True Wealth Design, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1966033 AKRON, OH

Position in PHM

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

Position Value

$34,028

-$1,490 QoQ

Shares Held

248

-17.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#869

of 1,035 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

True Wealth Design, LLC holds $487,966 across 13 Residential Construction names. PHM ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	1,326	$218,458
2	NVR	Nvr Inc	23	$156,708
3	PHM	Pultegroup Inc/Mi/ This page	248	$34,028
4	MHO	M/I Homes, Inc.	167	$26,851
5	LEN	Lennar Corp /New/	228	$20,631
6	DHI	Horton D R Inc /De/	105	$17,102
7	MTH	Meritage Homes CORP	141	$11,822
8	CVCO	Cavco Industries, Inc.	1	$614

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,028	248	-17.9%	Shares	Sole	2026-07-16
2026-03-31	$35,518	302	-10.1%	Shares	Sole	2026-04-13
2025-12-31	$39,399	336	-5.6%	Shares	Sole	2026-01-08
2025-09-30	$47,038	356	+229.6%	Shares	Sole	2025-10-21
2025-06-30	$11,389	108	+100.0%	Shares	Sole	2025-08-06
2025-03-31	$5,551	54	+237.5%	Shares	Sole	2025-05-13
2024-12-31	$1,742	16	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,296	16	-15.8%	Shares	Sole	2024-11-14
2024-06-30	$2,091	19	-17.4%	Shares	Sole	2024-08-14
2024-03-31	$2,774	23	-99.8%	Shares	Sole	2024-05-14
2023-12-31	$991,221	9,603	-10.2%	Shares	Sole	2024-02-14
2023-09-30	$791,742	10,692	-19.3%	Shares	Sole	2023-11-13
2023-06-30	$1,029,104	13,248	-7.6%	Shares	Sole	2023-08-14
2023-03-31	$835,152	14,330	-24.8%	Shares	Sole	2023-05-12
2022-12-31	$867,300	19,049	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.