PERSONAL CFO SOLUTIONS, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1677501 CHESTER, NJ

Position in PHM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$275,517

-$24,506 QoQ

Shares Held

2,008

-21.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#709

of 1,035 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,954,150 across 5 Residential Construction names. PHM ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	5,117	$833,456
2	LEN	Lennar Corp /New/	3,985	$360,602
3	IBP	Installed Building Products, Inc.	1,219	$280,174
4	PHM	Pultegroup Inc/Mi/ This page	2,008	$275,517
5	NVR	Nvr Inc	30	$204,401

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,517	2,008	-21.3%	Shares	Sole	2026-08-07
2026-03-31	$300,023	2,551	+10.1%	Shares	Sole	2026-04-30
2025-12-31	$271,691	2,317	+23.8%	Shares	Defined	2026-01-22
2025-09-30	$247,215	1,871	-73.6%	Shares	Defined	2025-11-10
2024-09-30	$1,016,335	7,081	-1.3%	Shares	Defined	2024-11-14
2024-06-30	$789,967	7,175	+0.3%	Shares	Defined	2024-08-09
2024-03-31	$862,433	7,150	+2.7%	Shares	Defined	2024-05-13
2023-12-31	$718,720	6,963	-39.8%	Shares	Defined	2024-02-13
2022-09-30	$433,500	11,560	+5.1%	Shares	Defined	2022-11-01
2022-06-30	$435,692	10,994	-6.3%	Shares	Defined	2022-08-05
2022-03-31	$491,403	11,728	-4.4%	Shares	Defined	2022-05-02
2021-12-31	$700,895	12,262	-3.1%	Shares	Defined	2022-02-11
2021-09-30	$581,209	12,657	+8.6%	Shares	Defined	2021-11-18
2021-06-30	$636,231	11,659	+6.4%	Shares	Defined	2021-07-22
2021-03-31	$574,532	10,956	+1.5%	Shares	Defined	2021-04-21
2020-12-31	$465,437	10,794	-10.0%	Shares	Defined	2021-02-09
2020-09-30	$1,000	11,996	-3.0%	Shares	Defined	2020-11-02
2020-06-30	$420,849	12,367	+9.5%	Shares	Defined	2020-08-03
2020-03-31	$252,037	11,292	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.