Private Wealth Management Group, LLC
Position in TOL — Toll Brothers, Inc.
CIK 2011342
PRINCETON, NJ
Position in TOL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$114,501
+$111,772 QoQ
Shares Held
695
+3375.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#625
of 799 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $240,761 across 10 Residential Construction names. TOL ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
695 | $114,501 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
271 | $37,183 | |
| 3 | DHI |
Horton D R Inc /De/
|
207 | $33,716 | |
| 4 | TMHC |
Taylor Morrison Home Corp
|
390 | $27,978 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
11 | $6,758 | |
| 6 | IBP |
Installed Building Products, Inc.
|
28 | $6,435 | |
| 7 | SKY |
Champion Homes, Inc.
|
72 | $6,344 | |
| 8 | LEN |
Lennar Corp /New/
|
50 | $4,524 |
All Filings in TOL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,501 | 695 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,729 | 20 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,704 | 20 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,762 | 20 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,282 | 20 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,111 | 20 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,519 | 20 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,089 | 20 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,303 | 20 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,587 | 20 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,055 | 20 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||