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CIK: 0001629931
Total reported value
$1.1B
$1.1B
179 檔
15.7%
According to the latest 13F quarterly dataset, Teamwork Financial Advisors, LLC managed an equity portfolio of $1.1B at the end of Q1 2026, spanning 179 distinct U.S. exchange-listed positions.
Teamwork Financial Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 25 new positions while fully exiting 19 holdings and trimming 86 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.76% | -0.15% | -6.89% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.62% | -0.43% | -4.66% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.91% | -0.51% | -1.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.44% | -0.56% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.45% | +0.10% | -0.18% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.41% | -0.75% | +1.44% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.38% | +0.99% | -15.82% | |
| 8 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 2.12% | +0.24% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.14% | -8.71% | |
| 10 | ICOW | Pacer Developed Markets Inte | ETF-Other | 2.05% | -0.17% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | -0.17% | -9.28% | |
| 12 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.01% | +0.17% | +2180.82% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.94% | +0.25% | +9.49% | |
| 14 | PAVE | Global X US Infrastructure | ETF-Other | 1.93% | +0.22% | — | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.87% | -0.65% | +23.77% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | +0.07% | -11.71% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.73% | -0.04% | -33.11% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.17% | -7.38% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | -0.33% | -13.42% | |
| 20 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.62% | +0.39% | +68.70% | |
| 21 | PWR | Quanta Services Inc | Stock-Industrials | 1.60% | -0.08% | -29.61% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.60% | -0.46% | +1.99% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.57% | -1.42% | +758.81% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.54% | +0.08% | -13.34% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | -0.08% | -4.89% | |
| 26 | KLAC | Kla CORP | Stock-Tech | 1.34% | +0.54% | -26.77% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.28% | -1.04% | -7.11% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 1.28% | +0.16% | -31.21% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.28% | -0.04% | -18.22% | |
| 30 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.25% | -0.19% | — | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.25% | -0.16% | -12.27% | |
| 32 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.25% | -0.15% | -16.44% | |
| 33 | AXP | American Express Co | Stock-Financials | 1.22% | -0.02% | -3.44% | |
| 34 | VST | Vistra CORP | Stock-Utilities | 1.22% | -0.15% | -2.85% | |
| 35 | OKE | Oneok Inc | Stock-Energy | 1.22% | -0.21% | — | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 1.20% | -0.06% | -11.52% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.16% | -0.10% | -0.81% | |
| 38 | DE | Deere & Co | Stock-Industrials | 1.10% | +0.15% | -27.72% | |
| 39 | GE | General Electric | Stock-Industrials | 1.09% | +0.20% | -16.51% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 1.07% | +0.15% | -25.88% | |
| 41 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.07% | +0.12% | -22.40% | |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.06% | +0.06% | +10.73% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 1.03% | +0.06% | — | |
| 44 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 1.03% | +0.09% | — | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.01% | -0.87% | — | |
| 46 | PPG | Ppg Industries Inc | Stock-Materials | 0.98% | -0.98% | EXIT | |
| 47 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.78% | — | -22.82% | |
| 48 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | -16.96% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.01% | +191.03% | |
| 50 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.74% | +0.40% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XAR | Ss Spdr S&p Aerospace Def | +1.9% | +2180.82% | Add |
| 2 | CVX | Chevron CORP | +1.4% | +758.81% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.8% | +1.44% | Add |
| 4 | V | Visa Inc-class A Shares | +0.5% | +191.03% | Add |
| 5 | NFLX | Netflix Inc | +0.5% | +23.77% | Add |
| 6 | AMGN | Amgen Inc | +0.3% | +902.55% | Add |
| 7 | NOW | Servicenow Inc | +0.3% | +1548.28% | Add |
| 8 | VLO | Valero Energy CORP | +0.2% | +0.45% | Add |
| 9 | XLI | Ss Industrial Select Sector | +0.2% | +85.70% | Add |
| 10 | LAC | Lithium Americas CORP | +0.2% | +126.40% | Add |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | +0.2% | +10.73% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | +9.49% | Add |
| 13 | ABT | Abbott Laboratories | +0.1% | +527.41% | Add |
| 14 | MSTR | Strategy Inc | +0.1% | +191.50% | Add |
| 15 | HOOD | Robinhood Markets Inc - A | +0.1% | +68.70% | Add |
| 16 | MLPX | Global X Mlp & Energy Infras | +0.1% | +8.24% | Add |
| 17 | EPD | Enterprise Products Partners | +0.1% | -0.49% | Trim |
| 18 | FANG | Diamondback Energy Inc | +0.1% | -7.22% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +59.16% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +17.78% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -4.17% | Trim |
| 22 | COST | Costco Wholesale CORP | +0.1% | -13.42% | Trim |
| 23 | FDL | First Trust Morn Dvd Lead In | +0.1% | +4.06% | Add |
| 24 | CGDV | Cap Group Dividend Value | +0.1% | -0.18% | Trim |
| 25 | XLF | Ss Financial Select Sector | +0.1% | +18.36% | Add |
| 26 | UBER | Uber Technologies Inc | 0% | +26.93% | Add |
| 27 | ETN | Eaton Corporation plc | 0% | -11.52% | Trim |
| 28 | NBIS | Nebius Group N.V. | 0% | +9.33% | Add |
| 29 | XLE | Ss Energy Select Sector | 0% | +26.48% | Add |
| 30 | SCHD | Schwab US Dvd Equity ETF | 0% | +3.47% | Add |
| 31 | GRMN | Garmin Ltd. | 0% | +9.45% | Add |
| 32 | RBRK | Rubrik Inc-a | 0% | +105.79% | Add |
| 33 | KNG | Ft Vest S&p 500 Dvd Arst Trg | 0% | +4.33% | Add |
| 34 | GLD | Spdr Gold Shares | 0% | +41.81% | Add |
| 35 | EOG | Eog Resources Inc | 0% | -20.80% | Trim |
| 36 | PSX | Phillips 66 | 0% | -0.10% | Trim |
| 37 | VICI | Vici Properties Inc | 0% | +30.26% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | +66.41% | Add |
| 39 | DGRO | Ishares Core Dividend Growth | 0% | +7.64% | Add |
| 40 | VZ | Verizon Communications Inc | 0% | -1.04% | Trim |
| 41 | T | At&t Inc | 0% | +5.29% | Add |
| 42 | O | Realty Income CORP | 0% | +6.49% | Add |
| 43 | LMT | Lockheed Martin CORP | 0% | +14.86% | Add |
| 44 | XLK | Ss Technology Select Sector | 0% | +61.69% | Add |
| 45 | HDV | Ishares Core High Dividend E | 0% | -1.59% | Trim |
| 46 | ASML | ASML Holding N.V. | 0% | -1.91% | Trim |
| 47 | KMI | Kinder Morgan, Inc. | 0% | -1.51% | Trim |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +10.79% | Add |
| 49 | JNJ | Johnson & Johnson | 0% | +4.65% | Add |
| 50 | AMAT | Applied Materials Inc | 0% | -19.71% | Trim |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 179 disclosed positions in Q1 2026.
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 15.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
GRNJ
市值: $20.0M
Top Position Liquidated / Trimmed
EXPE
前期市值: $14.6M
During Q1 2026, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (4.8%)、AMZN (4.6%)、NVDA (3.9%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q1 2026, Teamwork Financial Advisors, LLC made 189 total portfolio adjustments, initiating 25 new buys, adding to 59 positions, trimming 86 holdings, and fully liquidating 19 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.