Teamwork Financial Advisors, LLC Q4 2025 Filing

Filed January 9, 2026

Portfolio Value

$990.2M

Holdings

173

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (173 positions)

StockValue
OHIOMEGA HEALTHCARE INVS INC
$795K
XARSPDR SERIES TRUST
$792K
OREALTY INCOME CORP
$772K
NBISNEBIUS GROUP N.V.
$747K
VGTVANGUARD WORLD FD
$716K
COWZPACER FDS TR
$658K
IBMINTERNATIONAL BUSINESS MACHS
$641K
CA8ACACI INTL INC
$640K
RBRKRUBRIK INC.
$618K
IBITISHARES BITCOIN TRUST ETF
$565K
TAT&T INC
$546K
VICIVICI PPTYS INC
$534K
BACVERIZON COMMUNICATIONS INC
$511K
VYMVANGUARD WHITEHALL FDS
$499K
HYMBSPDR SERIES TRUST
$460K
SPYSPDR S&P 500 ETF TR
$456K
IAU*ISHARES GOLD TR
$451K
EPREPR PPTYS
$448K
ABBVABBVIE INC
$448K
WPCWP CAREY INC
$447K
MOALTRIA GROUP INC
$441K
SPYGSPDR SERIES TRUST
$433K
MTUMISHARES TR
$425K
IJRISHARES TR
$411K
SNOWSNOWFLAKE INC
$402K
XLUSELECT SECTOR SPDR TR
$397K
VIGVANGUARD SPECIALIZED FUNDS
$396K
JQUAJ P MORGAN EXCHANGE TRADED F
$393K
ASMLASML HOLDING N V
$391K
AMLPALPS ETF TR
$390K
LYVLIVE NATION ENTERTAINMENT IN
$388K
KMIKINDER MORGAN INC DEL
$381K
4I1PHILIP MORRIS INTL INC
$381K
PSXPHILLIPS 66
$377K
VXFVANGUARD INDEX FDS
$376K
IRMIRON MTN INC DEL
$369K
GQ9SPDR GOLD TR
$363K
XLESELECT SECTOR SPDR TR
$358K
SCHGSCHWAB STRATEGIC TR
$355K
AMGNAMGEN INC
$321K
HDHOME DEPOT INC
$318K
SMHVANECK ETF TRUST
$317K
ABTABBOTT LABS
$317K
JMUBJ P MORGAN EXCHANGE TRADED F
$315K
BABOEING CO
$311K
XLYSELECT SECTOR SPDR TR
$311K
ETENERGY TRANSFER L P
$307K
ENBENBRIDGE INC
$299K
JNJJOHNSON & JOHNSON
$298K
NOWSERVICENOW INC
$293K
LMTLOCKHEED MARTIN CORP
$253K
MLMMARTIN MARIETTA MATLS INC
$251K
CMECME GROUP INC
$247K
WWDWOODWARD INC
$245K
XLCSELECT SECTOR SPDR TR
$241K
SCHWSCHWAB CHARLES CORP
$240K
VHTVANGUARD WORLD FD
$237K
MGKVANGUARD WORLD FD
$234K
T7DTRANSDIGM GROUP INC
$232K
ATOATMOS ENERGY CORP
$225K
BMTABRITISH AMERN TOB PLC
$223K
RTXRTX CORPORATION
$221K
MAMASTERCARD INCORPORATED
$218K
VTIVANGUARD INDEX FDS
$215K
SCHVSCHWAB STRATEGIC TR
$212K
MPLXMPLX LP
$208K
GWWWW GRAINGER INC
$204K
XLKSELECT SECTOR SPDR TR
$202K
PAAAPGIM ETF TR
$200K
MCDMCDONALDS CORP
$200K
OBDCBLUE OWL CAPITAL CORPORATION
$130K
PFLTPENNANTPARK FLOATING RATE CA
$100K
FTHMFATHOM HOLDINGS INC
$12K
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