EverSource Wealth Advisors, LLC
Position in DFH — Dream Finders Homes, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in DFH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,923
+$8,921 QoQ
Shares Held
691
+219.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 204 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,421,471 across 18 Residential Construction names. DFH ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
30,485 | $4,965,392 | |
| 2 | TOL |
Toll Brothers, Inc.
|
2,797 | $460,803 | |
| 3 | NVR |
Nvr Inc
|
45 | $306,600 | |
| 4 | LEN |
Lennar Corp /New/
|
2,776 | $251,195 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
1,116 | $153,119 | |
| 6 | MTH |
Meritage Homes CORP
|
509 | $42,677 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
61 | $37,474 | |
| 8 | MHO |
M/I Homes, Inc.
|
214 | $34,404 |
All Filings in DFH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,923 | 691 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,002 | 216 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $272 | 16 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $777 | 30 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $753 | 30 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,692 | 75 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $162 | 7 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||