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: $863.1M168 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.6M	0.4%	26,139 SH	New
ABBVIE INC	COM	$595K	0.1%Prev: 0.0%	3,208 SH	Increased+1,236 SH
ADOBE INC	COM	$2.4M	0.3%Prev: 0.4%	6,267 SH	Decreased-7,489 SH
ADVANCED MICRO DEVICES INC	COM	$6.7M	0.8%Prev: 1.9%	47,390 SH	Decreased-42,741 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$1.3M	0.1%	17,614 SH	New
ALPHABET INC	CAP STK CL A	$6.6M	0.8%Prev: 2.1%	37,372 SH	Decreased-31,029 SH
ALPHABET INC	CAP STK CL C	$3.4M	0.4%Prev: 0.6%	19,169 SH	Decreased+412 SH
ALPS ETF TR	ALERIAN MLP	$460K	0.1%Prev: 0.0%	9,415 SH	Increased+1,552 SH
ALTRIA GROUP INC	COM	$548K	0.1%Prev: 0.1%	9,341 SH	Increased+1,798 SH
AMAZON COM INC	COM	$62.8M	7.3%Prev: 4.6%	286,407 SH	Increased+76,271 SH
AMERICAN EXPRESS CO	COM	$4.6M	0.5%Prev: 1.2%	14,417 SH	Decreased-23,803 SH
AMGEN INC	COM	$509K	0.1%Prev: 0.4%	1,821 SH	Decreased-8,014 SH
APPLE INC	COM	$30.2M	3.5%Prev: 4.8%	146,989 SH	Decreased-30,362 SH
APPLIED MATLS INC	COM	$1.4M	0.2%Prev: 0.1%	7,485 SH	Increased+4,821 SH
ARES CAPITAL CORP	COM	$219K	0.0%	9,969 SH	New
ARISTA NETWORKS INC	COM SHS	$7.8M	0.9%Prev: 1.5%	76,426 SH	Decreased-42,623 SH
ASML HOLDING N V	N Y REGISTRY SHS	$333K	0.0%	415 SH	New
ASTERA LABS INC	COM	$226K	0.0%Prev: 0.1%	2,495 SH	Decreased-3,846 SH
AT&T INC	COM	$632K	0.1%Prev: 0.1%	21,839 SH	Decreased-1,311 SH
ATMOS ENERGY CORP	COM	$215K	0.0%Prev: 0.0%	1,396 SH	Decreased+50 SH
AXON ENTERPRISE INC	COM	$4.5M	0.5%Prev: 0.0%	5,418 SH	Increased+4,574 SH
BANK NEW YORK MELLON CORP	COM	$2.3M	0.3%Prev: 1.2%	24,838 SH	Decreased-74,549 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	0.5%Prev: 0.4%	8,362 SH	Increased+1,064 SH
BLUE OWL CAPITAL CORPORATION	COM	$299K	0.0%Prev: 0.0%	20,839 SH	Increased+9,980 SH
BOEING CO	COM	$442K	0.1%Prev: 0.0%	2,109 SH	Increased+680 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$236K	0.0%Prev: 0.0%	4,990 SH	Increased+1,047 SH
BROADCOM INC	COM	$2.0M	0.2%Prev: 1.4%	7,141 SH	Decreased-35,756 SH
CACI INTL INC	CL A	$573K	0.1%Prev: 0.1%	1,202 SH	Decreased
CADENCE DESIGN SYSTEM INC	COM	$2.4M	0.3%Prev: 1.2%	7,820 SH	Decreased-31,799 SH
CATERPILLAR INC	COM	$3.0M	0.3%Prev: 1.3%	7,781 SH	Decreased-9,368 SH
CHECK POINT SOFTWARE TECH LT	ORD	$206K	0.0%	932 SH	New
CHEVRON CORP NEW	COM	$460K	0.1%	3,210 SH	New
CLOUDFLARE INC	CL A COM	$384K	0.0%Prev: 0.1%	1,959 SH	Decreased-4,792 SH
CME GROUP INC	COM	$232K	0.0%	840 SH	New
COSTCO WHSL CORP NEW	COM	$20.2M	2.3%	20,447 SH	New
