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: $990.2M169 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$317K	0.0%Prev: 0.2%	2,532 SH	Decreased-15,017 SH
ABBVIE INC	COM	$448K	0.0%Prev: 0.1%	1,963 SH	Decreased-579 SH
ADOBE INC	COM	$4.3M	0.4%Prev: 0.4%	12,326 SH	Increased+2,140 SH
ADVANCED MICRO DEVICES INC	COM	$17.6M	1.8%Prev: 1.9%	82,319 SH	Decreased-32,670 SH
ALPHABET INC	CAP STK CL A	$23.5M	2.4%Prev: 2.0%	74,931 SH	Increased-5,900 SH
ALPHABET INC	CAP STK CL C	$5.0M	0.5%Prev: 0.5%	15,926 SH	Decreased-5,934 SH
ALPS ETF TR	ALERIAN MLP	$390K	0.0%Prev: 0.0%	8,298 SH	Decreased-1,936 SH
ALTRIA GROUP INC	COM	$441K	0.0%Prev: 0.1%	7,652 SH	Decreased-1,045 SH
AMAZON COM INC	COM	$50.9M	5.1%Prev: 5.1%	220,416 SH	Increased-6,926 SH
AMERICAN EXPRESS CO	COM	$14.6M	1.5%Prev: 1.5%	39,581 SH	Decreased-5,534 SH
AMGEN INC	COM	$321K	0.0%Prev: 0.0%	981 SH	Decreased-190 SH
APPLE INC	COM	$51.8M	5.2%Prev: 5.2%	190,466 SH	Increased-8,166 SH
APPLIED MATLS INC	COM	$853K	0.1%Prev: 0.2%	3,318 SH	Decreased-4,094 SH
ARISTA NETWORKS INC	COM SHS	$18.0M	1.8%Prev: 2.0%	137,367 SH	Decreased+3,828 SH
ASML HOLDING N V	N Y REGISTRY SHS	$392K	0.0%Prev: 0.0%	366 SH	Decreased-46 SH
ASTERA LABS INC	COM	$978K	0.1%Prev: 0.1%	5,881 SH	Decreased-160 SH
AT&T INC	COM	$546K	0.1%Prev: 0.1%	21,987 SH	Decreased-82 SH
ATMOS ENERGY CORP	COM	$226K	0.0%Prev: 0.0%	1,346 SH	Decreased-50 SH
AXON ENTERPRISE INC	COM	$14.4M	1.5%Prev: 1.3%	25,352 SH	Increased+7,307 SH
BANK NEW YORK MELLON CORP	COM	$13.8M	1.4%Prev: 1.3%	118,936 SH	Increased+315 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	0.4%Prev: 0.5%	8,250 SH	Decreased-474 SH
BLUE OWL CAPITAL CORPORATION	COM	$131K	0.0%Prev: 0.0%	10,514 SH	Decreased-7,878 SH
BOEING CO	COM	$312K	0.0%Prev: 0.0%	1,435 SH	Decreased-122 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$223K	0.0%Prev: 0.0%	3,943 SH	Decreased-700 SH
BROADCOM INC	COM	$15.6M	1.6%Prev: 1.4%	45,104 SH	Increased+3,609 SH
CACI INTL INC	CL A	$640K	0.1%Prev: 0.1%	1,202 SH	Increased
CADENCE DESIGN SYSTEM INC	COM	$12.5M	1.3%Prev: 1.3%	39,944 SH	Increased+4,840 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$23.8M	2.4%	545,485 SH	New
CATERPILLAR INC	COM	$14.3M	1.4%Prev: 1.6%	24,928 SH	Decreased-7,730 SH
CHEVRON CORP NEW	COM	$1.3M	0.1%Prev: 0.1%	8,335 SH	Increased+5,093 SH
CLOUDFLARE INC	CL A COM	$12.7M	1.3%Prev: 0.0%	64,248 SH	Increased+62,104 SH
CME GROUP INC	COM	$247K	0.0%Prev: 0.0%	905 SH	Increased-1 SH
COSTCO WHSL CORP NEW	COM	$15.3M	1.5%Prev: 1.7%	17,766 SH	Decreased+385 SH
CROWDSTRIKE HLDGS INC	CL A	$15.7M	1.6%Prev: 1.8%	33,519 SH	Decreased-2,679 SH
DEERE & CO	COM	$11.9M	1.2%	25,505 SH	New
