WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in TOL — Toll Brothers, Inc.
CIK 1632972
PLYMOUTH, MN
Position in TOL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,924,723
+$8,217,641 QoQ
Shares Held
248,405
+3.6% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2
of 91 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0.7000636055489803.ToString("F0")%
Shared 0.ToString("F0")%
None 99.29993639445101.ToString("F0")%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $166,787,448 across 15 Residential Construction names. TOL ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
451,760 | $73,582,668 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
248,405 | $40,924,723 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
226,320 | $31,053,367 | |
| 4 | LEN |
Lennar Corp /New/
|
75,166 | $6,801,771 | |
| 5 | NVR |
Nvr Inc
|
872 | $5,941,284 | |
| 6 | MTH |
Meritage Homes CORP
|
42,657 | $3,576,789 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
2,000 | $1,228,760 | |
| 8 | LGIH |
LGI Homes, Inc.
|
14,407 | $917,437 |
All Filings in TOL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,924,723 | 248,405 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $32,707,082 | 239,665 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $46,386,950 | 343,048 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $47,527,343 | 344,052 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $38,999,134 | 341,708 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $32,179,186 | 304,756 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $38,408,704 | 304,952 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $46,918,921 | 303,702 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $35,192,788 | 305,546 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $39,876,491 | 308,236 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $31,403,064 | 305,507 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,951,656 | 26,388 | Shares | Sole | 2023-11-13 | |
| 2021-06-30 | $4,069,130 | 70,388 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,738,203 | 83,522 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,609,314 | 83,030 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||