Lodestone Wealth Management LLC

Position in TOL — Toll Brothers, Inc.

CIK 1950158 SPOKANE, WA

Position in TOL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,647

+$283 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#768

of 799 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $5,565,486 across 4 Residential Construction names. TOL ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	14,925	$2,430,983
2	NVR	Nvr Inc	248	$1,689,722
3	LEN	Lennar Corp /New/	15,948	$1,443,134
4	TOL	Toll Brothers, Inc. This page	10	$1,647

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,647	10	0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,364	10	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,352	10	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.