Teamwork Financial Advisors, LLC Top Holdings and 13F Report (2026) About Teamwork Financial Advisors, LLCInvestment ActivityTeamwork Financial Advisors, LLC has $946.31 million in total holdings as of March 31, 2026.Teamwork Financial Advisors, LLC owns shares of 179 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 21.96% of the portfolio was purchased this quarter.About 23.07% of the portfolio was sold this quarter.This quarter, Teamwork Financial Advisors, LLC has purchased 173 new stocks and bought additional shares in 59 stocks.Teamwork Financial Advisors, LLC sold shares of 86 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $45,009,880Amazon.com $43,765,079NVIDIA $37,002,910Microsoft $24,103,932Capital Group Dividend Value ETF $23,164,306 Largest New Holdings this Quarter 45259A258 - TIDAL TRUST III $20,019,405 Holding69374H873 - Pacer Developed Markets International Cash Cows 100 ETF $19,399,050 Holding37954Y673 - Global X U.S. Infrastructure Development ETF $18,256,339 Holding009158106 - Air Products and Chemicals $11,863,903 Holding682680103 - ONEOK $11,508,003 Holding Largest Purchases this Quarter TIDAL TRUST III 800,456 shares (about $20.02M)Pacer Developed Markets International Cash Cows 100 ETF 457,093 shares (about $19.40M)Global X U.S. Infrastructure Development ETF 359,306 shares (about $18.26M)SPDR S&P Aerospace & Defense ETF 71,618 shares (about $18.19M)Chevron 63,247 shares (about $13.09M) Largest Sales this Quarter LAM RESEARCH CORP 91,293 shares (about $19.51M)Pacer US Large Cap Cash Cows Growth Leaders ETF 569,335 shares (about $19.21M)Emerson Electric 94,234 shares (about $12.35M)S&P Global 28,832 shares (about $12.26M)Cloudflare 57,497 shares (about $11.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeamwork Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$45,009,880$3,328,454 ▼-6.9%177,3514.8%Computer and TechnologyAMZNAmazon.com$43,765,079$2,141,018 ▼-4.7%210,1364.6%Retail/WholesaleNVDANVIDIA$37,002,910$402,691 ▼-1.1%212,1723.9%Computer and TechnologyMSFTMicrosoft$24,103,932$136,592 ▼-0.6%65,1162.5%Computer and TechnologyCGDVCapital Group Dividend Value ETF$23,164,306$40,626 ▼-0.2%544,5302.4%ETFXOMExxonMobil$22,792,903$324,219 ▲1.4%134,3452.4%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$22,552,740$4,238,066 ▼-15.8%246,1022.4%ETFTIDAL TRUST III$20,019,405$20,019,405 ▲New Holding800,4562.1%FUNDSTRAT GRANNYGOOGLAlphabet$19,669,224$1,877,751 ▼-8.7%68,4012.1%Computer and TechnologyICOWPacer Developed Markets International Cash Cows 100 ETF$19,399,050$19,399,050 ▲New Holding457,0932.0%ETFMETAMeta Platforms$19,160,070$1,960,118 ▼-9.3%33,4892.0%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$19,023,660$18,189,587 ▲2,180.8%74,9022.0%ETFAMDAdvanced Micro Devices$18,335,350$1,589,195 ▲9.5%90,1311.9%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$18,256,339$18,256,339 ▲New Holding359,3061.9%ETFNFLXNetflix$17,705,639$3,400,057 ▲23.8%184,1461.9%Consumer DiscretionaryTSLATesla$16,600,497$2,200,760 ▼-11.7%44,6551.8%Auto/Tires/TrucksGE VERNOVA INC$16,388,809$8,112,788 ▼-33.1%18,7751.7%COMJPMJPMorgan Chase & Co.