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Team Financial Group

Latest statistics and disclosures from Team Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, EPS, USFR, USMF, SCHG, and represent 53.68% of Team Financial Group's stock portfolio.
Added to shares of these 10 stocks: AVLV, SCHG, PTRB, SCHO, PSDM, DGRW, PAAA, LMBS, HD, AVLC.
Started 15 new stock positions in AVLC, WT, GDMN, TBG, BBAG, IAK, SYLD, WBD, IGV, BETA. AVNM, DIS, SCHJ, HYG, WTAI.
Reduced shares in these 10 stocks: USFR, USMF, COWZ, PULS, AAPL, AVUV, DGRS, BSV, ALL, AVGO.
Sold out of its positions in MO, AMTM, ECG, J, KNF, MDU, PFE, PVAL, VLO.
Team Financial Group was a net buyer of stock by $3.0M.
Team Financial Group has $220M in assets under management (AUM), dropping by -0.05%.
Central Index Key (CIK): 0001845163

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Portfolio Holdings for Team Financial Group

Team Financial Group holds 273 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	15.6	$34M		392k	87.84	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	13.9	$31M		451k	68.11	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	9.1	$20M	-12%	397k	50.34	View chart
Wisdomtree U.s. Multifactor Fund Etf (USMF)	8.2	$18M	-11%	366k	49.38	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	6.8	$15M	+7%	517k	29.13	View chart
Pgim Total Return Bond Etf Etf (PTRB)	6.3	$14M	+4%	334k	41.51	View chart
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)	4.6	$10M	+5%	201k	50.97	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	4.4	$9.8M		103k	94.73	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	3.5	$7.6M		226k	33.74	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	3.1	$6.9M		75k	92.69	View chart
Avantis U.s. Mid Cap Value Etf Etf (AVMV)	3.1	$6.8M	+2%	92k	74.18	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.0	$6.7M	-9%	107k	62.56	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	2.8	$6.3M		57k	110.47	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	2.1	$4.6M	+224%	57k	80.61	View chart
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)	1.4	$3.0M		125k	23.94	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.9	$2.0M		23k	89.33	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.7	$1.6M	+69%	65k	24.27	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.7	$1.5M	+24%	30k	49.81	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$945k	+4%	1.4k	653.30	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.3	$754k	-2%	14k	52.54	View chart
Apple Stock (AAPL)	0.3	$690k	-9%	2.7k	253.79	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$588k	-7%	7.5k	78.41	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.2	$537k	-15%	11k	49.50	View chart
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)	0.2	$530k	-9%	10k	52.96	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$490k		492.00	995.75	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$487k		3.3k	148.12	View chart
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)	0.2	$452k	+2%	9.9k	45.54	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.2	$447k	+247%	8.7k	51.18	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.2	$441k		6.6k	67.22	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$417k		3.9k	106.51	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.2	$387k		4.5k	86.36	View chart
Wisdomtree U.s. Short Term Corporate Bond Fund Etf (QSIG)	0.1	$329k	+36%	6.8k	48.52	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$328k	-4%	8.3k	39.43	View chart
Avantis U.s. Mid Cap Equity Etf Etf (AVMC)	0.1	$318k	+249%	4.4k	72.25	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$307k	+6%	3.9k	79.26	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	0.1	$307k		7.1k	43.45	View chart
Wisdomtree 1-3 Year Laddered Treasury Fund Etf (USSH)	0.1	$306k		6.1k	50.53	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$293k		2.0k	146.28	View chart
Amazon Stock (AMZN)	0.1	$282k		1.4k	208.27	View chart
Nvidia Corporation Stock (NVDA)	0.1	$280k		1.6k	174.37	View chart
Home Depot Stock (HD)	0.1	$279k	+874%	848.00	328.94	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$243k		2.3k	106.14	View chart
Procter & Gamble Stock (PG)	0.1	$237k	-7%	1.6k	144.43	View chart
