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Christina D Kramer

Transamerica Financial Advisors, Llc

Assets Managed
$1.174B
Holdings
1940
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-2%(2Q avg: -1.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Transamerica Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1940 positions.

Assets under management

The assets under management (AUM) of Transamerica Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.174B in assets, with a quarterly growth rate of -2% and a 2-quarter average growth rate of -1.31%. The portfolio is managed by Christina D Kramer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -7.35%
5.52%
$64.738M
216,623 shares@ $298.86 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.31%
2.7%
$31.598M
54,744 shares@ $577.19 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -6.53%
2.4%
$28.054M
380,955 shares@ $73.65 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.87%
2.34%
$27.355M
156,852 shares@ $174.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.02%
1.95%
$22.778M
355,456 shares@ $64.09 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -8.83%
1.66%
$19.369M
67,444 shares@ $287.19 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -3.12%
1.63%
$19.047M
21,820 shares@ $872.92 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -10.18%
1.6%
$18.732M
730,585 shares@ $25.65 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.22%
1.58%
$18.474M
59,688 shares@ $309.52 avg price
AAPL
Apple Inc
Recent Activity
Increased 12.42%
1.51%
$17.712M
69,790 shares@ $253.8 avg price

1-10 of 1940