Creative Planning

Position in TSLA — Tesla, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to TSLA Full portfolio

Position in TSLA

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

Position Value

$475,390,720

+$83,258,412 QoQ

Shares Held

1,130,268

+7.2% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#133

of 4,245 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Jun 30, 2026

CallValue

$106,476

CallShares

3,200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $562,053,543 across 14 Auto Manufacturers names. TSLA ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	1,130,268	$475,390,720
2	GM	General Motors Co	351,306	$27,078,666
3	TM	Toyota Motor Corp/	113,469	$19,110,448
4	F	Ford Motor Co	1,278,307	$17,768,467
5	RACE	Ferrari N.V.	22,355	$8,322,542
6	HMC	Honda Motor Co Ltd	277,281	$7,517,087
7	RIVN	Rivian Automotive, Inc. / DE	183,939	$3,191,340
8	STLA	Stellantis N.V.	296,119	$1,699,722

All Filings in TSLA

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$106,476	3,200	+700.0%	Call	Sole	2026-08-13
2026-06-30	$475,390,720	1,130,268	+7.2%	Shares	Defined	2026-08-13
2026-03-31	$392,132,308	1,054,828	+6.7%	Shares	Defined	2026-05-12
2025-12-31	$444,548,669	988,501	+8.4%	Shares	Sole	2026-02-17
2025-09-30	$13,615	400	0.0%	Call	Sole	2025-11-14
2025-09-30	$405,472,125	911,747	+6.2%	Shares	Defined	2025-11-14
2025-09-30	$37,342	3,200	+1500.0%	Put	Sole	2025-11-14
2025-06-30	$272,666,002	858,358	-2.3%	Shares	Sole	2025-08-08
2025-06-30	$5,385	400	0.0%	Call	Sole	2025-08-08
2025-06-30	$4,359	200	-99.6%	Put	Sole	2025-08-08
2025-03-31	$227,747,215	878,790	+1.8%	Shares	Sole	2025-05-15
2024-12-31	$9,614	49,300	-8.2%	Put	Sole	2025-02-14
2024-12-31	$348,677,070	863,404	-3.7%	Shares	Defined	2025-02-14
2024-09-30	$223,062,311	896,484	+19.2%	Shares	Sole	2024-10-11
2024-06-30	$388,978	53,700	+8.9%	Put	Sole	2024-08-15
2024-06-30	$148,874,012	752,345	+5.3%	Shares	Defined	2024-08-15
2024-03-31	$1,737,356	49,300	-14.7%	Put	Sole	2024-05-13
2024-03-31	$125,613,908	714,568	-0.2%	Shares	Sole	2024-05-13
2023-12-31	$177,957,151	716,183	-4.6%	Shares	Defined	2024-02-14
2023-12-31	$2,940,465	57,800	-34.8%	Put	Sole	2024-02-14
2023-09-30	$311,299	88,700	-36.0%	Put	Sole	2023-11-16
2023-09-30	$1,730	400	0.0%	Call	Sole	2023-11-16
2023-09-30	$187,749,323	750,337	-2.8%	Shares	Sole	2023-11-16
2023-06-30	$6,481	400	+300.0%	Call	Sole	2023-07-21
2023-06-30	$954,805	138,700	+0.7%	Put	Sole	2023-07-21
2023-06-30	$202,038,011	771,815	+0.4%	Shares	Defined	2023-07-21
2023-03-31	$4,463,744	137,700	-30.7%	Put	Sole	2023-05-15
2023-03-31	$4,023	100	-97.1%	Call	Sole	2023-05-15
2023-03-31	$159,547,735	769,053	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$13,638	3,500	+45.8%	Call	Sole	2023-02-10
2022-12-31	$95,300,177	773,666	-0.7%	Shares	Sole	2023-02-10
2022-12-31	$24,488,184	198,800	-10.7%	Put	Sole	2023-02-10
2022-09-30	$95,000	2,400	-53.8%	Call	Sole	2022-11-03
2022-09-30	$7,784,000	222,600	+183.2%	Put	Sole	2022-11-03
2022-09-30	$206,582,270	778,821	+200.3%	Shares	Sole	2022-11-03
2022-06-30	$2,096,259	5,200	+1633.3%	Call	Sole	2022-08-15
2022-06-30	$49,343,648	78,600	-3.7%	Put	Sole	2022-08-15
2022-06-30	$174,662,899	259,367	+8.2%	Shares	Sole	2022-08-15
2022-03-31	$258,300,720	239,700	+2.7%	Shares	Sole	2022-05-16
2022-03-31	$1,286,000	81,600	+223.8%	Put	Sole	2022-05-16
2022-03-31	$323,280	300	-99.3%	Call	Sole	2022-05-16
2021-12-31	$246,668,303	233,415	-8.2%	Shares	Sole	2022-02-11
2021-09-30	$197,271,229	254,386	+4.0%	Shares	Sole	2021-11-10
2021-06-30	$417,000	25,200	-67.1%	Put	Sole	2021-08-04
2021-06-30	$166,232,214	244,567	-33.1%	Shares	Sole	2021-08-04
2021-03-31	$1,899,000	76,500	-0.4%	Put	Sole	2021-04-30
2021-03-31	$244,296,028	365,751	+17.3%	Shares	Sole	2021-04-30
2021-03-31	$28,352,412	46,100	—	Call	Sole	2021-04-30
2020-12-31	$1,672,069	76,800	—	Put	Sole	2021-01-29
2020-12-31	$220,001,765	311,763	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.