Avantis U.s. Large Cap Equity Etf Etf (AVLC)	0.1	$234k	NEW	3.0k	77.54	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$232k		500.00	463.19	View chart
Unitedhealth Group Stock (UNH)	0.1	$225k		830.00	270.69	View chart
Wisdomtree U.s. Efficient Core Fund Etf (NTSX)	0.1	$224k	+7%	4.3k	52.15	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$223k	+33%	3.6k	62.68	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$217k	+9%	1.1k	191.75	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$215k	+23%	3.7k	58.19	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$204k	+10%	966.00	211.09	View chart
Microsoft Corp Stock (MSFT)	0.1	$183k	-14%	494.00	370.33	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$182k	+320%	846.00	215.13	View chart
Tesla Stock (TSLA)	0.1	$176k		473.00	371.75	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$171k	NEW	2.1k	80.05	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$170k		2.3k	74.36	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$169k	-10%	1.8k	94.24	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	0.1	$162k		4.1k	39.68	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$160k	+7%	1.4k	113.10	View chart
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)	0.1	$160k	+2%	2.5k	62.90	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.1	$159k		2.7k	58.06	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.1	$158k	+53%	2.7k	57.87	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$153k	-4%	3.1k	49.68	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$147k	+13%	1.9k	76.53	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$145k		503.00	287.46	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$142k		1.5k	92.75	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.1	$137k	NEW	5.5k	24.72	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$128k		196.00	650.34	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$127k		395.00	321.20	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$126k		2.0k	64.07	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.1	$124k	+11%	2.1k	59.22	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.1	$121k	+2831%	1.9k	62.30	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$120k	+23%	3.1k	38.42	View chart
Tbg Dividend Focus Etf Etf (TBG)	0.1	$119k	NEW	3.4k	34.86	View chart
Deere & Co Stock (DE)	0.1	$114k		202.00	564.66	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$112k		196.00	573.38	View chart
Jones Lang Lasalle Stock (JLL)	0.0	$98k		322.00	304.32	View chart
Spdr Gold Shares Etf (GLD)	0.0	$97k	+60%	226.00	430.29	View chart
Conocophillips Stock (COP)	0.0	$89k		677.00	131.91	View chart
Wisdomtree Efficient Gold Plus Gold Miners Strategy Fund Etf (GDMN)	0.0	$89k	NEW	875.00	101.18	View chart
International Business Machs Stock (IBM)	0.0	$88k		365.00	242.14	View chart
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)	0.0	$88k		2.2k	40.13	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$88k	-14%	555.00	158.57	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$88k		1.2k	72.41	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$85k		1.8k	46.52	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$85k		352.00	239.95	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$84k		1.2k	69.72	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$83k		3.0k	27.85	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$83k	+7%	2.3k	36.21	View chart
Allstate Corp Stock (ALL)	0.0	$80k	-32%	387.00	207.34	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$80k		4.3k	18.40	View chart
Wisdomtree 7-10 Year Laddered Treasury Fund Etf (USIN)	0.0	$79k		1.6k	50.11	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$76k	+22%	1.4k	54.54	View chart
Ge Aerospace Stock (GE)	0.0	$73k		257.00	283.69	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$72k	+9%	609.00	117.60	View chart
Broadcom Stock (AVGO)	0.0	$69k	-35%	222.00	309.32	View chart
Merck & Co Stock (MRK)	0.0	$68k		569.00	120.21	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$66k		111.00	598.19	View chart
Phillips 66 Stock (PSX)	0.0	$65k		355.00	182.41	View chart
