Team Financial Group, LLC Portfolio Holdings

Team Financial Group, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 257 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 $34B, Wisdomtree U.S. Largecap Fund with a value of $31.1B, Wisdomtree Floating Rate Treas with a value of $24B, Wisdomtree Tr Us Multifactor F with a value of $21.2B, and Schwab Strategic Tr Us Large C with a value of $15.2B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $203B to 216B.

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.