Arkolith/Funds/Teamwork Financial Advisors, LLC

Teamwork Financial Advisors, LLC

CIK 1629931Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Teamwork Financial Advisors, LLC holds a diversified book of 184 stocks worth $1.1B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Amazon.com Inc. Their largest long position is Apple Inc at 4% of the equity book. They also disclosed $30.8M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Teamwork Financial Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
23
new positions
Added to
81
existing
Trimmed
71
reduced
Sold out
17
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
29%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

76% mapped to company sectors

Information Technology
33%
ETF / fund or unclassified
24%
Financials
12%
Consumer Discretionary
8%
Industrials
7%
Materials
5%
Health Care
3%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

184 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$45.1M156.0K
4.2%
+1.9%
Added · +3K sh
2Amazon Com Inc
COM
$40.1M168.4K
3.7%
−6.0%
Reduced · −11K sh
3SPDR Series Trust
ST STR BLO 1 ETF
$37.2M405.8K
3.5%
+65%
Added · +160K sh
4Nvidia Corporation
COM
$33.6M167.9K
3.1%
−1.8%
Reduced · −3K sh
5Capital Group Dividend Value
SHS CREAT UNIT
$28.1M569.7K
2.6%
+4.6%
Added · +25K sh
6Tidal Trust III
FUND GRA MID ETF
$26.0M825.7K
2.4%
+3.1%
Added · +25K sh
7Alphabet Inc
CAP STK CL A
$24.5M68.5K
2.3%
+0.1%
Added · +57 sh
8Advanced Micro Devices Inc
COM
$24.2M41.6K
2.3%
−53%
Reduced · −46K sh
9SPDR Series Trust
ST STR SP AERO
$24.0M84.6K
2.2%
+13%
Added · +10K sh
10Global X FDS
US INFR DEV ETF
$23.7M403.0K
2.2%
+12%
Added · +44K sh
11Microsoft Corp
COM
$23.2M62.3K
2.2%
−2.1%
Reduced · −1K sh
12Robinhood MKTS Inc
COM CL A
$21.9M218.8K
2.0%
+3.0%
Added · +6K sh
13Pacer FDS TR
DEVELOPED MRKT
$20.8M498.6K
1.9%
+9.1%
Added · +41K sh
14Kla Corp
COM NEW
$20.7M68.7K
1.9%
+698%
Added · +60K sh
15Tesla Inc
COM
$19.7M46.8K
1.8%
+13%
Added · +5K sh
16Meta Platforms Inc
CL A
$19.4M34.5K
1.8%
+6.7%
Added · +2K sh
17Ge Vernova Inc
COM
$18.7M15.9K
1.7%
−15%
Reduced · −3K sh
18Arista Networks Inc
COM SHS
$17.7M104.3K
1.7%
−11%
Reduced · −13K sh
19Quanta Svcs Inc
COM
$16.7M23.2K
1.6%
−13%
Reduced · −3K sh
20JPMorgan Chase & Co
COM
$16.2M49.6K
1.5%
−3.3%
Reduced · −2K sh
21Caterpillar Inc
COM
$15.8M14.9K
1.5%
−13%
Reduced · −2K sh
22Servicenow Inc
COM
$15.4M154.6K
1.4%
+389%
Added · +123K sh
23Broadcom Inc
COM
$14.5M38.3K
1.4%
−9.7%
Reduced · −4K sh
24Costco Wholesale Corporation
COM
$14.2M15.2K
1.3%
+1.2%
Added · +181 sh
25Ge Aerospace
COM NEW
$14.0M37.5K
1.3%
+7.1%
Added · +2K sh
26Goldman Sachs Group Inc
COM
$13.7M13.5K
1.3%
−5.1%
Reduced · −729 sh
27Deere & Co
COM
$13.6M21.5K
1.3%
+16%
Added · +3K sh
28Netflix Inc.
COM
$13.4M187.0K
1.2%
+4.2%
Added · +7K sh
29PNC Finl Svcs Group Inc
COM
$13.3M53.9K
1.2%
+11%
Added · +5K sh
30American Express Co
COM
$13.1M38.7K
1.2%
+5.0%
Added · +2K sh
31Unitedhealth Group Inc
COM
$13.0M31.3K
1.2%
20×
Added · +30K sh
32Monster Beverage Corp New
