Position in PHM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,327
-$2,608 QoQ
Shares Held
119
-26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#909
of 1,035 holders
Holding Since
Sep 2025
4 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, 2026Physician Wealth Advisors, Inc. holds $162,513 across 11 Residential Construction names. PHM ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
515 | $83,883 | |
| 2 | NVR |
Nvr Inc
|
3 | $20,440 | |
| 3 | TOL |
Toll Brothers, Inc.
|
118 | $19,440 | |
| 4 | PHM |
Pultegroup Inc/Mi/
This page
|
119 | $16,327 | |
| 5 | LEN |
Lennar Corp /New/
|
179 | $16,197 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
41 | $2,941 | |
| 7 | LGIH |
LGI Homes, Inc.
|
13 | $827 | |
| 8 | KBH |
Kb Home
|
12 | $751 |
All Filings in PHM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,327 | 119 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $18,935 | 161 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,973 | 68 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,192 | 62 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||