Position in TOL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$468,054
+$77,750 QoQ
Shares Held
2,841
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#454
of 799 holders
Holding Since
Dec 2025
3 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $1,648,119 across 2 Residential Construction names. TOL ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,245 | $1,180,065 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
2,841 | $468,054 |
All Filings in TOL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,054 | 2,841 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $390,304 | 2,860 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $188,496 | 1,394 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||