Position in TOL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,290,157
+$225,828 QoQ
Shares Held
7,831
+0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#330
of 803 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026One Wealth Advisors, LLC holds $1,564,446 across 2 Residential Construction names. TOL ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
7,831 | $1,290,157 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,684 | $274,289 |
All Filings in TOL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,157 | 7,831 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,064,329 | 7,799 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||