Walmart Stock (WMT)	0.0	$60k		484.00	124.22	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$60k	-5%	2.4k	25.11	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$59k		138.00	426.95	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$59k		122.00	479.20	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$58k		1.7k	33.22	View chart
Rtx Corporation Stock (RTX)	0.0	$56k		291.00	192.71	View chart
State Street Spdr S&p Pharmaceuticals Etf Etf (XPH)	0.0	$54k		1.0k	54.09	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$53k	+18%	659.00	80.61	View chart
Chevron Corporation Stock (CVX)	0.0	$53k		255.00	207.06	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$53k		359.00	146.71	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$53k	+58%	469.00	112.14	View chart
Blackrock Enhanced Large Cap C Cef (CII)	0.0	$52k	+9%	2.5k	21.02	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$51k		282.00	181.67	View chart
Ge Vernova Stock (GEV)	0.0	$50k		57.00	872.89	View chart
Coherent Corp Stock (COHR)	0.0	$49k		207.00	238.21	View chart
Disney Walt Stock (DIS)	0.0	$49k	NEW	507.00	96.38	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$49k		131.00	370.68	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$49k	+52%	1.5k	32.94	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI)	0.0	$47k	NEW	1.7k	28.23	View chart
Universal Hlth Svcs Inc Cl B Stock (UHS)	0.0	$47k		262.00	179.06	View chart
Dave Inc Class A Stock (DAVE)	0.0	$47k		269.00	174.09	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$46k		415.00	111.47	View chart
Morgan Stanley Stock (MS)	0.0	$45k		276.00	164.57	View chart
Starbucks Corp Stock (SBUX)	0.0	$45k		500.00	89.59	View chart
Fedex Corp Stock (FDX)	0.0	$44k		124.00	355.52	View chart
Rockwell Automation Stock (ROK)	0.0	$44k		123.00	357.67	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$44k		149.00	294.38	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$44k		895.00	48.91	View chart
Pepsico Stock (PEP)	0.0	$39k		248.00	155.48	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$38k		975.00	38.86	View chart
Vanguard Value Etf Etf (VTV)	0.0	$37k		186.00	196.67	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$34k		60.00	573.67	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$34k		156.00	217.25	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$34k		106.00	318.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$33k		116.00	287.42	View chart
Abrdn Physical Platinum Shares Etf Etf (PPLT)	0.0	$31k		175.00	178.23	View chart
Medtronic Stock (MDT)	0.0	$31k		357.00	86.68	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.0	$31k		868.00	35.53	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$31k		70.00	438.56	View chart
Avantis All International Markets Equity Etf Etf (AVNM)	0.0	$31k	NEW	400.00	76.25	View chart
Ishares Gold Trust Etf (IAU)	0.0	$30k		343.00	88.16	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$29k		633.00	46.16	View chart
Wisdomtree Stock (WT)	0.0	$29k	NEW	2.0k	14.56	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$29k		100.00	287.00	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$29k	+42%	131.00	217.94	View chart
Perpetua Resources Corp Stock (PPTA)	0.0	$28k		1.0k	28.12	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$27k		744.00	36.76	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$27k		176.00	151.06	View chart
Qualcomm Stock (QCOM)	0.0	$26k		205.00	128.65	View chart
Parker-hannifin Corp Stock (PH)	0.0	$26k		29.00	892.34	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$26k		999.00	25.64	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$25k		500.00	50.80	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.0	$25k		529.00	47.97	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$25k	+184%	293.00	84.93	View chart
Hartford Multifactor Developed Markets Etf (RODM)	0.0	$24k		605.00	39.39	View chart
Carnival Corp Stock (CCL)	0.0	$23k		901.00	25.87	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$23k		2.3k	10.18	View chart
Uber Technologies Stock (UBER)	0.0	$23k		316.00	71.93	View chart
Prudential Finl Stock (PRU)	0.0	$22k		229.00	97.88	View chart
Expedia Group Stock (EXPE)	0.0	$22k		97.00	230.84	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$22k		649.00	33.67	View chart
Dominion Energy Stock (D)	0.0	$21k		342.00	61.85	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$21k		121.00	169.73	View chart
