DOSSIER · 13F-HR · Q3 2026

Teamwork Financial Advisors, LLC

$908M in tracked AUM across 182 positions as of Q3 2026.

TF
CIK 0001629931 · last filed Sep 30, 2026
Total AUM
$908M
as of Q3 2026
Holdings
182
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Teamwork Financial Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$46M185K5.1%
02
AAPL
APPLE INC
$42M127K4.6%
03
NVDA
NVIDIA CORPORATION
$38M168K4.2%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$28M576K3.1%
05
VFLO
VICTORY PORTFOLIOS II
$22M425K2.4%
06
PAVE
GLOBAL X FDS
$21M407K2.4%
07
MSFT
MICROSOFT CORP
$21M42K2.3%
08
XOM
EXXONMOBIL HOLDINGS CORP
$21M130K2.3%
09
ICOW
PACER FDS TR
$21M500K2.3%
10
GOOGL
ALPHABET INC
$21M61K2.3%

Filing history

2026Q3Sep 30
$908M▼ 17.6%
182 positionsView →
2026Q2Jun 30
$1.1B▲ 16.5%
215 positionsView →
2026Q1Mar 31
$946M▼ 4.4%
216 positionsView →
2025Q4Dec 31
$990M▲ 2.0%
205 positionsView →
2025Q3Sep 30
$971M▲ 12.5%
205 positionsLocked
2025Q2Jun 30
$863M▲ 14.9%
190 positionsLocked
2025Q1Mar 31
$751M▼ 2.5%
173 positionsLocked
2024Q4Dec 31
$770M▲ 6.7%
176 positionsLocked
2024Q3Sep 30
$721M▲ 6.9%
159 positionsLocked
2024Q2Jun 30
$675M▲ 3.8%
138 positionsLocked
2024Q1Mar 31
$650M▲ 11.5%
182 positionsLocked
2023Q4Dec 31
$583M▼ 4.9%
184 positionsLocked
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