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: $946.3M175 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.6M	0.2%	15,886 SH	New
ABBVIE INC	COM	$429K	0.0%Prev: 1.5%	1,972 SH	Decreased-51,467 SH
ADOBE INC	COM	$3.3M	0.4%Prev: 0.3%	13,756 SH	Increased+8,200 SH
ADVANCED MICRO DEVICES INC	COM	$18.3M	1.9%Prev: 0.7%	90,131 SH	Increased+35,588 SH
AIR PRODUCTS AND CHEMICALS I	COM	$11.9M	1.3%	40,841 SH	New
ALPHABET INC	CAP STK CL A	$19.7M	2.1%Prev: 1.1%	68,401 SH	Increased+16,229 SH
ALPHABET INC	CAP STK CL C	$5.4M	0.6%Prev: 0.8%	18,757 SH	Decreased-17,711 SH
ALPS ETF TR	ALERIAN MLP	$414K	0.0%Prev: 0.1%	7,863 SH	Decreased-767 SH
ALTRIA GROUP INC	COM	$498K	0.1%Prev: 0.1%	7,543 SH	Decreased-2,526 SH
AMAZON COM INC	COM	$43.8M	4.6%Prev: 6.6%	210,136 SH	Decreased-51,582 SH
AMERICAN EXPRESS CO	COM	$11.6M	1.2%Prev: 0.5%	38,220 SH	Increased+24,292 SH
AMGEN INC	COM	$3.5M	0.4%Prev: 0.1%	9,835 SH	Increased+7,683 SH
APPLE INC	COM	$45.0M	4.8%Prev: 6.1%	177,351 SH	Decreased-27,738 SH
APPLIED MATLS INC	COM	$911K	0.1%Prev: 0.2%	2,664 SH	Decreased-6,616 SH
ARISTA NETWORKS INC	COM SHS	$14.6M	1.5%Prev: 2.7%	119,049 SH	Decreased-143,276 SH
ASML HLDG NV	N Y REGISTRY SHS	$474K	0.1%	359 SH	New
ASTERA LABS INC	COM	$695K	0.1%	6,341 SH	New
AT&T INC	COM	$671K	0.1%Prev: 0.1%	23,150 SH	Increased+987 SH
ATMOS ENERGY CORP	COM	$249K	0.0%Prev: 0.0%	1,346 SH	Increased
AXON ENTERPRISE INC	COM	$358K	0.0%Prev: 0.5%	844 SH	Decreased-5,813 SH
BANK NEW YORK MELLON CORP	COM	$11.8M	1.2%Prev: 0.4%	99,387 SH	Increased+61,458 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	0.4%Prev: 2.8%	7,298 SH	Decreased-32,420 SH
BITMINE IMMERSION TECNOLOGIE	COM NEW	$1.9M	0.2%	96,921 SH	New
BLUE OWL CAPITAL CORPORATION	COM	$120K	0.0%Prev: 0.0%	10,859 SH	Decreased-9,938 SH
BOEING CO	COM	$284K	0.0%Prev: 0.0%	1,429 SH	Decreased-325 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$231K	0.0%Prev: 0.0%	3,943 SH	Increased-1,517 SH
BROADCOM INC	COM	$13.3M	1.4%Prev: 0.3%	42,897 SH	Increased+28,145 SH
CACI INTL INC	CL A	$654K	0.1%	1,202 SH	New
CADENCE DESIGN SYSTEM INC	COM	$11.0M	1.2%Prev: 0.4%	39,619 SH	Increased+26,581 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$23.2M	2.4%	544,530 SH	New
CATERPILLAR INC	COM	$12.1M	1.3%Prev: 0.5%	17,149 SH	Increased+5,026 SH
CHEVRON CORPORATION	COM	$14.8M	1.6%	71,582 SH	New
CLOUDFLARE INC	CL A COM	$1.4M	0.1%	6,751 SH	New
COCA COLA CO	COM	$245K	0.0%	3,220 SH	New
COSTCO WHOLESALE CORPORATION	COM	$15.3M	1.6%	15,381 SH	New
CROWDSTRIKE HLDGS INC	CL A	$12.2M	1.3%Prev: 0.6%	31,136 SH	Increased+18,757 SH
