Creative Planning

Position in TSLA — Tesla, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to TSLA Full portfolio

Position in TSLA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$392,132,308

-$52,416,361 QoQ

Shares Held

1,054,828

+6.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5381925187732206.ToString("F0")% Shared 0.ToString("F0")% None 99.46180748122678.ToString("F0")%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Sep 30, 2025

CallValue

$177,888

CallShares

400

PutValue

$1,423,104

PutShares

3,200

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 Mar 31, 2026

Creative Planning holds $472,981,693 across 13 Auto Manufacturers names. TSLA ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	1,054,828	$392,132,308
2	TM	Toyota Motor Corp/	127,878	$26,354,376
3	GM	General Motors Co	306,949	$22,867,700
4	F	Ford Motor Co	1,148,536	$13,254,104
5	RACE	Ferrari N.V.	19,417	$6,571,683
6	STLA	Stellantis N.V.	531,462	$3,768,065
7	HMC	Honda Motor Co Ltd	132,351	$3,217,452
8	RIVN	Rivian Automotive, Inc. / DE	156,203	$2,350,855

All Filings in TSLA

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$392,132,308	1,054,828	+6.7%	Shares	Defined	2026-05-12
2025-12-31	$444,548,669	988,501	+247025.2%	Shares	Sole	2026-02-17
2025-09-30	$177,888	400	-100.0%	Call	Sole	2025-11-14
2025-09-30	$405,472,125	911,747	+28392.1%	Shares	Defined	2025-11-14
2025-09-30	$1,423,104	3,200	-99.6%	Put	Sole	2025-11-14
2025-06-30	$272,666,002	858,358	+214489.5%	Shares	Sole	2025-08-08
2025-06-30	$127,064	400	+100.0%	Call	Sole	2025-08-08
2025-06-30	$63,532	200	-100.0%	Put	Sole	2025-08-08
2025-03-31	$227,747,215	878,790	+1682.5%	Shares	Sole	2025-05-15
2024-12-31	$19,909,312	49,300	-94.3%	Put	Sole	2025-02-14
2024-12-31	$348,677,070	863,404	-3.7%	Shares	Defined	2025-02-14
2024-09-30	$234,547,108	896,484	+1569.4%	Shares	Sole	2024-10-11
2024-06-30	$10,626,156	53,700	-92.9%	Put	Sole	2024-08-15
2024-06-30	$148,874,012	752,345	+1426.1%	Shares	Defined	2024-08-15
2024-03-31	$8,666,447	49,300	-93.1%	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	+1139.1%	Shares	Defined	2024-02-14
2023-12-31	$14,362,144	57,800	-34.8%	Put	Sole	2024-02-14
2023-09-30	$22,194,514	88,700	+22075.0%	Put	Sole	2023-11-16
2023-09-30	$100,088	400	-99.9%	Call	Sole	2023-11-16
2023-09-30	$187,749,323	750,337	+187484.2%	Shares	Sole	2023-11-16
2023-06-30	$104,708	400	-99.7%	Call	Sole	2023-07-21
2023-06-30	$36,307,499	138,700	-82.0%	Put	Sole	2023-07-21
2023-06-30	$202,038,011	771,815	+460.5%	Shares	Defined	2023-07-21
2023-03-31	$28,567,242	137,700	+137600.0%	Put	Sole	2023-05-15
2023-03-31	$20,746	100	-100.0%	Call	Sole	2023-05-15
2023-03-31	$159,547,735	769,053	+21872.9%	Shares	Sole	2023-05-15
2022-12-31	$431,130	3,500	-99.5%	Call	Sole	2023-02-10
2022-12-31	$95,300,177	773,666	+289.2%	Shares	Sole	2023-02-10
2022-12-31	$24,488,184	198,800	+8183.3%	Put	Sole	2023-02-10
2022-09-30	$636,600	2,400	-98.9%	Call	Sole	2022-11-03
2022-09-30	$59,044,650	222,600	-71.4%	Put	Sole	2022-11-03
2022-09-30	$206,582,270	778,821	+14877.3%	Shares	Sole	2022-11-03
2022-06-30	$1,167,258	5,200	-93.4%	Call	Sole	2022-08-15
2022-06-30	$17,643,597	78,600	-69.7%	Put	Sole	2022-08-15
2022-06-30	$58,220,966	259,367	+8.2%	Shares	Sole	2022-08-15
2022-03-31	$86,100,240	239,700	+193.8%	Shares	Sole	2022-05-16
2022-03-31	$29,310,720	81,600	+27100.0%	Put	Sole	2022-05-16
2022-03-31	$107,760	300	-99.9%	Call	Sole	2022-05-16
2021-12-31	$82,222,767	233,415	-8.2%	Shares	Sole	2022-02-11
2021-09-30	$65,757,076	254,386	+909.5%	Shares	Sole	2021-11-10
2021-06-30	$5,709,480	25,200	-89.7%	Put	Sole	2021-08-04
2021-06-30	$55,410,737	244,567	+219.7%	Shares	Sole	2021-08-04
2021-03-31	$17,032,209	76,500	-79.1%	Put	Sole	2021-04-30
2021-03-31	$81,432,009	365,751	+693.4%	Shares	Sole	2021-04-30
2021-03-31	$10,263,814	46,100	-40.0%	Call	Sole	2021-04-30
2020-12-31	$18,065,146	76,800	-75.4%	Put	Sole	2021-01-29
2020-12-31	$73,333,921	311,763	+161.1%	Shares	Sole	2021-01-29
2020-12-31	$28,085,617	119,400	+48.3%	Call	Sole	2021-01-29
2020-09-30	$11,511,760	80,500	—	Put	Sole	2020-11-05
No filing history on record for this holder in this stock.