Q3 2026 13F · SEC CIK 1629931

Teamwork Financial Advisors, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $864.3M
Reported positions: 150
Top holdings a year, 3 yrs: +17.4%
Assets under management: $1.0B

Teamwork Financial Advisors, LLC is a wealth manager that reported 150 positions worth $864.3M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Amazon Com Inc (AMZN, 4.2%), Apple Inc (AAPL, 4.1%), Nvidia Corporation (NVDA, 3.3%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Teamwork Financial Advisors, LLC holdings largest 50 of 150 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Teamwork Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc	4.2%	3.7%	144,540	-14.2%	$36.0M
AAPLApple Inc	4.1%	4.2%	107,263	-31.3%	$35.7M
NVDANvidia Corporation	3.3%	3.1%	124,712	-25.7%	$28.5M
CGDVCapital Group Dividend Value	3.3%	2.6%	575,735	+1.1%	$28.1M
VFLOVictory Portfolios II Victoryshares Free	2.5%	—	424,999	—	$21.8M
PAVEGlobal X U.s. Infrastructure Development	2.5%	2.2%	407,101	+1.0%	$21.4M
MSFTMicrosoft Corp	2.4%	2.2%	41,081	-34.0%	$21.1M
ICOWPacer Fds Tr	2.4%	1.9%	500,147	+0.3%	$21.0M
GOOGLAlphabet Inc	2.4%	2.3%	61,089	-10.8%	$21.0M
AMDAdvanced Micro Devices Inc	2.3%	2.3%	33,193	-20.2%	$20.3M
SFLOVictory Portfolios II	2.3%	—	534,484	—	$19.9M
BILSpdr Series Trust	1.8%	3.5%	171,103	-57.8%	$15.7M
INTCIntel Corp	1.8%	—	129,502	—	$15.6M
TSLATesla Inc	1.8%	1.8%	42,882	-8.4%	$15.2M
PWRQuanta Svcs Inc	1.8%	1.6%	23,670	+2.0%	$15.2M
HOODRobinhood Mkts Inc	1.7%	2.0%	133,657	-38.9%	$15.0M
MUMicron Technology Inc	1.7%	—	13,771	—	$14.7M
GEVGe Vernova Inc	1.7%	1.7%	15,321	-3.6%	$14.6M
ANETArista Networks Inc	1.7%	1.7%	71,490	-31.5%	$14.6M
PLTRPalantir Technologies Inc	1.6%	1.2%	74,040	-30.2%	$13.8M
KLACKla Corp	1.6%	1.9%	70,368	+2.5%	$13.7M
DEDeere & Co	1.5%	1.3%	19,849	-7.5%	$13.3M
LLYEli Lilly & Co	1.5%	1.2%	11,307	+6.0%	$13.1M
NOWServicenow Inc	1.5%	1.4%	97,021	-37.3%	$13.0M
ETNEaton Corp PLC	1.5%	1.2%	30,054	+2.9%	$12.9M
CATCaterpillar Inc	1.5%	1.5%	15,858	+6.7%	$12.9M
SPCXSpace Exploration Techn Corp	1.5%	—	84,507	—	$12.7M
JPMJpmorgan Chase & Co	1.4%	1.5%	37,882	-23.6%	$12.5M
CDNSCadence Design System Inc	1.4%	1.1%	37,893	+22.8%	$12.5M
TJXTjx Cos Inc New	1.4%	1.1%	93,907	+19.8%	$12.4M
GSGoldman Sachs Group Inc	1.4%	1.3%	13,767	+1.7%	$12.4M
FCXFreeport Mcmoran Inc	1.4%	—	176,887	—	$12.4M
PMPhilip Morris Intl Inc	1.4%	1.1%	64,009	-2.6%	$12.2M
COSTCostco Wholesale Corporation	1.4%	1.3%	13,395	-11.7%	$12.2M
VSTVistra Corp	1.4%	1.1%	88,120	+19.1%	$12.2M
PKGPackaging Corp Amer	1.4%	1.2%	51,463	-0.9%	$11.8M
GEGe Aerospace	1.3%	1.3%	37,297	-0.6%	$11.6M
XOMExxonmobil Holdings Corp	1.3%	—	71,500	—	$11.6M
ORCLOracle Corp	1.3%	1.0%	84,433	+19.1%	$11.6M
UNPUnion Pac Corp	1.3%	1.1%	42,318	-4.0%	$11.5M
UNHUnitedhealth Group Inc	1.3%	1.2%	31,218	-0.3%	$11.5M
BNYBank of Ny Mellon Corp	1.3%	1.1%	78,686	-4.9%	$11.4M
MNSTMonster Beverage Corp New	1.3%	1.2%	269,498	+101.9%	$11.2M
VRTVertiv Holdings Co	1.3%	—	46,207	—	$11.2M
NFLXNetflix Inc.	1.3%	1.2%	159,759	-14.6%	$11.1M
OKEOneok Inc New	1.3%	—	128,660	—	$11.0M
CFCf Industries Hold	1.2%	0.9%	93,530	+0.2%	$10.8M
LMTLockheed Martin Corp	1.2%	—	20,919	—	$10.7M
GRNYTidal Trust I	1.0%	—	298,537	—	$8.3M
METAMeta Platforms Inc	0.8%	1.8%	9,965	-71.1%	$7.2M

What Teamwork Financial Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$864.3M	150
Q2 2026	$1.1B	184
Q1 2026	$900.0M	179
Q4 2025	$938.4M	173
Q3 2025	$918.1M	177
Q2 2025	$814.9M	168
Q1 2025	$725.8M	155
Q4 2024	$767.7M	160
Q3 2024	$721.5M	159
Q2 2024	$674.6M	137
Q1 2024	$649.5M	179
Q4 2023	$582.8M	184

Questions about Teamwork Financial Advisors, LLC's portfolio

What stocks does Teamwork Financial Advisors, LLC own?

Teamwork Financial Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 150 positions worth $864.3M. The largest are Amazon Com Inc (AMZN) at 4.2%, Apple Inc (AAPL) at 4.1%, Nvidia Corporation (NVDA) at 3.3%, Capital Group Dividend Value (CGDV) at 3.3% and Victory Portfolios II Victoryshares Free (VFLO) at 2.5%.

What did Teamwork Financial Advisors, LLC buy last quarter?

In Q3 2026, Teamwork Financial Advisors, LLC added Monster Beverage Corp New (MNST) (+101.9% shares), Cadence Design System Inc (CDNS) (+22.8% shares) and Tjx Cos Inc New (TJX) (+19.8% shares), compared with its Q2 2026 filing.

What did Teamwork Financial Advisors, LLC sell last quarter?

In Q3 2026, Teamwork Financial Advisors, LLC cut from its top 50 Tidal Trust III (GRNJ), cut from its top 50 State Streer (XAR), cut from its top 50 Broadcom Inc (AVGO), cut from its top 50 Pnc Finl Svcs Group Inc (PNC), cut from its top 50 American Express Co (AXP), Meta Platforms Inc (META) (-71.1% shares), Spdr Series Trust (BIL) (-57.8% shares) and Robinhood Mkts Inc (HOOD) (-38.9% shares), compared with its Q2 2026 filing.

How has Teamwork Financial Advisors, LLC's portfolio performed?

A portfolio copying Teamwork Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Teamwork Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Teamwork Financial Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Teamwork Financial Advisors, LLC manage?

Teamwork Financial Advisors, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $864.3M.