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 $220.3M across 272 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRW ($34.4M, 15.62%), EPS ($30.7M, 13.94%), USFR ($20.0M, 9.08%), USMF ($18.1M, 8.21%), SCHG ($15.1M, 6.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $34.4M | 15.62% | 391,711 | Added |
| 2 | EPS | WISDOMTREE U.S. LARGECAP FUND | $30.7M | 13.94% | 450,773 | Added |
| 3 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $20.0M | 9.08% | 397,299 | Trimmed |
| 4 | USMF | WISDOMTREE U.S. MULTIFACTOR FUND | $18.1M | 8.21% | 366,309 | Trimmed |
| 5 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $15.1M | 6.83% | 516,821 | Added |
| 6 | PTRB | PGIM TOTAL RETURN BOND ETF | $13.9M | 6.29% | 333,938 | Added |
| 7 | PSDM | PGIM SHORT DURATION MULTI-SECTOR BOND ETF | $10.2M | 4.64% | 200,595 | Added |
| 8 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $9.8M | 4.44% | 103,213 | Added |
| 9 | COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $7.6M | 3.47% | 226,280 | Added |
| 10 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $6.9M | 3.15% | 74,793 | Trimmed |
| 11 | AVMV | AVANTIS U.S. MID CAP VALUE ETF | $6.8M | 3.08% | 91,574 | Added |
| 12 | COWZ | PACER US CASH COWS 100 ETF | $6.7M | 3.03% | 106,652 | Trimmed |
| 13 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $6.3M | 2.84% | 56,722 | Trimmed |
| 14 | AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $4.6M | 2.08% | 56,799 | Added |
| 15 | GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $3.0M | 1.36% | 125,260 | Trimmed |
| 16 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.0M | 0.91% | 22,547 | Added |
| 17 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1.6M | 0.71% | 64,830 | Added |
| 18 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.5M | 0.69% | 30,385 | Added |
| 19 | IVV | ISHARES CORE S&P 500 ETF | $945,331 | 0.43% | 1,447 | Added |
| 20 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $753,665 | 0.34% | 14,345 | Trimmed |
| 21 | AAPL | APPLE INC COM | $690,310 | 0.31% | 2,720 | Trimmed |
| 22 | BSV | VANGUARD SHORT-TERM BOND ETF | $587,638 | 0.27% | 7,494 | Trimmed |
| 23 | DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $530,060 | 0.24% | 10,009 | Trimmed |
| 24 | PULS | PGIM ULTRA SHORT BOND ETF | $537,064 | 0.24% | 10,850 | Trimmed |
| 25 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $487,002 | 0.22% | 3,288 | Added |
Source: SEC Form 13F filings · as of 2026-03-31