Team Financial Group, LLC - Portfolio Stock Holdings
Team Financial Group, LLC disclosed 305 stock positions in a recent SEC 13F filing. $252,981,950 of stock holdings were filed, with the largest holdings including DGRW, EPS, and SCHG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $251,054,808 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
305Est. Stock Holding Value:
$252,981,950Top Stock Holdings By Sector
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Portfolio Stock Holdings - Team Financial Group, LLC
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