1y return+17.9%S&P 500 +20.9%
3y return+59.7%S&P 500 +68.5%
5y return+46.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $231 against $232 in the S&P 500.2
Teamwork Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $45.1M | 4.2% | +1.9% |
| AMZNAmazon Com Inc | $40.1M | 3.7% | −6.0% |
| BILSpdr Series Trust | $37.2M | 3.5% | +64.9% |
| NVDANvidia Corporation | $33.6M | 3.1% | −1.8% |
| CGDVCapital Group Dividend Value | $28.1M | 2.6% | +4.6% |
| GRNJTidal Trust III | $26.0M | 2.4% | +3.2% |
| GOOGLAlphabet Inc | $24.5M | 2.3% | |
| AMDAdvanced Micro Devices Inc | $24.2M | 2.3% | −52.7% |
| XARSpdr Series Trust | $24.0M | 2.2% | +13.0% |
| PAVEGlobal X Fds | $23.7M | 2.2% | +12.2% |
| MSFTMicrosoft Corp | $23.2M | 2.2% | −2.1% |
| HOODRobinhood Mkts Inc | $21.9M | 2.0% | +3.0% |
| ICOWPacer Fds Tr | $20.8M | 1.9% | +9.1% |
| KLACKla Corp | $20.7M | 1.9% | +698.0% |
| TSLATesla Inc | $19.7M | 1.8% | +13.2% |
| METAMeta Platforms Inc | $19.4M | 1.8% | +6.7% |
| GEVGe Vernova Inc | $18.7M | 1.7% | −15.4% |
| ANETArista Networks Inc | $17.7M | 1.7% | −10.9% |
| PWRQuanta Svcs Inc | $16.7M | 1.6% | −13.0% |
| JPMJpmorgan Chase & Co | $16.2M | 1.5% | −3.3% |
| CATCaterpillar Inc | $15.8M | 1.5% | −13.3% |
| NOWServicenow Inc | $15.4M | 1.4% | +389.2% |
| AVGOBroadcom Inc | $14.5M | 1.4% | −9.7% |
| COSTCostco Wholesale Corporation | $14.2M | 1.3% | +1.2% |
| GEGe Aerospace | $14.0M | 1.3% | +7.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $33.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $14.5M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $24.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $24.5M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $18.7M |
| CATCaterpillar Inc | December 31, 2023 | +260.2% | $15.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $16.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $45.1M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $14.2M |
| HOODRobinhood Mkts Inc | March 31, 2025 | +140.9% | $21.9M |
Sold off last quarter
- PPGPpg Inds Inc was $9.3M
- RDDTReddit Inc was $6.6M
- EOGEog Res Inc was $1.9M
- ABTAbbott Laboratories was $1.6M
- Garmin LtdCUSIP H2906T109 was $1.1M
- RBRKRubrik Inc. was $815K
- HYMBSpdr Series Trust was $361K
- SPGIS&p Global Inc was $279K
- VUGVanguard Index Fds was $271K
- IUSGIshares Tr was $228K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.1% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | −0.3% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +11.9% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +3.6% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | +6.4% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +3.6% | +7.1% |
| September 30, 2022 | −3.1% | −5.3% |
| June 30, 2022 | −17.0% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +4.3% | +10.7% |
| September 30, 2021 | −4.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Teamwork Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1629931&type=13F-HR&dateb=&owner=include&count=40CIK 1629931
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1629931/000208585326000654/Filed July 8, 2026 · accession 0002085853-26-000654