Avion Wealth

Position in PHM — Pultegroup Inc/Mi/

CIK 1792704 THE WOODLANDS, TX

Position in PHM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$14,818

+$4,939 QoQ

Shares Held

108

+28.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#917

of 1,035 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Avion Wealth holds $428,922 across 11 Residential Construction names. PHM ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LGIH	LGI Homes, Inc.	5,673	$361,256
2	DHI	Horton D R Inc /De/	149	$24,269
3	PHM	Pultegroup Inc/Mi/ This page	108	$14,818
4	TOL	Toll Brothers, Inc.	50	$8,237
5	LEN	Lennar Corp /New/	73	$6,605
6	TMHC	Taylor Morrison Home Corp	68	$4,878
7	MTH	Meritage Homes CORP	39	$3,270
8	DFH	Dream Finders Homes, Inc.	98	$1,691

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,818	108	+28.6%	Shares	Sole	2026-07-31
2026-03-31	$9,879	84	+16.7%	Shares	Sole	2026-05-01
2025-12-31	$8,442	72	-6.5%	Shares	Sole	2026-01-23
2025-09-30	$10,174	77	+13.2%	Shares	Sole	2025-10-24
2025-06-30	$7,171	68	-8.1%	Shares	Sole	2025-07-31
2025-03-31	$7,607	74	0.0%	Shares	Sole	2025-05-09
2024-12-31	$8,058	74	+4.2%	Shares	Sole	2025-01-29
2024-09-30	$10,190	71	0.0%	Shares	Sole	2024-10-18
2024-06-30	$7	71	+22.4%	Shares	Sole	2024-07-26
2024-03-31	$6,995	58	+13.7%	Shares	Sole	2024-05-03
2023-12-31	$5,264	51	+10.9%	Shares	Sole	2024-01-26
2023-09-30	$594	46	0.0%	Shares	Sole	2023-10-20
2023-06-30	$623	46	+100.0%	Shares	Sole	2023-07-14
2021-12-31	$1,314	23	0.0%	Shares	Sole	2022-01-26
2021-09-30	$1,056	23	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,255	23	0.0%	Shares	Sole	2021-07-27
2021-03-31	$1,206	23	-90.8%	Shares	Sole	2021-05-06
2020-12-31	$10,780	250	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.