Position in TOL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,237
+$1,960 QoQ
Shares Held
50
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 803 holders
Holding Since
Jun 2023
13 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, 2026Avion Wealth holds $428,922 across 11 Residential Construction names. TOL ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LGIH |
LGI Homes, Inc.
|
5,673 | $361,256 | |
| 2 | DHI |
Horton D R Inc /De/
|
149 | $24,269 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
108 | $14,818 | |
| 4 | TOL |
Toll Brothers, Inc.
This page
|
50 | $8,237 | |
| 5 | LEN |
Lennar Corp /New/
|
73 | $6,605 | |
| 6 | 68 | $4,878 | |||
| 7 | MTH |
Meritage Homes CORP
|
39 | $3,270 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
98 | $1,691 |
All Filings in TOL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,237 | 50 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,277 | 46 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5 | 43 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4 | 35 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3 | 35 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4 | 34 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,282 | 34 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5 | 38 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3 | 29 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4 | 25 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3 | 25 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $592 | 26 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $633 | 26 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||