Investor
Teamwork Financial Advisors, LLC
CIK 0001629931 · filed 2026-04-09 · SEC filing
13F book
$946.3M
Positions
179
25 new · 19 sold
Largest name
4.1%
Apple Inc. · AAPL
Est. mark
−$28.8M
Price effect on 154 names still held. Flow −$9.62M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 153.1K | $38.8M | 4.1% | −$2.77M | Cut−$4.78M |
| Amazon Com Inc | AMZN | 179.2K | $37.3M | 3.9% | −$4.03M | Added−$3.97M |
| Nvidia Corp | NVDA | 171.1K | $29.8M | 3.2% | −$2.07M | Cut−$3.55M |
| Microsoft Corp | MSFT | 63.6K | $23.5M | 2.5% | −$6.74M | Added−$5.17M |
| Capital Group Dividend Value | — | 544.5K | $23.2M | 2.4% | −$599K | Cut−$640.7K |
| Spdr Series Trust | — | 246.1K | $22.6M | 2.4% | $64K | Cut−$4.16M |
| Tidal Trust Iii | — | 800.5K | $20M | 2.1% | — | New |
| Alphabet Inc | — | 68.4K | $19.7M | 2.1% | −$1.74M | Cut−$3.78M |
| Pacer Fds Tr | — | 457.1K | $19.4M | 2.1% | — | New |
| Spdr Series Trust | — | 74.9K | $19M | 2.0% | $41.8K | Added$18.2M |
| Meta Platforms, Inc. | META | 32.3K | $18.5M | 2.0% | −$2.84M | Cut−$4.18M |
| Global X Fds | — | 359.3K | $18.3M | 1.9% | — | New |
| Advanced Micro Devices Inc | AMD | 87.9K | $17.9M | 1.9% | −$857.5K | Added$772.3K |
| Netflix Inc | NFLX | 179.5K | $17.3M | 1.8% | $348.4K | Added$3.59M |
| GE Vernova Inc. | GEV | 18.8K | $16.4M | 1.7% | $4.12M | Cut−$1.3M |
| Tesla, Inc. | TSLA | 41.4K | $15.4M | 1.6% | −$3.22M | Cut−$6.2M |
| Jpmorgan Chase & Co. | — | 51.3K | $15.1M | 1.6% | −$1.44M | Cut−$2.72M |
| Costco Whsl Corp New | — | 15K | $14.9M | 1.6% | $2.01M | Cut$38.6K |
| Robinhood Mkts Inc | — | 212.4K | $14.7M | 1.6% | −$5.3M | Added$1.02M |
| Quanta Svcs Inc | — | 26.7K | $14.6M | 1.5% | $3.38M | Cut−$1.21M |
| Arista Networks, Inc. | ANET | 117K | $14.4M | 1.5% | −$965.7K | Cut−$3.37M |
| Palantir Technologies Inc. | PLTR | 97.9K | $14.3M | 1.5% | −$2.81M | Added−$1.53M |
| Chevron Corp New | CVX | 64K | $13.2M | 1.4% | $301.6K | Added$12.4M |
| Broadcom Inc. | AVGO | 42.4K | $13.1M | 1.4% | −$1.55M | Cut−$2.49M |
| Exxon Mobil Corp | — | 76K | $12.9M | 1.4% | $3.58M | Added$4.16M |
| Kla Corp | KLAC | 8.61K | $12.7M | 1.3% | $2.21M | Cut−$1.61M |
| Caterpillar Inc | CAT | 17.1K | $12.1M | 1.3% | $2.33M | Cut−$2.07M |
| Goldman Sachs Group Inc | — | 14.3K | $12.1M | 1.3% | −$471.2K | Cut−$2.84M |
| Crowdstrike Hldgs Inc | — | 30K | $11.7M | 1.2% | −$2.35M | Cut−$3.33M |
| Tjx Cos Inc New | — | 72K | $11.5M | 1.2% | $438.3K | Cut−$1.49M |
| Bank New York Mellon Corp | — | 96.3K | $11.4M | 1.2% | $244.6K | Cut−$2.38M |
| Vistra Corp. | VST | 74.9K | $11.3M | 1.2% | −$823.9K | Cut−$1.46M |
| Air Prods & Chems Inc | — | 38.5K | $11.2M | 1.2% | — | New |
