AiSiWhale

AI & tech investing

Teamwork Financial Advisors, LLC

CIK 1629931

13F filing for Q2 2026・No. 2,422

Holdings
US$1.1B
Quarter change
+US$155.71M
Entries
215
Net bought (estimate)
+US$49.75M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 23
  • Sold out 18
  • Cut 72
  • Added 80
  • Corporate actions 0
  • Unchanged 9

Largest holdings

184 stocks worth US$1.07B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$45.15M4.21%
AMZNAmazonCOMCutUS$40.14M3.75%
SPDR SERIES TRUSTST STR BLO 1 ETFAddedUS$37.19M3.47%
NVDANvidiaCOMCutUS$33.6M3.14%
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNITAddedUS$28.07M2.62%
TIDAL TRUST IIIFUND GRA MID ETFAddedUS$25.96M2.42%
GOOGLAlphabetCAP STK CL AAddedUS$24.47M2.28%
AMDAMDCOMCutSplit 1:2US$24.17M2.26%
XARSPDR SERIES TRUSTST STR SP AEROAddedUS$24.01M2.24%
GLOBAL X FDSUS INFR DEV ETFAddedUS$23.75M2.22%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.