Trek Financial, LLC

Position in RIVN — Rivian Automotive, Inc. / DE

CIK 1768195 Scottsdale, AZ

Position in RIVN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,018,927

+$2,002,539 QoQ

Shares Held

462,186

+15.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#87

of 814 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Trek Financial, LLC holds $15,369,337 across 5 Auto Manufacturers names. RIVN ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIVN	Rivian Automotive, Inc. / DE This page	462,186	$8,018,927
2	TSLA	Tesla, Inc.	14,089	$5,925,833
3	GM	General Motors Co	11,541	$889,580
4	HMC	Honda Motor Co Ltd	10,397	$281,862
5	TM	Toyota Motor Corp/	1,503	$253,135

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,018,927	462,186	+15.6%	Shares	Sole	2026-08-13
2026-03-31	$6,016,388	399,760	+28.9%	Shares	Sole	2026-05-13
2025-12-31	$6,114,909	310,244	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.