Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Teamwork Financial Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Teamwork Financial Advisors, LLC (CIK 1629931) reported $1.10B across 184 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($50.8M, 4.61%), AMZN ($46.1M, 4.19%), NVDA ($37.4M, 3.40%), BIL ($37.2M, 3.37%), CGDV ($28.1M, 2.55%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$50.8M4.61%175,429Trimmed
2AMZNAMAZON COM INC$46.1M4.19%193,507Trimmed
3NVDANVIDIA CORPORATION$37.4M3.40%187,045Trimmed
4BILSPDR SERIES TRUST$37.2M3.37%405,781Added
5CGDVCAPITAL GROUP DIVIDEND VALUE$28.1M2.55%569,657Added
6GRNJTIDAL TRUST III$26.0M2.36%825,676Added
7GOOGLALPHABET INC$24.5M2.22%68,458Added
8AMDADVANCED MICRO DEVICES INC$24.2M2.19%41,602Trimmed
9XARSPDR SERIES TRUST$24.0M2.18%84,616Added
10PAVEGLOBAL X FDS$23.7M2.15%403,005Added
11MSFTMICROSOFT CORP$23.3M2.11%62,478Trimmed
12HOODROBINHOOD MKTS INC$22.2M2.01%221,419Added
13KLACKLA CORP$20.7M1.88%68,668Added
14ICOWPACER FDS TR$20.8M1.88%498,555Added
15METAMETA PLATFORMS INC$20.4M1.85%36,251Added
16TSLATESLA INC$20.0M1.82%47,610Added
17GEVGE VERNOVA INC$18.7M1.69%15,885Trimmed
18XOMEXXON MOBIL CORP$18.3M1.66%134,070Trimmed
19ANETARISTA NETWORKS INC$17.9M1.62%105,217Trimmed
20PWRQUANTA SVCS INC$16.8M1.52%23,295Trimmed
21JPMJPMORGAN CHASE & CO$16.5M1.50%50,374Trimmed
22CATCATERPILLAR INC$15.8M1.44%14,865Trimmed
23NOWSERVICENOW INC$15.4M1.39%154,649Added
24AVGOBROADCOM INC$14.5M1.32%38,403Trimmed
25GEGE AEROSPACE$14.2M1.29%38,015Added

Source: SEC Form 13F filings · as of 2026-06-30