Position in TSLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,131,410
+$2,620,810 QoQ
Shares Held
66,884
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#550
of 4,244 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026WCG Wealth Advisors LLC holds $31,581,807 across 4 Auto Manufacturers names. TSLA ranks #1 (89.1% of the industry book) .
All Filings in TSLA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,131,410 | 66,884 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,510,600 | 68,623 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $31,119,724 | 69,198 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,229,611 | 36,494 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,606,063 | 17,648 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $7,645,095 | 18,931 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $5,149,663 | 19,683 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,896,059 | 19,689 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,463,238 | 19,701 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,882,515 | 23,674 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,895,183 | 23,560 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,565,792 | 17,442 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,080,158 | 14,847 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,843,511 | 14,966 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,642,413 | 13,732 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $299,202 | 1,128 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $3,303,798 | 4,906 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||