Position in PHM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,746,944
+$315,760 QoQ
Shares Held
12,732
+4.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 1,035 holders
Holding Since
Dec 2021
19 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, 2026AE Wealth Management LLC holds $84,712,615 across 6 Residential Construction names. PHM ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
860,804 | $77,894,057 | |
| 2 | TOL |
Toll Brothers, Inc.
|
23,409 | $3,856,613 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
12,732 | $1,746,944 | |
| 4 | DHI |
Horton D R Inc /De/
|
5,644 | $919,282 | |
| 5 | SKY |
Champion Homes, Inc.
|
3,356 | $295,719 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
3,141 | $0 |
All Filings in PHM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,746,944 | 12,732 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,431,184 | 12,169 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,379,785 | 11,767 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $13,733,302 | 103,938 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $10,888,722 | 103,250 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $10,371,374 | 100,889 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $10,989,848 | 100,917 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $13,671,798 | 95,254 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $926,818 | 8,418 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $885,711 | 7,343 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,385,616 | 32,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,868,799 | 25,237 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,561,134 | 20,097 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $595,097 | 10,211 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $208,982 | 4,590 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $229,087 | 6,109 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $264,054 | 6,663 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $749,632 | 17,891 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,512,239 | 43,951 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||