CROWDSTRIKE HLDGS INC	CL A	$5.6M	0.6%Prev: 1.3%	10,995 SH	Decreased-20,141 SH
DEVON ENERGY CORP NEW	COM	$269K	0.0%Prev: 0.0%	8,456 SH	Increased+4,374 SH
DIAMONDBACK ENERGY INC	COM	$5.5M	0.6%Prev: 0.3%	40,286 SH	Increased+23,719 SH
DISNEY WALT CO	COM	$223K	0.0%	1,795 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$514K	0.1%Prev: 1.1%	4,559 SH	Decreased-81,533 SH
EATON CORP PLC	SHS	$2.4M	0.3%Prev: 1.2%	6,621 SH	Decreased-25,223 SH
ELI LILLY & CO	COM	$274K	0.0%	351 SH	New
EMERSON ELEC CO	COM	$4.0M	0.5%Prev: 0.4%	30,118 SH	Increased+3,453 SH
ENBRIDGE INC	COM	$353K	0.0%Prev: 0.0%	7,797 SH	Increased+1,777 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$411K	0.0%Prev: 0.0%	22,676 SH	Increased+5,694 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.2M	0.1%Prev: 0.4%	38,289 SH	Decreased-72,171 SH
EOG RES INC	COM	$1.6M	0.2%Prev: 0.2%	13,295 SH	Decreased+153 SH
EPR PPTYS	COM SH BEN INT	$582K	0.1%Prev: 0.1%	9,983 SH	Increased+348 SH
EXXON MOBIL CORP	COM	$14.1M	1.6%Prev: 2.4%	131,232 SH	Decreased-3,113 SH
FAIR ISAAC CORP	COM	$1.6M	0.2%	855 SH	New
FATHOM HOLDINGS INC	COM	$15K	0.0%Prev: 0.0%	12,402 SH	Increased
FEDEX CORP	COM	$212K	0.0%Prev: 0.0%	931 SH	Increased+357 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$40.7M	4.7%Prev: 0.4%	829,178 SH	Increased+747,171 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.0M	0.2%Prev: 0.3%	48,843 SH	Decreased-5,076 SH
GARMIN LTD	SHS	$2.4M	0.3%Prev: 0.1%	11,567 SH	Increased+6,771 SH
GE AEROSPACE	COM NEW	$2.5M	0.3%Prev: 1.1%	9,658 SH	Decreased-26,770 SH
GE VERNOVA INC	COM	$22.5M	2.6%Prev: 1.7%	42,459 SH	Increased+23,684 SH
GLOBAL X FDS	GLB X MLP ENRG I	$2.2M	0.3%Prev: 0.3%	35,413 SH	Decreased-8,799 SH
GLOBAL X FDS	GLOBX SUPDV US	$218K	0.0%	12,388 SH	New
GOLDMAN SACHS GROUP INC	COM	$21.2M	2.5%Prev: 1.3%	29,965 SH	Increased+15,605 SH
GRAINGER W W INC	COM	$577K	0.1%	552 SH	New
HOME DEPOT INC	COM	$345K	0.0%Prev: 0.0%	940 SH	Increased+14 SH
INTERNATIONAL BUSINESS MACHS	COM	$900K	0.1%Prev: 0.1%	3,055 SH	Increased+814 SH
INTUITIVE SURGICAL INC	COM NEW	$19.9M	2.3%Prev: 0.1%	36,598 SH	Increased+35,467 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$732K	0.1%	4,025 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%Prev: 0.1%	2,154 SH	Increased+156 SH
IRON MTN INC DEL	COM	$459K	0.1%Prev: 0.0%	4,476 SH	Increased+896 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$17.7M	2.1%	289,172 SH	New
ISHARES GOLD TR	ISHARES NEW	$308K	0.0%Prev: 0.1%	4,943 SH	Decreased-690 SH
ISHARES TR	CORE DIV GRWTH	$996K	0.1%Prev: 0.2%	15,582 SH	Decreased-5,371 SH
