True Wealth Design, LLC

Position in TSLA — Tesla, Inc.

CIK 1966033 AKRON, OH

Position in TSLA

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$215,986

-$21,016 QoQ

Shares Held

581

+10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

True Wealth Design, LLC holds $627,017 across 13 Auto Manufacturers names. TSLA ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GM	General Motors Co	4,218	$314,241
2	TSLA	Tesla, Inc. This page	581	$215,986
3	TM	Toyota Motor Corp/	203	$41,836
4	F	Ford Motor Co	1,327	$15,313
5	RACE	Ferrari N.V.	43	$14,553
6	STLA	Stellantis N.V.	1,223	$8,671
7	LI	Li Auto Inc.	318	$5,669
8	HMC	Honda Motor Co Ltd	231	$5,615

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$215,986	581	+10.2%	Shares	Sole	2026-04-13
2025-12-31	$237,002	527	+11.2%	Shares	Sole	2026-01-08
2025-09-30	$210,797	474	+37.4%	Shares	Sole	2025-10-21
2025-06-30	$109,592	345	+80.6%	Shares	Sole	2025-08-06
2025-03-31	$49,499	191	+172.9%	Shares	Sole	2025-05-13
2024-12-31	$28,268	70	+79.5%	Shares	Sole	2025-02-14
2024-09-30	$10,203	39	-23.5%	Shares	Sole	2024-11-14
2024-06-30	$10,091	51	+15.9%	Shares	Sole	2024-08-14
2024-03-31	$7,734	44	+41.9%	Shares	Sole	2024-05-14
2023-12-31	$7,702	31	0.0%	Shares	Sole	2024-02-14
2023-09-30	$7,756	31	+24.0%	Shares	Sole	2023-11-13
2023-06-30	$6,544	25	-99.0%	Shares	Sole	2023-08-14
2023-03-31	$523,836	2,525	+2.4%	Shares	Sole	2023-05-12
2022-12-31	$303,638	2,465	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.