Team Financial Group, LLC
CIK
1845163
City
TEMECULA
State / Country
CA
Top Portfolio Positions
122 positions ·
$13,284,569 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
74,793 | $6,932,563 | 52.19% | |
| AAPL |
Apple Inc.
Technology
|
2,720 | $690,308 | 5.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
492 | $490,243 | 3.69% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
2,000 | $292,560 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,352 | $281,581 | 2.12% | |
| NVDA |
Nvidia Corp
Technology
|
1,605 | $279,912 | 2.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
848 | $278,898 | 2.10% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
1,644 | $237,459 | 1.79% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
500 | $231,595 | 1.74% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
830 | $224,589 | 1.69% |
Portfolio Trend
11 quarters · across all stocks
Holdings in CII
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,423 | 2,494 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $53,003 | 2,268 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $50,485 | 2,195 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $45,987 | 2,154 | Shares | Sole | 2025-07-22 | |
| 2023-12-31 | $63,213 | 3,327 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,776 | 3,795 | Shares | Sole | 2023-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||