Strategic Wealth Partners, Ltd.

Position in TOL — Toll Brothers, Inc.

CIK 1720777 INDEPENDENCE, OH

Position in TOL

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

Position Value

$109,723

-$12,725,553 QoQ

Shares Held

666

-99.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#631

of 803 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $453,831 across 4 Residential Construction names. TOL ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	1,333	$306,376
2	TOL	Toll Brothers, Inc. This page	666	$109,723
3	PHM	Pultegroup Inc/Mi/	275	$37,732
4			77	$0

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,723	666	-99.3%	Shares	Sole	2026-08-12
2026-03-31	$12,835,276	94,052	+7.1%	Shares	Sole	2026-05-12
2025-12-31	$11,876,102	87,828	+90.5%	Shares	Sole	2026-05-12
2025-09-30	$6,367,287	46,093	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.