Position in TSLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,478,829
+$552,800 QoQ
Shares Held
3,516
+41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.04%
of 13F equity value
Holder Rank
#2,100
of 4,242 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $2,184,810 across 2 Auto Manufacturers names. TSLA ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
3,516 | $1,478,829 | |
| 2 | F |
Ford Motor Co
|
50,790 | $705,981 |
All Filings in TSLA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,829 | 3,516 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $926,029 | 2,491 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $881,900 | 1,961 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $137,418 | 309 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $98,156 | 309 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $72,305 | 279 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $120,748 | 299 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||