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KINGSWOOD WEALTH ADVISORS, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1987855 SAN DIEGO, CA

Position in TOL

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$411,545
+$25,062 QoQ
Shares Held
2,498
-11.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#486
of 803 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TOL Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $1,453,345 across 4 Residential Construction names. TOL ranks #2 (28.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TOL
Toll Brothers, Inc.
This page
2,498 $411,545

All Filings in TOL

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $411,545 2,498
2026-03-31 $386,483 2,832
2025-12-31 $796,986 5,894
2025-09-30 $799,830 5,790
2025-06-30 $669,144 5,863
2025-03-31 $542,627 5,139
2024-12-31 $721,693 5,730
2024-09-30 $523,103 3,386
2024-06-30 $558,853 4,852
2024-03-31 $348,522 2,694
2023-12-31 $475,095 4,622
2023-09-30 $277,719 3,755
2023-06-30 $295,326 3,735