DIAMONDBACK ENERGY INC	COM	$2.7M	0.3%Prev: 0.4%	17,856 SH	Decreased-7,617 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$8.9M	0.9%Prev: 0.0%	77,752 SH	Increased+75,383 SH
EATON CORP PLC	SHS	$11.5M	1.2%Prev: 1.3%	35,991 SH	Decreased+3,112 SH
EMERSON ELEC CO	COM	$16.0M	1.6%Prev: 1.6%	120,899 SH	Increased+5,524 SH
ENBRIDGE INC	COM	$300K	0.0%Prev: 0.0%	6,265 SH	Decreased-830 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$307K	0.0%Prev: 0.0%	18,623 SH	Decreased-1,893 SH
ENTERPRISE PRODS PARTNERS L	COM	$3.6M	0.4%Prev: 0.3%	111,009 SH	Increased+9,628 SH
EOG RES INC	COM	$1.7M	0.2%Prev: 0.2%	16,594 SH	Increased+3,306 SH
EPR PPTYS	COM SH BEN INT	$449K	0.0%Prev: 0.1%	8,992 SH	Decreased-977 SH
EXPEDIA GROUP INC	COM NEW	$14.6M	1.5%Prev: 1.2%	51,469 SH	Increased-1,348 SH
EXXON MOBIL CORP	COM	$15.9M	1.6%Prev: 1.6%	132,434 SH	Increased-2,043 SH
FATHOM HOLDINGS INC	COM	$13K	0.0%Prev: 0.0%	12,402 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$3.9M	0.4%Prev: 0.4%	78,607 SH	Increased+5,386 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.3M	0.2%Prev: 0.2%	51,814 SH	Increased+2,851 SH
GARMIN LTD	SHS	$889K	0.1%Prev: 1.5%	4,382 SH	Decreased-56,738 SH
GE AEROSPACE	COM NEW	$13.4M	1.4%Prev: 1.3%	43,633 SH	Increased+678 SH
GE VERNOVA INC	COM	$18.3M	1.9%Prev: 1.7%	28,069 SH	Increased+887 SH
GLOBAL X FDS	GLB X MLP ENRG I	$2.5M	0.2%Prev: 0.2%	40,848 SH	Increased+4,596 SH
GOLDMAN SACHS GROUP INC	COM	$15.4M	1.6%Prev: 1.4%	17,559 SH	Increased+918 SH
GRAYSCALE ETHEREUM MINI TR E	SHS NEW	$904K	0.1%Prev: 0.1%	32,206 SH	Increased+9,791 SH
HOME DEPOT INC	COM	$318K	0.0%Prev: 0.1%	926 SH	Decreased-317 SH
INTERNATIONAL BUSINESS MACHS	COM	$641K	0.1%Prev: 0.1%	2,164 SH	Decreased-388 SH
INTUITIVE SURGICAL INC	COM NEW	$983K	0.1%Prev: 0.3%	1,736 SH	Decreased-3,745 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.1%Prev: 0.1%	2,111 SH	Decreased-307 SH
IRON MTN INC DEL	COM	$369K	0.0%Prev: 0.0%	4,453 SH	Decreased-16 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$566K	0.1%Prev: 0.1%	11,392 SH	Decreased-202 SH
ISHARES ETHEREUM TR	SHS	$1.8M	0.2%	81,422 SH	New
ISHARES GOLD TR	ISHARES NEW	$452K	0.0%Prev: 0.0%	5,567 SH	Increased+114 SH
ISHARES TR	CORE DIV GRWTH	$1.4M	0.1%Prev: 0.1%	19,465 SH	Increased+3,112 SH
ISHARES TR	CORE HIGH DV ETF	$987K	0.1%Prev: 0.1%	8,117 SH	Decreased-512 SH
ISHARES TR	CORE S&P SCP ETF	$412K	0.0%Prev: 0.0%	3,425 SH	Decreased-259 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.1%Prev: 0.1%	1,599 SH	Increased+225 SH
