Teamwork Financial Advisors, LLC
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 990,248
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/9/2026 | 205 | 990,248 | 13F-HR | Teamwork Financial Advisors, LLC |
| Q3 2025 | 10/8/2025 | 205 | 970,962 | 13F-HR | Teamwork Financial Advisors, LLC |
| Q2 2025 | 7/7/2025 | 190 | 863,138 | 13F-HR | Teamwork Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
51.81 K
(5.2% of total reported value)
· QoQ Δ:
-1.025 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 930.6 K | 99.2% | 18.5 K | 0 | 18.5 K |
| ETFs | 7.797 K | 0.8% | 1.805 K | 0 | 1.805 K |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
990,248
Holdings
205
QoQ value change ($000)
19,286
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.