| American Express Co | AXP | 36.8K | $11.1M | 1.2% | −$2.48M | Cut−$3.51M |
| Oneok Inc /New/ | OKE | 123.1K | $11.1M | 1.2% | — | New |
| Eaton Corp Plc | ETN | 30.9K | $11.1M | 1.2% | $1.21M | Cut−$395.8K |
| Cadence Design System Inc | — | 38.4K | $10.7M | 1.1% | −$1.33M | Cut−$1.81M |
| Deere & Co | DE | 18.4K | $10.4M | 1.1% | $1.8M | Cut−$1.49M |
| Pnc Finl Svcs Group Inc | — | 48.7K | $10.1M | 1.1% | −$31.1K | Cut−$3.58M |
| Ea Series Trust | — | 86.1K | $10M | 1.1% | $92.5K | Added$1.06M |
| Ge Aerospace | — | 35K | $9.94M | 1.1% | −$849.6K | Cut−$3.5M |
| Union Pac Corp | — | 40.3K | $9.77M | 1.0% | — | New |
| Packaging Corp Amer | — | 45.8K | $9.71M | 1.0% | — | New |
| Monster Beverage Corp New | — | 133K | $9.64M | 1.0% | −$560K | Cut−$4.18M |
| Northrop Grumman Corp | — | 14K | $9.53M | 1.0% | — | New |
| Ppg Inds Inc | — | 86.6K | $9.26M | 1.0% | — | New |
| Tidal Trust I | — | 309.2K | $7.38M | 0.8% | −$275.2K | Cut−$2.54M |
| Neos Etf Trust | — | 148.4K | $7.33M | 0.8% | −$468.8K | Cut−$2.06M |
| Texas Pacific Land Corporati | — | 14.8K | $7.02M | 0.7% | — | New |
| Visa Inc. | V | 23.1K | $6.99M | 0.7% | −$369.4K | Added$4.32M |
| Reddit, Inc. | RDDT | 49.2K | $6.62M | 0.7% | — | New |
| Neos Etf Trust | — | 131.3K | $6.52M | 0.7% | −$547.4K | Cut−$2.51M |
| Taiwan Semiconductor Mfg Ltd | — | 18.1K | $6.13M | 0.6% | $618K | Cut$378.2K |
| Valero Energy Corp | — | 23.1K | $5.72M | 0.6% | $1.94M | Added$1.97M |
| Alphabet Inc | — | 15.8K | $4.52M | 0.5% | −$418.1K | Added−$351.9K |
| First Tr Exchange-Traded Fd | — | 82K | $3.99M | 0.4% | −$34.6K | Added$131K |
| J P Morgan Exchange Traded F | — | 69K | $3.91M | 0.4% | −$38.6K | Cut−$1.74M |
| Select Sector Spdr Tr | — | 24.1K | $3.89M | 0.4% | $85.5K | Added$1.88M |
| Select Sector Spdr Tr | — | 78K | $3.85M | 0.4% | −$355.9K | Added$241.6K |
| Novo-Nordisk A S | — | 100.1K | $3.68M | 0.4% | −$1.39M | Added−$1.34M |
| Enterprise Prods Partners L | — | 94.8K | $3.59M | 0.4% | $547.8K | Cut$530.2K |
| Amgen Inc | AMGN | 9.84K | $3.46M | 0.4% | $24.1K | Added$3.14M |
| Lithium Amers Corp New | — | 859.9K | $3.4M | 0.4% | −$155.7K | Added$1.74M |
| SoFi Technologies, Inc. | SOFI | 212.8K | $3.38M | 0.4% | −$2.19M | Cut−$8.67M |
| Emerson Elec Co | — | 25.8K | $3.38M | 0.4% | −$43.8K | Cut−$11.8M |
| Adobe Inc. | ADBE | 13.8K | $3.34M | 0.4% | −$1.32M | Added−$970.2K |
| ServiceNow, Inc. | NOW | 31.6K | $3.31M | 0.3% | −$93.3K | Added$3.01M |
| Global X Fds | — | 44.2K | $3.27M | 0.3% | $547.8K | Added$796.5K |
| Pacer Fds Tr | — | 82.5K | $2.78M | 0.3% | −$121.3K | Cut−$20.2M |
