Position in NIO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$156,698
+$126,283 QoQ
Shares Held
30,968
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 418 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $4,589,357 across 7 Auto Manufacturers names. NIO ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
7,479 | $3,145,667 | |
| 2 | TM |
Toyota Motor Corp/
|
6,580 | $1,108,203 | |
| 3 | NIO |
NIO Inc.
This page
|
30,968 | $156,698 | |
| 4 | GM |
General Motors Co
|
1,977 | $152,387 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,395 | $24,203 | |
| 6 | F |
Ford Motor Co
|
100 | $1,390 | |
| 7 | LCID |
Lucid Group, Inc.
|
121 | $809 |
All Filings in NIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,698 | 30,968 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $30,415 | 30,415 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $30,415 | 30,415 | Shares | Sole | 2026-01-20 | |
| 2022-09-30 | $1,230 | 78 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,694 | 78 | Shares | Sole | 2022-07-13 | |
| 2021-03-31 | $14,851 | 381 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $18,569 | 381 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||