SEC Form 13F

Team Financial Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$235,546,712
Positions56

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRWETF$38,955,098407,395
WISDOMTREE U.S. LARGECAP FUNDEPSETF$35,581,964457,411
WISDOMTREE FLOATING RATE TREASURY FUNDUSFRETF$19,453,107386,358
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGETF$18,865,108557,480
WISDOMTREE U.S. MULTIFACTOR FUNDUSMFETF$15,502,553285,798
PGIM TOTAL RETURN BOND ETFPTRBETF$13,292,461320,609
PGIM SHORT DURATION MULTI-SECTOR BOND ETFPSDMETF$11,119,979218,467
WISDOMTREE US VALUE FUND OF BENEF INTERESTWTVETF$10,811,390106,286
AVANTIS U.S. LARGE CAP VALUE ETFAVLVETF$10,305,098112,982
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETFCOWGETF$9,220,033229,660

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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