TruWealth Advisors, LLC

Position in TSLA — Tesla, Inc.

CIK 1834985 Metairie, LA

Position in TSLA

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$495,171

-$109,252 QoQ

Shares Held

1,332

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

TruWealth Advisors, LLC holds $612,498 across 2 Auto Manufacturers names. TSLA ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc. This page	1,332	$495,171
2	F	Ford Motor Co	10,167	$117,327

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$495,171	1,332	-0.9%	Shares	Sole	2026-04-09
2025-12-31	$604,423	1,344	-1.0%	Shares	Sole	2026-01-07
2025-09-30	$603,929	1,358	+4.1%	Shares	Sole	2025-10-06
2025-06-30	$414,228	1,304	+7.1%	Shares	Sole	2025-07-07
2025-03-31	$315,397	1,217	+1.0%	Shares	Sole	2025-04-10
2024-12-31	$486,627	1,205	-2.3%	Shares	Sole	2025-01-15
2024-09-30	$322,589	1,233	+0.5%	Shares	Sole	2024-10-16
2024-06-30	$242,798	1,227	-1.8%	Shares	Sole	2024-07-16
2024-03-31	$219,737	1,250	+0.3%	Shares	Sole	2024-04-15
2023-12-31	$309,606	1,246	+7.2%	Shares	Sole	2024-01-10
2023-09-30	$290,755	1,162	-1.7%	Shares	Sole	2023-10-10
2023-06-30	$309,412	1,182	-0.7%	Shares	Sole	2023-08-04
2023-03-31	$246,877	1,190	+12.7%	Shares	Sole	2023-04-25
2022-09-30	$280,104	1,056	+234.2%	Shares	Sole	2022-10-24
2022-06-30	$212,800	316	+47.7%	Shares	Sole	2022-07-22
2022-03-31	$230,606	214	-19.2%	Shares	Sole	2022-04-27
2021-12-31	$280,046	265	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.