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: $971.0M177 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.4M	0.2%	17,549 SH	New
ABBVIE INC	COM	$588K	0.1%Prev: 0.0%	2,542 SH	Increased+533 SH
ADOBE INC	COM	$3.6M	0.4%Prev: 0.3%	10,186 SH	Increased-5,812 SH
ADVANCED MICRO DEVICES INC	COM	$18.6M	1.9%Prev: 2.2%	114,989 SH	Decreased+73,387 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$1.8M	0.2%	21,577 SH	New
ALPHABET INC	CAP STK CL A	$19.7M	2.0%Prev: 2.2%	80,831 SH	Decreased+12,373 SH
ALPHABET INC	CAP STK CL C	$5.3M	0.5%Prev: 0.5%	21,860 SH	Decreased+5,748 SH
ALPS ETF TR	ALERIAN MLP	$480K	0.0%Prev: 0.0%	10,234 SH	Increased+2,565 SH
ALTRIA GROUP INC	COM	$575K	0.1%Prev: 0.0%	8,697 SH	Increased+1,179 SH
AMAZON COM INC	COM	$49.9M	5.1%Prev: 4.2%	227,342 SH	Increased+33,835 SH
AMERICAN EXPRESS CO	COM	$15.0M	1.5%Prev: 1.2%	45,115 SH	Increased+5,855 SH
AMGEN INC	COM	$330K	0.0%Prev: 0.0%	1,171 SH	Decreased+171 SH
APPLE INC	COM	$50.6M	5.2%Prev: 4.6%	198,632 SH	Decreased+23,203 SH
APPLIED MATLS INC	COM	$1.5M	0.2%Prev: 0.3%	7,412 SH	Decreased+2,848 SH
ARISTA NETWORKS INC	COM SHS	$19.5M	2.0%Prev: 1.6%	133,539 SH	Increased+28,322 SH
ASML HOLDING N V	N Y REGISTRY SHS	$399K	0.0%	412 SH	New
ASTERA LABS INC	COM	$1.2M	0.1%Prev: 0.2%	6,041 SH	Decreased+2,082 SH
AT&T INC	COM	$623K	0.1%Prev: 0.0%	22,069 SH	Increased-489 SH
ATMOS ENERGY CORP	COM	$238K	0.0%Prev: 0.0%	1,396 SH	Increased+50 SH
AXON ENTERPRISE INC	COM	$12.9M	1.3%Prev: 0.0%	18,045 SH	Increased+17,470 SH
BANK NEW YORK MELLON CORP	COM	$12.9M	1.3%	118,621 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.4M	0.5%Prev: 0.3%	8,724 SH	Increased+2,254 SH
BITMINE IMMERSION TECNOLOGIE	COM NEW	$529K	0.1%	10,186 SH	New
BLACKROCK INC	COM	$208K	0.0%	178 SH	New
BLUE OWL CAPITAL CORPORATION	COM	$235K	0.0%Prev: 0.0%	18,392 SH	Increased+6,929 SH
BOEING CO	COM	$336K	0.0%Prev: 0.0%	1,557 SH	Increased+128 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$246K	0.0%Prev: 0.0%	4,643 SH	Increased+700 SH
BROADCOM INC	COM	$13.7M	1.4%Prev: 1.3%	41,495 SH	Decreased+3,092 SH
CACI INTL INC	CL A	$600K	0.1%Prev: 0.1%	1,202 SH	Increased
CADENCE DESIGN SYSTEM INC	COM	$12.3M	1.3%Prev: 1.1%	35,104 SH	Increased+3,847 SH
CATERPILLAR INC	COM	$15.6M	1.6%Prev: 1.4%	32,658 SH	Decreased+17,793 SH
CHECK POINT SOFTWARE TECH LT	ORD	$278K	0.0%	1,346 SH	New
CHEVRON CORP NEW	COM	$503K	0.1%	3,242 SH	New
CISCO SYS INC	COM	$230K	0.0%Prev: 0.0%	3,362 SH	Decreased+679 SH
CLOUDFLARE INC	CL A COM	$460K	0.0%Prev: 0.0%	2,144 SH	Increased+789 SH
CME GROUP INC	COM	$245K	0.0%	906 SH	New
COCA COLA CO	COM	$203K	0.0%Prev: 0.0%	3,063 SH	Decreased+436 SH
