13F Filings History of Team Financial Group, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$220,423,220
Signature - Title
Dustin Watts - Portfolio Manager
Location
Temecula, CA
Summary
This page shows a list of all the recent 13F filings made by Team Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Team Financial Group, LLC reported 267 stock holdings with total value $220,423,220 as of Q4 2025. Top holdings included DGRW, EPS, USFR, USMF, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 267 $220,423,220 +$5,695,023 -$3,697,423 +$1,997,600 DGRW, EPS, USFR, USMF, SCHG 13F-HR 13 Jan 2026, 17:17
Q3 2025 257 $215,771,080 +$3,625,617 -$1,392,279 +$2,233,338 DGRW, EPS, USFR, USMF, SCHG 13F-HR 06 Oct 2025, 17:55
Q2 2025 251 $203,406,398 +$23,659,924 -$1,706,847 +$21,953,077 DGRW, EPS, USFR, USMF, SCHG 13F-HR 21 Jul 2025, 19:01
Q1 2025 39 $173,292,506 +$9,258,247 -$7,496,056 +$1,762,191 DGRW, EPS, USFR, USMF, PTRB 13F-HR 22 Apr 2025, 19:26
Q4 2024 38 $174,395,166 +$18,044,224 -$4,673,001 +$13,371,223 DGRW, EPS, USFR, USMF, SCHG 13F-HR 17 Jan 2025, 18:01
Q3 2024 36 $168,152,499 +$6,479,848 -$2,408,697 +$4,071,151 DGRW, EPS, USFR, USMF, PTRB 13F-HR 23 Oct 2024, 14:17
Q2 2024 33 $155,646,659 +$8,274,389 -$1,780,121 +$6,494,268 DGRW, EPS, USFR, USMF, PTRB 13F-HR 13 Aug 2024, 16:59
Q1 2024 32 $148,581,903 +$17,076,298 -$16,565,190 +$511,108 DGRW, EPS, USFR, USMF, PTRB 13F-HR 10 May 2024, 19:19
Q4 2023 221 $139,358,140 +$10,888,435 -$1,406,910 +$9,481,525 USFR, EPS, DGRW, USMF, DGRS 13F-HR 14 Feb 2024, 17:19
Q3 2023 207 $114,147,267 $0 $0 $0 EPS, USFR, DGRW, USMF, PTRB 13F-HR 15 Nov 2023, 17:26