Retirement Wealth Solutions LLC

Pension

Position in TOL — Toll Brothers, Inc.

CIK 2044741 MARSHFIELD, WI

Position in TOL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$6,260

+$392 QoQ

Shares Held

-11.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#727

of 797 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $21,063 across 5 Residential Construction names. TOL ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	49	$7,981
2	TOL	Toll Brothers, Inc. This page	38	$6,260
3	MTH	Meritage Homes CORP	46	$3,857
4	PHM	Pultegroup Inc/Mi/	17	$2,332
5	LEN	Lennar Corp /New/	7	$633

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,260	38	-11.6%	Shares	Sole	2026-07-07
2026-03-31	$5,868	43	+4.9%	Shares	Sole	2026-04-07
2025-12-31	$5,544	41	+24.2%	Shares	Sole	2026-01-07
2025-09-30	$4,558	33	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.