ISHARES TR	CORE HIGH DV ETF	$1.1M	0.1%Prev: 0.1%	9,620 SH	Increased+1,632 SH
ISHARES TR	CORE S&P MCP ETF	$274K	0.0%	4,419 SH	New
ISHARES TR	CORE S&P SCP ETF	$650K	0.1%Prev: 0.0%	5,946 SH	Increased+2,649 SH
ISHARES TR	CORE S&P500 ETF	$913K	0.1%Prev: 0.2%	1,471 SH	Decreased-1,074 SH
ISHARES TR	MSCI USA MMENTM	$411K	0.0%Prev: 0.0%	1,709 SH	Increased+9 SH
ISHARES TR	S&P MC 400GR ETF	$229K	0.0%	2,515 SH	New
J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$239K	0.0%	5,253 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$51.6M	6.0%Prev: 0.4%	907,939 SH	Increased+838,960 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$309K	0.0%Prev: 0.0%	6,215 SH	Decreased-59 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$24.5M	2.8%Prev: 0.1%	451,024 SH	Increased+429,065 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$372K	0.0%Prev: 0.0%	6,191 SH	Decreased-59 SH
JPMORGAN CHASE & CO.	COM	$24.1M	2.8%	83,011 SH	New
KINDER MORGAN INC DEL	COM	$595K	0.1%Prev: 0.0%	20,235 SH	Increased+6,560 SH
KLA CORP	COM NEW	$2.8M	0.3%Prev: 1.3%	3,103 SH	Decreased-5,502 SH
LITHIUM AMERS CORP NEW	COM SHS	$2.7M	0.3%Prev: 0.4%	1,012,822 SH	Decreased+152,902 SH
LIVE NATION ENTERTAINMENT IN	COM	$572K	0.1%Prev: 0.0%	3,780 SH	Increased+1,729 SH
LOCKHEED MARTIN CORP	COM	$222K	0.0%Prev: 0.0%	478 SH	Decreased-125 SH
MEDICAL PPTYS TRUST INC	COM	$75K	0.0%	17,337 SH	New
MERCADOLIBRE INC	COM	$1.1M	0.1%Prev: 0.1%	431 SH	Increased-50 SH
META PLATFORMS INC	CL A	$25.5M	3.0%Prev: 2.0%	34,437 SH	Increased+948 SH
MICRON TECHNOLOGY INC	COM	$1.8M	0.2%Prev: 0.1%	14,921 SH	Increased+11,263 SH
MICROSOFT CORP	COM	$36.3M	4.2%Prev: 2.5%	72,993 SH	Increased+7,877 SH
MICROSTRATEGY INC	CL A NEW	$3.4M	0.4%	8,368 SH	New
MONSTER BEVERAGE CORP NEW	COM	$2.2M	0.3%Prev: 1.1%	35,418 SH	Decreased-104,409 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$1.7M	0.2%Prev: 0.7%	32,450 SH	Decreased-98,823 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$4.4M	0.5%Prev: 0.8%	88,212 SH	Decreased-60,158 SH
NETFLIX INC	COM	$23.6M	2.7%	17,590 SH	New
NOVO-NORDISK A S	ADR	$1.3M	0.1%Prev: 0.4%	18,388 SH	Decreased-81,736 SH
NVIDIA CORPORATION	COM	$39.1M	4.5%Prev: 3.9%	247,165 SH	Increased+34,993 SH
OCCIDENTAL PETE CORP	COM	$212K	0.0%	5,047 SH	New
OMEGA HEALTHCARE INVS INC	COM	$723K	0.1%Prev: 0.1%	19,738 SH	Decreased+1,854 SH
ORACLE CORP	COM	$6.2M	0.7%Prev: 0.3%	28,460 SH	Increased+11,981 SH
PACER FDS TR	METAURUS CAP 400	$2.5M	0.3%Prev: 0.2%	64,163 SH	Increased+24,060 SH
PACER FDS TR	US CASH COWS 100	$4.2M	0.5%Prev: 0.1%	75,582 SH	Increased+66,881 SH
