Position in TSLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,145,667
+$168,693 QoQ
Shares Held
7,479
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,482
of 4,245 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $4,589,357 across 7 Auto Manufacturers names. TSLA ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
7,479 | $3,145,667 | |
| 2 | TM |
Toyota Motor Corp/
|
6,580 | $1,108,203 | |
| 3 | NIO |
NIO Inc.
|
30,968 | $156,698 | |
| 4 | GM |
General Motors Co
|
1,977 | $152,387 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
1,395 | $24,203 | |
| 6 | F |
Ford Motor Co
|
100 | $1,390 | |
| 7 | LCID |
Lucid Group, Inc.
|
121 | $809 |
All Filings in TSLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,145,667 | 7,479 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,976,974 | 8,008 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,624,743 | 8,060 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $660,836 | 7,680 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $483,016 | 7,709 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $547,826 | 10,595 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $875,525 | 2,168 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $617,185 | 2,359 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $681,894 | 3,446 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $893,540 | 5,083 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,287,871 | 5,183 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,215,318 | 4,857 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,403,610 | 5,362 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,091,654 | 5,262 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $621,443 | 5,045 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,547,733 | 5,835 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,312,495 | 1,949 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,078,690 | 1,929 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,183,307 | 2,066 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,685,893 | 2,174 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,476,308 | 2,172 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,411,335 | 2,113 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,222,220 | 1,732 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||