Position in CVNA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$254,394
+$51,934 QoQ
Shares Held
3,865
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#571
of 809 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $4,735,716 across 17 Auto & Truck Dealerships names. CVNA ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
|
10,009 | $1,791,110 | |
| 2 | KMX |
Carmax Inc
|
27,344 | $1,446,223 | |
| 3 | AN |
Autonation, Inc.
|
3,638 | $675,904 | |
| 4 | CVNA |
Carvana Co.
This page
|
3,865 | $254,394 | |
| 5 | OPLN |
OPENLANE, Inc.
|
3,450 | $142,278 | |
| 6 | ACVA |
ACV Auctions Inc.
|
18,799 | $135,164 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
447 | $89,882 | |
| 8 | LAD |
Lithia Motors Inc
|
302 | $87,727 |
All Filings in CVNA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,394 | 3,865 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $202,460 | 644 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $311,600 | 826 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $446,135 | 1,324 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||