| First Tr Exchange-Traded Fd | — | 53.9K | $2.74M | 0.3% | $334.7K | Added$441.6K |
| Berkshire Hathaway Inc Del | — | 5.5K | $2.63M | 0.3% | −$128.9K | Cut−$607.5K |
| Diamondback Energy, Inc. | FANG | 12.9K | $2.55M | 0.3% | $610.8K | Cut$417K |
| Oracle Corp | — | 16.5K | $2.42M | 0.3% | −$787.7K | Cut−$1.06M |
| Tidal Trust I | — | 18.6K | $2.33M | 0.2% | −$136.9K | Cut−$326.2K |
| Palo Alto Networks Inc | PANW | 13.6K | $2.18M | 0.2% | −$324.1K | Cut−$10.2M |
| Uber Technologies, Inc | UBER | 29.2K | $2.1M | 0.2% | −$217.5K | Added$283.1K |
| Salesforce, Inc. | CRM | 11K | $2.06M | 0.2% | −$679.8K | Added−$244.9K |
| Spdr Series Trust | — | 26.3K | $2.01M | 0.2% | −$96.9K | Cut−$160.7K |
| Strategy Inc | — | 15.6K | $1.94M | 0.2% | −$126.1K | Added$1.24M |
| Bitmine Immersion Tecnologie | — | 96.9K | $1.92M | 0.2% | — | New |
| Schwab Strategic Tr | — | 62.5K | $1.92M | 0.2% | $196.2K | Added$260.5K |
| Eog Res Inc | — | 13.1K | $1.9M | 0.2% | $519.9K | Cut$157.4K |
| UiPath, Inc. | PATH | 155.6K | $1.73M | 0.2% | −$574.9K | Added−$53.9K |
| Ishares Tr | — | 2.54K | $1.66M | 0.2% | −$50.7K | Added$567.2K |
| Abbott Labs | ABT | 15.9K | $1.63M | 0.2% | −$57.3K | Added$1.31M |
| Pacer Fds Tr | — | 40.1K | $1.61M | 0.2% | −$87.5K | Added$22K |
| Vanguard Index Fds | — | 2.69K | $1.61M | 0.2% | −$79.3K | Cut−$114.5K |
| Ishares Tr | — | 21K | $1.47M | 0.2% | $14.8K | Added$119.3K |
| Cloudflare, Inc. | NET | 6.75K | $1.39M | 0.1% | $62K | Cut−$11.3M |
| Tema Etf Trust | — | 40K | $1.37M | 0.1% | — | New |
| Micron Technology Inc | MU | 3.66K | $1.24M | 0.1% | $191.8K | Cut−$46.8K |
| J P Morgan Exchange Traded F | — | 22K | $1.22M | 0.1% | −$57.1K | Cut−$254.7K |
| Invesco Qqq Tr | — | 2K | $1.15M | 0.1% | −$74K | Cut−$143.4K |
| Garmin Ltd | GRMN | 4.8K | $1.11M | 0.1% | $127.8K | Added$223.8K |
| Ishares Tr | — | 7.99K | $1.08M | 0.1% | $112.8K | Cut$97.1K |
| Pacer Fds Tr | — | 16.6K | $1.03M | 0.1% | −$30K | Added−$20.9K |
| Nebius Group N.V. | NBIS | 9.76K | $1.01M | 0.1% | $179.1K | Added$265.5K |
| Applied Matls Inc | — | 2.66K | $910.6K | 0.1% | $226K | Cut$57.9K |
| Realty Income Corp | O | 14.6K | $892.8K | 0.1% | $65.9K | Added$120.3K |
| Ishares Inc | — | 32K | $839.5K | 0.1% | — | New |
| Mercadolibre Inc | MELI | 481 | $831.7K | 0.1% | −$137.2K | Cut−$256K |
| Rubrik, Inc. | RBRK | 16.6K | $815K | 0.1% | −$222.5K | Added$196.5K |
| Omega Healthcare Invs Inc | — | 17.9K | $783.7K | 0.1% | −$9.3K | Cut−$11.7K |
| Walmart Inc. | WMT | 5.98K | $742.7K | 0.1% | $76.9K | Cut−$139.2K |
| Astera Labs, Inc. | ALAB | 6.34K | $695K | 0.1% | −$333.8K | Added−$283.4K |
| Vici Pptys Inc | — | 24.8K | $676.9K | 0.1% | −$15.2K | Added$142K |