$15,819,517$1,261,349 ▼-7.4%53,7791.7%FinanceCOSTCostco Wholesale$15,326,857$2,376,605 ▼-13.4%15,3811.6%Retail/WholesaleHOODRobinhood Markets$15,316,548$6,237,416 ▲68.7%221,0181.6%FinancePWRQuanta Services$15,131,030$6,364,805 ▼-29.6%27,5601.6%ConstructionPALANTIR TECHNOLOGIES INC$15,096,974$294,169 ▲2.0%103,2061.6%CL ACVXChevron$14,810,415$13,085,892 ▲758.8%71,5821.6%EnergyARISTA NETWORKS INC$14,616,837$2,249,084 ▼-13.3%119,0491.5%COM SHSAVGOBroadcom$13,277,223$683,097 ▼-4.9%42,8971.4%Computer and TechnologyKLACKLA$12,671,020$4,632,543 ▼-26.8%8,6051.3%Computer and TechnologyCRWDCrowdStrike$12,155,807$930,347 ▼-7.1%31,1361.3%Computer and TechnologyCATCaterpillar$12,149,806$5,511,303 ▼-31.2%17,1491.3%IndustrialsGSThe Goldman Sachs Group$12,148,295$2,706,295 ▼-18.2%14,3601.3%FinanceAPDAir Products and Chemicals$11,863,903$11,863,903 ▲New Holding40,8411.3%Basic MaterialsTJXTJX Companies$11,845,407$1,656,885 ▼-12.3%74,1731.3%Retail/WholesaleBKBNY$11,790,248$2,319,092 ▼-16.4%99,3871.2%FinanceAXPAmerican Express$11,560,884$411,679 ▼-3.4%38,2201.2%FinanceVSTVistra$11,516,420$337,944 ▼-2.9%76,6071.2%UtilitiesOKEONEOK$11,508,003$11,508,003 ▲New Holding127,3151.2%EnergyETNEaton$11,389,643$1,483,257 ▼-11.5%31,8441.2%IndustrialsCDNSCadence Design Systems$11,008,933$90,308 ▼-0.8%39,6191.2%Computer and TechnologyDEDeere & Company$10,385,092$3,982,003 ▼-27.7%18,4361.1%IndustrialsGEGE Aerospace$10,337,311$2,044,590 ▼-16.5%36,4281.1%AerospacePNCThe PNC Financial Services Group$10,132,128$3,537,328 ▼-25.9%48,6911.1%FinanceMNSTMonster Beverage$10,131,865$2,925,065 ▼-22.4%139,8271.1%Consumer StaplesBOXXAlpha Architect 1-3 Month Box ETF$10,011,639$969,859 ▲10.7%86,0921.1%ETFUNPUnion Pacific$9,769,883$9,769,883 ▲New Holding40,2681.0%TransportationPKGPackaging Corporation of America$9,710,336$9,710,336 ▲New Holding45,7561.0%IndustrialsNOCNorthrop Grumman$9,531,077$9,531,077 ▲New Holding13,9701.0%AerospacePPGPPG Industries$9,257,463$9,257,463 ▲New Holding86,6151.0%Basic MaterialsTIDAL TRUST I$7,381,321$2,182,601 ▼-22.8%309,2300.8%FUNDSTRAT GRANNYSPYINEOS S&P 500 High Income ETF$7,325,049$1,495,570 ▼-17.0%148,3700.8%ETFVVisa$7,142,470$4,688,304 ▲191.0%23,6320.8%Business ServicesTPLTexas Pacific Land$7,021,144$7,021,144 ▲New Holding14,7950.7%EnergyREDDIT INC$6,826,486$6,826,486 ▲New Holding50,6980.7%CL ANEOS ETF TRUST$6,522,956$1,808,915 ▼-21.7%131,2730.7%NASDAQ 100 HIGHTSMTaiwan Semiconductor Manufacturing$6,130,548$266,648 ▼-4.2%18,1400.6%Computer and TechnologyVLOValero Energy$5,719,889$25,696 ▲0.5%23,1500.6%EnergyGOOGAlphabet$5,380,540$812,087 ▲17.8%18,7570.6%Computer and TechnologyEPDEnterprise Products Partners$4,179,854$20,774 ▼-0.5%110,4600.4%EnergyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$3,994,561$165,614 ▲4.3%82,0070.4%ETFJEPIJPMorgan Equity Premium Income ETF$3,909,723$1,685,377 ▼-30.1%68,9790.4%ETFXLIIndustrial Select Sector SPDR