Position in TSLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,042,947
+$1,696,811 QoQ
Shares Held
16,745
+16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
8.48%
of 13F equity value
Holder Rank
#1,006
of 4,245 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $7,250,015 across 2 Auto Manufacturers names. TSLA ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
16,745 | $7,042,947 | |
| 2 | F |
Ford Motor Co
|
14,897 | $207,068 |
All Filings in TSLA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,042,947 | 16,745 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,346,136 | 14,381 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,227,450 | 16,071 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,363,498 | 14,309 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,566,997 | 14,377 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $3,139,452 | 7,774 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $610,121 | 2,332 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $213,512 | 1,079 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $250,467 | 1,008 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $363,319 | 1,452 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $396,319 | 1,514 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $426,745 | 2,057 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $357,961 | 2,906 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||