Position in PHM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$350,434
+$50,059 QoQ
Shares Held
2,554
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#657
of 1,035 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $1,733,554 across 2 Residential Construction names. PHM ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
203 | $1,383,120 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
2,554 | $350,434 |
All Filings in PHM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,434 | 2,554 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $300,375 | 2,554 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $287,638 | 2,453 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $333,231 | 2,522 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $265,548 | 2,518 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $211,266 | 1,940 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $308,445 | 2,149 | Shares | Sole | 2024-11-04 | |
| 2021-03-31 | $77,558 | 1,479 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $31,783 | 1,424 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||