DEERE & CO	COM	$10.4M	1.1%	18,436 SH	New
DEVON ENERGY CORP NEW	COM	$205K	0.0%Prev: 0.0%	4,082 SH	Decreased-5,326 SH
DIAMONDBACK ENERGY INC	COM	$3.3M	0.3%Prev: 0.8%	16,567 SH	Decreased-19,577 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$10.0M	1.1%Prev: 0.1%	86,092 SH	Increased+81,533 SH
EATON CORP PLC	SHS	$11.4M	1.2%Prev: 0.4%	31,844 SH	Increased+21,444 SH
EMERSON ELEC CO	COM	$3.5M	0.4%Prev: 0.6%	26,665 SH	Decreased-17,797 SH
ENBRIDGE INC	COM	$326K	0.0%Prev: 0.0%	6,020 SH	Decreased-1,456 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$328K	0.0%Prev: 0.1%	16,982 SH	Decreased-6,824 SH
ENTERPRISE PRODS PARTNERS L	COM	$4.2M	0.4%Prev: 0.2%	110,460 SH	Increased+71,138 SH
EOG RES INC	COM	$1.9M	0.2%Prev: 0.1%	13,142 SH	Increased+9,218 SH
EOS ENERGY ENTERPRISES INC	COM CL A	$75K	0.0%	15,101 SH	New
EPR PPTYS	COM SH BEN INT	$481K	0.1%Prev: 0.1%	9,635 SH	Decreased-1,349 SH
EXXON MOBIL CORP	COM	$22.8M	2.4%Prev: 1.8%	134,345 SH	Increased+20,710 SH
FATHOM HOLDINGS INC	COM	$7K	0.0%Prev: 0.0%	12,402 SH	Decreased
FEDEX CORP	COM	$205K	0.0%	574 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$4.0M	0.4%	82,007 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$2.7M	0.3%	53,919 SH	New
FORD MTR CO	COM	$132K	0.0%	11,456 SH	New
GARMIN LTD	SHS	$1.1M	0.1%Prev: 0.5%	4,796 SH	Decreased-11,107 SH
GE AEROSPACE	COM NEW	$10.3M	1.1%	36,428 SH	New
GE VERNOVA INC	COM	$16.4M	1.7%Prev: 0.4%	18,775 SH	Increased+8,965 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.3M	0.3%Prev: 2.3%	44,212 SH	Decreased-224,976 SH
GLOBAL X FDS	US INFR DEV ETF	$18.3M	1.9%	359,306 SH	New
GOLDMAN SACHS GROUP INC	COM	$12.1M	1.3%Prev: 0.4%	14,360 SH	Increased+9,181 SH
HOME DEPOT INC	COM	$305K	0.0%Prev: 0.0%	926 SH	Increased+276 SH
INTERNATIONAL BUSINESS MACHS	COM	$543K	0.1%Prev: 0.1%	2,241 SH	Decreased-809 SH
INTUITIVE SURGICAL INC	COM NEW	$521K	0.1%Prev: 2.4%	1,131 SH	Decreased-35,204 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%Prev: 0.1%	1,998 SH	Increased-170 SH
IREN LIMITED	ORDINARY SHARES	$582K	0.1%	16,988 SH	New
IRON MTN INC DEL	COM	$366K	0.0%Prev: 0.1%	3,580 SH	Decreased-884 SH
ISHARES GOLD TR	ISHARES NEW	$497K	0.1%Prev: 0.0%	5,633 SH	Increased+690 SH
ISHARES INC	US POWER INFRAST	$839K	0.1%	32,005 SH	New
ISHARES SILVER TR	ISHARES	$299K	0.0%	4,381 SH	New
ISHARES TR	CORE DIV GRWTH	$1.5M	0.2%Prev: 0.1%	20,953 SH	Increased+7,084 SH
ISHARES TR	CORE HIGH DV ETF	$1.1M	0.1%Prev: 0.2%	7,988 SH	Decreased-2,149 SH
ISHARES TR	CORE S&P SCP ETF	$410K	0.0%Prev: 0.1%	3,297 SH	Decreased-3,695 SH
