Teamwork Financial Advisors, LLC
SEC Form 13F institutional filer · CIK 0001629931
13F-HR · 107 reported holdings · 2026-03-31
Reported long-US-equity value
$0.68B
Top-10 concentration
34.5%
Teamwork Financial Advisors, LLC — $679M AUM allocation strategy
Teamwork Financial Advisors, LLC files SEC Form 13F and reports $679M of long US equity value across 107 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.2%, followed by Communication Services 8.2% and Consumer Discretionary 7.8%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Teamwork Financial Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$679M
total across 107 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HOOD +91.3K sh · +$1.02M+$CVX +58.4K sh · +$12.4M+$CRM +51.5K sh · +$6.38M
Biggest trims (shares)
−$EMR −88.2K sh · −$11.8M−$LRCX −84.8K sh · −$14.5M−$PANW −53.8K sh · −$10.2M
Exited to nil (held last quarter, gone now)
$EXPE ($14.6M last qtr)$PFE ($2.21M last qtr)$WTW ($2.07M last qtr)$TTD ($1.89M last qtr)$PYPL ($1.64M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.9%—
- Technology Hardware, Storage & Peripherals5.7%—
- Interactive Media & Services5.6%—
- Broadline Retail5.5%—
- Integrated Oil & Gas3.9%—
- Systems Software3.5%—
- Movies & Entertainment2.5%—
- Heavy Electrical Equipment2.4%—
- Other holdings61.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 153K | $38.8M | -7.42K | 5.7% |
| $AMZN | Amazon.com Inc | 179K | $37.3M | +320 | 5.5% |
| $NVDA | NVIDIA Corporation | 171K | $29.8M | -7.91K | 4.4% |
| $MSFT | Microsoft Corporation | 63.6K | $23.5M | +4.23K | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 68.4K | $19.7M | -6.53K | 2.9% |
| $META | Meta Platforms Inc | 32.3K | $18.5M | -2.03K | 2.7% |
| $AMD | Advanced Micro Devices Inc | 87.9K | $17.9M | +8.01K | 2.6% |
| $NFLX | Netflix Inc | 180K | $17.3M | +33.8K | 2.5% |
| $GEV | GE Vernova Inc | 18.8K | $16.4M | -8.29K | 2.4% |
| $TSLA | Tesla Inc | 41.4K | $15.4M | -6.62K | 2.3% |
…and 97 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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