| At&T Inc | — | 23.1K | $671.1K | 0.1% | $91.2K | Added$125K |
| Caci Intl Inc | — | 1.2K | $653.7K | 0.1% | $13.3K | Held |
| Verizon Communications Inc | VZ | 12.4K | $623.5K | 0.1% | $117.6K | Cut$112.3K |
| Select Sector Spdr Tr | — | 10.1K | $621.5K | 0.1% | $132.7K | Added$262.9K |
| Iren Limited | — | 17K | $582.3K | 0.1% | — | New |
| Spdr Gold Tr | — | 1.3K | $558.9K | 0.1% | $31.1K | Added$195.9K |
| Pacer Fds Tr | — | 8.7K | $544.3K | 0.1% | $20.8K | Cut−$114.4K |
| International Business Machs | — | 2.24K | $543.2K | 0.1% | −$116.5K | Added−$97.8K |
| Phillips 66 | PSX | 2.92K | $532.2K | 0.1% | $155.2K | Cut$154.8K |
| Intuitive Surgical Inc | ISRG | 1.13K | $521.4K | 0.1% | −$119.2K | Cut−$348.5K |
| Altria Group, Inc. | MO | 7.54K | $497.8K | 0.1% | $62.9K | Cut$56.6K |
| Ishares Gold Tr | — | 5.63K | $496.6K | 0.1% | $38.9K | Added$44.7K |
| Wp Carey Inc | — | 7.21K | $490.1K | 0.1% | $25K | Added$42.8K |
| Epr Pptys | — | 9.63K | $481.4K | 0.1% | $540 | Added$32.7K |
| Vanguard Whitehall Fds | — | 3.24K | $480.3K | 0.1% | $14.9K | Cut−$18.9K |
| Asml Holding N V | — | 359 | $474.3K | 0.1% | $90.1K | Cut$82.6K |
| Select Sector Spdr Tr | — | 10.3K | $474K | 0.1% | $29.8K | Added$76K |
| Kinder Morgan Inc Del | — | 13.7K | $458.5K | 0.0% | $82.6K | Cut$76.9K |
| Unitedhealth Group Inc | UNH | 1.6K | $433.5K | 0.0% | −$95.3K | Cut−$3.57M |
| Spdr S&P 500 Etf Tr | — | 666 | $433.4K | 0.0% | −$21K | Cut−$23.1K |
| AbbVie Inc. | ABBV | 1.97K | $428.8K | 0.0% | −$21.6K | Added−$19.6K |
| Alps Etf Tr | — | 7.86K | $413.9K | 0.0% | $44.2K | Cut$23.8K |
| Ishares Tr | — | 3.3K | $409.8K | 0.0% | $13.6K | Cut−$1.77K |
| Ishares Tr | — | 1.7K | $408K | 0.0% | −$17.4K | Added−$17.2K |
| Philip Morris Intl Inc | — | 2.38K | $393.2K | 0.0% | $11.7K | Held |
| Spdr Series Trust | — | 3.94K | $386K | 0.0% | −$34.7K | Cut−$47.7K |
| J P Morgan Exchange Traded F | — | 6.25K | $383.3K | 0.0% | −$11.6K | Added−$10.5K |
| Vanguard Specialized Funds | — | 1.76K | $378.1K | 0.0% | −$8.25K | Cut−$17.9K |
| Vanguard Index Fds | — | 1.8K | $370.4K | 0.0% | −$5.98K | Held |
| Johnson & Johnson | JNJ | 1.51K | $368.9K | 0.0% | $54K | Added$70.4K |
| Iron Mtn Inc Del | — | 3.58K | $365.7K | 0.0% | $68.7K | Cut−$3.72K |
| Lockheed Martin Corp | LMT | 603 | $364.3K | 0.0% | $63.4K | Added$110.5K |
| Spdr Series Trust | — | 14.6K | $360.8K | 0.0% | −$2.04K | Cut−$99.3K |
| Axon Enterprise, Inc. | AXON | 844 | $358.4K | 0.0% | −$120.9K | Cut−$14M |
| Rocket Lab Corp | RKLB | 5.35K | $343.7K | 0.0% | −$29.7K | Cut−$468K |
| Vanguard Index Fds | — | 1.07K | $343.3K | 0.0% | −$9.45K | Added$127.5K |
