Position in TOL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$218,458
+$46,779 QoQ
Shares Held
1,326
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#595
of 799 holders
Holding Since
Jun 2024
9 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, 2026True Wealth Design, LLC holds $487,966 across 13 Residential Construction names. TOL ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
1,326 | $218,458 | |
| 2 | NVR |
Nvr Inc
|
23 | $156,708 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
248 | $34,028 | |
| 4 | MHO |
M/I Homes, Inc.
|
167 | $26,851 | |
| 5 | LEN |
Lennar Corp /New/
|
228 | $20,631 | |
| 6 | DHI |
Horton D R Inc /De/
|
105 | $17,102 | |
| 7 | MTH |
Meritage Homes CORP
|
141 | $11,822 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
1 | $614 |
All Filings in TOL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,458 | 1,326 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $171,679 | 1,258 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $165,509 | 1,224 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $167,149 | 1,210 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $101,803 | 892 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,751 | 45 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,335 | 90 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $926 | 6 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $921 | 8 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||