Team Financial Group, LLC (CIK: 0001845163) is a financial institution headquartered at 40395 Winchester Rd Suite A, , Temecula, California 92591. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $220.31 M, comprising 273 distinct securities. Over its filing history, it has submitted 11 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 75.7%. Quarterly turnover: 3.0%. ▲ 15 new, +98 added, −29 reduced, ×9 exited.

Top Buys

Q1 2026

1. AVLV Avantis Us Large Cap Value Etf

+$3.17 M

2. SCHG Schwab Us Large-Cap Growth Etf

+$1 M

3. PTRB Pgim Total Return Bond Etf

+$653,201.77

4. SCHO Schwab Short-Term Us Treasury Etf

+$647,864.57

5. PSDM Pgim Short Duration Multi-Sector Bond Etf

+$520,710.63

Top Sells

Q1 2026

1. USFR Wisdomtree Floating Rate Treasury Fund

−$2.88 M

2. USMF Wisdomtree Us Multifactor Fund

−$2.46 M

3. COWZ Pacer Us Cash Cows 100 Etf

−$662,321.42

4. PULS Pgim Ultra Short Bond Etf

−$99,294.97

5. AAPL Apple

−$75,121.97

Stocks/ETFs

-0.05%

$220.15 M 99.93%

Options

$0 0.00%

Debt

$0 0.00%

Other

-9.30%

$157,714 0.07%

Name	Shares	Market Value	Weight	Change	Activity
Wisdomtree Us Quality Dividend Growth Fund ETF-DGRW	391,711	$34.41 M	15.62%	▲ 3,947	Add 1.0%
Wisdomtree Us Largecap Fund ETF-EPS	450,773	$30.7 M	13.94%	▲ 3,229	Add 0.7%
Wisdomtree Floating Rate Treasury Fund ETF-USFR	397,299	$20 M	9.08%	▼ 57,131	Reduce -12.6%
Wisdomtree Us Multifactor Fund ETF-USMF	366,309	$18.09 M	8.21%	▼ 49,838	Reduce -12.0%
Schwab Us Large-Cap Growth Etf ETF-SCHG	516,821	$15.06 M	6.83%	▲ 34,331	Add 7.1%
Pgim Total Return Bond Etf ETF-PTRB	333,938	$13.86 M	6.29%	▲ 15,736	Add 5.0%
Pgim Short Duration Multi-Sector Bond Etf ETF-PSDM	200,595	$10.22 M	4.64%	▲ 10,216	Add 5.4%
Wisdomtree Us Value Fund Of Benef Interest ETF-WTV	103,213	$9.78 M	4.44%	▲ 591	Add 0.6%
Pacer Us Large Cap Cash Cows Growth Leaders Etf ETF-COWG	226,280	$7.63 M	3.47%	▲ 1,033	Add 0.5%
Spdr Gold Minishares Trust Of Beneficial Interest ETF-GLDM	74,793	$6.93 M	3.15%	▼ 219	Reduce -0.3%

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Team Financial Group, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Team Financial Group, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 11 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Team Financial Group, LLC Quarterly 13F Statistics

Discover detailed insights into Team Financial Group, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Team Financial Group, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Team Financial Group, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Team Financial Group, LLC 13F Filings, Portfolio & Analysis

Team Financial Group, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Team Financial Group, LLC's Portfolio

Team Financial Group, LLC Quarterly 13F Statistics

Team Financial Group, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)