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Portfolio (Quarterly) Guide ↗

Team Financial Group, LLC

· CIK 0001845163
13F Portfolio $220M AUM 267 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 101 Added 29 Reduced 9 Exited
Page 6 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION COM Industrials 290.0 $53K 0.02% +125.0 +75.8% $183.60 -5.3%
102 CII BLACKROCK ENHANCED LARGE CAP C COM Financial Services 2,268.0 $53K 0.02% +73.0 +3.3% $23.37 +3.9%
103 LLY ELI LILLY & CO COM Healthcare 48.0 $51K 0.02% $1068.44 -7.4%
104 IWV ISHARES RUSSELL 3000 ETF 131.0 $51K 0.02% $386.85 +7.7%
105 MS MORGAN STANLEY COM NEW Financial Services 276.0 $49K 0.02% $177.53 +8.2%
106 EFG ISHARES MSCI EAFE GROWTH ETF 423.0 $48K 0.02% -152.0 -26.4% $114.05 +4.0%
107 JPM JPMORGAN CHASE & CO. COM Financial Services 148.0 $48K 0.02% $323.06 -7.3%
108 ROK ROCKWELL AUTOMATION INC COM Industrials 122.0 $48K 0.02% $389.51 +12.1%
109 PSX PHILLIPS 66 COM Energy 353.0 $46K 0.02% +3.0 +0.9% $128.92 +38.9%
110 VIG VANGUARD DIVIDEND APPRECIATION ETF 201.0 $44K 0.02% +2.0 +1.0% $219.55 +4.5%
111 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 557.0 $43K 0.02% +361.0 +184.2% $77.00 +18.6%
112 SBUX STARBUCKS CORP COM Consumer Cyclical 500.0 $42K 0.02% $84.21 +26.9%
113 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 895.0 $40K 0.02% -226.0 -20.2% $45.19 +16.9%
114 CVX CHEVRON CORP NEW COM Energy 253.0 $39K 0.02% +2.0 +0.8% $152.64 +27.5%
115 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 975.0 $39K 0.02% $39.59 +8.3%
116 COHR COHERENT CORP COM Technology 207.0 $38K 0.02% $184.57 +96.2%
117 GEV GE VERNOVA INC COM Utilities 57.0 $37K 0.02% $653.56 +52.1%
118 QQQ INVESCO QQQ TRUST SERIES I Financial Services 60.0 $37K 0.02% +1.0 +1.7% $609.78 +15.3%
119 GOOG ALPHABET INC CAP STK CL C Communication Services 116.0 $36K 0.02% $314.29 +26.7%
120 OEF ISHARES S&P 100 ETF 106.0 $36K 0.02% +1.0 +0.9% $342.01 +7.5%
Page 6 of 14  ·  267 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.1%
Technology 16.8%
Consumer Defensive 6.2%
Consumer Cyclical 5.5%
Healthcare 4.3%
Industrials 3.2%
Communication Services 2.6%
Energy 1.5%
Real Estate 1.0%
Utilities 0.5%