Wealth Enhancement Trust Services, Inc.
Position in TOL — Toll Brothers, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in TOL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,425
+$1,649 QoQ
Shares Held
39
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#726
of 799 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $2,336,999 across 11 Residential Construction names. TOL ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
12,310 | $2,005,052 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,637 | $224,612 | |
| 3 | LEN |
Lennar Corp /New/
|
792 | $71,668 | |
| 4 | NVR |
Nvr Inc
|
2 | $13,626 | |
| 5 | GRBK |
Green Brick Partners, Inc.
|
105 | $8,404 | |
| 6 | TOL |
Toll Brothers, Inc.
This page
|
39 | $6,425 | |
| 7 | MTH |
Meritage Homes CORP
|
56 | $4,695 | |
| 8 | LGIH |
LGI Homes, Inc.
|
15 | $955 |
All Filings in TOL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,425 | 39 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $4,776 | 35 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||