV, QQQ, BND, VO 13F-HR 15 May 2024, 15:50
Q4 2023 354 $724,149,000 $0 TUG, VV, BND, DYTA, IWR 13F-HR 12 Feb 2024, 09:53
Q3 2023 393 $738,673,000 $0 TUG, VV, DYTA, SGLC, BND 13F-HR 14 Nov 2023, 15:26
Q2 2023 357 $771,096,000 $0 TUG, VV, DYTA, SGLC, BND 13F-HR 14 Aug 2023, 10:55
Q1 2023 357 $755,680,000 $0 TUG, VV, PULS, BND, AGG 13F-HR 15 May 2023, 15:51
Q4 2022 380 $702,007,000 $0 TUG, VV, BND, PULS, IWR 13F-HR 14 Feb 2023, 10:51
Q3 2022 371 $678,186,000 $0 TUG, VV, SHY, BND, IWR 13F-HR 14 Nov 2022, 14:18
Q2 2022 382 $705,964,000 $0 TUG, VV, SHY, BND, TIP 13F-HR 15 Aug 2022, 09:24
Q1 2022 58 $2,744,000 $0 VV, BND, IWR, VEA, IJR 13F-HR 12 May 2022, 13:43
Q4 2021 71 $3,648,000 $0 $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 14 Feb 2022, 14:44
Q3 2021 70 $3,519,000 $0 $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 15 Nov 2021, 11:08
Q2 2021 102 $3,978,000 $0 $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 10 Aug 2021, 08:39
Q1 2021 104 $3,976,000 $0 $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 17 May 2021, 13:53
Q4 2020 73 $4,674,000 $0 VV, BND, IWR, VEA, IJR 13F-HR 16 Feb 2021, 12:34
Q3 2020 92 $5,348,000 $0 VV, BND, IWR, VEA, IJR 13F-HR 12 Nov 2020, 10:40
Q2 2020 318 $455,815,001 $0 QQQ, VV, BND, IEF, IWR 13F-HR 13 Aug 2020, 12:45
Q1 2020 66 $5,499,000 $0 VV, BND, IWR, VEA, TIP 13F-HR 15 May 2020, 07:33
Q4 2019 61 $7,043,000 $0 VV, BND, IWR, VEA, IJR 13F-HR 05 Feb 2020, 11:25
Q3 2019 54 $7,713,000 $0 VV, BND, IWR, VEA, IJR 13F-HR 12 Nov 2019, 10:15
Q2 2019 366 $462,460,000 $0 QQQ, VV, BND, SPLV, VIG 13F-HR 21 Aug 2019, 09:28
Q1 2019 69 $16,747,000 $0 VV, BND, IWR, VEA, IJR 13F-HR 14 May 2019, 14:26
Q4 2018 355 $388,382,000 $0 TLT, VV, BND, SPLV, IWR 13F-HR 04 Feb 2019, 14:16
Q3 2018 369 $469,637,001 $0 VV, QQQ, BND, QQEW, SPLV 13F-HR 13 Nov 2018, 11:06
Q2 2018 322 $450,674,000 $0 VV, BND, QQQ, IJR, IWR 13F-HR 25 Jul 2018, 12:56
Q1 2018 332 $675,936,000 +$107,866,402 -$156,372,114 -$48,505,712 VV, BND, IWR, SPLVXXXX, FTSL 13F-HR 09 May 2018, 15:58
Q4 2017 324 $755,328,002 +$92,930,209 -$162,421,388 -$69,491,179 VV, BND, QQQXXXX, IWR, WMT 13F-HR 09 Feb 2018, 08:37
Q3 2017 311 $808,845,109 +$126,350,476 -$65,828,670 +$60,521,806 VV, BND, IWR, JNKXXXX, VEA 13F-HR 13 Nov 2017, 10:53
Q2 2017 300 $736,839,061 +$130,961,076 -$181,420,769 -$50,459,693 VV, BND, IWR, BNDX, VEA 13F-HR 14 Aug 2017, 11:23
Q1 2017 290 $834,882,000 +$45,070,912 -$64,126,144 -$19,055,232 VV, BND, JNKXXXX, IWR, VEA 13F-HR 10 May 2017, 09:05
Q4 2016 306 $839,021,003 +$93,371,968 -$150,091,452 -$56,719,484 VV, BND, JNKXXXX, IWR, BNDX 13F-HR 02 Feb 2017, 14:00
Q3 2016 317 $904,968,123 +$89,051,330 -$146,218,900 -$57,167,570 VV, BND, JNKXXXX, IWR, BNDX 13F-HR 07 Nov 2016, 12:55
Q2 2016 292 $971,094,293 +$120,810,342 -$282,918,973 -$162,108,631 VV, BND, JNKXXXX, IWR, AGG 13F-HR 12 Aug 2016, 10:17
Q1 2016 649 $1,182,332,000 +$295,947,740 -$434,632,187 -$138,684,447 VV, BND, AGG, IWR, PSLXXXX 13F-HR 21 Apr 2016, 15:36
Q4 2015 694 $1,361,564,000 +$228,317,052 -$141,322,996 +$86,994,056 VV, BND, PTHXXXX, SPLVXXXX, PSLXXXX 13F-HR 01 Feb 2016, 10:15
Q3 2015 694 $1,245,934,004 +$334,356,249 -$374,656,233 -$40,299,984 VV, BND, SHV, SPLVXXXX, IWR 13F-HR 20 Oct 2015, 15:11
Q2 2015 745 $1,395,724,000 +$405,153,873 -$414,177,722 -$9,023,849 VV, BND, IYH, XLY, IYF 13F-HR 28 Jul 2015, 11:42
Q1 2015 749 $1,434,494,000 +$709,477,682 -$535,049,756 +$174,427,926 SHV, XLY, VV, IYE, BND 13F-HR 12 May 2015, 10:37
Q4 2014 607 $1,273,060,000 +$415,667,531 -$271,293,751 +$144,373,780 XLY, XLP, IYW, IYF, IDU 13F-HR 03 Feb 2015, 15:40
Q3 2014 560 $1,106,509,000 +$196,140,130 -$208,309,324 -$12,169,194 BND, XLP, IYW, XLY, IYJ 13F-HR 21 Oct 2014, 15:42
Q2 2014 578 $1,148,347,000 +$271,411,538 -$148,532,553 +$122,878,985 BND, XLP, XLB, IYW, IDU 13F-HR 14 Jul 2014, 13:28
Q1 2014 543 $1,006,221,000 +$249,778,751 -$156,637,825 +$93,140,926 BND, XLB, IYE, IYW, IYH 13F-HR 15 Apr 2014, 14:41
Q4 2013 527 $920,291,039 $0 BND, IWF, JNKXXXX, VTV, XLY 13F-HR 21 Jan 2014, 08:53