ISHARES TR	MSCI USA MMENTM	$425K	0.0%Prev: 0.0%	1,699 SH	Decreased+12 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.7M	0.6%Prev: 2.9%	98,714 SH	Decreased-391,634 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$316K	0.0%Prev: 0.0%	6,254 SH	Increased+19 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.5M	0.1%Prev: 0.3%	25,358 SH	Decreased-29,128 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$394K	0.0%Prev: 0.0%	6,232 SH	Increased+24 SH
JOHNSON & JOHNSON	COM	$298K	0.0%Prev: 0.0%	1,442 SH	Decreased-584 SH
JPMORGAN CHASE & CO.	COM	$18.7M	1.9%Prev: 1.8%	58,067 SH	Increased+1,584 SH
KINDER MORGAN INC DEL	COM	$382K	0.0%Prev: 0.1%	13,884 SH	Decreased-4,328 SH
KLA CORP	COM NEW	$14.3M	1.4%Prev: 1.4%	11,751 SH	Increased-633 SH
LAM RESEARCH CORP	COM NEW	$15.9M	1.6%Prev: 1.4%	92,666 SH	Increased-9,478 SH
LITHIUM AMERS CORP NEW	COM SHS	$1.7M	0.2%Prev: 0.8%	379,828 SH	Decreased-901,912 SH
LIVE NATION ENTERTAINMENT IN	COM	$388K	0.0%Prev: 1.2%	2,726 SH	Decreased-70,690 SH
LOCKHEED MARTIN CORP	COM	$254K	0.0%Prev: 0.0%	525 SH	Decreased-126 SH
MARTIN MARIETTA MATLS INC	COM	$252K	0.0%	404 SH	New
MASTERCARD INCORPORATED	CL A	$218K	0.0%Prev: 0.0%	382 SH	Decreased-4 SH
MCDONALDS CORP	COM	$200K	0.0%	656 SH	New
MERCADOLIBRE INC	COM	$1.1M	0.1%Prev: 0.1%	540 SH	Increased+89 SH
META PLATFORMS INC	CL A	$24.4M	2.5%Prev: 1.9%	36,915 SH	Increased+11,502 SH
MICRON TECHNOLOGY INC	COM	$1.3M	0.1%Prev: 0.3%	4,494 SH	Decreased-10,480 SH
MICROSOFT CORP	COM	$31.7M	3.2%Prev: 3.5%	65,485 SH	Decreased-781 SH
MONSTER BEVERAGE CORP NEW	COM	$13.8M	1.4%Prev: 1.3%	180,195 SH	Increased-7,905 SH
MPLX LP	COM UNIT REP LTD	$209K	0.0%	3,910 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$747K	0.1%Prev: 0.1%	8,928 SH	Increased+2,575 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$9.0M	0.9%Prev: 0.2%	167,677 SH	Increased+126,260 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$9.4M	0.9%Prev: 0.6%	178,663 SH	Increased+75,565 SH
NETFLIX INC	COM	$13.9M	1.4%Prev: 1.8%	148,784 SH	Decreased+127,444 SH
NOVO-NORDISK A S	ADR	$5.0M	0.5%Prev: 0.2%	98,666 SH	Increased+69,120 SH
NVIDIA CORPORATION	COM	$40.0M	4.0%Prev: 3.3%	214,481 SH	Increased+40,178 SH
OMEGA HEALTHCARE INVS INC	COM	$795K	0.1%Prev: 0.1%	17,938 SH	Decreased-920 SH
ORACLE CORP	COM	$3.5M	0.4%Prev: 1.7%	17,858 SH	Decreased-41,286 SH
PACER FDS TR	DATA & DIGI REVO	$1.1M	0.1%Prev: 0.1%	16,466 SH	Increased+2,213 SH
PACER FDS TR	METAURUS CAP 400	$1.6M	0.2%Prev: 0.1%	37,374 SH	Increased+5,429 SH
PACER FDS TR	US CASH COWS 100	$659K	0.1%Prev: 0.1%	10,948 SH	Decreased-3,309 SH
PACER FDS TR	US LRG CP CASH	$23.0M	2.3%Prev: 2.5%	651,817 SH	Decreased-16,204 SH
PALANTIR TECHNOLOGIES INC	CL A	$18.0M	1.8%Prev: 1.9%	101,195 SH	Decreased+2,159 SH
PALO ALTO NETWORKS INC	COM	$13.3M	1.3%Prev: 1.7%	71,938 SH	Decreased-7,671 SH
PAYPAL HLDGS INC	COM	$1.6M	0.2%Prev: 0.2%	28,034 SH	Decreased-2,528 SH
