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 (2026-03-31)

Teamwork Financial Advisors, LLC (CIK 1629931) reported $946.3M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($45.0M, 4.76%), AMZN ($43.8M, 4.62%), NVDA ($37.0M, 3.91%), MSFT ($24.1M, 2.55%), CGDV ($23.2M, 2.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$45.0M4.76%177,351Trimmed
2AMZNAMAZON COM INC$43.8M4.62%210,136Trimmed
3NVDANVIDIA CORPORATION$37.0M3.91%212,172Trimmed
4MSFTMICROSOFT CORP$24.1M2.55%65,116Trimmed
5CGDVCAPITAL GROUP DIVIDEND VALUE$23.2M2.45%544,530Trimmed
6XOMEXXON MOBIL CORP$22.8M2.41%134,345Added
7BILSPDR SERIES TRUST$22.6M2.38%246,102Trimmed
8WOMNTIDAL TRUST III$20.0M2.12%800,456New
9GOOGLALPHABET INC$19.7M2.08%68,401Trimmed
10ICOWPACER FDS TR$19.4M2.05%457,093New
11METAMETA PLATFORMS INC$19.2M2.02%33,489Trimmed
12XARSPDR SERIES TRUST$19.0M2.01%74,902Added
13AMDADVANCED MICRO DEVICES INC$18.3M1.94%90,131Added
14PAVEGLOBAL X FDS$18.3M1.93%359,306New
15NFLXNETFLIX INC.$17.7M1.87%184,146Added
16TSLATESLA INC$16.6M1.75%44,655Trimmed
17GEVGE VERNOVA INC$16.4M1.73%18,775Trimmed
18JPMJPMORGAN CHASE & CO$15.8M1.67%53,779Trimmed
19HOODROBINHOOD MKTS INC$15.3M1.62%221,018Added
20COSTCOSTCO WHOLESALE CORPORATION$15.3M1.62%15,381Trimmed
21PLTRPALANTIR TECHNOLOGIES INC$15.1M1.60%103,206Added
22PWRQUANTA SVCS INC$15.1M1.60%27,560Trimmed
23CVXCHEVRON CORPORATION$14.8M1.57%71,582Added
24ANETARISTA NETWORKS INC$14.6M1.54%119,049Trimmed
25AVGOBROADCOM INC$13.3M1.40%42,897Trimmed

Source: SEC Form 13F filings · as of 2026-03-31