| Select Sector Spdr Tr | — | 3.08K | $335.3K | 0.0% | −$27.2K | Added$24.3K |
| Energy Transfer L P | — | 17K | $327.8K | 0.0% | $47.7K | Cut$20.7K |
| Enbridge Inc | — | 6.02K | $325.9K | 0.0% | $38K | Cut$26.3K |
| Schwab Strategic Tr | — | 11.1K | $323.5K | 0.0% | −$38.1K | Added−$32.4K |
| Pepsico Inc | PEP | 2.07K | $321K | 0.0% | $24.3K | Cut−$1.64M |
| J P Morgan Exchange Traded F | — | 6.27K | $313.6K | 0.0% | −$3.21K | Added−$2.21K |
| Live Nation Entertainment In | — | 2.05K | $312.8K | 0.0% | $20.5K | Cut−$75.7K |
| Home Depot, Inc. | HD | 926 | $304.6K | 0.0% | −$13.9K | Held |
| Select Sector Spdr Tr | — | 2.27K | $302.3K | 0.0% | −$15.6K | Added$99.8K |
| Ishares Silver Tr | — | 4.38K | $298.5K | 0.0% | — | New |
| Lam Research Corp | LRCX | 1.37K | $293.4K | 0.0% | $58.3K | Cut−$14.5M |
| Woodward, Inc. | WWD | 812 | $290.6K | 0.0% | $45.1K | Held |
| Boeing Co | — | 1.43K | $284.4K | 0.0% | −$25.9K | Cut−$27.2K |
| Qualcomm Inc | — | 2.17K | $280K | 0.0% | −$91.9K | Cut−$2M |
| S&P Global Inc. | SPGI | 656 | $279K | 0.0% | −$63.8K | Cut−$15.1M |
| Vanguard Growth Etf | — | 620 | $270.8K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 2.31K | $255.5K | 0.0% | −$14.1K | Added$14.1K |
| Atmos Energy Corp | ATO | 1.35K | $248.6K | 0.0% | $23K | Held |
| Coca Cola Co | KO | 3.22K | $244.9K | 0.0% | — | New |
| RTX Corp | RTX | 1.23K | $236.6K | 0.0% | $11.5K | Added$15K |
| Martin Marietta Matls Inc | — | 400 | $235.5K | 0.0% | −$13.7K | Cut−$16.2K |
| British Amern Tob Plc | — | 3.94K | $230.5K | 0.0% | $7.3K | Held |
| Ishares Tr | — | 1.47K | $228K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 1.55K | $226.7K | 0.0% | — | New |
| Mcdonalds Corp | MCD | 719 | $223.3K | 0.0% | $3.27K | Added$22.8K |
| Mplx Lp | — | 3.91K | $223.1K | 0.0% | $14.5K | Held |
| Vanguard Index Fds | — | 1.12K | $219.7K | 0.0% | — | New |
| United Parcel Service Inc | UPS | 2.12K | $208.9K | 0.0% | −$1.69K | Cut−$1.61M |
| Schwab Charles Corp | — | 2.22K | $208.9K | 0.0% | −$13.1K | Cut−$31.2K |
| Vanguard World Fd | — | 565 | $207.6K | 0.0% | −$25.6K | Cut−$26.9K |
| Devon Energy Corp New | — | 4.08K | $205.4K | 0.0% | — | New |
| Fedex Corp | FDX | 574 | $204.6K | 0.0% | — | New |
| SentinelOne, Inc. | S | 14.5K | $187.1K | 0.0% | −$30.8K | Cut−$1.74M |
| Ford Mtr Co | — | 11.5K | $132.2K | 0.0% | — | New |
| Blue Owl Capital Corporation | — | 10.9K | $120.1K | 0.0% | −$14.4K | Added−$10.6K |
| Eos Energy Enterprises Inc | — | 15.1K | $74.9K | 0.0% | — | New |
| Fathom Holdings Inc. | FTHM | 12.4K | $6.57K | 0.0% | −$5.95K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.