Team Financial Group, LLC: 13F holdings
CIK 18451632026Q2
| Positions | 56 |
|---|---|
| Reported value | $235.5m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 407,395 | $39.0m | 16.5% |
| EPS WISDOMTREE U.S. LARGECAP FUND | 457,411 | $35.6m | 15.1% |
| USFR WISDOMTREE FLOATING RATE TREASURY FUND | 386,358 | $19.5m | 8.3% |
| SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | 557,480 | $18.9m | 8.0% |
| WISDOMTREE U.S. MULTIFACTOR FUND | 285,798 | $15.5m | 6.6% |
| PGIM TOTAL RETURN BOND ETF | 320,609 | $13.3m | 5.6% |
| PGIM SHORT DURATION MULTI-SECTOR BOND ETF | 218,467 | $11.1m | 4.7% |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | 106,286 | $10.8m | 4.6% |
| AVLV AVANTIS U.S. LARGE CAP VALUE ETF | 112,982 | $10.3m | 4.4% |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 229,660 | $9.2m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845163")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.