Wealth Enhancement Trust Services, Inc.
Position in PHM — Pultegroup Inc/Mi/
CIK 2067696
SIOUX FALLS, SD
Position in PHM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$224,612
+$31,968 QoQ
Shares Held
1,637
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#752
of 1,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $2,336,999 across 11 Residential Construction names. PHM ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
12,310 | $2,005,052 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
1,637 | $224,612 | |
| 3 | LEN |
Lennar Corp /New/
|
792 | $71,668 | |
| 4 | NVR |
Nvr Inc
|
2 | $13,626 | |
| 5 | GRBK |
Green Brick Partners, Inc.
|
105 | $8,404 | |
| 6 | TOL |
Toll Brothers, Inc.
|
39 | $6,425 | |
| 7 | MTH |
Meritage Homes CORP
|
56 | $4,695 | |
| 8 | LGIH |
LGI Homes, Inc.
|
15 | $955 |
All Filings in PHM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,612 | 1,637 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $192,644 | 1,638 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $469 | 4 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||