Position in TSLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,317,038
+$385,782 QoQ
Shares Held
10,264
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,283
of 4,245 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Jun 30, 2026CallValue
$841,200
CallShares
2,000
PutValue
$420,600
PutShares
1,000
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, 2026FSM Wealth Advisors, LLC holds $4,475,150 across 2 Auto Manufacturers names. TSLA ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
10,264 | $4,317,038 | |
| 2 | F |
Ford Motor Co
|
11,375 | $158,112 |
All Filings in TSLA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,317,038 | 10,264 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $420,600 | 1,000 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $841,200 | 2,000 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $3,931,256 | 10,575 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,748,593 | 10,559 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $7,900 | 11,500 | Call | Sole | 2026-01-23 | |
| 2025-09-30 | $4,529,917 | 10,186 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,882,129 | 9,073 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,253,038 | 4,835 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,045,853 | 5,066 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,340,853 | 5,125 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $791,124 | 3,998 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $558,484 | 3,177 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $551,128 | 2,218 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $438,385 | 1,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $575,632 | 2,199 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $457,864 | 2,207 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $249,865 | 942 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||