PACER FDS TR	US LRG CP CASH	$19.9M	2.3%Prev: 0.3%	568,102 SH	Increased+485,620 SH
PACER FDS TR	US SMALL CAP CAS	$655K	0.1%	16,458 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$4.8M	0.6%Prev: 1.6%	35,132 SH	Decreased-68,074 SH
PALO ALTO NETWORKS INC	COM	$4.3M	0.5%Prev: 0.2%	21,161 SH	Increased+7,587 SH
PAYPAL HLDGS INC	COM	$3.8M	0.4%	50,684 SH	New
PEPSICO INC	COM	$1.7M	0.2%Prev: 0.0%	12,861 SH	Increased+10,794 SH
PFIZER INC	COM	$1.6M	0.2%	64,438 SH	New
PHILIP MORRIS INTL INC	COM	$466K	0.1%Prev: 0.0%	2,559 SH	Increased+181 SH
PHILLIPS 66	COM	$265K	0.0%Prev: 0.1%	2,219 SH	Decreased-703 SH
PROGRESSIVE CORP	COM	$18.6M	2.2%	69,723 SH	New
PROSPECT CAP CORP	COM	$50K	0.0%	15,874 SH	New
QUALCOMM INC	COM	$3.0M	0.3%Prev: 0.0%	18,709 SH	Increased+16,535 SH
QUANTA SVCS INC	COM	$20.6M	2.4%Prev: 1.6%	54,605 SH	Increased+27,045 SH
REALTY INCOME CORP	COM	$979K	0.1%Prev: 0.1%	16,990 SH	Increased+2,396 SH
ROBINHOOD MKTS INC	COM CL A	$5.0M	0.6%Prev: 1.6%	53,906 SH	Decreased-167,112 SH
ROCKET LAB CORP	COM	$379K	0.0%Prev: 0.0%	10,590 SH	Increased+5,238 SH
S&P GLOBAL INC	COM	$3.7M	0.4%Prev: 0.0%	7,007 SH	Increased+6,351 SH
SACHEM CAP CORP	COM	$29K	0.0%	24,004 SH	New
SALESFORCE INC	COM	$1.3M	0.2%Prev: 0.2%	4,801 SH	Decreased-6,218 SH
SCHWAB CHARLES CORP	COM	$204K	0.0%Prev: 0.0%	2,239 SH	Decreased+16 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.9M	0.2%Prev: 0.2%	70,668 SH	Decreased+8,214 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$353K	0.0%Prev: 0.0%	12,101 SH	Increased+997 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$27.7M	3.2%	999,701 SH	New
SELECT SECTOR SPDR TR	ENERGY	$356K	0.0%	4,187 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.7M	0.3%	51,676 SH	New
SELECT SECTOR SPDR TR	INDL	$1.8M	0.2%	12,114 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$548K	0.1%	4,066 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$396K	0.0%	4,850 SH	New
SENTINELONE INC	CL A	$1.3M	0.2%Prev: 0.0%	72,845 SH	Increased+58,322 SH
SERVICENOW INC	COM	$587K	0.1%Prev: 0.3%	571 SH	Decreased-31,043 SH
SNOWFLAKE INC	CL A	$307K	0.0%	1,373 SH	New
SOFI TECHNOLOGIES INC	COM	$1.8M	0.2%Prev: 0.4%	101,251 SH	Decreased-111,538 SH
SPDR GOLD TR	GOLD SHS	$15.5M	1.8%Prev: 0.1%	50,731 SH	Increased+49,432 SH
SPDR S&P 500 ETF TR	TR UNIT	$429K	0.0%	694 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$49.9M	5.8%	544,415 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$458K	0.1%	18,500 SH	New
