Team Financial Group, LLC

Q2 2026 13F Holdings

Location
Temecula, CA
Holdings as of
6/30/2026
Value
$236M
Num holdings
56
Date filed
7/13/2026
Form type
13F-HR
Prev filing
5/4/2026
Next filing
10/30/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type