PENNANTPARK FLOATING RATE CA	COM	$101K	0.0%Prev: 0.0%	10,844 SH	Decreased-3,329 SH
PEPSICO INC	COM	$2.0M	0.2%Prev: 0.2%	13,636 SH	Decreased-2,807 SH
PFIZER INC	COM	$2.2M	0.2%Prev: 0.2%	88,785 SH	Increased+6,891 SH
PGIM ETF TR	AAA CLO ETF	$200K	0.0%	3,902 SH	New
PHILIP MORRIS INTL INC	COM	$381K	0.0%Prev: 0.0%	2,378 SH	Decreased-350 SH
PHILLIPS 66	COM	$377K	0.0%Prev: 0.0%	2,925 SH	Increased+973 SH
PNC FINL SVCS GROUP INC	COM	$13.7M	1.4%	65,690 SH	New
QUALCOMM INC	COM	$2.3M	0.2%Prev: 0.4%	13,341 SH	Decreased-12,271 SH
QUANTA SVCS INC	COM	$16.5M	1.7%Prev: 1.8%	39,153 SH	Decreased-2,233 SH
REALTY INCOME CORP	COM	$773K	0.1%Prev: 0.1%	13,705 SH	Decreased-2,168 SH
ROBINHOOD MKTS INC	COM CL A	$14.8M	1.5%Prev: 1.9%	131,012 SH	Decreased-496 SH
ROCKET LAB CORP	COM	$812K	0.1%Prev: 0.1%	11,635 SH	Decreased-13,755 SH
RTX CORPORATION	COM	$222K	0.0%Prev: 0.0%	1,208 SH	Decreased-691 SH
RUBRIK INC.	CL A	$618K	0.1%	8,087 SH	New
S&P GLOBAL INC	COM	$15.4M	1.6%Prev: 1.2%	29,488 SH	Increased+4,669 SH
SALESFORCE INC	COM	$2.3M	0.2%Prev: 0.2%	8,689 SH	Increased+1,311 SH
SCHWAB CHARLES CORP	COM	$240K	0.0%Prev: 0.0%	2,404 SH	Increased-105 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	0.2%Prev: 0.2%	60,358 SH	Decreased-5,648 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$356K	0.0%Prev: 0.0%	10,908 SH	Increased+674 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$213K	0.0%	7,184 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$241K	0.0%	2,051 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$311K	0.0%	2,605 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$359K	0.0%	8,022 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$3.6M	0.4%	65,919 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$2.0M	0.2%	12,954 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$203K	0.0%	1,407 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$398K	0.0%	9,323 SH	New
SENTINELONE INC	CL A	$1.9M	0.2%Prev: 0.2%	128,449 SH	Increased+19,281 SH
SERVICENOW INC	COM	$294K	0.0%Prev: 0.0%	1,918 SH	Decreased+1,461 SH
SNOWFLAKE INC	COM SHS	$403K	0.0%Prev: 0.0%	1,836 SH	Decreased+44 SH
SOFI TECHNOLOGIES INC	COM	$12.0M	1.2%Prev: 0.2%	460,120 SH	Increased+386,348 SH
SPDR GOLD TR	GOLD SHS	$363K	0.0%Prev: 0.0%	916 SH	Decreased-280 SH
SPDR S&P 500 ETF TR	TR UNIT	$456K	0.0%Prev: 0.0%	669 SH	Increased-10 SH
SPDR SERIES TRUST	STATE STREET SPD	$30.6M	3.1%	345,252 SH	New
STRATEGY INC	CL A NEW	$812K	0.1%Prev: 1.4%	5,344 SH	Decreased-36,189 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$5.8M	0.6%Prev: 0.6%	18,929 SH	Increased-868 SH
TESLA INC	COM	$22.7M	2.3%Prev: 2.4%	50,575 SH	Decreased-1,348 SH
