Team Financial Group, LLC
Q3 2025 13F Holdings
- Locationtemecula, CA
- Num holdings
257
- Value ($000)
$215,771
- Date Filed10/07/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $33.96 M | 16 % | 381,734 | ||
EPS WISDOMTREE U.S. LARGECAP FUND | ETF | 97717W588 | $31.15 M | 14 % | 451,799 | ||
USFR WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $23.98 M | 11 % | 477,069 | ||
USMF WISDOMTREE U.S. MULTIFACTOR FUND | ETF | 97717Y857 | $21.20 M | 10 % | 405,537 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $15.21 M | 7 % | 476,635 | ||
PTRB PGIM TOTAL RETURN BOND ETF | ETF | 69344A800 | $12.82 M | 6 % | 303,819 | ||
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $9.41 M | 4 % | 103,378 | ||
PSDM PGIM SHORT DURATION MULTI-SECTOR BOND ETF | ETF | 69344A842 | $8.97 M | 4 % | 173,920 | ||
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | ETF | 69374H360 | $7.93 M | 4 % | 218,330 | ||
COWZ PACER US CASH COWS 100 ETF | ETF | 69374H881 | $7.06 M | 3 % | 122,787 |
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