Valeo Financial Advisors, LLC

Position in TSLA — Tesla, Inc.

CIK 1722641 CARMEL, IN

Back to TSLA Full portfolio

Position in TSLA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$24,251,375

+$4,243,419 QoQ

Shares Held

57,659

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#588

of 4,245 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Jun 30, 2026

CallValue

$42,060

CallShares

100

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

Valeo Financial Advisors, LLC holds $33,389,928 across 7 Auto Manufacturers names. TSLA ranks #1 (72.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	57,659	$24,251,375
2	XPEV	Xpeng Inc.	387,230	$5,126,925
3	F	Ford Motor Co	101,423	$1,409,779
4	GM	General Motors Co	14,748	$1,136,775
5	TM	Toyota Motor Corp/	3,258	$548,712
6	RACE	Ferrari N.V.	1,255	$467,223
7	RIVN	Rivian Automotive, Inc. / DE	25,887	$449,139

All Filings in TSLA

Export CSV

46 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,251,375	57,659	+7.1%	Shares	Sole	2026-07-08
2026-06-30	$42,060	100	0.0%	Call	Sole	2026-07-08
2026-03-31	$20,007,956	53,821	-7.6%	Shares	Sole	2026-05-08
2025-12-31	$26,190,343	58,237	-6.7%	Shares	Sole	2026-02-04
2025-09-30	$27,761,646	62,425	-4.5%	Shares	Sole	2025-11-03
2025-06-30	$31,766	100	0.0%	Call	Sole	2025-09-12
2025-06-30	$20,755,269	65,338	+6.9%	Shares	Sole	2025-09-12
2025-03-31	$15,846,079	61,144	+6.7%	Shares	Sole	2025-04-30
2025-03-31	$25,916	100	0.0%	Call	Sole	2025-04-30
2024-12-31	$23,132,359	57,281	-2.7%	Shares	Sole	2025-01-30
2024-12-31	$40,384	100	-92.9%	Call	Sole	2025-01-30
2024-09-30	$366,282	1,400	+250.0%	Call	Sole	2024-10-10
2024-09-30	$15,408,960	58,896	-0.2%	Shares	Sole	2024-10-10
2024-06-30	$11,677,096	59,011	+2.2%	Shares	Sole	2024-07-10
2024-06-30	$79,152	400	-42.9%	Call	Sole	2024-07-10
2024-03-31	$10,149,763	57,738	+2.4%	Shares	Sole	2024-04-25
2023-12-31	$173,936	700	+133.3%	Call	Sole	2024-01-29
2023-12-31	$496,960	2,000	—	Put	Sole	2024-01-29
2023-12-31	$14,013,526	56,397	+12.6%	Shares	Sole	2024-01-29
2023-09-30	$75,066	300	0.0%	Call	Sole	2023-10-20
2023-09-30	$12,527,764	50,067	+12.0%	Shares	Sole	2023-10-20
2023-06-30	$11,702,427	44,705	-23.5%	Shares	Sole	2023-07-14
2023-06-30	$78,531	300	+200.0%	Call	Sole	2023-07-14
2023-03-31	$12,128,733	58,463	+52.0%	Shares	Sole	2023-04-17
2022-12-31	$12,318	100	-95.0%	Call	Sole	2023-02-09
2022-12-31	$4,737,256	38,458	+22.9%	Shares	Sole	2023-02-09
2022-09-30	$8,298,081	31,284	+153.2%	Shares	Sole	2022-10-31
2022-06-30	$0	0	-100.0%	Put	Sole	2022-08-03
2022-06-30	$8,320,776	12,356	-18.6%	Shares	Sole	2022-08-03
2022-03-31	$16,353,657	15,176	+23.7%	Shares	Sole	2022-04-28
2021-12-31	$12,960,349	12,264	+5.1%	Shares	Sole	2022-01-07
2021-09-30	$1,550,959	2,000	0.0%	Put	Sole	2021-11-02
2021-09-30	$9,051,401	11,672	+10.4%	Shares	Sole	2021-11-02
2021-09-30	$1,550,959	2,000	-4.8%	Call	Sole	2021-11-02
2021-06-30	$1,359,400	2,000	+81.8%	Put	Sole	2021-07-22
2021-06-30	$1,427,370	2,100	+2000.0%	Call	Sole	2021-07-22
2021-06-30	$7,185,789	10,572	+1.7%	Shares	Sole	2021-07-22
2021-03-31	$6,943,799	10,396	+8.2%	Shares	Sole	2021-04-12
2021-03-31	$734,722	1,100	+1000.0%	Put	Sole	2021-04-12
2021-03-31	$66,792	100	0.0%	Call	Sole	2021-04-12
2020-12-31	$6,781,487	9,610	+5.3%	Shares	Sole	2021-02-11
2020-09-30	$3,913,857	9,123	+386.0%	Shares	Sole	2020-10-28
2020-09-30	$42,900	100	—	Call	Sole	2020-10-28
2020-06-30	$2,026,802	1,877	-31.9%	Shares	Sole	2020-07-20
2020-03-31	$1,444,666	2,757	—	Shares	Sole	2020-04-13
2020-03-31	$52,399	100	—	Put	Sole	2020-04-13
No filing history on record for this holder in this stock.