Position in PHM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$286,357
+$37,730 QoQ
Shares Held
2,087
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#698
of 1,035 holders
Holding Since
Jun 2024
8 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, 2026Opal Wealth Advisors, LLC holds $286,357 across 1 Residential Construction name. PHM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
2,087 | $286,357 |
All Filings in PHM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,357 | 2,087 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $248,627 | 2,114 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $254,336 | 2,169 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $273,509 | 2,070 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $215,665 | 2,045 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $221,945 | 2,159 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $283,615 | 1,976 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $192,675 | 1,750 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||