DOSSIER · 13F-HR · Q2 2026

Teamwork Financial Advisors, LLC

$1.1B in tracked AUM across 215 positions as of Q2 2026.

TF
CIK 0001629931 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
215
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Teamwork Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$51M175K4.6%
02
AMZN
AMAZON COM INC
$46M194K4.2%
03
NVDA
NVIDIA CORPORATION
$37M187K3.4%
04
BIL
SPDR SERIES TRUST
$37M406K3.4%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$28M570K2.5%
06
GRNJ
TIDAL TRUST III
$26M826K2.4%
07
GOOGL
ALPHABET INC
$24M68K2.2%
08
AMD
ADVANCED MICRO DEVICES INC
$24M42K2.2%
09
XAR
SPDR SERIES TRUST
$24M85K2.2%
10
PAVE
GLOBAL X FDS
$24M403K2.2%

Filing history

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 positionsView →
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
2023Q3Sep 30
$613M 0.5%
200 positionsLocked
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