Teamwork Financial Advisors, LLC Portfolio Holdings

Teamwork Financial Advisors, LLC

  • $863 Million
  • Q4 2025

Teamwork Financial Advisors, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $863 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.9M, Amazon Com Inc with a value of $42M, Nvidia Corp with a value of $33.4M, Microsoft Corp with a value of $30.1M, and Spdr Bloomberg 1 3 Month T Bil with a value of $26.8M.

Examining the 13F form we can see an decrease of $6.58M in the current position value, from $869M to 863M.

Below you can find more details about Teamwork Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $863 Million
Technology: $298 Million
Financial Services: $109 Million
Industrials: $101 Million
Consumer Cyclical: $100 Million
ETFs: $93 Million
Communication Services: $65.6 Million
Consumer Defensive: $32.9 Million
Energy: $30.8 Million
Other: $31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$42.9 Million 4.97% of portfolio
160,466
Q4 2025 Reduced 4.5%
$2.39T
$42 Million 4.87% of portfolio
178,916
Q4 2025 Added 2.86%
$465B
$33.4 Million 3.87% of portfolio
178,981
Q4 2025 Added 2.68%
$3.78T
$30.1 Million 3.49% of portfolio
59,385
Q4 2025 Added 4.98%
$0
$26.8 Million 3.1% of portfolio
292,349
Q4 2025 Reduced 24.11%
$0
$23.4 Million 2.71% of portfolio
545,485
Q4 2025 New
$1.37T
$20.9 Million 2.42% of portfolio
34,315
Q4 2025 Added 35.56%
$1.65T
$20.7 Million 2.4% of portfolio
74,931
Q4 2025 Reduced 7.3%
$1.29T
$19.6 Million 2.27% of portfolio
47,975
Q4 2025 Reduced 0.93%
$388B
$19.2 Million 2.23% of portfolio
79,919
Q4 2025 Reduced 26.27%
$115B
$17.3 Million 2.0% of portfolio
32,119
Q4 2025 Reduced 6.9%
$881B
$16.6 Million 1.92% of portfolio
55,267
Q4 2025 Added 3.72%
$61.4B
$16.1 Million 1.87% of portfolio
37,553
Q4 2025 Reduced 4.41%
$49.1B
$16.1 Million 1.86% of portfolio
145,784
Q4 2025 Added 1,001.09%
$404B
$15.8 Million 1.83% of portfolio
17,266
Q4 2025 Added 2.28%
$342B
$15.5 Million 1.8% of portfolio
89,195
Q4 2025 Added 2.95%
$102B
$14.8 Million 1.72% of portfolio
121,112
Q4 2025 Added 0.17%
$75.4B
$14.5 Million 1.69% of portfolio
113,999
Q4 2025 Added 5.68%
$159B
$14.4 Million 1.67% of portfolio
29,488
Q4 2025 Added 18.81%
$39.4B
$14.1 Million 1.63% of portfolio
25,352
Q4 2025 Added 40.49%
$61.4B
$13.8 Million 1.6% of portfolio
67,338
Q4 2025 Reduced 9.99%
$72.7B
$13.8 Million 1.6% of portfolio
78,855
Q4 2025 Added 39.91%
$291B
$13.7 Million 1.59% of portfolio
24,828
Q4 2025 Reduced 19.54%
$40.2B
$13.6 Million 1.58% of portfolio
51,469
Q4 2025 Reduced 2.55%
$255B
$13.5 Million 1.57% of portfolio
39,581
Q4 2025 Reduced 12.27%
$59.6B
$13.5 Million 1.57% of portfolio
64,248
Q4 2025 Added 2,896.64%
$161B
$13.3 Million 1.54% of portfolio
11,751
Q4 2025 Reduced 5.11%
$328B
$13.1 Million 1.52% of portfolio
43,633
Q4 2025 Added 1.58%
$265B
$13.2 Million 1.52% of portfolio
16,959
Q4 2025 Added 1.91%
$89.3B
$13.1 Million 1.52% of portfolio
118,936
Q4 2025 Added 0.27%
$37.6B
$12.8 Million 1.49% of portfolio
180,195
Q4 2025 Reduced 4.2%
$22.2B
$12.8 Million 1.48% of portfolio
460,120
Q4 2025 Added 523.71%
$140B
$12.7 Million 1.47% of portfolio
35,991
Q4 2025 Added 9.47%
$86.4B
$12.6 Million 1.46% of portfolio
39,944
Q4 2025 Added 13.79%
$170B
$12.4 Million 1.43% of portfolio
84,548
Q4 2025 Added 4,607.57%
$144B
$12.1 Million 1.41% of portfolio
25,505
Q4 2025 New
$74.3B
$12.1 Million 1.4% of portfolio
65,690
Q4 2025 New
$490B
$8.55 Million 0.99% of portfolio
72,634
Q4 2025 Reduced 0.74%
$0
$5.6 Million 0.65% of portfolio
98,714
Q4 2025 Reduced 79.87%
$1.46T
$5.34 Million 0.62% of portfolio
18,929
Q4 2025 Reduced 4.38%
$109B
$4.78 Million 0.55% of portfolio
98,666
Q4 2025 Added 233.94%
$1.74T
$4.43 Million 0.51% of portfolio
15,526
Q4 2025 Reduced 12.58%
$70.1B
$4.19 Million 0.49% of portfolio
23,046
Q4 2025 Reduced 0.39%
$151B
$4.01 Million 0.46% of portfolio
12,326
Q4 2025 Added 21.01%
$300B
$3.89 Million 0.45% of portfolio
12,137
Q4 2025 Added 106.1%
$0
$3.84 Million 0.45% of portfolio
78,607
Q4 2025 Added 7.36%
$593B
$3.93 Million 0.45% of portfolio
17,858
Q4 2025 Reduced 69.81%
$0
$3.46 Million 0.4% of portfolio
65,919
Q4 2025 Added 10.92%
$662B
$3.28 Million 0.38% of portfolio
6,450
Q4 2025 Reduced 6.85%

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $863 Million
  • Prior Value $869 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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