Independent Advisor Alliance

Position in TOL — Toll Brothers, Inc.

CIK 1696899 CHARLOTTE, NC

Position in TOL

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

Position Value

$553,889

-$3,044 QoQ

Shares Held

3,362

-17.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#427

of 799 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Independent Advisor Alliance holds $4,790,095 across 5 Residential Construction names. TOL ranks #5 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	9,746	$1,587,428
2	PHM	Pultegroup Inc/Mi/	7,260	$996,144
3	NVR	Nvr Inc	141	$960,689
4	GRBK	Green Brick Partners, Inc.	8,645	$691,945
5	TOL	Toll Brothers, Inc. This page	3,362	$553,889

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,889	3,362	-17.6%	Shares	Sole	2026-08-12
2026-03-31	$556,933	4,081	+1.4%	Shares	Sole	2026-05-12
2025-12-31	$544,124	4,024	+23.9%	Shares	Sole	2026-02-04
2025-09-30	$448,816	3,249	+3.3%	Shares	Sole	2025-11-04
2025-06-30	$358,823	3,144	+37.0%	Shares	Sole	2025-08-11
2025-03-31	$242,328	2,295	-6.3%	Shares	Sole	2025-05-12
2024-12-31	$308,577	2,450	+10.1%	Shares	Sole	2025-02-07
2024-09-30	$343,740	2,225	+7.2%	Shares	Sole	2024-11-13
2024-06-30	$239,113	2,076	-53.6%	Shares	Sole	2024-08-12
2021-12-31	$324,090	4,477	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$246,095	4,451	+17.2%	Shares	Sole	2021-11-01
2021-06-30	$219,562	3,798	-3.1%	Shares	Sole	2021-08-12
2021-03-31	$222,381	3,920	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.