Position in PHM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$823
-$7,409 QoQ
Shares Held
6
-91.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,011
of 1,035 holders
Holding Since
Jun 2023
13 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, 2026Abound Wealth Management holds $5,260 across 8 Residential Construction names. PHM ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
10 | $1,647 | |
| 2 | DHI |
Horton D R Inc /De/
|
9 | $1,465 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
6 | $823 | |
| 4 | LEN |
Lennar Corp /New/
|
7 | $633 | |
| 5 | IBP |
Installed Building Products, Inc.
|
1 | $229 | |
| 6 | SKY |
Champion Homes, Inc.
|
2 | $176 | |
| 7 | MHO |
M/I Homes, Inc.
|
1 | $160 | |
| 8 | LGIH |
LGI Homes, Inc.
|
2 | $127 |
All Filings in PHM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823 | 6 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,232 | 70 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,863 | 50 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,606 | 50 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,273 | 50 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $616 | 6 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $653 | 6 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $861 | 6 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $660 | 6 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,171 | 18 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,857 | 18 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $1,851 | 25 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,728 | 48 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||