THE TRADE DESK INC	COM CL A	$1.9M	0.2%Prev: 0.1%	49,883 SH	Increased+26,625 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$9.9M	1.0%Prev: 1.1%	400,667 SH	Decreased-13,410 SH
TIDAL TRUST I	SOFI SELECT 500	$2.7M	0.3%Prev: 0.3%	20,077 SH	Decreased-2,092 SH
TJX COS INC NEW	COM	$13.0M	1.3%Prev: 0.0%	84,548 SH	Increased+82,752 SH
TRANSDIGM GROUP INC	COM	$233K	0.0%Prev: 0.1%	175 SH	Decreased-515 SH
UBER TECHNOLOGIES INC	COM	$2.1M	0.2%Prev: 0.4%	25,844 SH	Decreased-14,216 SH
UIPATH INC	CL A	$1.8M	0.2%	108,676 SH	New
UNITED PARCEL SERVICE INC	CL B	$1.8M	0.2%Prev: 0.2%	18,351 SH	Increased-2,708 SH
UNITEDHEALTH GROUP INC	COM	$4.0M	0.4%Prev: 0.2%	12,137 SH	Increased+6,248 SH
VALERO ENERGY CORP	COM	$3.8M	0.4%Prev: 0.4%	23,046 SH	Decreased-90 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$317K	0.0%	882 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$376K	0.0%Prev: 0.0%	1,800 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.2%Prev: 0.2%	2,746 SH	Decreased-149 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$216K	0.0%Prev: 0.0%	643 SH	Decreased-144 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$396K	0.0%Prev: 0.0%	1,802 SH	Increased+3 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$499K	0.1%Prev: 0.1%	3,478 SH	Decreased-214 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$237K	0.0%	825 SH	New
VANGUARD WORLD FD	INF TECH ETF	$717K	0.1%	951 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$234K	0.0%	568 SH	New
VERIZON COMMUNICATIONS INC	COM	$511K	0.1%Prev: 0.1%	12,551 SH	Decreased-4,798 SH
VICI PPTYS INC	COM	$535K	0.1%Prev: 0.1%	19,021 SH	Decreased-2,968 SH
VISA INC	COM CL A	$2.8M	0.3%Prev: 0.2%	8,120 SH	Increased+1,163 SH
VISTRA CORP	COM	$12.7M	1.3%Prev: 1.1%	78,855 SH	Increased+22,492 SH
WALMART INC	COM	$882K	0.1%Prev: 0.1%	7,916 SH	Increased-254 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$2.1M	0.2%Prev: 1.2%	6,293 SH	Decreased-28,462 SH
WOODWARD INC	COM	$245K	0.0%Prev: 0.0%	812 SH	Increased
WP CAREY INC	COM	$447K	0.0%Prev: 0.1%	6,949 SH	Decreased-403 SH
WW GRAINGER INC	COM	$204K	0.0%	203 SH	New

Sold (vs prior filing)

ALEXANDRIA REAL ESTATE EQ IN — $1.8M
BITMINE IMMERSION TECNOLOGIE — $529K
BLACKROCK INC — $208K
CHECK POINT SOFTWARE TECH LT — $278K
CISCO SYS INC — $230K
COCA COLA CO — $203K
DEVON ENERGY CORP NEW — $236K
DISNEY WALT CO — $201K
FAIR ISAAC CORP — $299K
FEDEX CORP — $220K
GLOBAL X FDS — $189K
GRAINGER W W INC — $233K
MEDICAL PPTYS TRUST INC — $72K
OCCIDENTAL PETE CORP — $214K
OPENDOOR TECHNOLOGIES INC — $99K
OREILLY AUTOMOTIVE INC — $209K
PACER FDS TR — $297K
PROGRESSIVE CORP — $2.4M
PROSPECT CAP CORP — $35K
SACHEM CAP CORP — $23K
… and 12 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