J. Team Financial, Inc.

Q4 2025 13F Holdings

  • Location
    abilene, TX
  • Num holdings

    87

  • Value ($000)

    $100,070

  • Date Filed
    01/29/2026
  • Form type
    13F-HR
  • CIK
    0002107629
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BSCQ

INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB
$6.77M
7 %

345,829

NDQ

INVESCO QQQ TR

UNIT SER 1
$6.77M
7 %

11,017

AAPL

APPLE INC

COM
$6.21M
6 %

22,850

JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$5.36M
5 %

93,641

NVDA

NVIDIA CORPORATION

COM
$5.26M
5 %

27,419

UYLD

ANGEL OAK FUNDS TRUST

OAK ULTRASHORT
$4.54M
5 %

88,848

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$3.41M
3 %

30,464

AMZN

AMAZON COM INC

COM
$2.84M
3 %

12,174

MSFT

MICROSOFT CORP

COM
$2.65M
3 %

5,470

XLRE

SELECT SECTOR SPDR TR

STATE STREET REA
$2.64M
3 %

65,395

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