Team Financial Group, LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$220.3M
Holdings
272
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Held since at least Q1 2024
15.6%
02
$EPS
WISDOMTREE U.S. LARGECAP FUND
Held since at least Q1 2024
13.9%
03
$USFR
WISDOMTREE FLOATING RATE TREASURY FUND
Held since at least Q1 2024
9.1%
04
$USMF
WISDOMTREE U.S. MULTIFACTOR FUND
Held since at least Q1 2024
8.2%
05
$SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
Held since at least Q1 2024
6.8%
06
$PTRB
PGIM TOTAL RETURN BOND ETF
Held since at least Q1 2024
6.3%
07
$PSDM
PGIM SHORT DURATION MULTI-SECTOR BOND ETF
Held since at least Q1 2024
4.6%
08
$WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
Held since at least Q1 2024
4.4%
09
$COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Held since at least Q1 2024
3.5%
10
$GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Held since at least Q1 2024
3.1%
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 12:20 UTC.