COSTCO WHSL CORP NEW	COM	$16.1M	1.7%	17,381 SH	New
CROWDSTRIKE HLDGS INC	CL A	$17.8M	1.8%Prev: 0.2%	36,198 SH	Increased+32,749 SH
DEVON ENERGY CORP NEW	COM	$236K	0.0%	6,724 SH	New
DIAMONDBACK ENERGY INC	COM	$3.6M	0.4%Prev: 0.2%	25,473 SH	Increased+12,799 SH
DISNEY WALT CO	COM	$201K	0.0%	1,751 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$270K	0.0%Prev: 1.1%	2,369 SH	Decreased-103,296 SH
EATON CORP PLC	SHS	$12.3M	1.3%Prev: 1.1%	32,879 SH	Decreased+3,359 SH
EMERSON ELEC CO	COM	$15.1M	1.6%Prev: 0.0%	115,375 SH	Increased+113,501 SH
ENBRIDGE INC	COM	$358K	0.0%Prev: 0.0%	7,095 SH	Decreased+109 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$352K	0.0%Prev: 0.0%	20,516 SH	Increased+4,056 SH
ENTERPRISE PRODS PARTNERS L	COM	$3.2M	0.3%Prev: 0.3%	101,381 SH	Decreased+6,992 SH
EOG RES INC	COM	$1.5M	0.2%	13,288 SH	New
EPR PPTYS	COM SH BEN INT	$578K	0.1%Prev: 0.0%	9,969 SH	Increased+707 SH
EXPEDIA GROUP INC	COM NEW	$11.3M	1.2%	52,817 SH	New
EXXON MOBIL CORP	COM	$15.2M	1.6%Prev: 1.7%	134,477 SH	Decreased+407 SH
FAIR ISAAC CORP	COM	$299K	0.0%	200 SH	New
FATHOM HOLDINGS INC	COM	$22K	0.0%Prev: 0.0%	12,402 SH	Increased
FEDEX CORP	COM	$220K	0.0%	934 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$3.6M	0.4%Prev: 0.4%	73,221 SH	Decreased-13,284 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.1M	0.2%Prev: 0.2%	48,963 SH	Decreased-7,409 SH
GARMIN LTD	SHS	$15.0M	1.5%	61,120 SH	New
GE AEROSPACE	COM NEW	$12.9M	1.3%Prev: 1.3%	42,955 SH	Decreased+4,940 SH
GE VERNOVA INC	COM	$16.7M	1.7%Prev: 1.7%	27,182 SH	Decreased+11,297 SH
GLOBAL X FDS	GLB X MLP ENRG I	$2.3M	0.2%Prev: 0.3%	36,252 SH	Decreased-9,286 SH
GLOBAL X FDS	GLOBX SUPDV US	$189K	0.0%	10,665 SH	New
GOLDMAN SACHS GROUP INC	COM	$13.3M	1.4%Prev: 1.2%	16,641 SH	Decreased+3,110 SH
GRAINGER W W INC	COM	$233K	0.0%	243 SH	New
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$878K	0.1%	22,415 SH	New
HOME DEPOT INC	COM	$504K	0.1%Prev: 0.0%	1,243 SH	Decreased-280 SH
INTERNATIONAL BUSINESS MACHS	COM	$720K	0.1%Prev: 0.1%	2,552 SH	Increased+206 SH
INTUITIVE SURGICAL INC	COM NEW	$2.5M	0.3%Prev: 0.0%	5,481 SH	Increased+4,457 SH
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.1%Prev: 0.1%	2,418 SH	Decreased+414 SH
IRON MTN INC DEL	COM	$456K	0.0%Prev: 0.0%	4,469 SH	Increased+887 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$754K	0.1%	11,594 SH	New
ISHARES GOLD TR	ISHARES NEW	$397K	0.0%Prev: 0.0%	5,453 SH	Decreased-42 SH
ISHARES TR	CORE DIV GRWTH	$1.1M	0.1%Prev: 0.2%	16,353 SH	Decreased-5,609 SH
ISHARES TR	CORE HIGH DV ETF	$1.1M	0.1%Prev: 0.1%	8,629 SH	Decreased-30,707 SH
ISHARES TR	CORE S&P SCP ETF	$438K	0.0%Prev: 0.0%	3,684 SH	Decreased+520 SH
