J. Team Financial, Inc.

DOSSIER · 13F-HR · Q1 2026

J. Team Financial, Inc.

$89M in tracked AUM across 84 positions as of Q1 2026.

JT

CIK 0002107629 · last filed Mar 31, 2026

Total AUM

$89M

as of Q1 2026

Holdings

84

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

J. Team Financial, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

BSCQ

INVESCO BULLETSHARES 2026 CORPORATE BOND ETF

$7M362K7.9%02

QQQ

INVESCO QQQ TRUST SERIES I

$7M12K7.8%03

UYLD

ANGEL OAK ULTRASHORT INCOME ETF

$5M96K5.5%04

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

$5M86K5.4%05

AAPL

APPLE INC COM

$4M14K4.1%06

NVDA

NVIDIA CORPORATION COM

$3M19K3.7%07

COP

CONOCOPHILLIPS COM

$3M21K3.1%08

AVUS

Avantis U.S. Equity ETF

$3M25K3.1%09

XLRE

STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF