Position in TM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,399
-$2,256 QoQ
Shares Held
38
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#568
of 639 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $252,875 across 11 Auto Manufacturers names. TM ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
524 | $220,394 | |
| 2 | F |
Ford Motor Co
|
624 | $8,673 | |
| 3 | TM |
Toyota Motor Corp/
This page
|
38 | $6,399 | |
| 4 | GM |
General Motors Co
|
81 | $6,243 | |
| 5 | RACE |
Ferrari N.V.
|
9 | $3,350 | |
| 6 | HMC |
Honda Motor Co Ltd
|
87 | $2,358 | |
| 7 | STLA |
Stellantis N.V.
|
410 | $2,353 | |
| 8 | RIVN |
Rivian Automotive, Inc. / DE
|
78 | $1,353 |
All Filings in TM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,399 | 38 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,655 | 42 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $8,990 | 42 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $5,159 | 27 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,583 | 15 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,647 | 15 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $4,476 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,107 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $4,714 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $4,026 | 16 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,934 | 16 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,876 | 16 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,572 | 16 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,267 | 16 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,185 | 16 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,084 | 16 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $5,704 | 37 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,884 | 16 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,964 | 16 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $2,844 | 16 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,797 | 16 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,496 | 16 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $502 | 4 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||