Capital One Finl Corp Stock (COF)	0.0	$20k		112.00	182.43	View chart
3M Stock (MMM)	0.0	$20k		138.00	145.08	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$20k		156.00	128.26	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$20k		140.00	142.84	View chart
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG)	0.0	$20k	NEW	430.00	46.16	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$18k		136.00	132.52	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$18k		359.00	49.74	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$18k	-17%	68.00	261.93	View chart
Bank Ozk Little Rock Ark Stock (OZK)	0.0	$18k		387.00	45.86	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$17k		50.00	337.96	View chart
Steel Dynamics Stock (STLD)	0.0	$17k		92.00	180.58	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$17k		210.00	78.77	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$16k		281.00	56.57	View chart
Principal Financial Group Stock (PFG)	0.0	$16k		176.00	90.13	View chart
Coca Cola Stock (KO)	0.0	$15k	-14%	202.00	76.04	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$15k		66.00	229.03	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$15k		104.00	144.79	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$15k		127.00	118.21	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$15k		125.00	118.64	View chart
Digital Rlty Tr Reit (DLR)	0.0	$15k		80.00	180.99	View chart
Ishares U.s. Insurance Etf Etf (IAK)	0.0	$14k	NEW	110.00	128.29	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$14k		300.00	46.26	View chart
D-wave Quantum Stock (QBTS)	0.0	$13k		917.00	14.43	View chart
Jpmorgan Diversified Return U.s. Mid Cap Equity Etf Etf (JPME)	0.0	$13k		115.00	114.88	View chart
Global X Defense Tech Etf Etf (SHLD)	0.0	$13k	+35%	184.00	70.85	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$13k		125.00	99.86	View chart
Philip Morris Intl Stock (PM)	0.0	$12k		74.00	165.46	View chart
F5 Stock (FFIV)	0.0	$12k		42.00	289.33	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$12k		27.00	446.56	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$11k		334.00	33.56	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$11k		379.00	29.05	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.0	$11k		330.00	32.22	View chart
Johnson & Johnson Stock (JNJ)	0.0	$10k	-70%	42.00	244.40	View chart
Ishares Silver Trust Etf (SLV)	0.0	$10k		150.00	68.14	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$9.8k		25.00	390.40	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$9.5k		195.00	48.70	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$9.5k		223.00	42.42	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.0	$9.3k		276.00	33.86	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$9.3k		288.00	32.43	View chart
Novartis Adr (NVS)	0.0	$8.9k		58.00	152.76	View chart
Salesforce Stock (CRM)	0.0	$8.5k		45.00	188.67	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$8.4k		81.00	103.65	View chart
T-mobile Us Stock (TMUS)	0.0	$8.2k		39.00	210.03	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$8.1k		83.00	97.94	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.0	$7.6k	+2%	87.00	87.90	View chart
Abbvie Stock (ABBV)	0.0	$6.7k		31.00	217.48	View chart
Eli Lilly & Co Stock (LLY)	0.0	$6.4k	-85%	7.00	919.71	View chart
Oracle Corp Stock (ORCL)	0.0	$6.3k	+2%	43.00	145.74	View chart
Texas Instrs Stock (TXN)	0.0	$6.2k		32.00	194.00	View chart
General Dynamics Corp Stock (GD)	0.0	$6.2k		18.00	343.22	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.0	$6.0k		151.00	40.01	View chart
Ventas Reit (VTR)	0.0	$6.0k		73.00	82.11	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$5.9k		65.00	90.89	View chart
Advanced Micro Devices Stock (AMD)	0.0	$5.9k		29.00	203.41	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.0	$5.8k	NEW	76.00	75.84	View chart
Mcdonalds Corp Stock (MCD)	0.0	$5.5k		18.00	306.22	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.0	$5.4k		138.00	39.14	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.0	$5.3k		89.00	60.10	View chart
Omnicom Group Stock (OMC)	0.0	$5.3k		70.00	75.57	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$5.2k		48.00	108.98	View chart
Visa Inc Com Cl A Stock (V)	0.0	$5.2k		17.00	306.71	View chart
