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Teamwork Financial Advisors, LLC

Q1 2026 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    216

  • Value ($000)

    $946,310

  • Date Filed
    04/09/2026
  • Form type
    13F-HR
  • CIK
    0001629931
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$38.84M
4 %

153,051

A
AMZN

AMAZON COM INC

COM
023135106
$37.33M
4 %

179,236

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.84M
3 %

171,072

M
MSFT

MICROSOFT CORP

COM
594918104
$23.55M
3 %

63,616

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$23.16M
2 %

544,530

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$22.55M
2 %

246,102

---

TIDAL TRUST III

FUNDSTRAT GRANNY
45259A258
$20.02M
2 %

800,456

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$19.67M
2 %

68,401

I
ICOW

PACER FDS TR

DEVELOPED MRKT
69374H873
$19.4M
2 %

457,093

X
XAR

SPDR SERIES TRUST

STATE STREET SPD
78464A631
$19.02M
2 %

74,902

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