ISHARES TR	CORE S&P US GWT	$228K	0.0%	1,470 SH	New
ISHARES TR	CORE S&P500 ETF	$1.7M	0.2%Prev: 0.1%	2,545 SH	Increased+1,024 SH
ISHARES TR	MSCI USA MMENTM	$408K	0.0%Prev: 0.0%	1,700 SH	Increased+35 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.9M	0.4%Prev: 5.7%	68,979 SH	Decreased-684,708 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$314K	0.0%Prev: 0.0%	6,274 SH	Increased+78 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.2M	0.1%Prev: 3.9%	21,959 SH	Decreased-536,469 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$383K	0.0%Prev: 0.0%	6,250 SH	Increased+77 SH
JOHNSON & JOHNSON	COM	$369K	0.0%	1,509 SH	New
JPMORGAN CHASE & CO	COM	$15.8M	1.7%	53,779 SH	New
KINDER MORGAN INC DEL	COM	$459K	0.0%Prev: 0.1%	13,675 SH	Decreased-8,400 SH
KLA CORP	COM NEW	$12.7M	1.3%Prev: 0.1%	8,605 SH	Increased+7,632 SH
LAM RESEARCH CORP	COM NEW	$293K	0.0%	1,373 SH	New
LITHIUM AMERS CORP NEW	COM SHS	$3.4M	0.4%Prev: 0.3%	859,920 SH	Increased+2,166 SH
LIVE NATION ENTERTAINMENT IN	COM	$313K	0.0%Prev: 0.1%	2,051 SH	Decreased-1,734 SH
LOCKHEED MARTIN CORP	COM	$364K	0.0%	603 SH	New
MARTIN MARIETTA MATLS INC	COM	$235K	0.0%	400 SH	New
MCDONALDS CORP	COM	$223K	0.0%	719 SH	New
MERCADOLIBRE INC	COM	$832K	0.1%Prev: 0.1%	481 SH	Decreased+27 SH
META PLATFORMS INC	CL A	$19.2M	2.0%Prev: 2.6%	33,489 SH	Decreased-489 SH
MICRON TECHNOLOGY INC	COM	$1.2M	0.1%Prev: 0.2%	3,658 SH	Decreased-11,431 SH
MICROSOFT CORP	COM	$24.1M	2.5%Prev: 2.2%	65,116 SH	Increased+21,522 SH
MONSTER BEVERAGE CORP NEW	COM	$10.1M	1.1%	139,827 SH	New
MPLX LP	COM UNIT REP LTD	$223K	0.0%	3,910 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$1.0M	0.1%	9,761 SH	New
NEOS ETF TRUST	NASDAQ 100 HIGH	$6.5M	0.7%	131,273 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$7.3M	0.8%	148,370 SH	New
NETFLIX INC.	COM	$17.7M	1.9%	184,146 SH	New
NORTHROP GRUMMAN CORP	COM	$9.5M	1.0%	13,970 SH	New
NOVO-NORDISK A S	ADR	$3.7M	0.4%Prev: 0.3%	100,124 SH	Increased+68,241 SH
NVIDIA CORPORATION	COM	$37.0M	3.9%Prev: 3.9%	212,172 SH	Increased-58,430 SH
OMEGA HEALTHCARE INVS INC	COM	$784K	0.1%Prev: 0.1%	17,884 SH	Increased-581 SH
ONEOK INC NEW	COM	$11.5M	1.2%	127,315 SH	New
ORACLE CORP	COM	$2.4M	0.3%Prev: 0.6%	16,479 SH	Decreased-14,355 SH
PACER FDS TR	DATA & DIGI REVO	$1.0M	0.1%	16,611 SH	New
PACER FDS TR	DEVELOPED MRKT	$19.4M	2.0%	457,093 SH	New
PACER FDS TR	METAURUS CAP 400	$1.6M	0.2%Prev: 0.3%	40,103 SH	Decreased-23,393 SH
PACER FDS TR	US CASH COWS 100	$544K	0.1%Prev: 3.4%	8,701 SH	Decreased-458,963 SH
