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CIK: 0001629931
Total reported value
$1.1B
$1.1B
173 檔
18.2%
As reported in its official Q4 2025 Form 13F filing, Teamwork Financial Advisors, LLC's tracked investment portfolio stood at $1.1B with 173 total positions.
Teamwork Financial Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.23% | -0.15% | -4.11% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | -0.43% | -3.05% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | -0.51% | +23.05% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.44% | -1.18% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.70% | +0.99% | -24.11% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.46% | -0.17% | +45.26% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.40% | +0.10% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | +0.14% | -7.30% | |
| 9 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 2.32% | +0.01% | -2.43% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.30% | +0.07% | -2.60% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.17% | +2.80% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.85% | -0.04% | +3.26% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.82% | +0.08% | +2.87% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.82% | -0.46% | +2.18% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.78% | +0.25% | -28.41% | |
| 16 | PWR | Quanta Services Inc | Stock-Industrials | 1.67% | -0.08% | -5.40% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.62% | -0.35% | +4.79% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -0.75% | -1.52% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.60% | — | -9.28% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.59% | -1.04% | -7.40% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | -0.08% | +8.70% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.56% | -0.04% | +5.52% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 1.56% | -0.03% | EXIT | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | -0.33% | +2.22% | |
| 25 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.50% | +0.39% | -0.38% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.48% | -0.02% | -12.27% | |
| 27 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.47% | — | -2.55% | |
| 28 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.45% | -0.01% | +40.49% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.44% | +0.16% | -23.67% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.44% | +0.54% | -5.11% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.41% | -0.65% | +597.21% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.40% | +0.12% | -4.20% | |
| 33 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.39% | -0.15% | +0.27% | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 1.38% | +0.15% | — | |
| 35 | GE | General Electric | Stock-Industrials | 1.36% | +0.20% | +1.58% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.34% | -0.16% | -9.64% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.31% | -0.16% | +4607.57% | |
| 38 | VST | Vistra CORP | Stock-Utilities | 1.28% | -0.15% | +39.91% | |
| 39 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.28% | -0.12% | +2896.64% | |
| 40 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.26% | -0.10% | +13.79% | |
| 41 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.22% | +0.05% | +523.71% | |
| 42 | DE | Deere & Co | Stock-Industrials | 1.20% | +0.15% | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 1.16% | -0.06% | +9.46% | |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.00% | — | -3.24% | |
| 45 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.95% | -0.01% | +73.29% | |
| 46 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.91% | -0.02% | +304.85% | |
| 47 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.90% | +0.06% | +3182.06% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | +0.09% | -4.38% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.57% | -0.05% | -79.87% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | -0.37% | +233.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +1.3% | +4607.57% | Add |
| 2 | NET | Cloudflare Inc - Class A | +1.2% | +2896.64% | Add |
| 3 | SOFI | Sofi Technologies Inc | +1% | +523.71% | Add |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | +0.9% | +3182.06% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | +23.05% | Add |
| 6 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.7% | +304.85% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +45.26% | Add |
| 8 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +73.29% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -7.30% | Trim |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +233.94% | Add |
| 11 | SPGI | S&p Global Inc | +0.3% | +18.81% | Add |
| 12 | EXPE | Expedia Group Inc | +0.3% | -2.55% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +5.52% | Add |
| 14 | LRCX | Lam Research CORP | +0.2% | -9.28% | Trim |
| 15 | UNH | Unitedhealth Group Inc | +0.2% | +106.10% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +8.70% | Add |
| 17 | VST | Vistra CORP | +0.1% | +39.91% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +3.26% | Add |
| 19 | XLI | Ss Industrial Select Sector | +0.1% | +175.38% | Add |
| 20 | AXON | Axon Enterprise Inc | +0.1% | +40.49% | Add |
| 21 | AAPL | Apple Inc | 0% | -4.11% | Trim |
| 22 | MU | Micron Technology Inc | -0.1% | -69.99% | Trim |
| 23 | ISRG | Intuitive Surgical Inc | -0.2% | -68.33% | Trim |
| 24 | CAT | Caterpillar Inc | -0.2% | -23.67% | Trim |
| 25 | JEPQ | JPM Nasdaq Equity Premium | -0.2% | -53.46% | Trim |
| 26 | ANET | Arista Networks Inc | -0.2% | +2.87% | Add |
| 27 | COWG | Pacer US Lrg Cap Cows Gr Ld | -0.2% | -2.43% | Trim |
| 28 | UBER | Uber Technologies Inc | -0.2% | -35.49% | Trim |
| 29 | ABT | Abbott Laboratories | -0.2% | -85.57% | Trim |
| 30 | QCOM | Qualcomm Inc | -0.2% | -47.91% | Trim |
| 31 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -7.40% | Trim |
| 32 | PANW | Palo Alto Networks Inc | -0.3% | -9.64% | Trim |
| 33 | MSFT | Microsoft CORP | -0.3% | -1.18% | Trim |
| 34 | NFLX | Netflix Inc | -0.4% | +597.21% | Add |
| 35 | HOOD | Robinhood Markets Inc - A | -0.4% | -0.38% | Trim |
| 36 | LAC | Lithium Americas CORP | -0.6% | -70.37% | Trim |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.9% | -24.11% | Trim |
| 38 | WTW | Willis Towers Watson Public Limited Company | -1% | -81.89% | Trim |
| 39 | LYV | Live Nation Entertainment In | -1.2% | -96.29% | Trim |
| 40 | MSTR | Strategy Inc | -1.3% | -87.13% | Trim |
| 41 | ORCL | Oracle CORP | -1.4% | -69.81% | Trim |
| 42 | GRMN | Garmin Ltd. | -1.5% | -92.83% | Trim |
| 43 | JEPI | Jpmorgan Equity Premium Inco | -2.3% | -79.87% | Trim |
| 44 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 45 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 46 | DE | Deere & Co | — | NEW | New buy |
| 47 | PGR | Progressive CORP | — | EXIT | Sold out |
| 48 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 49 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
| 50 | PATH | Uipath Inc - Class A | — | NEW | New buy |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 173 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, NVDA) accounted for 18.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGDV
市值: $23.8M
Top Position Liquidated / Trimmed
PGR
前期市值: $2.4M
During Q4 2025, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (5.2%)、AMZN (5.1%)、NVDA (4.0%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q4 2025, Teamwork Financial Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 24 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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