SPDR SERIES TRUST	PORTFOLIO LN TSR	$495K	0.1%	18,605 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$2.1M	0.2%	28,514 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$461K	0.1%	4,835 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$206K	0.0%	4,212 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4.2M	0.5%	18,640 SH	New
TESLA INC	COM	$8.3M	1.0%Prev: 1.8%	26,245 SH	Decreased-18,410 SH
THE TRADE DESK INC	COM CL A	$1.3M	0.1%	17,451 SH	New
TIDAL TRUST I	FUNDSTRAT GRANNY	$7.6M	0.9%Prev: 0.8%	333,448 SH	Increased+24,218 SH
TIDAL TRUST I	SOFI SELECT 500	$2.9M	0.3%Prev: 0.2%	24,526 SH	Increased+5,881 SH
TJX COS INC NEW	COM	$260K	0.0%Prev: 1.3%	2,107 SH	Decreased-72,066 SH
TRANSDIGM GROUP INC	COM	$1.4M	0.2%	935 SH	New
UBER TECHNOLOGIES INC	COM	$3.6M	0.4%Prev: 0.2%	38,168 SH	Increased+5,364 SH
UNITED PARCEL SERVICE INC	CL B	$1.6M	0.2%	15,555 SH	New
UNITEDHEALTH GROUP INC	COM	$1.4M	0.2%Prev: 0.0%	4,509 SH	Increased+2,907 SH
VALERO ENERGY CORP	COM	$3.1M	0.4%Prev: 0.6%	23,178 SH	Decreased+28 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$348K	0.0%Prev: 0.0%	1,805 SH	Decreased+5 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	0.2%Prev: 0.2%	3,170 SH	Increased+480 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$289K	0.0%Prev: 0.0%	952 SH	Decreased-118 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$388K	0.0%Prev: 0.0%	1,897 SH	Increased+139 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$506K	0.1%Prev: 0.1%	3,799 SH	Increased+556 SH
VERIZON COMMUNICATIONS INC	COM	$813K	0.1%Prev: 0.1%	18,782 SH	Increased+6,361 SH
VERTEX PHARMACEUTICALS INC	COM	$231K	0.0%	519 SH	New
VICI PPTYS INC	COM	$722K	0.1%Prev: 0.1%	22,138 SH	Increased-2,639 SH
VISA INC	COM CL A	$2.4M	0.3%Prev: 0.8%	6,687 SH	Decreased-16,945 SH
WALMART INC	COM	$675K	0.1%Prev: 0.1%	6,902 SH	Decreased+926 SH
WILLIAMS COS INC	COM	$291K	0.0%	4,640 SH	New
WP CAREY INC	COM	$465K	0.1%Prev: 0.1%	7,448 SH	Decreased+237 SH
ZSCALER INC	COM	$539K	0.1%	1,718 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.6M
AIR PRODUCTS AND CHEMICALS I — $11.9M
ASML HLDG NV — $474K
BITMINE IMMERSION TECNOLOGIE — $1.9M
CAPITAL GROUP DIVIDEND VALUE — $23.2M
CHEVRON CORPORATION — $14.8M
COCA COLA CO — $245K
COSTCO WHOLESALE CORPORATION — $15.3M
DEERE & CO — $10.4M
EOS ENERGY ENTERPRISES INC — $75K
FORD MTR CO — $132K
GLOBAL X FDS — $18.3M
IREN LIMITED — $582K
ISHARES INC — $839K
ISHARES SILVER TR — $299K
ISHARES TR — $228K
JOHNSON & JOHNSON — $369K
JPMORGAN CHASE & CO — $15.8M
LAM RESEARCH CORP — $293K
MARTIN MARIETTA MATLS INC — $235K
… and 37 more

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