Team Financial Group, LLC
Q2 2025 13F Holdings
- Locationtemecula, CA
- Num holdings
251
- Value ($000)
$203,406
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001845163
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $31.51 M | 16 % | 376,331 | ||
EPS WISDOMTREE U.S. LARGECAP FUND | ETF | 97717W588 | $28.92 M | 14 % | 451,840 | ||
USFR WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $24.59 M | 12 % | 488,819 | ||
USMF WISDOMTREE U.S. MULTIFACTOR FUND | ETF | 97717Y857 | $20.42 M | 10 % | 398,432 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $13.77 M | 7 % | 471,394 | ||
PTRB PGIM TOTAL RETURN BOND ETF | ETF | 69344A800 | $12.59 M | 6 % | 300,886 | ||
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $8.86 M | 4 % | 102,598 | ||
PSDM PGIM SHORT DURATION MULTI-SECTOR BOND ETF | ETF | 69344A842 | $8.78 M | 4 % | 170,807 | ||
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | ETF | 69374H360 | $7.29 M | 4 % | 207,678 | ||
COWZ PACER US CASH COWS 100 ETF | ETF | 69374H881 | $6.80 M | 3 % | 123,415 |
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