Team Financial Group, LLC — 13F holdings

Team Financial Group, LLC reported 56 holdings worth $236M in its 13F filing for Q2 2026, filed July 13, 2026.

Largest positions

  1. DGRW WISDOMTREE TR — $39.0M (16.5%)
  2. EPS WISDOMTREE TR — $35.6M (15.1%)
  3. USFR WISDOMTREE TR — $19.5M (8.3%)
  4. SCHG SCHWAB STRATEGIC TR — $18.9M (8.0%)
  5. USMF WISDOMTREE TR — $15.5M (6.6%)
  6. PTRB PGIM ETF TR — $13.3M (5.6%)
  7. PSDM PGIM ETF TR — $11.1M (4.7%)
  8. WTV WISDOMTREE TR — $10.8M (4.6%)
  9. AVLV AMERICAN CENTY ETF TR — $10.3M (4.4%)
  10. COWG PACER FDS TR — $9.22M (3.9%)