ISHARES TR	CORE S&P500 ETF	$920K	0.1%Prev: 0.1%	1,374 SH	Decreased-239 SH
ISHARES TR	MSCI USA MMENTM	$433K	0.0%Prev: 0.1%	1,687 SH	Decreased-15 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$28.0M	2.9%Prev: 0.4%	490,348 SH	Increased+420,581 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$315K	0.0%Prev: 0.0%	6,235 SH	Decreased-59 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.1M	0.3%Prev: 0.1%	54,486 SH	Increased+32,016 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$391K	0.0%Prev: 0.0%	6,208 SH	Decreased-59 SH
JOHNSON & JOHNSON	COM	$376K	0.0%Prev: 0.0%	2,026 SH	Decreased+458 SH
JPMORGAN CHASE & CO.	COM	$17.8M	1.8%	56,483 SH	New
KINDER MORGAN INC DEL	COM	$516K	0.1%Prev: 0.0%	18,212 SH	Increased+4,535 SH
KLA CORP	COM NEW	$13.4M	1.4%Prev: 1.9%	12,384 SH	Decreased-56,284 SH
LAM RESEARCH CORP	COM NEW	$13.7M	1.4%Prev: 0.0%	102,144 SH	Increased+101,289 SH
LITHIUM AMERS CORP NEW	COM SHS	$7.3M	0.8%Prev: 0.3%	1,281,740 SH	Increased+388,345 SH
LIVE NATION ENTERTAINMENT IN	COM	$12.0M	1.2%Prev: 0.0%	73,416 SH	Increased+71,375 SH
LOCKHEED MARTIN CORP	COM	$325K	0.0%Prev: 0.0%	651 SH	Increased+76 SH
MASTERCARD INCORPORATED	CL A	$220K	0.0%Prev: 0.0%	386 SH	Increased-12 SH
MEDICAL PPTYS TRUST INC	COM	$72K	0.0%	14,200 SH	New
MERCADOLIBRE INC	COM	$1.1M	0.1%Prev: 0.1%	451 SH	Decreased-281 SH
META PLATFORMS INC	CL A	$18.7M	1.9%Prev: 1.9%	25,413 SH	Decreased-10,838 SH
MICRON TECHNOLOGY INC	COM	$2.5M	0.3%Prev: 0.6%	14,974 SH	Decreased+9,468 SH
MICROSOFT CORP	COM	$34.3M	3.5%Prev: 2.1%	66,266 SH	Increased+3,788 SH
MONSTER BEVERAGE CORP NEW	COM	$12.7M	1.3%Prev: 1.2%	188,100 SH	Decreased+51,724 SH
NEBIUS GROUP N.V.	SHS CLASS A	$713K	0.1%Prev: 0.2%	6,353 SH	Decreased+43 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$2.2M	0.2%Prev: 0.7%	41,417 SH	Decreased-88,671 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$5.4M	0.6%Prev: 0.8%	103,098 SH	Decreased-53,765 SH
NETFLIX INC	COM	$17.7M	1.8%	21,340 SH	New
NOVO-NORDISK A S	ADR	$1.6M	0.2%Prev: 0.0%	29,546 SH	Increased+24,455 SH
NVIDIA CORPORATION	COM	$32.5M	3.3%Prev: 3.4%	174,303 SH	Decreased-12,742 SH
OCCIDENTAL PETE CORP	COM	$214K	0.0%	4,531 SH	New
OMEGA HEALTHCARE INVS INC	COM	$796K	0.1%Prev: 0.1%	18,858 SH	Decreased+846 SH
OPENDOOR TECHNOLOGIES INC	COM	$99K	0.0%	12,477 SH	New
ORACLE CORP	COM	$16.6M	1.7%Prev: 0.9%	59,144 SH	Increased-11,719 SH
OREILLY AUTOMOTIVE INC	COM	$209K	0.0%	1,937 SH	New
PACER FDS TR	DATA & DIGI REVO	$954K	0.1%Prev: 0.2%	14,253 SH	Decreased-3,004 SH
PACER FDS TR	METAURUS CAP 400	$1.3M	0.1%Prev: 0.2%	31,945 SH	Decreased-10,856 SH
PACER FDS TR	US CASH COWS 100	$817K	0.1%Prev: 0.0%	14,257 SH	Increased+7,026 SH