PACER FDS TR	US LRG CP CASH	$2.8M	0.3%	82,482 SH	New
PACKAGING CORP AMER	COM	$9.7M	1.0%	45,756 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$15.1M	1.6%Prev: 0.3%	103,206 SH	Increased+72,850 SH
PALO ALTO NETWORKS INC	COM	$2.2M	0.2%Prev: 0.5%	13,574 SH	Decreased-7,445 SH
PEPSICO INC	COM	$321K	0.0%Prev: 0.2%	2,067 SH	Decreased-7,461 SH
PHILIP MORRIS INTL INC	COM	$393K	0.0%Prev: 0.1%	2,378 SH	Increased-17 SH
PHILLIPS 66	COM	$532K	0.1%Prev: 0.0%	2,922 SH	Increased+465 SH
PNC FINL SVCS GROUP INC	COM	$10.1M	1.1%	48,691 SH	New
PPG INDS INC	COM	$9.3M	1.0%	86,615 SH	New
QUALCOMM INC	COM	$280K	0.0%Prev: 0.4%	2,174 SH	Decreased-16,000 SH
QUANTA SVCS INC	COM	$15.1M	1.6%Prev: 0.4%	27,560 SH	Increased+15,946 SH
REALTY INCOME CORP	COM	$893K	0.1%Prev: 0.1%	14,594 SH	Decreased-2,810 SH
REDDIT INC	CL A	$6.8M	0.7%	50,698 SH	New
ROBINHOOD MKTS INC	COM CL A	$15.3M	1.6%Prev: 0.1%	221,018 SH	Increased+199,054 SH
ROCKET LAB CORP	COM	$344K	0.0%	5,352 SH	New
RTX CORPORATION	COM	$237K	0.0%	1,226 SH	New
RUBRIK INC.	CL A	$815K	0.1%	16,642 SH	New
S&P GLOBAL INC	COM	$279K	0.0%Prev: 0.5%	656 SH	Decreased-6,514 SH
SALESFORCE INC	COM	$2.1M	0.2%Prev: 0.2%	11,019 SH	Increased+6,229 SH
SCHWAB CHARLES CORP	COM	$209K	0.0%	2,223 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.9M	0.2%Prev: 0.4%	62,454 SH	Decreased-40,757 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$323K	0.0%Prev: 0.0%	11,104 SH	Increased+1,192 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$256K	0.0%	2,305 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$335K	0.0%	3,077 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$622K	0.1%	10,146 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$3.9M	0.4%	78,021 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$227K	0.0%	1,546 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$3.9M	0.4%	24,055 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$302K	0.0%	2,275 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$474K	0.1%	10,329 SH	New
SENTINELONE INC	CL A	$187K	0.0%	14,523 SH	New
SERVICENOW INC	COM	$3.3M	0.3%Prev: 0.1%	31,614 SH	Increased+30,977 SH
SOFI TECHNOLOGIES INC	COM	$3.4M	0.4%Prev: 0.1%	212,789 SH	Increased+132,539 SH
SPDR GOLD TR	GOLD SHS	$559K	0.1%Prev: 2.6%	1,299 SH	Decreased-66,145 SH
SPDR SERIES TRUST	STATE STREET SPD	$44.3M	4.7%	365,806 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$433K	0.0%	666 SH	New
STRATEGY INC	CL A NEW	$1.9M	0.2%	15,578 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$6.1M	0.6%	18,140 SH	New
