Position in DHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,911
+$42,272 QoQ
Shares Held
1,872
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#829
of 1,222 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $585,368 across 2 Residential Construction names. DHI ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
1,872 | $304,911 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,044 | $280,457 |
All Filings in DHI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,911 | 1,872 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $262,639 | 1,914 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,817 | 1,915 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,687 | 1,910 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $233,216 | 1,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,944 | 1,793 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $251,116 | 1,796 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $338,998 | 1,777 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $253,955 | 1,802 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $297,341 | 1,807 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $312,774 | 2,058 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $223,000 | 2,075 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $249,951 | 2,054 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $211,498 | 2,165 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||