ELEVATION POINT WEALTH PARTNERS, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1744349 DENVER, CO

Position in PHM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,344,383

+$357,400 QoQ

Shares Held

9,798

+16.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#410

of 1,035 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $15,841,816 across 6 Residential Construction names. PHM ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DFH	Dream Finders Homes, Inc.	344,821	$5,951,610
2	DHI	Horton D R Inc /De/	24,068	$3,920,195
3	NVR	Nvr Inc	538	$3,665,609
4	PHM	Pultegroup Inc/Mi/ This page	9,798	$1,344,383
5	LEN	Lennar Corp /New/	7,829	$708,446
6	TOL	Toll Brothers, Inc.	1,527	$251,573

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,344,383	9,798	+16.8%	Shares	Sole	2026-08-12
2026-03-31	$986,983	8,392	+19.0%	Shares	Sole	2026-04-27
2025-12-31	$827,034	7,053	-10.9%	Shares	Sole	2026-02-12
2025-09-30	$1,045,412	7,912	+723.3%	Shares	Sole	2025-11-14
2025-06-30	$101,347	961	-95.5%	Shares	Sole	2026-02-03
2023-03-31	$1,256,924	21,567	-9.8%	Shares	Sole	2023-05-11
2022-12-31	$1,088,622	23,910	+3.7%	Shares	Sole	2023-02-14
2022-09-30	$864,675	23,058	+4.4%	Shares	Sole	2022-11-07
2022-06-30	$874,871	22,076	+2.8%	Shares	Sole	2022-08-02
2022-03-31	$899,802	21,475	+8.9%	Shares	Sole	2022-05-03
2021-12-31	$1,127,080	19,718	+0.0%	Shares	Sole	2022-02-02
2021-09-30	$905,312	19,715	+3.4%	Shares	Sole	2021-11-02
2021-06-30	$1,039,995	19,058	-1.1%	Shares	Sole	2021-08-04
2021-03-31	$1,010,151	19,263	+10.5%	Shares	Sole	2021-05-04
2020-12-31	$752,012	17,440	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.