Teamwork Financial Advisors, LLC

CIK 0001629931 • 7 13F filings • Apr 10, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $750.9M155 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.4M	0.5%	25,740 SH
ABBVIE INC	COM	$11.2M	1.5%	53,439 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.9M	0.3%	6,018 SH
ADOBE INC	COM	$2.1M	0.3%	5,556 SH
ADVANCED MICRO DEVICES INC	COM	$5.6M	0.7%	54,543 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$1.2M	0.2%	13,130 SH
ALPHABET INC	CAP STK CL A	$8.1M	1.1%	52,172 SH
ALPHABET INC	CAP STK CL C	$5.7M	0.8%	36,468 SH
ALPS ETF TR	ALERIAN MLP	$448K	0.1%	8,630 SH
ALTRIA GROUP INC	COM	$604K	0.1%	10,069 SH
AMAZON COM INC	COM	$49.8M	6.6%	261,718 SH
AMERICAN EXPRESS CO	COM	$3.7M	0.5%	13,928 SH
AMGEN INC	COM	$671K	0.1%	2,152 SH
APPLE INC	COM	$45.6M	6.1%	205,089 SH
APPLIED MATLS INC	COM	$1.3M	0.2%	9,280 SH
ARES CAPITAL CORP	COM	$229K	0.0%	10,349 SH
ARISTA NETWORKS INC	COM SHS	$20.3M	2.7%	262,325 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	0.2%	2,133 SH
AT&T INC	COM	$627K	0.1%	22,163 SH
ATMOS ENERGY CORP	COM	$208K	0.0%	1,346 SH
AXON ENTERPRISE INC	COM	$3.5M	0.5%	6,657 SH
BANK NEW YORK MELLON CORP	COM	$3.2M	0.4%	37,929 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$21.2M	2.8%	39,718 SH
BLUE OWL CAPITAL CORPORATION	COM	$305K	0.0%	20,797 SH
BOEING CO	COM	$299K	0.0%	1,754 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$226K	0.0%	5,460 SH
BROADCOM INC	COM	$2.5M	0.3%	14,752 SH
CADENCE DESIGN SYSTEM INC	COM	$3.3M	0.4%	13,038 SH
CATERPILLAR INC	COM	$4.0M	0.5%	12,123 SH
CHEVRON CORP NEW	COM	$500K	0.1%	2,990 SH
CHIPOTLE MEXICAN GRILL INC	COM	$257K	0.0%	5,122 SH
CME GROUP INC	COM	$226K	0.0%	851 SH
COSTCO WHSL CORP NEW	COM	$16.5M	2.2%	17,439 SH
CROWDSTRIKE HLDGS INC	CL A	$4.4M	0.6%	12,379 SH
CROWN CASTLE INC	COM	$753K	0.1%	7,226 SH
DEVON ENERGY CORP NEW	COM	$352K	0.0%	9,408 SH
DIAMONDBACK ENERGY INC	COM	$5.8M	0.8%	36,144 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$508K	0.1%	4,559 SH
EATON CORP PLC	SHS	$2.8M	0.4%	10,400 SH
ELI LILLY & CO	COM	$276K	0.0%	334 SH
EMERSON ELEC CO	COM	$4.9M	0.6%	44,462 SH
ENBRIDGE INC	COM	$331K	0.0%	7,476 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$443K	0.1%	23,806 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.3M	0.2%	39,322 SH
EOG RES INC	COM	$503K	0.1%	3,924 SH
EPR PPTYS	COM SH BEN INT	$578K	0.1%	10,984 SH
EXXON MOBIL CORP	COM	$13.5M	1.8%	113,635 SH
FATHOM HOLDINGS INC	COM	$11K	0.0%	12,402 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$2.1M	0.3%	47,734 SH
GARMIN LTD	SHS	$3.5M	0.5%	15,903 SH
GE VERNOVA INC	COM	$3.0M	0.4%	9,810 SH
GLOBAL X FDS	GLB X MLP ENRG I	$17.2M	2.3%	269,188 SH
