Teamwork Financial Advisors, LLC
•CIK: 1629931•Filing: Q4 2025
**Teamwork Financial Advisors, LLC** manages $815M across a diversified portfolio of 173 positions. The fund maintains significant exposure to mega-cap technology names, with top holdings including AAPL at $43.6M and AMZN at $41.3M. Notable allocations also include NVDA ($33.4M), MSFT ($28.7M), and BIL ($26.7M). This concentration suggests a core strategy focused on established growth leaders and defensive fixed-income plays.
Total AUM
$799.2M
+ $15.4M in options
QoQ Performance
+12.2%
Positions
127
+ 16 options
Top 10 Concentration
35.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AMZN
AAPL5.4%
AMZN5.1%
NVDA4.1%
MSFT3.5%
BIL3.3%
CGDV2.9%
GOOGL2.9%
COWG2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.3%
Technology26.7%
Consumer8.2%
Industrial5.2%
Financial4.3%
Energy1.6%
Healthcare0.9%
ETF0.4%
🚪 Exited Positionssold since Q3 2025
+18 more exited positions
Changes from Q3 2025
NEW19 new positions
↑58 increased
↓91 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023