Position in DFH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$400,449
+$83,268 QoQ
Shares Held
23,201
+1.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 204 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $14,106,522 across 18 Residential Construction names. DFH ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
92,873 | $8,402,016 | |
| 2 | DHI |
Horton D R Inc /De/
|
9,548 | $1,555,178 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
10,547 | $1,447,153 | |
| 4 | TOL |
Toll Brothers, Inc.
|
4,364 | $718,969 | |
| 5 | NVR |
Nvr Inc
|
95 | $647,272 | |
| 6 | DFH |
Dream Finders Homes, Inc.
This page
|
23,201 | $400,449 | |
| 7 | IBP |
Installed Building Products, Inc.
|
1,056 | $242,711 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
249 | $152,980 |
All Filings in DFH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,449 | 23,201 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $317,181 | 22,786 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $366,453 | 21,430 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $550,488 | 21,238 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $531,826 | 21,163 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||