Team Financial Group, LLC Portfolio Holdings
Team Financial Group, LLC
- $203 Billion
- Q2 2025
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 251
- Current Value $203 Billion
- Prior Value $173 Billion
- Filing
- Period Q2 2025
- Filing Date July 21, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 213 stocks
- Additional Purchases 26 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks