Advertisement
Screener

Team Financial Group, LLC Current Holdings: USA Stocks

Team Financial Group, LLC

Team Financial Group, LLC reported a Form 13F information table total of $220.31 million in 273 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1845163): holdings report, quarter ended 2026-03-31, filed 2026-05-04; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
GP Brinson Investments LLCUnited States$0.220B14
Long Path Partners LPUnited States$0.220B9
Leicht Financial Planning & Wealth Management, Inc.United States$0.220B15
GoalFusion Wealth Management, LLCUnited States$0.220B30
William Marsh Rice UniversityUnited States$0.221B2
STONEBRIDGE CAPITAL MANAGEMENT INCUnited States$0.220B80
Twin Lakes Capital Management, LLCUnited States$0.220B221
Decker Retirement Planning Inc.United States$0.221B284
Radcliff Management LLCUnited States$0.220B1
E Fund Management (Hong Kong) Co., Ltd.Hong Kong$0.220B491