GLOBAL X FDS	GLOBX SUPDV US	$234K	0.0%	12,420 SH
GOLDMAN SACHS GROUP INC	COM	$2.8M	0.4%	5,179 SH
GRAINGER W W INC	COM	$1.0M	0.1%	1,058 SH
HOME DEPOT INC	COM	$238K	0.0%	650 SH
INTERNATIONAL BUSINESS MACHS	COM	$759K	0.1%	3,050 SH
INTUITIVE SURGICAL INC	COM NEW	$18.0M	2.4%	36,335 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$745K	0.1%	4,303 SH
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.1%	2,168 SH
IRON MTN INC DEL	COM	$384K	0.1%	4,464 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$410K	0.1%	8,762 SH
ISHARES GOLD TR	ISHARES NEW	$291K	0.0%	4,943 SH
ISHARES TR	CORE DIV GRWTH	$857K	0.1%	13,869 SH
ISHARES TR	CORE HIGH DV ETF	$1.2M	0.2%	10,137 SH
ISHARES TR	CORE S&P MCP ETF	$361K	0.0%	6,183 SH
ISHARES TR	CORE S&P SCP ETF	$731K	0.1%	6,992 SH
ISHARES TR	CORE S&P500 ETF	$855K	0.1%	1,521 SH
ISHARES TR	MSCI USA MMENTM	$337K	0.0%	1,665 SH
ISHARES TR	S&P MC 400GR ETF	$227K	0.0%	2,725 SH
J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$893K	0.1%	20,487 SH
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$223K	0.0%	2,216 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$43.1M	5.7%	753,687 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$310K	0.0%	6,196 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$28.9M	3.9%	558,428 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$349K	0.0%	6,173 SH
JPMORGAN CHASE & CO.	COM	$19.0M	2.5%	77,339 SH
KINDER MORGAN INC DEL	COM	$630K	0.1%	22,075 SH
KLA CORP	COM NEW	$662K	0.1%	973 SH
LITHIUM AMERS CORP NEW	COM SHS	$2.3M	0.3%	857,754 SH
LIVE NATION ENTERTAINMENT IN	COM	$494K	0.1%	3,785 SH
MARATHON PETE CORP	COM	$224K	0.0%	1,537 SH
MEDICAL PPTYS TRUST INC	COM	$105K	0.0%	17,451 SH
MERCADOLIBRE INC	COM	$886K	0.1%	454 SH
META PLATFORMS INC	CL A	$19.6M	2.6%	33,978 SH
MICRON TECHNOLOGY INC	COM	$1.3M	0.2%	15,089 SH
MICROSOFT CORP	COM	$16.4M	2.2%	43,594 SH
MICROSTRATEGY INC	CL A NEW	$2.8M	0.4%	9,692 SH
NETFLIX INC	COM	$15.4M	2.1%	16,558 SH
NOVO-NORDISK A S	ADR	$2.2M	0.3%	31,883 SH
NVIDIA CORPORATION	COM	$29.3M	3.9%	270,602 SH
OMEGA HEALTHCARE INVS INC	COM	$703K	0.1%	18,465 SH
ORACLE CORP	COM	$4.3M	0.6%	30,834 SH
OXFORD LANE CAP CORP	COM	$59K	0.0%	12,483 SH
PACER FDS TR	METAURUS CAP 400	$2.3M	0.3%	63,496 SH
PACER FDS TR	US CASH COWS 100	$25.6M	3.4%	467,664 SH
PACER FDS TR	US SMALL CAP CAS	$2.0M	0.3%	53,378 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.6M	0.3%	30,356 SH
PALO ALTO NETWORKS INC	COM	$3.6M	0.5%	21,019 SH
PAYPAL HLDGS INC	COM	$2.9M	0.4%	44,908 SH
PEPSICO INC	COM	$1.4M	0.2%	9,528 SH
PFIZER INC	COM	$1.3M	0.2%	50,040 SH
PHILIP MORRIS INTL INC	COM	$380K	0.1%	2,395 SH
PHILLIPS 66	COM	$303K	0.0%	2,457 SH
PROGRESSIVE CORP	COM	$3.5M	0.5%	12,217 SH
