Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Team Financial Group, LLC (CIK 1845163) reported $235.5M across 56 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRW ($39.0M, 16.54%), EPS ($35.6M, 15.11%), USFR ($19.5M, 8.26%), SCHG ($18.9M, 8.01%), USMF ($15.5M, 6.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $39.0M | 16.54% | 407,395 | Added |
| 2 | EPS | WISDOMTREE U.S. LARGECAP FUND | $35.6M | 15.11% | 457,411 | Added |
| 3 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $19.5M | 8.26% | 386,358 | Trimmed |
| 4 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $18.9M | 8.01% | 557,480 | Added |
| 5 | USMF | WISDOMTREE U.S. MULTIFACTOR FUND | $15.5M | 6.58% | 285,798 | Trimmed |
| 6 | PTRB | PGIM TOTAL RETURN BOND ETF | $13.3M | 5.64% | 320,609 | Trimmed |
| 7 | PSDM | PGIM SHORT DURATION MULTI-SECTOR BOND ETF | $11.1M | 4.72% | 218,467 | Added |
| 8 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $10.8M | 4.59% | 106,286 | Added |
| 9 | AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $10.3M | 4.37% | 112,982 | Added |
| 10 | COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $9.2M | 3.91% | 229,660 | Added |
| 11 | AVMV | AVANTIS U.S. MID CAP VALUE ETF | $7.8M | 3.29% | 96,363 | Added |
| 12 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $6.8M | 2.91% | 54,868 | Trimmed |
| 13 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $6.2M | 2.65% | 78,500 | Added |
| 14 | COWZ | PACER US CASH COWS 100 ETF | $5.5M | 2.34% | 88,574 | Trimmed |
| 15 | GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $3.0M | 1.25% | 130,413 | Added |
| 16 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.2M | 0.93% | 22,647 | Added |
| 17 | PAAA | PGIM AAA CLO ETF | $1.9M | 0.80% | 36,970 | Added |
| 18 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1.6M | 0.67% | 65,251 | Added |
| 19 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.6M | 0.67% | 31,728 | Added |
| 20 | IVV | ISHARES CORE S&P 500 ETF | $1.3M | 0.54% | 1,695 | Added |
| 21 | AVMC | AVANTIS U.S. MID CAP EQUITY ETF | $1.2M | 0.49% | 14,516 | Added |
| 22 | AVLC | AVANTIS U.S. LARGE CAP EQUITY ETF | $931,890 | 0.40% | 10,359 | Added |
| 23 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $778,862 | 0.33% | 13,780 | Trimmed |
| 24 | AAPL | APPLE INC COM | $787,753 | 0.33% | 2,722 | Added |
| 25 | DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $596,137 | 0.25% | 10,044 | Added |
Source: SEC Form 13F filings · as of 2026-06-30