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TEAM HEWINS, LLC 13F portfolio summary

TEAM HEWINS, LLC of TEAM HEWINS, LLC has 41 current stock holdings with a reported portfolio value of $336.5M. The portfolio 1 year return is +24.19%. Top holdings include SPY (0.00%), DFIV (27.85%), DFAT (17.22%), DFUV (14.00%), AVUV (13.69%).

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TEAM HEWINS, LLC

TEAM HEWINS, LLC
Latest filing: 2026-03-31

TEAM HEWINS, LLC runs TEAM HEWINS, LLC and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $336.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TEAM HEWINS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TEAM HEWINS, LLC's portfolio at TEAM HEWINS, LLC has delivered returns of +24.19%. Their 3-year annualized return is +60.51%. Looking at the 5-year horizon, TEAM HEWINS, LLC has achieved +64.41% annualized returns at TEAM HEWINS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+24.19%
#0/1000
3 Year
+60.51%
#0/1000
5 Year
+64.41%
#0/1000

Portfolio Value

$336.51M

Alpha Score

49.2

#0 of 1000

Holdings

41

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change