Soltis Investment Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1802530 ST. GEORGE, UT

Position in PHM

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

Position Value

$278,947

New position

Shares Held

2,033

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#707

of 1,035 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 49% Shared 0% None 51%

Consumer Cyclical · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $3,771,477 across 4 Residential Construction names. PHM ranks #2 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	18,408	$3,032,718
2	PHM	Pultegroup Inc/Mi/ This page	2,033	$278,947
3	DHI	Horton D R Inc /De/	1,558	$253,767
4	LEN	Lennar Corp /New/	2,277	$206,045

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,947	2,033	—	Shares	Sole	2026-07-31
No filing history on record for this holder in this stock.