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Size ($ in 1000's)
At 12/31/2025: $990,243
At 09/30/2025: $970,968Teamwork Financial Advisors LLC AUM history
Teamwork Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Teamwork Financial Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2025, below is a summary of the Teamwork Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Teamwork Financial Advisors LLC.
In the Teamwork Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Teamwork Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Teamwork Financial Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
 APPLE INC |
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$51,780 | | AAPL | 160,466 | -7,566 | $43,624 | | Call | 30,000 | -600 | $8,156 | | AMAZON COM INC |
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$50,876 | | AMZN | 178,916 | +4,974 | $41,297 | | Call | 41,500 | -11,900 | $9,579 | | NVIDIA CORPORATION |
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$40,001 | | NVDA | 178,981 | +4,678 | $33,380 | | Call | 35,500 | +35,500 | $6,621 | | MICROSOFT CORP |
|
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$31,670 | | MSFT | 59,385 | +2,819 | $28,720 | | Call | 6,100 | -3,600 | $2,950 | | SPDR SERIES TRUST (BIL) |
292,349 |
-92,885 |
$26,715 | | BIL | 292,349 | -92,885 | $26,715 | | META PLATFORMS INC |
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$24,367 | | META | 34,315 | +9,002 | $22,651 | | Call | 2,600 | +2,500 | $1,716 | | CAPITAL GROUP DIVIDEND VALUE |
545,485 |
+545,485 |
$23,805 | | CGDV | 545,485 | +545,485 | $23,805 | | ALPHABET INC |
74,931 |
-5,900 |
$23,454 | | GOOGL | 74,931 | -5,900 | $23,454 | | PACER FDS TR |
651,817 |
-16,204 |
$22,950 | | COWG | 651,817 | -16,204 | $22,950 | | TESLA INC |
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$22,744 | | TSLA | 47,975 | -448 | $21,575 | | Call | 2,600 | -900 | $1,169 | | JPMORGAN CHASE & CO. |
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$18,710 | | JPM | 55,267 | +1,984 | $17,808 | | Call | 2,800 | -400 | $902 | | GE VERNOVA INC |
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$18,346 | | GEV | 27,069 | +1,287 | $17,692 | | Call | 1,000 | -400 | $654 | | ARISTA NETWORKS INC |
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$17,999 | | ANET | 135,367 | +3,828 | $17,737 | | Call | 2,000 | UNCH | $262 | | PALANTIR TECHNOLOGIES INC |
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$17,987 | | PLTR | 89,195 | +2,559 | $15,854 | | Call | 12,000 | -400 | $2,133 | | ADVANCED MICRO DEVICES INC |
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$17,629 | | AMD | 79,919 | -28,470 | $17,115 | | Call | 2,400 | -4,200 | $514 | | QUANTA SVCS INC |
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$16,525 | | PWR | 37,553 | -1,733 | $15,850 | | Call | 1,600 | -500 | $675 | | EMERSON ELEC CO |
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$16,046 | | EMR | 113,999 | +6,124 | $15,130 | | Call | 6,900 | -600 | $916 | | EXXON MOBIL CORP |
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$15,937 | | XOM | 72,634 | -543 | $8,741 | | Call | 59,800 | -1,500 | $7,196 | | LAM RESEARCH CORP |
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$15,863 | | LRCX | 86,166 | -15,978 | $14,750 | | Call | 6,500 | +6,500 | $1,113 | | CROWDSTRIKE HLDGS INC |
