Team Financial Group, LLC - Q42025 Holdings

Team Financial Group, LLC holds 267 stocks with a total portfolio value of $ 220.42M as of Q42025. In Q42025, Team Financial Group, LLC added 19 new positions, increased stakes in 110 stocks, reduced 29 holdings, and fully exited 9 positions. The largest holding is Wisdomtree Us Quality Dividend Growth Fund (DGRW), representing 15.73% of the total portfolio.