Position in TSLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$55,357,689
+$10,567,391 QoQ
Shares Held
131,616
+9.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#403
of 4,245 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $61,372,803 across 7 Auto Manufacturers names. TSLA ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
131,616 | $55,357,689 | |
| 2 | F |
Ford Motor Co
|
173,791 | $2,415,694 | |
| 3 | GM |
General Motors Co
|
26,170 | $2,017,183 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
43,828 | $760,415 | |
| 5 | TM |
Toyota Motor Corp/
|
3,250 | $547,365 | |
| 6 | RACE |
Ferrari N.V.
|
575 | $214,066 | |
| 7 | NIO |
NIO Inc.
|
11,935 | $60,391 |
All Filings in TSLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,357,689 | 131,616 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $44,790,298 | 120,485 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,021,183 | 113,451 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $32,701,191 | 102,944 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,807,474 | 91,864 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,558,757 | 70,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,495,198 | 66,870 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $12,594,666 | 63,648 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $12,557,734 | 71,436 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,496,952 | 62,367 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $12,594,323 | 50,333 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $26,839,016 | 102,529 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $203,103 | 979 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,885,441 | 39,661 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $9,343,166 | 35,224 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $8,356,467 | 12,409 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,223,178 | 8,559 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $7,932,190 | 7,506 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,939,400 | 7,659 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $5,046,093 | 7,424 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $4,374,272 | 6,549 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,399,851 | 6,235 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $2,411,035 | 5,620 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,175,912 | 1,089 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $562,775 | 1,074 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||