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$15,712 | | CRWD | 32,119 | -2,379 | $15,056 | | Call | 1,400 | -300 | $656 | | BROADCOM INC |
45,104 |
+3,609 |
$15,611 | | AVGO | 45,104 | +3,609 | $15,611 | | GOLDMAN SACHS GROUP INC |
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$15,434 | | GS | 16,959 | +318 | $14,907 | | Call | 600 | +600 | $527 | | S&P GLOBAL INC |
29,488 |
+4,669 |
$15,410 | | SPGI | 29,488 | +4,669 | $15,410 | | COSTCO WHSL CORP NEW |
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$15,321 | | COST | 17,266 | +385 | $14,890 | | Call | 500 | UNCH | $431 | | ROBINHOOD MKTS INC |
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$14,818 | | HOOD | 121,112 | +204 | $13,698 | | Call | 9,900 | -700 | $1,120 | | AMERICAN EXPRESS CO |
39,581 |
-5,534 |
$14,643 | | AXP | 39,581 | -5,534 | $14,643 | | EXPEDIA GROUP INC |
51,469 |
-1,348 |
$14,582 | | EXPE | 51,469 | -1,348 | $14,582 | | AXON ENTERPRISE INC |
25,352 |
+7,307 |
$14,398 | | AXON | 25,352 | +7,307 | $14,398 | | CATERPILLAR INC |
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$14,280 | | CAT | 24,828 | -6,030 | $14,223 | | Call | 100 | -1,700 | $57 | | KLA CORP |
11,751 |
-633 |
$14,279 | | KLAC | 11,751 | -633 | $14,279 | | NETFLIX INC |
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$13,950 | | NFLX | 145,784 | +132,544 | $13,669 | | Call | 3,000 | -5,100 | $281 | | MONSTER BEVERAGE CORP NEW |
180,195 |
-7,905 |
$13,816 | | MNST | 180,195 | -7,905 | $13,816 | | BANK NEW YORK MELLON CORP |
118,936 |
+315 |
$13,807 | | BK | 118,936 | +315 | $13,807 | | PNC FINL SVCS GROUP INC |
65,690 |
+65,690 |
$13,711 | | PNC | 65,690 | +65,690 | $13,711 | | GE AEROSPACE |
43,633 |
+678 |
$13,440 | | GE | 43,633 | +678 | $13,440 | | PALO ALTO NETWORKS INC |
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$13,251 | | PANW | 67,338 | -7,471 | $12,404 | | Call | 4,600 | -200 | $847 | | TJX COS INC NEW |
84,548 |
+82,752 |
$12,987 | | TJX | 84,548 | +82,752 | $12,987 | | VISTRA CORP |
78,855 |
+22,492 |
$12,722 | | VST | 78,855 | +22,492 | $12,722 | | CLOUDFLARE INC |
64,248 |
+62,104 |
$12,666 | | NET | 64,248 | +62,104 | $12,666 | | CADENCE DESIGN SYSTEM INC |
39,944 |
+4,840 |
$12,486 | | CDNS | 39,944 | +4,840 | $12,486 | | SOFI TECHNOLOGIES INC |
460,120 |
+386,348 |
$12,046 | | SOFI | 460,120 | +386,348 | $12,046 | | DEERE & CO |
25,505 |
+25,505 |
$11,874 | | DE | 25,505 | +25,505 | $11,874 | | EATON CORP PLC |
35,991 |
+3,112 |
$11,463 | | ETN | 35,991 | +3,112 | $11,463 | | TIDAL TRUST I |
400,667 |
-13,410 |
$9,921 | | GRNY | 400,667 | -13,410 | $9,921 | | NEOS ETF TRUST (SPYI) |
178,663 |
+75,565 |
$9,385 | | SPYI | 178,663 | +75,565 | $9,385 | | NEOS ETF TRUST (QQQI) |
167,677 |
+126,260 |
$9,031 | | QQQI | 167,677 | +126,260 | $9,031 | | EA SERIES TRUST |
77,752 |
+75,383 |
$8,949 | | BOXX | 77,752 | +75,383 | $8,949 | | TAIWAN SEMICONDUCTOR MFG LTD |
18,929 |
-868 |
$5,752 | | TSM | 18,929 | -868 | $5,752 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
98,714 |
-391,634 |
$5,650 | | JEPI | 98,714 | -391,634 | $5,650 | | NOVO NORDISK A S |
98,666 |
+69,120 |
$5,020 | | NVO | 98,666 | +69,120 | $5,020 |
See Full List: All Stocks Held By Teamwork Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Teamwork Financial Advisors LLC
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