StockDriftsStockDriftsTop 50 Teamwork Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 4.17% | 144.5K | $36.0M | -14.17%(-23.87K) | $151.79(+72.90%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.13% | 107.3K | $35.7M | -31.25%(-48.77K) | $138.06(+148.41%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.3% | 124.7K | $28.5M | -25.74%(-43.23K) | $55.45(+291.51%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.25% | 575.7K | $28.1M | +1.07%(+6.08K) | $43.01(+13.99%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 2.52% | 425.0K | $21.8M | new | $48.47(+11.68%) | 2026-09-30 | |
| PAVE | GLOBAL X FDS | 2.47% | 407.1K | $21.4M | +1.02%(+4.10K) | $49.00(+7.70%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.44% | 41.1K | $21.1M | -34.04%(-21.20K) | $366.95(+45.39%) | 2026-09-30 | |
| ICOW | PACER FDS TR | 2.43% | 500.1K | $21.0M | +0.32%(+1.59K) | $31.74(+34.89%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.43% | 61.1K | $21.0M | -10.76%(-7.37K) | $159.53(+115.75%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.35% | 33.2K | $20.3M | -20.21%(-8.41K) | $141.91(+279.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.33% | +57.41% | +7.99% | +46.86% |
| Top 20 Holdings Unweighted | +19.09% | +68.89% | +8.16% | +47.99% |
Teamwork Financial Advisors LLC reports $908.43M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (4.2%), AAPL (4.1%) and NVDA (3.3%). The top 20 holdings account for 47.32% of reported assets. Its disclosed equity book has returned +57.41% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Teamwork Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1629931). View Teamwork Financial Advisors LLC’s 13F filings on SEC