Team Financial Group, LLC
All 13F Filings
- Location
- Temecula, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 235,547
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 56 | 235,547 | 13F-HR | Team Financial Group, LLC |
| Q1 2026 | 5/1/2026 | 273 | 220,307 | 13F-HR | Team Financial Group, LLC |
| Q4 2025 | 1/13/2026 | 267 | 220,423 | 13F-HR | Team Financial Group, LLC |
| Q3 2025 | 10/7/2025 | 257 | 215,771 | 13F-HR | Team Financial Group, LLC |
| Q2 2025 | 7/22/2025 | 251 | 203,406 | 13F-HR | Team Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.473 K | 1.0% | 0 | 3.233 K | -3.233 K |
| ETFs | 233.1 K | 99.0% | 18.47 K | 0 | 18.47 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
235,547
Holdings
56
QoQ value change ($000)
15,240
(6.9%)
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.