AXXCESS WEALTH MANAGEMENT, LLC

Position in GRBK — Green Brick Partners, Inc.

CIK 1911056 CARLSBAD, CA

Position in GRBK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$746,373

+$145,377 QoQ

Shares Held

9,325

0.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#145

of 323 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $1,609,149 across 4 Residential Construction names. GRBK ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRBK	Green Brick Partners, Inc. This page	9,325	$746,373
2	PHM	Pultegroup Inc/Mi/	3,003	$412,041
3	TOL	Toll Brothers, Inc.	1,506	$248,113
4	DHI	Horton D R Inc /De/	1,244	$202,622

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$746,373	9,325	0.0%	Shares	Sole	2026-07-28
2026-03-31	$600,996	9,325	0.0%	Shares	Sole	2026-04-29
2025-12-31	$584,304	9,325	0.0%	Shares	Sole	2026-02-19
2025-09-30	$688,744	9,325	0.0%	Shares	Sole	2025-11-07
2025-06-30	$586,356	9,325	0.0%	Shares	Sole	2025-07-28
2025-03-31	$543,740	9,325	0.0%	Shares	Sole	2025-04-30
2024-12-31	$526,769	9,325	-50.0%	Shares	Sole	2025-02-10
2024-09-30	$1,557,731	18,651	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,067,583	18,651	0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,123,349	18,651	0.0%	Shares	Sole	2024-05-14
2023-12-31	$968,732	18,651	0.0%	Shares	Sole	2024-02-06
2023-09-30	$774,203	18,651	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,059,376	18,651	0.0%	Shares	Sole	2023-08-08
2023-03-31	$653,904	18,651	0.0%	Shares	Sole	2023-05-03
2022-12-31	$451,913	18,651	0.0%	Shares	Sole	2023-02-16
2022-09-30	$398,758	18,651	0.0%	Shares	Sole	2022-11-14
2022-06-30	$365,000	18,651	0.0%	Shares	Sole	2022-08-11
2022-03-31	$368,543	18,651	0.0%	Shares	Sole	2022-08-11
2021-12-31	$565,684	18,651	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.