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Physician Wealth Advisors, Inc.

Position in TOL — Toll Brothers, Inc.

CIK 1795173 MIDVALE, UT

Position in TOL

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$19,440
+$1,699 QoQ
Shares Held
118
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 799 holders
Holding Since
Dec 2024
7 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, 2026

Physician Wealth Advisors, Inc. holds $162,513 across 11 Residential Construction names. TOL ranks #3 (12.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TOL
Toll Brothers, Inc.
This page
118 $19,440
6
41 $2,941

All Filings in TOL

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,440 118
2026-03-31 $17,741 130
2025-12-31 $15,550 115
2025-09-30 $16,438 119
2025-06-30 $12,440 109
2025-03-31 $11,509 109
2024-12-31 $13,728 109