Aaron Wealth Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1812198 Chicago, IL

Position in PHM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$569,558

+$111,820 QoQ

Shares Held

4,151

+6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#555

of 1,035 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $1,808,942 across 4 Residential Construction names. PHM ranks #1 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	4,151	$569,558
2	LEN	Lennar Corp /New/	5,610	$507,648
3	NVR	Nvr Inc	66	$449,684
4	TOL	Toll Brothers, Inc.	1,712	$282,052

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,558	4,151	+6.7%	Shares	Sole	2026-07-16
2026-03-31	$457,738	3,892	-44.4%	Shares	Sole	2026-04-21
2025-12-31	$820,937	7,001	-33.7%	Shares	Sole	2026-01-21
2025-09-30	$1,396,085	10,566	+190.8%	Shares	Sole	2025-10-03
2025-06-30	$383,136	3,633	+8.4%	Shares	Sole	2025-07-09
2025-03-31	$344,585	3,352	+55.8%	Shares	Sole	2025-04-28
2024-12-31	$234,243	2,151	+7.2%	Shares	Sole	2025-01-15
2024-09-30	$287,921	2,006	+1.1%	Shares	Sole	2024-10-17
2024-06-30	$218,438	1,984	+10.1%	Shares	Sole	2024-07-22
2024-03-31	$217,357	1,802	-22.1%	Shares	Sole	2024-04-25
2023-12-31	$238,747	2,313	-95.9%	Shares	Sole	2024-01-26
2022-03-31	$2,373,551	56,648	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.