Team Financial Group, LLC - Portfolio overview

Team Financial Group, LLC has 291 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE US QUALITY DIVIDEND GROWTH FUND, 15.60%
2. EPS - WISDOMTREE U.S. LARGECAP FUND, 13.92%
3. USFR - WISDOMTREE FLOATING RATE TREASURY FUND, 9.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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