account_balance

Investment manager · 13F filer · SEC CIK 1845163

Team Financial Group, LLC

Reported value$253Mas of Sep 30, 2026

Positions306 250 new, 0 sold out

Top 10 weight73.5%DGRW alone is 16%

FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DGRWWisdomtree US Quality Dividend Growth Fund

16.0%

EPSWisdomtree U.S. Largecap Fund

14.4%

SCHGSchwab U.S. Large-Cap Growth ETF

8.5%Added +8%

USFRWisdomtree Floating Rate Treasury Fund

8.3%Added +8%

AVLVAvantis U.S. Large Cap Value ETF

6.9%Added +71%

PSDMPgim Short Duration Multi-Sector Bond ETF

5.2%Added +20%

WTVWisdomtree US Value Fund of Benef Interest

4.3%

COWGPacer US Large Cap Cash Cows Growth Leaders ETF

3.6%

USMFWisdomtree U.S. Multifactor Fund

3.3%−45%

AVMVAvantis U.S. Mid Cap Value ETF

3.1%+6%

PAAAPgim Aaa Clo ETF

3.1%+308%

PTRBPgim Total Return Bond ETF

2.7%

DGRWWisdomtree US Quality Dividend Growth Fund

16.0%

EPSWisdomtree U.S. Largecap Fund

14.4%

SCHGSchwab U.S. Large-Cap Growth ETF

8.5%+8%

USFRWisdomtree Floating Rate Treasury Fund

8.3%+8%

AVLVAvantis U.S. Large Cap Value ETF

6.9%+71%

PSDMPgim Short Duration Multi-Sector Bond ETF

5.2%

WTVWisdomtree US Value Fund of Benef Interest

4.3%

COWG3.6%

USMF

AVMV

PAAA3.1%

PTRB

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DGRW Wisdomtree US Quality Dividend Growth Fund 16.0% Held

EPS Wisdomtree U.S. Largecap Fund 14.4% Held

SCHG Schwab U.S. Large-Cap Growth ETF 8.5% Added +8%

USFR Wisdomtree Floating Rate Treasury Fund 8.3% Added +8%

AVLV Avantis U.S. Large Cap Value ETF 6.9% Added +71%

PSDM Pgim Short Duration Multi-Sector Bond ETF 5.2% Added +20%

WTV Wisdomtree US Value Fund of Benef Interest 4.3% Held

COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.6% Held

USMF Wisdomtree U.S. Multifactor Fund 3.3% Trimmed −45%

AVMV Avantis U.S. Mid Cap Value ETF 3.1% Added +6%

PAAA Pgim Aaa Clo ETF 3.1% Added +308%

PTRB Pgim Total Return Bond ETF 2.7% Trimmed −46%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 13, 2026 filing

add_circleNew

SPYM $283K
DIA $270K
MSFT $260K
TSLA $238K

arrow_upwardAdded

PAAA +308%
AVSC +109%
AVMC +88%
AVLV +71%

arrow_downwardTrimmed

PTRB −46%
USMF −45%
COWZ −36%
SCHO −19%

remove_circleSold out

None

Team Financial Group, LLC

Where the money is

Biggest moves since Jun 30, 2026

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