Soltis Investment Advisors LLC

Position in TOL — Toll Brothers, Inc.

CIK 1802530 ST. GEORGE, UT

Position in TOL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,032,718

+$716,823 QoQ

Shares Held

18,408

+8.5% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#242

of 799 holders

Holding Since

Jun 2023

3 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Consumer Cyclical · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $3,771,477 across 4 Residential Construction names. TOL ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	18,408	$3,032,718
2	PHM	Pultegroup Inc/Mi/	2,033	$278,947
3	DHI	Horton D R Inc /De/	1,558	$253,767
4	LEN	Lennar Corp /New/	2,277	$206,045

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,032,718	18,408	+8.5%	Shares	Sole	2026-07-31
2026-03-31	$2,315,895	16,970	-57.6%	Shares	Sole	2026-04-27
2023-06-30	$3,162,641	39,998	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.