Team Financial Group, LLC has filed its latest 13F-HR report with the SEC, revealing a total investment value of approximately $253 million as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and market positioning, particularly in the growing exchange-traded fund (ETF) sector.

Background

Team Financial Group, LLC is an investment management firm based in Temecula, California. The company focuses on various investment strategies, primarily in the ETF market. The firm has been active in filing with the SEC, with its most recent filings including multiple 13F-HR forms throughout 2026, indicating a consistent reporting schedule.

What the Filing Says

The filing, dated October 30, 2026, indicates that Team Financial Group holds a total of 306 positions, with a combined value of $253,090,506. Notably, the firm has made significant investments in several ETFs, including:

  • WisdomTree US Quality Dividend Growth Fund
  • WisdomTree U.S. LargeCap Fund
  • Schwab U.S. Large-Cap Growth ETF
  • WisdomTree Floating Rate Treasury Fund
  • PGIM Short Duration Multi-Sector Bond ETF

These investments reflect a strategic focus on dividend growth and large-cap equities, which are appealing to investors seeking stability and income.

Impact

This filing may influence various stakeholders, including investors, analysts, and competitors within the ETF market. The substantial investment in ETFs from WisdomTree and Schwab highlights the growing trend of institutional investment in these products. Competitors will likely analyze Team Financial Group's strategies to gauge market movements and investor preferences.

What's Next

The filing does not specify what actions or changes may occur next for Team Financial Group. However, continued monitoring of their investment strategies and future filings will provide additional insights into their market positioning.