Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,447,153
+$410,069 QoQ
Shares Held
10,547
+19.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#397
of 1,035 holders
Holding Since
Dec 2021
14 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, 2026Integrated Wealth Concepts LLC holds $14,106,522 across 18 Residential Construction names. PHM ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
92,873 | $8,402,016 | |
| 2 | DHI |
Horton D R Inc /De/
|
9,548 | $1,555,178 | |
| 3 | PHM |
Pultegroup Inc/Mi/
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|
10,547 | $1,447,153 | |
| 4 | TOL |
Toll Brothers, Inc.
|
4,364 | $718,969 | |
| 5 | NVR |
Nvr Inc
|
95 | $647,272 | |
| 6 | DFH |
Dream Finders Homes, Inc.
|
23,201 | $400,449 | |
| 7 | IBP |
Installed Building Products, Inc.
|
1,056 | $242,711 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
249 | $152,980 |
All Filings in PHM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,447,153 | 10,547 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,037,084 | 8,818 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $250,819 | 2,139 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $461,662 | 3,494 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $302,037 | 2,864 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $247,748 | 2,410 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $416,651 | 3,826 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $553,738 | 3,858 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,110,468 | 10,086 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,070,864 | 8,878 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,051,398 | 10,186 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $440,227 | 5,945 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $492,568 | 6,341 | Shares | Other | 2023-08-15 | |
| 2021-12-31 | $237,671 | 4,158 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||