TRB Wealth Management, LLC

Position in TSLA — Tesla, Inc.

CIK 2130988 HOUSTON, TX

Position in TSLA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,904,850

+$159,469 QoQ

Shares Held

9,284

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#1,356

of 4,244 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

TRB Wealth Management, LLC holds $4,415,762 across 3 Auto Manufacturers names. TSLA ranks #1 (88.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	9,284	$3,904,850
2	GM	General Motors Co	4,321	$333,062
3	F	Ford Motor Co	12,795	$177,850

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,904,850	9,284	-7.9%	Shares	Sole	2026-08-12
2026-03-31	$3,745,381	10,075	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.