Private Wealth Management Group, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 2011342 PRINCETON, NJ

Position in CVCO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$6,758

+$1,431 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#317

of 357 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $240,761 across 10 Residential Construction names. CVCO ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	695	$114,501
2	PHM	Pultegroup Inc/Mi/	271	$37,183
3	DHI	Horton D R Inc /De/	207	$33,716
4			390	$27,978
5	CVCO	Cavco Industries, Inc. This page	11	$6,758
6	IBP	Installed Building Products, Inc.	28	$6,435
7	SKY	Champion Homes, Inc.	72	$6,344
8	LEN	Lennar Corp /New/	50	$4,524

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,758	11	0.0%	Shares	Sole	2026-07-27
2026-03-31	$5,327	11	0.0%	Shares	Sole	2026-04-23
2025-12-31	$6,498	11	0.0%	Shares	Sole	2026-01-23
2025-09-30	$6,388	11	0.0%	Shares	Sole	2025-10-17
2025-06-30	$4,778	11	0.0%	Shares	Sole	2025-07-29
2025-03-31	$5,715	11	0.0%	Shares	Sole	2025-05-02
2024-12-31	$4,908	11	0.0%	Shares	Sole	2025-01-27
2024-09-30	$4,710	11	0.0%	Shares	Sole	2024-10-29
2024-06-30	$3,807	11	0.0%	Shares	Sole	2024-08-13
2024-03-31	$4,389	11	0.0%	Shares	Sole	2024-04-30
2023-12-31	$3,812	11	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.