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CIK: 0001629931
Total reported value
$908.4M
$908.4M
184 檔
22.0%
The Q2 2026 SEC filing reveals that Teamwork Financial Advisors, LLC held a total portfolio value of $908.4M, covering 184 public equity positions.
Teamwork Financial Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 23 new positions while fully exiting 18 holdings and trimming 76 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.03% | -1.08% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.19% | +0.87% | -7.91% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | +0.81% | -11.84% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.37% | -1.64% | +64.88% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.55% | +0.55% | +4.61% | |
| 6 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 2.36% | -1.99% | +3.15% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +0.09% | +0.08% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.19% | +0.07% | -53.84% | |
| 9 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.18% | -2.10% | +12.97% | |
| 10 | PAVE | Global X US Infrastructure | ETF-Other | 2.15% | +0.20% | +12.16% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | +0.24% | -4.05% | |
| 12 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.01% | -0.33% | +0.18% | |
| 13 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.88% | +0.44% | +9.07% | |
| 14 | KLAC | Kla CORP | Stock-Tech | 1.88% | -0.37% | +698.00% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -1.05% | +8.25% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.82% | -0.11% | +6.62% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.69% | -0.09% | -15.39% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -1.66% | EXIT | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 1.62% | — | -11.62% | |
| 20 | PWR | Quanta Services Inc | Stock-Industrials | 1.52% | +0.15% | -15.48% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.09% | -6.33% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.44% | -0.02% | -13.32% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.39% | +0.06% | +389.18% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | -1.01% | -10.48% | |
| 25 | GE | General Electric | Stock-Industrials | 1.29% | +0.01% | +4.36% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | +0.05% | -1.42% | |
| 27 | DE | Deere & Co | Stock-Industrials | 1.25% | +0.22% | +17.48% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.24% | +0.12% | -5.77% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 1.22% | +0.01% | +2.31% | |
| 30 | PNC | Pnc Financial Services Group | Stock-Financials | 1.22% | -1.16% | +11.85% | |
| 31 | AXP | American Express Co | Stock-Financials | 1.21% | -1.10% | +2.72% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.19% | +0.07% | -2.47% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.18% | +0.10% | +1854.68% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.28% | — | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 1.14% | +0.30% | -7.30% | |
| 36 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.14% | -1.11% | +94.05% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.14% | +0.41% | +4.16% | |
| 38 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 1.12% | +0.18% | +13.48% | |
| 39 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.12% | -0.99% | +22.73% | |
| 40 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.10% | +0.15% | -15.47% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | +0.28% | +6.74% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 1.09% | +0.20% | +9.41% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 1.08% | +0.29% | +2662.62% | |
| 44 | VST | Vistra CORP | Stock-Utilities | 1.07% | +0.28% | -2.73% | |
| 45 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.06% | +0.32% | -21.11% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.06% | -1.01% | -2.84% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 1.01% | -1.01% | EXIT | |
| 48 | MP | Mp Materials CORP | Stock-Materials | 0.97% | -0.91% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.94% | +0.34% | +330.02% | |
| 50 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.92% | +0.27% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.2% | NEW | New buy |
| 2 | UNH | Unitedhealth Group Inc | +1.1% | +1854.68% | Add |
| 3 | NOW | Servicenow Inc | +1% | +389.18% | Add |
| 4 | PM | Philip Morris International | +1% | +2662.62% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1% | +64.88% | Add |
| 6 | MP | Mp Materials CORP | +1% | NEW | New buy |
| 7 | CF | Cf Industries Holdings Inc | +0.9% | NEW | New buy |
| 8 | ✓ | +0.7% | NEW | New buy | |
| 9 | ORCL | Oracle CORP | +0.7% | +330.02% | Add |
| 10 | KLAC | Kla CORP | +0.5% | +698.00% | Add |
| 11 | MU | Micron Technology Inc | +0.5% | +50.52% | Add |
| 12 | TPL | Texas Pacific Land CORP | +0.4% | +94.05% | Add |
| 13 | HOOD | Robinhood Markets Inc - A | +0.4% | +0.18% | Add |
| 14 | NTRA | Natera Inc | +0.3% | NEW | New buy |
| 15 | AMD | Advanced Micro Devices | +0.3% | -53.84% | Trim |
| 16 | GRNJ | Fundstr Gran Sh US Sm & Mid | +0.2% | +3.15% | Add |
| 17 | PAVE | Global X US Infrastructure | +0.2% | +12.16% | Add |
| 18 | GE | General Electric | +0.2% | +4.36% | Add |
| 19 | AMAT | Applied Materials Inc | +0.2% | +71.32% | Add |
| 20 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +12.97% | Add |
| 21 | CAT | Caterpillar Inc | +0.2% | -13.32% | Trim |
| 22 | DE | Deere & Co | +0.2% | +17.48% | Add |
| 23 | PNC | Pnc Financial Services Group | +0.2% | +11.85% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.08% | Add |
| 25 | MNST | Monster Beverage CORP | +0.1% | -2.47% | Trim |
| 26 | CGDV | Cap Group Dividend Value | +0.1% | +4.61% | Add |
| 27 | ALAB | Astera Labs Inc | +0.1% | -37.57% | Trim |
| 28 | CRWV | Coreweave Inc-cl A | +0.1% | NEW | New buy |
| 29 | SYY | Sysco CORP | +0.1% | NEW | New buy |
| 30 | PKG | Packaging CORP Of America | +0.1% | +13.48% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -5.60% | Trim |
| 32 | ANET | Arista Networks Inc | +0.1% | -11.62% | Trim |
| 33 | TSLA | Tesla Inc | +0.1% | +6.62% | Add |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +22.73% | Add |
| 35 | UNP | Union Pacific CORP | +0.1% | +9.41% | Add |
| 36 | TRFK | Pacer Data And Digital Rev | +0.1% | +3.89% | Add |
| 37 | SOFI | Sofi Technologies Inc | +0.1% | +17.24% | Add |
| 38 | NBIS | Nebius Group N.V. | +0.1% | -35.35% | Trim |
| 39 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 40 | IREN | IREN Limited | 0% | +28.88% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 42 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 43 | XLI | Ss Industrial Select Sector | 0% | +7.18% | Add |
| 44 | MELI | Mercadolibre Inc | 0% | +52.18% | Add |
| 45 | VOLT | Tema Electrification | 0% | +3.52% | Add |
| 46 | ASTS | Ast Spacemobile Inc | 0% | NEW | New buy |
| 47 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 48 | SOXX | Ishares Semiconductor ETF | 0% | NEW | New buy |
| 49 | BNDX | Vanguard Total Intl Bond ETF | 0% | NEW | New buy |
| 50 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $908.4M across 184 disclosed positions in Q2 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 22.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
LLY
市值: $12.8M
Top Position Liquidated / Trimmed
PPG
前期市值: $9.3M
During Q2 2026, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (4.6%)、AMZN (4.2%)、NVDA (3.4%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q2 2026, Teamwork Financial Advisors, LLC made 192 total portfolio adjustments, initiating 23 new buys, adding to 75 positions, trimming 76 holdings, and fully liquidating 18 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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