Teamwork Financial Advisors, LLC

CIK 0001629931 · SAN ANTONIO, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

Teamwork Financial Advisors, LLC reported 215 positions worth $1.10B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: AAPL (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.10B
2026 Q2
Positions
215
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.8%
Est. Net Flow (Q)
2026 Q2
10 / 215 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$45.1M4.10%156,029
2AMZNAMAZON COM INCSH$40.1M3.64%168,407
3BILSPDR SERIES TRUSTSH$37.2M3.37%405,781
4NVDANVIDIA CORPORATIONSH$33.6M3.05%167,945
5CGDVCAPITAL GROUP DIVIDEND VALUESH$28.1M2.55%569,657
6GRNJTIDAL TRUST IIISH$26.0M2.36%825,676
7GOOGLALPHABET INCSH$24.5M2.22%68,458
8AMDADVANCED MICRO DEVICES INCSH$24.2M2.19%41,602
9XARSPDR SERIES TRUSTSH$24.0M2.18%84,616
10PAVEGLOBAL X FDSSH$23.7M2.15%403,005

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Teamwork Financial Advisors, LLC hold as of Q2 2026?

Teamwork Financial Advisors, LLC reported 215 positions worth $1.10B in its Q2 2026 13F filing. Largest positions: AAPL (4.1%), AMZN (3.6%), BIL (3.4%), NVDA (3.0%) and CGDV (2.5%).

What did Teamwork Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Teamwork Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.