Teamwork Financial Advisors, LLC
Annual return '25
+20.3%
SPY '25
+17.7%
Alpha
+2.6ptsvs SPY
Invested
$946.3M
Holdings
179
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +0.8% (125.3k → 126.3k shares)
4.8%
02
$AMZN
AMAZON COM INC
Q1 2026: Increased +1.9% (87.2k → 88.8k shares)
4.6%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 11.3% (337.8k → 299.6k shares)
3.9%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +3.7% (75.7k → 78.5k shares)
2.5%
05
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Sold 0.5% (82.3k → 81.8k shares)
2.4%
06
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 1.2% (1.37M → 1.35M shares)
2.4%
07
$BIL
SPDR SERIES TRUST
Q1 2026: New position (3.8k shares)
2.4%
08
$GRNJ
TIDAL TRUST III
Held since at least Q1 2024
2.1%
09
$GOOGL
ALPHABET INC
Q4 2025: Sold 52.8% (80.8k → 38.2k shares)
2.1%
10
$ICOW
PACER FDS TR
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:02 UTC.