PACER FDS TR	US LRG CP CASH	$24.2M	2.5%Prev: 0.3%	668,021 SH	Increased+586,696 SH
PACER FDS TR	US SMALL CAP CAS	$297K	0.0%	6,780 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$18.1M	1.9%Prev: 1.1%	99,036 SH	Increased-8,465 SH
PALO ALTO NETWORKS INC	COM	$16.2M	1.7%Prev: 0.1%	79,609 SH	Increased+77,415 SH
PAYPAL HLDGS INC	COM	$2.0M	0.2%	30,562 SH	New
PENNANTPARK FLOATING RATE CA	COM	$126K	0.0%	14,173 SH	New
PEPSICO INC	COM	$2.3M	0.2%Prev: 0.0%	16,443 SH	Increased+14,765 SH
PFIZER INC	COM	$2.1M	0.2%Prev: 0.0%	81,894 SH	Increased+73,085 SH
PHILIP MORRIS INTL INC	COM	$443K	0.0%Prev: 1.1%	2,728 SH	Decreased-62,967 SH
PHILLIPS 66	COM	$266K	0.0%Prev: 0.0%	1,952 SH	Decreased-974 SH
PROGRESSIVE CORP	COM	$2.4M	0.2%	9,737 SH	New
PROSPECT CAP CORP	COM	$35K	0.0%	12,733 SH	New
QUALCOMM INC	COM	$4.3M	0.4%Prev: 0.0%	25,612 SH	Increased+24,176 SH
QUANTA SVCS INC	COM	$17.2M	1.8%Prev: 1.5%	41,386 SH	Increased+18,091 SH
REALTY INCOME CORP	COM	$965K	0.1%Prev: 0.1%	15,873 SH	Decreased+16 SH
ROBINHOOD MKTS INC	COM CL A	$18.8M	1.9%Prev: 2.0%	131,508 SH	Decreased-89,911 SH
ROCKET LAB CORP	COM	$1.2M	0.1%Prev: 0.0%	25,390 SH	Increased+20,038 SH
RTX CORPORATION	COM	$318K	0.0%Prev: 0.0%	1,899 SH	Increased+783 SH
S&P GLOBAL INC	COM	$12.1M	1.2%	24,819 SH	New
SACHEM CAP CORP	COM	$23K	0.0%	20,941 SH	New
SALESFORCE INC	COM	$1.7M	0.2%Prev: 0.2%	7,378 SH	Decreased-5,534 SH
SCHWAB CHARLES CORP	COM	$239K	0.0%Prev: 0.0%	2,509 SH	Increased+286 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	0.2%Prev: 0.2%	66,006 SH	Decreased+2,520 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$327K	0.0%Prev: 0.0%	10,234 SH	Decreased-1,603 SH
SELECT SECTOR SPDR TR	ENERGY	$396K	0.0%	4,427 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$3.2M	0.3%	59,429 SH	New
SELECT SECTOR SPDR TR	INDL	$726K	0.1%	4,704 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$204K	0.0%	1,468 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$423K	0.0%	4,847 SH	New
SENTINELONE INC	CL A	$1.9M	0.2%Prev: 0.0%	109,168 SH	Increased+94,245 SH
SERVICENOW INC	COM	$421K	0.0%Prev: 1.4%	457 SH	Decreased-154,192 SH
SNOWFLAKE INC	COM SHS	$404K	0.0%Prev: 0.0%	1,792 SH	Increased+680 SH
SOFI TECHNOLOGIES INC	COM	$1.9M	0.2%Prev: 0.4%	73,772 SH	Decreased-175,710 SH
SPDR GOLD TR	GOLD SHS	$425K	0.0%Prev: 0.0%	1,196 SH	Decreased-231 SH
SPDR S&P 500 ETF TR	TR UNIT	$453K	0.0%	679 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$35.3M	3.6%	385,234 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$471K	0.0%	18,900 SH	New
SPDR SERIES TRUST	PORTFOLIO LN TSR	$410K	0.0%	15,210 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$2.2M	0.2%	27,476 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$430K	0.0%	4,109 SH	New
