Position in DHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,555,178
+$85,141 QoQ
Shares Held
9,548
-10.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#514
of 1,224 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHI 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. DHI ranks #2 (11.0% 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/
This page
|
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.
|
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 DHI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,555,178 | 9,548 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,470,037 | 10,713 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,428,201 | 9,916 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,613,862 | 9,523 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $874,980 | 6,787 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $537,632 | 4,229 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $479,023 | 3,426 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,291,512 | 6,770 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $999,193 | 7,090 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $943,529 | 5,734 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $615,215 | 4,048 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $691,891 | 6,438 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $744,864 | 6,121 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $469,205 | 4,803 | Shares | Other | 2023-05-03 | |
| 2021-03-31 | $893,606 | 10,027 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $651,500 | 9,453 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $594,905 | 7,866 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $391,033 | 7,052 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||