Prestige Wealth Management Group LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 1772715
FLEMINGTON, NJ
Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,037
+$863 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#956
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $38,348 across 9 Residential Construction names. PHM ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
71 | $11,697 | |
| 2 | DHI |
Horton D R Inc /De/
|
57 | $9,284 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
44 | $6,037 | |
| 4 | KBH |
Kb Home
|
75 | $4,694 | |
| 5 | LEN |
Lennar Corp /New/
|
26 | $2,352 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
2 | $1,228 | |
| 7 | MTH |
Meritage Homes CORP
|
14 | $1,173 | |
| 8 | MHO |
M/I Homes, Inc.
|
6 | $964 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,037 | 44 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,174 | 44 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,745 | 49 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,813 | 44 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $4,640 | 44 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $4,523 | 44 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $4,791 | 44 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $6,315 | 44 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $4,844 | 44 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $5,307 | 44 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $4,541 | 44 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $3,258 | 44 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $3,417 | 44 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $2,564 | 44 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $2,003 | 44 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,312 | 35 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $1,387 | 35 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,801 | 43 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,457 | 43 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,974 | 43 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,346 | 43 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,254 | 43 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,854 | 43 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $1,620 | 35 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,191 | 35 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,093 | 49 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||