AXXCESS WEALTH MANAGEMENT, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1911056 CARLSBAD, CA

Position in TOL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$248,113

+$45,283 QoQ

Shares Held

1,506

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#579

of 799 holders

Holding Since

Sep 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $1,609,149 across 4 Residential Construction names. TOL ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRBK	Green Brick Partners, Inc.	9,325	$746,373
2	PHM	Pultegroup Inc/Mi/	3,003	$412,041
3	TOL	Toll Brothers, Inc. This page	1,506	$248,113
4	DHI	Horton D R Inc /De/	1,244	$202,622

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,113	1,506	+0.4%	Shares	Sole	2026-07-28
2025-12-31	$202,830	1,500	-84.5%	Shares	Sole	2026-02-19
2024-06-30	$1,116,785	9,696	+4.6%	Shares	Sole	2024-08-09
2024-03-31	$1,199,001	9,268	+18.6%	Shares	Sole	2024-05-14
2023-12-31	$803,098	7,813	-31.0%	Shares	Sole	2024-02-06
2023-09-30	$837,227	11,320	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.