Team Financial Group, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 267 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 $34.7B, Wisdomtree U.S. Largecap Fund with a value of $31.7B, Wisdomtree Floating Rate Treas with a value of $22.9B, Wisdomtree Tr Us Multifactor F with a value of $21.3B, and Schwab Strategic Tr Us Large C with a value of $15.7B.
Examining the 13F form we can see an increase of $4.65B in the current position value, from $216B to 220B.
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
$220 Billion
ETFs: $188 Billion
Technology: $2.13 Billion
Consumer Defensive: $800 Million
Consumer Cyclical: $710 Million
Healthcare: $553 Million
Financial Services: $483 Million
Industrials: $412 Million
Communication Services: $341 Million
Other: $382 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