STRATEGY INC	CL A NEW	$13.4M	1.4%Prev: 0.2%	41,533 SH	Increased+22,018 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$5.5M	0.6%	19,797 SH	New
TESLA INC	COM	$23.1M	2.4%Prev: 1.8%	51,923 SH	Increased+4,313 SH
THE TRADE DESK INC	COM CL A	$1.1M	0.1%	23,258 SH	New
TIDAL TRUST I	FUNDSTRAT GRANNY	$10.3M	1.1%	414,077 SH	New
TIDAL TRUST I	SOFI SELECT 500	$2.9M	0.3%Prev: 0.2%	22,169 SH	Increased+4,097 SH
TJX COS INC NEW	COM	$260K	0.0%Prev: 1.1%	1,796 SH	Decreased-77,377 SH
TRANSDIGM GROUP INC	COM	$909K	0.1%	690 SH	New
TWO HBRS INVT CORP	COM	$112K	0.0%	11,320 SH	New
UBER TECHNOLOGIES INC	COM	$3.9M	0.4%Prev: 0.2%	40,060 SH	Increased+9,402 SH
UNITED PARCEL SERVICE INC	CL B	$1.8M	0.2%	21,059 SH	New
UNITEDHEALTH GROUP INC	COM	$2.0M	0.2%Prev: 1.2%	5,889 SH	Decreased-25,425 SH
VALERO ENERGY CORP	COM	$3.9M	0.4%Prev: 0.5%	23,136 SH	Decreased-9 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$377K	0.0%Prev: 0.0%	1,800 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	0.2%Prev: 0.2%	2,895 SH	Decreased+194 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$258K	0.0%Prev: 0.0%	787 SH	Decreased-192 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$388K	0.0%Prev: 0.0%	1,799 SH	Decreased+80 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$520K	0.1%Prev: 0.0%	3,692 SH	Increased+579 SH
VERIZON COMMUNICATIONS INC	COM	$763K	0.1%Prev: 0.0%	17,349 SH	Increased+5,102 SH
VICI PPTYS INC	COM	$717K	0.1%Prev: 0.1%	21,989 SH	Increased-4,776 SH
VISA INC	COM CL A	$2.4M	0.2%Prev: 0.8%	6,957 SH	Decreased-17,443 SH
VISTRA CORP	COM	$11.0M	1.1%Prev: 1.1%	56,363 SH	Decreased-18,153 SH
WALMART INC	COM	$842K	0.1%Prev: 0.1%	8,170 SH	Increased+2,462 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$12.0M	1.2%	34,755 SH	New
WOODWARD INC	COM	$205K	0.0%Prev: 0.0%	812 SH	Decreased+50 SH
WP CAREY INC	COM	$497K	0.1%Prev: 0.0%	7,352 SH	Increased+421 SH
ZSCALER INC	COM	$370K	0.0%	1,236 SH	New

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $11.6M
ASML HLDG NV — $710K
AST SPACEMOBILE INC — $259K
BANK OF NY MELLON CORP — $12.1M
BITMINE IMMERSION TECHS INC — $1.8M
CAPITAL GROUP DIVIDEND VALUE — $28.1M
CF INDUSTRIES HOLD — $10.1M
CHEVRON CORPORATION — $1.6M
COREWEAVE INC — $1.1M
COSTCO WHOLESALE CORPORATION — $14.2M
DEERE & CO — $13.7M
DELL TECHNOLOGIES INC — $549K
ELI LILLY & CO — $12.8M
GLOBAL X FDS — $23.7M
INVESCO EXCH TRADED FD TR II — $212K
IREN LIMITED — $1.0M
ISHARES INC — $875K
ISHARES SILVER TR — $231K
ISHARES TR — $211K
ISHARES TR — $252K
… and 40 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