PROSPECT CAP CORP	COM	$128K	0.0%	31,237 SH
QUALCOMM INC	COM	$2.8M	0.4%	18,174 SH
QUANTA SVCS INC	COM	$3.0M	0.4%	11,614 SH
REALTY INCOME CORP	COM	$1.0M	0.1%	17,404 SH
ROBINHOOD MKTS INC	COM CL A	$914K	0.1%	21,964 SH
S&P GLOBAL INC	COM	$3.6M	0.5%	7,170 SH
SACHEM CAP CORP	COM	$58K	0.0%	50,082 SH
SALESFORCE INC	COM	$1.3M	0.2%	4,790 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	0.4%	103,211 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$248K	0.0%	9,912 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$18.1M	2.4%	680,271 SH
SELECT SECTOR SPDR TR	ENERGY	$408K	0.1%	4,366 SH
SELECT SECTOR SPDR TR	FINANCIAL	$3.7M	0.5%	74,463 SH
SELECT SECTOR SPDR TR	INDL	$19.9M	2.7%	151,954 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$19.1M	2.5%	130,756 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$387K	0.1%	4,902 SH
SERVICENOW INC	COM	$507K	0.1%	637 SH
SNOWFLAKE INC	CL A	$408K	0.1%	2,791 SH
SOFI TECHNOLOGIES INC	COM	$933K	0.1%	80,250 SH
SPDR GOLD TR	GOLD SHS	$19.4M	2.6%	67,444 SH
SPDR S&P 500 ETF TR	TR UNIT	$274K	0.0%	489 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$18.8M	2.5%	204,619 SH
SPDR SER TR	NUVEEN BLOOMBERG	$230K	0.0%	9,110 SH
SPDR SER TR	PORTFOLIO LN TSR	$545K	0.1%	19,980 SH
SPDR SER TR	PORTFOLIO S&P500	$1.9M	0.3%	29,510 SH
SPDR SER TR	PRTFLO S&P500 GW	$395K	0.1%	4,912 SH
SUPER MICRO COMPUTER INC	COM NEW	$202K	0.0%	5,888 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.5M	0.3%	14,836 SH
TESLA INC	COM	$21.9M	2.9%	84,486 SH
THE TRADE DESK INC	COM CL A	$1.3M	0.2%	23,263 SH
TIDAL ETF TR	FUNDSTRAT GRANNY	$5.9M	0.8%	325,800 SH
TIDAL ETF TR	SOFI SELECT 500	$2.5M	0.3%	25,000 SH
TJX COS INC NEW	COM	$271K	0.0%	2,223 SH
TRANSDIGM GROUP INC	COM	$16.9M	2.2%	12,201 SH
UBER TECHNOLOGIES INC	COM	$15.8M	2.1%	216,188 SH
UNITED PARCEL SERVICE INC	CL B	$1.3M	0.2%	11,567 SH
UNITEDHEALTH GROUP INC	COM	$299K	0.0%	571 SH
VALERO ENERGY CORP	COM	$3.0M	0.4%	23,024 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$310K	0.0%	1,800 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.2%	3,276 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$358K	0.0%	1,848 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$424K	0.1%	3,284 SH
VERIZON COMMUNICATIONS INC	COM	$867K	0.1%	19,115 SH
VERTEX PHARMACEUTICALS INC	COM	$351K	0.0%	723 SH
VICI PPTYS INC	COM	$715K	0.1%	21,906 SH
VISA INC	COM CL A	$2.5M	0.3%	7,111 SH
WALMART INC	COM	$536K	0.1%	6,108 SH
WILLIAMS COS INC	COM	$606K	0.1%	10,144 SH
WP CAREY INC	COM	$478K	0.1%	7,581 SH
ZSCALER INC	COM	$511K	0.1%	2,574 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001244	—	View
Jan 9, 2026	Q4 2025	13F-HR	0002085853-26-000022	$990.2M	View
Oct 8, 2025	Q3 2025