Position in PHM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$464,044
+$110,509 QoQ
Shares Held
3,382
+12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#603
of 1,035 holders
Holding Since
Jun 2025
5 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, 2026Rooted Wealth Advisors, Inc. holds $679,208 across 2 Residential Construction names. PHM ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
3,382 | $464,044 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,321 | $215,164 |
All Filings in PHM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,044 | 3,382 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $353,535 | 3,006 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $338,060 | 2,883 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $356,486 | 2,698 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $227,055 | 2,153 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||