Prestige Wealth Management Group LLC
Position in TOL — Toll Brothers, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in TOL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,697
+$2,418 QoQ
Shares Held
71
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#706
of 799 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $38,348 across 9 Residential Construction names. TOL ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
71 | $11,697 | |
| 2 | DHI |
Horton D R Inc /De/
|
57 | $9,284 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
44 | $6,037 | |
| 4 | KBH |
Kb Home
|
75 | $4,694 | |
| 5 | LEN |
Lennar Corp /New/
|
26 | $2,352 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
2 | $1,228 | |
| 7 | MTH |
Meritage Homes CORP
|
14 | $1,173 | |
| 8 | MHO |
M/I Homes, Inc.
|
6 | $964 |
All Filings in TOL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,697 | 71 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,279 | 68 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,924 | 66 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,117 | 66 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $7,532 | 66 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $6,968 | 66 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $8,312 | 66 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $10,196 | 66 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $7,601 | 66 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $17,076 | 132 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,568 | 132 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $10,280 | 139 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $5,772 | 73 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $15,967 | 266 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $12,829 | 257 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,400 | 200 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,276 | 208 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,780 | 208 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $15,057 | 208 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $11,500 | 208 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $12,024 | 208 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $11,799 | 208 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $9,041 | 208 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $9,732 | 200 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $6,518 | 200 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,850 | 200 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||