StockDriftsStockDriftsTop 50 Teamwork Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.21% | 156.0K | $45.1M | +1.95%(+2.98K) | $138.06(+121.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.75% | 168.4K | $40.1M | -6.04%(-10.83K) | $151.79(+72.95%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 3.47% | 405.8K | $37.2M | +64.88%(+159.68K) | $91.70(-0.17%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.14% | 167.9K | $33.6M | -1.83%(-3.13K) | $55.45(+307.69%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.62% | 569.7K | $28.1M | +4.61%(+25.13K) | $42.95(+18.44%) | 2026-06-30 | |
| GRNJ | TIDAL TRUST III | 2.42% | 825.7K | $26.0M | +3.15%(+25.22K) | $25.35(+23.70%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.28% | 68.5K | $24.5M | +0.08%(+57) | $159.53(+116.08%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.26% | 41.6K | $24.2M | -52.69%(-46.33K) | $141.91(+260.98%) | 2026-06-30 | |
| XAR | SPDR SERIES TRUST | 2.24% | 84.6K | $24.0M | +12.97%(+9.71K) | $199.37(+48.84%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 2.22% | 403.0K | $23.7M | +12.16%(+43.70K) | $48.91(+19.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.97% | +60.04% | +6.35% | +36.05% |
| Top 20 Holdings Unweighted | +19.07% | +68.80% | +7.08% | +40.78% |
Teamwork Financial Advisors, LLC reports $1.10B in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.2%), AMZN (3.8%) and BIL (3.5%). The top 20 holdings account for 46.81% of reported assets. Its disclosed equity book has returned +60.04% on a three-year cumulative basis. Figures reflect the Q2 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