Team Financial Group, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $31.5B, Wisdomtree U.S. Largecap Fund with a value of $28.9B, Wisdomtree Floating Rate Treas with a value of $24.6B, Wisdomtree Tr Us Multifactor F with a value of $20.4B, and Schwab Strategic Tr Us Large C with a value of $13.8B.
Examining the 13F form we can see an increase of $30.1B in the current position value, from $173B to 203B.
Team Financial Group, LLC is based out at Temecula, CA
Below you can find more details about Team Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Billion
ETFs: $176 Billion
Technology: $1.83 Billion
Consumer Defensive: $885 Million
Consumer Cyclical: $624 Million
Financial Services: $458 Million
Healthcare: $431 Million
Industrials: $357 Million
Communication Services: $263 Million
Other: $327 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
