Position in LEN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$20,631
+$14,648 QoQ
Shares Held
228
+230.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#794
of 949 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $487,966 across 13 Residential Construction names. LEN ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
1,326 | $218,458 | |
| 2 | NVR |
Nvr Inc
|
23 | $156,708 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
248 | $34,028 | |
| 4 | MHO |
M/I Homes, Inc.
|
167 | $26,851 | |
| 5 | LEN |
Lennar Corp /New/
This page
|
228 | $20,631 | |
| 6 | DHI |
Horton D R Inc /De/
|
105 | $17,102 | |
| 7 | MTH |
Meritage Homes CORP
|
141 | $11,822 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
1 | $614 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,631 | 228 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 LEN-B | $252 | 3 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $5,731 | 66 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 LEN-B | $3,329 | 35 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $7,607 | 74 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 LEN-B | $6,359 | 53 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $9,326 | 74 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 LEN-B | $5,683 | 54 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $10,507 | 95 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 LEN-B | $3,053 | 28 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $7,231 | 63 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 LEN-B | — | 2 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $2,454 | 18 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,062 | 11 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 LEN-B | — | 1 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $1,498 | 10 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 LEN-B | — | 1 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $1,547 | 9 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 LEN-B | — | 1 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $995,289 | 6,678 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 LEN-B | — | 1 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $787,405 | 7,016 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 LEN-B | — | 1 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $950,476 | 7,585 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $869,890 | 8,276 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $831,875 | 9,192 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||