Position in TM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,108,203
+$1,043,903 QoQ
Shares Held
6,580
+2009.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#187
of 639 holders
Holding Since
Dec 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, 2026SOA Wealth Advisors, LLC. holds $4,589,357 across 7 Auto Manufacturers names. TM ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
7,479 | $3,145,667 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
6,580 | $1,108,203 | |
| 3 | NIO |
NIO Inc.
|
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 TM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,203 | 6,580 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $64,300 | 312 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $66,786 | 312 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $59,620 | 312 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $53,745 | 312 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $55,077 | 312 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $60,718 | 312 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $55,713 | 312 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $63,950 | 312 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $78,524 | 312 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $57,214 | 312 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $56,082 | 312 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $39,383 | 245 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $34,714 | 245 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $33,462 | 245 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $31,921 | 245 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $37,771 | 245 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $44,161 | 245 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $45,398 | 245 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $43,548 | 245 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $42,835 | 245 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $38,234 | 245 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $37,869 | 245 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||