HB Wealth Management, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1911253 Atlanta, GA

Position in PHM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,091,917

+$355,914 QoQ

Shares Held

7,958

+27.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#450

of 1,040 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HB Wealth Management, LLC holds $11,592,038 across 10 Residential Construction names. PHM ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	19,411	$3,161,663
2	GRBK	Green Brick Partners, Inc.	28,846	$2,308,833
3	BZH	Beazer Homes USA Inc	59,448	$1,667,516
4	LEN	Lennar Corp /New/	12,157	$1,100,086
5	PHM	Pultegroup Inc/Mi/ This page	7,958	$1,091,917
6	NVR	Nvr Inc	126	$858,488
7	TOL	Toll Brothers, Inc.	3,814	$628,356
8	MTH	Meritage Homes CORP	3,448	$289,114

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,091,917	7,958	+27.2%	Shares	Sole	2026-07-29
2026-03-31	$736,003	6,258	+22.3%	Shares	Sole	2026-04-27
2025-12-31	$599,784	5,115	+10.3%	Shares	Sole	2026-01-28
2025-09-30	$612,818	4,638	+13.9%	Shares	Sole	2025-10-23
2025-06-30	$429,433	4,072	-7.1%	Shares	Sole	2025-07-17
2025-03-31	$450,366	4,381	+42.6%	Shares	Sole	2025-05-07
2024-12-31	$334,649	3,073	-0.0%	Shares	Sole	2025-01-15
2024-09-30	$441,211	3,074	+16.0%	Shares	Sole	2024-10-15
2024-06-30	$291,654	2,649	+8.8%	Shares	Sole	2024-07-26
2024-03-31	$293,709	2,435	+1.7%	Shares	Sole	2024-04-30
2023-12-31	$247,211	2,395	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.