Focus Partners Wealth

Position in TOL — Toll Brothers, Inc.

CIK 1542153 ST LOUIS, MO

Position in TOL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,123,458

+$360,290 QoQ

Shares Held

73,587

-14.6% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#120

of 799 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Consumer Cyclical · as of Jun 30, 2026

Focus Partners Wealth holds $38,295,765 across 9 Residential Construction names. TOL ranks #1 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	73,587	$12,123,458
2	PHM	Pultegroup Inc/Mi/	74,418	$10,210,893
3	DHI	Horton D R Inc /De/	35,228	$5,737,936
4	NVR	Nvr Inc	734	$5,001,035
5	LEN	Lennar Corp /New/	37,375	$3,382,063
6	MTH	Meritage Homes CORP	14,628	$1,226,557
7	IBP	Installed Building Products, Inc.	1,425	$327,522
8	CVCO	Cavco Industries, Inc.	466	$286,301

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,123,458	73,587	-14.6%	Shares	Sole	2026-08-12
2026-03-31	$11,763,168	86,196	+15.6%	Shares	Sole	2026-05-15
2025-12-31	$10,086,195	74,591	+1.6%	Shares	Sole	2026-02-13
2025-09-30	$10,137,265	73,384	+5.7%	Shares	Sole	2025-11-14
2025-06-30	$7,919,937	69,394	-6.0%	Shares	Sole	2025-08-14
2025-03-31	$7,795,920	73,832	+11.7%	Shares	Sole	2025-05-20
2024-12-31	$8,321,516	66,070	+18.3%	Shares	Sole	2025-05-20
2024-09-30	$8,627,185	55,843	-39.6%	Shares	Sole	2024-11-14
2024-06-30	$10,646,086	92,430	+101.9%	Shares	Sole	2024-08-15
2024-03-31	$5,921,911	45,775	-17.2%	Shares	Sole	2024-05-16
2023-12-31	$5,682,745	55,285	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.