Fund$3,890,390$1,795,353 ▲85.7%24,0550.4%ETFXLFFinancial Select Sector SPDR Fund$3,851,953$597,484 ▲18.4%78,0210.4%ETFNVONovo Nordisk A/S$3,679,559$53,582 ▲1.5%100,1240.4%MedicalBRK.BBerkshire Hathaway$3,497,201$456,198 ▼-11.5%7,2980.4%FinanceEMREmerson Electric$3,493,683$12,346,661 ▼-77.9%26,6650.4%IndustrialsAMGNAmgen$3,460,446$3,115,281 ▲902.5%9,8350.4%MedicalLITHIUM AMERS CORP NEW$3,396,684$1,896,363 ▲126.4%859,9200.4%COM SHSSOFISoFi Technologies$3,379,090$3,927,617 ▼-53.8%212,7890.4%FinanceADBEAdobe$3,343,809$347,604 ▲11.6%13,7560.4%Computer and TechnologyNOWServiceNow$3,305,244$3,104,717 ▲1,548.3%31,6140.3%Computer and TechnologyFANGDiamondback Energy$3,276,938$254,963 ▼-7.2%16,5670.3%EnergyMLPXGlobal X MLP & Energy Infrastructure ETF$3,269,035$248,734 ▲8.2%44,2120.3%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$2,782,852$19,208,737 ▼-87.3%82,4820.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$2,739,086$106,934 ▲4.1%53,9190.3%ETFORCLOracle$2,424,235$202,865 ▼-7.7%16,4790.3%Computer and TechnologyUBERUber Technologies$2,359,591$500,633 ▲26.9%32,8040.2%Computer and TechnologyTIDAL TRUST I$2,327,326$178,747 ▼-7.1%18,6450.2%SOFI SELECT 500PANWPalo Alto Networks$2,176,182$9,356,909 ▼-81.1%13,5740.2%Computer and TechnologyCRMSalesforce$2,056,953$434,949 ▲26.8%11,0190.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,013,721$60,848 ▼-2.9%26,3100.2%ETFMSTRStrategy$1,944,135$1,277,204 ▲191.5%15,5780.2%Computer and TechnologyBITMINE IMMERSION TECNOLOGIE$1,917,101$1,917,101 ▲New Holding96,9210.2%COM NEWSCHDSchwab US Dividend Equity ETF$1,916,081$64,305 ▲3.5%62,4540.2%ETFEOGEOG Resources$1,899,951$499,059 ▼-20.8%13,1420.2%EnergyPATHUiPath$1,727,283$520,979 ▲43.2%155,6110.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,662,418$617,936 ▲59.2%2,5450.2%ETFABTAbbott Laboratories$1,631,022$1,371,061 ▲527.4%15,8860.2%MedicalQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,609,686$109,539 ▲7.3%40,1030.2%ETFVOOVanguard S&P 500 ETF$1,608,087$33,477 ▼-2.0%2,6900.2%ETFDGROiShares Core Dividend Growth ETF$1,470,507$104,430 ▲7.6%20,9530.2%ETFNETCloudflare$1,393,003$11,863,945 ▼-89.5%6,7510.1%Computer and TechnologyTEMA ETF TRUST$1,370,593$1,370,593 ▲New Holding40,0290.1%ELECTRIFICATIONMUMicron Technology$1,235,820$282,435 ▼-18.6%3,6580.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,219,141$188,709 ▼-13.4%21,9590.1%ETFQQQInvesco QQQ$1,153,844$65,257 ▼-5.4%1,9980.1%FinanceGRMNGarmin$1,112,812$96,060 ▲9.4%4,7960.1%Computer and TechnologyHDViShares Core High Dividend ETF$1,084,212$17,509 ▼-1.6%7,9880.1%ETFTRFKPacer Data and Digital Revolution ETF$1,033,869$9,025 ▲0.9%16,6110.1%ETFYNDXYandex$1,012,801$86,432 ▲9.3%9,7610.1%Computer and TechnologyAMATApplied Materials$910,583$223,544 ▼-19.7%2,6640.1%Computer and TechnologyORealty Income$892,846$54,388 ▲6.5%14,5940.1%FinanceFILLiShares MSCI Global Energy Producers ETF$839,491$839,491 ▲New Holding32,0050.1%ETFShowing largest 100 holdings. 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