TEMA ETF TRUST	ELECTRIFICATION	$1.4M	0.1%	40,029 SH	New
TESLA INC	COM	$16.6M	1.8%Prev: 2.9%	44,655 SH	Decreased-39,831 SH
TEXAS PACIFIC LAND CORPORATI	COM	$7.0M	0.7%	14,795 SH	New
TIDAL TRUST I	FUNDSTRAT GRANNY	$7.4M	0.8%	309,230 SH	New
TIDAL TRUST I	SOFI SELECT 500	$2.3M	0.2%	18,645 SH	New
TIDAL TRUST III	FUNDSTRAT GRANNY	$20.0M	2.1%	800,456 SH	New
TJX COS INC NEW	COM	$11.8M	1.3%Prev: 0.0%	74,173 SH	Increased+71,950 SH
UBER TECHNOLOGIES INC	COM	$2.4M	0.2%Prev: 2.1%	32,804 SH	Decreased-183,384 SH
UIPATH INC	CL A	$1.7M	0.2%	155,611 SH	New
UNION PAC CORP	COM	$9.8M	1.0%	40,268 SH	New
UNITED PARCEL SVCS INC	CL B	$209K	0.0%	2,123 SH	New
UNITEDHEALTH GROUP INC	COM	$433K	0.0%Prev: 0.0%	1,602 SH	Increased+1,031 SH
VALERO ENERGY CORP	COM	$5.7M	0.6%Prev: 0.4%	23,150 SH	Increased+126 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$370K	0.0%Prev: 0.0%	1,800 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$271K	0.0%	620 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	0.2%Prev: 0.2%	2,690 SH	Decreased-586 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$343K	0.0%	1,070 SH	New
VANGUARD INDEX FDS	VALUE ETF	$220K	0.0%	1,120 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$378K	0.0%Prev: 0.0%	1,758 SH	Increased-90 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$480K	0.1%Prev: 0.1%	3,243 SH	Increased-41 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$208K	0.0%	565 SH	New
VERIZON COMMUNICATIONS INC	COM	$624K	0.1%Prev: 0.1%	12,421 SH	Decreased-6,694 SH
VICI PPTYS INC	COM	$677K	0.1%Prev: 0.1%	24,777 SH	Decreased+2,871 SH
VISA INC	COM CL A	$7.1M	0.8%Prev: 0.3%	23,632 SH	Increased+16,521 SH
VISTRA CORP	COM	$11.5M	1.2%	76,607 SH	New
WALMART INC	COM	$743K	0.1%Prev: 0.1%	5,976 SH	Increased-132 SH
WOODWARD INC	COM	$291K	0.0%	812 SH	New
WP CAREY INC	COM	$490K	0.1%Prev: 0.1%	7,211 SH	Increased-370 SH

Sold (vs prior filing)

ABBOTT LABS — $3.4M
ACCENTURE PLC IRELAND — $1.9M
ALEXANDRIA REAL ESTATE EQ IN — $1.2M
ARES CAPITAL CORP — $229K
ASML HOLDING N V — $1.4M
CHEVRON CORP NEW — $500K
CHIPOTLE MEXICAN GRILL INC — $257K
CME GROUP INC — $226K
COSTCO WHSL CORP NEW — $16.5M
CROWN CASTLE INC — $753K
ELI LILLY & CO — $276K
FIRST TR MORNINGSTAR DIVID L — $2.1M
GLOBAL X FDS — $234K
GRAINGER W W INC — $1.0M
INVESCO EXCHANGE TRADED FD T — $745K
ISHARES BITCOIN TRUST ETF — $410K
ISHARES TR — $361K
ISHARES TR — $227K
J P MORGAN EXCHANGE TRADED F — $893K
J P MORGAN EXCHANGE TRADED F — $223K
… and 35 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