COM
$12.8M133.5K
1.2%
+0.3%
Added · +449 sh
33Eli Lilly & Co
COM
$12.8M10.7K
1.2%
New
New position
34Texas Pacific Land Corporati
COM
$12.6M28.7K
1.2%
+94%
Added · +14K sh
35Eaton Corp PLC
SHS
$12.5M29.2K
1.2%
−5.6%
Reduced · −2K sh
36Packaging Corp Amer
COM
$12.4M51.9K
1.2%
+13%
Added · +6K sh
37Ea Series Trust
ALPHA ARCH 1-3
$12.4M105.7K
1.2%
+23%
Added · +20K sh
38Palantir Technologies Inc
CL A
$12.4M106.0K
1.2%
+8.3%
Added · +8K sh
39Union Pac Corp
COM
$12.0M44.1K
1.1%
+9.4%
Added · +4K sh
40Bank Of NY Mellon Corp
COM
$12.0M82.7K
1.1%
−14%
Reduced · −14K sh
41Philip Morris Intl Inc
COM
$11.9M65.7K
1.1%
28×
Added · +63K sh
42TJX Cos Inc New
COM
$11.9M78.4K
1.1%
+8.9%
Added · +6K sh
43Vistra Corp
COM
$11.7M74.0K
1.1%
−1.2%
Reduced · −891 sh
44Air Products And Chemicals I
COM
$11.6M39.7K
1.1%
+3.0%
Added · +1K sh
45Cadence Design System Inc
COM
$11.6M30.9K
1.1%
−20%
Reduced · −8K sh
46Oneok Inc New
COM
$11.0M126.2K
1.0%
+2.5%
Added · +3K sh
47MP Materials Corp
COM CL A
$10.6M190.1K
1.0%
New
New position
48Oracle Corp
COM
$10.4M70.9K
1.0%
+330%
Added · +54K sh
49Exxon Mobil Corp
COM
$10.4M75.8K
1.0%
−0.4%
Reduced · −275 sh
50CF Industries Hold
COM
$10.1M93.4K
0.9%
New
New position
Showing 50 of 184 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$30.8M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishEXXON MOBIL CORPXOM$8.0M58K
CALL · bullishAMAZON.COM INCAMZN$6.0M25K
CALL · bullishAPPLE INCAAPL$5.6M19K
CALL · bullishNVIDIA CORPNVDA$3.8M19K
CALL · bullishVALERO ENERGY CORPVLO$1.2M5K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$1.0M2K
CALL · bullishBERKSHIRE HATHAWAY INC-CL BBRK/B$550K1K
CALL · bullishSYSCO CORPSYY$527K6K
CALL · bullishCHEVRON CORPCVX$464K3K
CALL · bullishTESLA INCTSLA$336K800
CALL · bullishMONSTER BEVERAGE CORPMNST$279K3K
CALL · bullishJPMORGAN CHASE & COJPM$262K800
CALL · bullishROBINHOOD MARKETS INC - AHOOD$261K3K
CALL · bullishAMERICAN EXPRESS COAXP$203K600
CALL · bullishBANK OF NEW YORK MELLON CORPBNY$188K1K
CALL · bullishGENERAL ELECTRICGE$187K500
CALL · bullishALPHABET INC-CL CGOOG$177K500
CALL · bullishPALANTIR TECHNOLOGIES INC-APLTR$175K2K
CALL · bullishVISA INC-CLASS A SHARESV$172K500
CALL · bullishONEOK INCOKE$156K2K
CALL · bullishARISTA NETWORKS INCANET$153K900
CALL · bullishCADENCE DESIGN SYS INCCDNS$150K400
CALL · bullishPNC FINANCIAL SERVICES GROUPPNC$148K600
CALL · bullishEATON CORP PLCETN$128K300
CALL · bullishDEERE & CODE$127K200

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 31 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026215$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026216$946.3M13F-HR
Q4 2025Dec 31, 2025Jan 9, 2026205$990.2M13F-HR
Q3 2025Sep 30, 2025Oct 8, 2025205$971.0M13F-HR
Q2 2025Jun 30, 2025Jul 7, 2025190$863.1M13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025173$750.9M13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025176$769.8M13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024159$721.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.