AE Wealth Management LLC

Position in TOL — Toll Brothers, Inc.

CIK 1697723 TOPEKA, KS

Position in TOL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,856,613

+$987,356 QoQ

Shares Held

23,409

+11.3% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#217

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

AE Wealth Management LLC holds $84,712,615 across 6 Residential Construction names. TOL ranks #2 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	860,804	$77,894,057
2	TOL	Toll Brothers, Inc. This page	23,409	$3,856,613
3	PHM	Pultegroup Inc/Mi/	12,732	$1,746,944
4	DHI	Horton D R Inc /De/	5,644	$919,282
5	SKY	Champion Homes, Inc.	3,356	$295,719
6			3,141	$0

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,856,613	23,409	+11.3%	Shares	Other	2026-08-03
2026-03-31	$2,869,257	21,025	+656.6%	Shares	Other	2026-05-13
2025-12-31	$375,767	2,779	+9.3%	Shares	Other	2026-01-26
2025-09-30	$351,281	2,543	-6.3%	Shares	Other	2025-11-03
2025-06-30	$309,738	2,714	+0.4%	Shares	Other	2025-08-06
2025-03-31	$285,506	2,704	-39.5%	Shares	Other	2025-05-06
2023-12-31	$459,675	4,472	+4.2%	Shares	Other	2024-02-14
2023-09-30	$317,509	4,293	-62.0%	Shares	Other	2023-10-11
2023-06-30	$894,439	11,312	+5.3%	Shares	Other	2023-07-10
2023-03-31	$644,962	10,744	+76.0%	Shares	Sole	2023-04-14
2021-09-30	$337,434	6,103	+29.9%	Shares	Sole	2021-11-01
2021-06-30	$271,649	4,699	+32.9%	Shares	Sole	2021-07-21
2021-03-31	$200,654	3,537	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.