Goldman Sachs Group Stock (GS)	0.0	$5.2k		6.00	862.50	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$5.2k		57.00	90.53	View chart
Graniteshares 2x Long Nvda Daily Etf Etf (NVDL)	0.0	$5.1k		70.00	72.57	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$5.1k	+2%	43.00	117.56	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$4.8k		93.00	51.95	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$4.7k		92.00	50.66	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$4.6k	NEW	58.00	79.55	View chart
Beta Technologies Inc Com Shs Cl A Stock (BETA)	0.0	$4.4k	NEW	300.00	14.70	View chart
Verizon Communications Stock (VZ)	0.0	$4.2k		83.00	50.20	View chart
Duke Energy Corp Stock (DUK)	0.0	$4.0k		31.00	130.39	View chart
Diamondback Energy Stock (FANG)	0.0	$3.8k		19.00	197.79	View chart
Genuine Parts Stock (GPC)	0.0	$3.7k		35.00	106.03	View chart
Novo-nordisk A S Adr (NVO)	0.0	$3.7k		100.00	36.75	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$3.5k		19.00	186.79	View chart
Tapestry Stock (TPR)	0.0	$3.5k	-74%	25.00	141.12	View chart
Abbott Laboratories Stock (ABT)	0.0	$3.4k		33.00	101.76	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$3.3k		5.00	650.00	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$3.2k		15.00	211.87	View chart
Lowes Cos Stock (LOW)	0.0	$3.2k		13.00	244.23	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$3.1k		33.00	95.39	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$3.1k		32.00	96.97	View chart
Wabtec Stock (WAB)	0.0	$3.0k		12.00	249.92	View chart
Modiv Industrial Inc Com Stk Cl C Reit (MDV)	0.0	$2.6k		182.00	14.35	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$2.5k		12.00	204.33	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.0	$2.4k	+2%	49.00	49.57	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$2.4k		65.00	36.85	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$2.4k	NEW	87.00	27.46	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$2.3k		3.00	772.67	View chart
Proshares Ultrashort Euro Etf (EUO)	0.0	$2.2k		74.00	29.59	View chart
Colgate Palmolive Stock (CL)	0.0	$2.1k	+4%	25.00	83.64	View chart
Ford Mtr Stock (F)	0.0	$2.0k		171.00	11.54	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.0	$1.9k		33.00	56.85	View chart
First Trust California Municipal High Income Etf Etf (FCAL)	0.0	$1.7k		35.00	48.89	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$1.6k		74.00	21.41	View chart
Ugi Corp Stock (UGI)	0.0	$1.6k		43.00	36.40	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$1.5k		3.00	504.67	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$1.2k		26.00	46.96	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.0	$1.1k	+60%	48.00	23.88	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$818.000400		14.00	58.43	View chart
Alcon Ag Ord Stock (ALC)	0.0	$754.000000		10.00	75.40	View chart
Armata Pharmaceuticals Stock (ARMP)	0.0	$726.997400		71.00	10.24	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$549.999600		12.00	45.83	View chart
BP Adr (BP)	0.0	$512.000500		11.00	46.55	View chart
Wisdomtree Bitcoin Fund Etf (BTCW)	0.0	$430.000200		6.00	71.67	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$418.000200		6.00	69.67	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$386.000000		4.00	96.50	View chart
Wisdomtree Equity Premium Income Fund Etf (WTPI)	0.0	$282.999600		9.00	31.44	View chart
News Corp New Cl A Stock (NWSA)	0.0	$249.000000		10.00	24.90	View chart
Citigroup Stock (C)	0.0	$227.000000		2.00	113.50	View chart
Wisdomtree Cloud Computing Fund Etf (WCLD)	0.0	$109.000000	-95%	4.00	27.25	View chart

Past Filings by Team Financial Group

SEC 13F filings are viewable for Team Financial Group going back to 2023

Team Financial Group 2026 Q1 filed May 4, 2026
Team Financial Group 2025 Q4 filed Jan. 13, 2026
Team Financial Group 2025 Q3 filed Oct. 7, 2025
Team Financial Group 2025 Q2 filed July 22, 2025
Team Financial Group 2025 Q1 filed April 23, 2025
Team Financial Group 2024 Q4 filed Jan. 21, 2025
Team Financial Group 2024 Q3 filed Oct. 23, 2024
Team Financial Group 2024 Q2 filed Aug. 13, 2024
Team Financial Group 2024 Q1 filed May 13, 2024
Team Financial Group 2023 Q4 filed Feb. 14, 2024
Team Financial Group 2023 Q3 filed Nov. 15, 2023

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