JFS WEALTH ADVISORS, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1568068 HERMITAGE, PA

Position in TOL

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$27,019

+$5,048 QoQ

Shares Held

164

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#686

of 799 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $419,377 across 13 Residential Construction names. TOL ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	37	$252,095
2	DHI	Horton D R Inc /De/	352	$57,333
3	PHM	Pultegroup Inc/Mi/	268	$36,772
4	TOL	Toll Brothers, Inc. This page	164	$27,019
5	LEN	Lennar Corp /New/	160	$14,478
6			182	$13,056
7	CVCO	Cavco Industries, Inc.	10	$6,143
8	SKY	Champion Homes, Inc.	53	$4,670

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,019	164	+1.9%	Shares	Sole	2026-07-10
2026-03-31	$21,971	161	+3.9%	Shares	Sole	2026-04-21
2025-12-31	$20,959	155	+29.2%	Shares	Sole	2026-01-14
2025-09-30	$16,576	120	0.0%	Shares	Sole	2025-11-10
2025-06-30	$13,695	120	0.0%	Shares	Sole	2025-07-24
2025-03-31	$12,670	120	0.0%	Shares	Sole	2025-04-22
2024-12-31	$15,114	120	0.0%	Shares	Sole	2025-01-31
2024-09-30	$18,538	120	+2.6%	Shares	Sole	2024-10-25
2024-06-30	$13,476	117	0.0%	Shares	Sole	2024-07-15
2024-03-31	$15,136	117	0.0%	Shares	Sole	2024-04-30
2023-12-31	$12,026	117	+8.3%	Shares	Sole	2024-02-07
2023-09-30	$7,987	108	0.0%	Shares	Sole	2023-11-02
2023-06-30	$8,539	108	+0.9%	Shares	Sole	2023-08-07
2023-03-31	$6,423	107	-2.7%	Shares	Sole	2023-04-19
2022-12-31	$5,491	110	+41.0%	Shares	Sole	2023-02-13
2022-09-30	$3,276	78	+81.4%	Shares	Sole	2022-10-21
2022-03-31	$2,021	43	+16.2%	Shares	Sole	2022-05-02
2021-12-31	$2,678	37	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.