Valued Wealth Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 2007175 HOLLADAY, UT

Position in PHM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$21,953

+$5,135 QoQ

Shares Held

160

+11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#889

of 1,032 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $54,217 across 7 Residential Construction names. PHM ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	160	$21,953
2	DHI	Horton D R Inc /De/	101	$16,450
3	TMHC	Taylor Morrison Home Corp	60	$4,304
4	LEN	Lennar Corp /New/	41	$3,710
5	TOL	Toll Brothers, Inc.	21	$3,459
6	MHO	M/I Homes, Inc.	20	$3,215
7	KBH	Kb Home	18	$1,126

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,953	160	+11.9%	Shares	Sole	2026-07-21
2026-03-31	$16,818	143	+2.9%	Shares	Sole	2026-04-30
2025-12-31	$16,299	139	+5.3%	Shares	Sole	2026-01-30
2025-09-30	$17,441	132	+2.3%	Shares	Sole	2025-10-29
2025-06-30	$13,604	129	-23.7%	Shares	Sole	2025-08-06
2025-03-31	$17,373	169	+10.5%	Shares	Sole	2025-05-01
2024-12-31	$16,661	153	+1.3%	Shares	Sole	2025-01-22
2024-09-30	$21,673	151	+2.7%	Shares	Sole	2024-10-28
2024-06-30	$16,184	147	+14.8%	Shares	Sole	2024-07-17
2024-03-31	$15,439	128	+91.0%	Shares	Sole	2024-04-30
2023-12-31	$6,915	67	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.