Aventura Private Wealth, LLC

Position in TOL — Toll Brothers, Inc.

CIK 2074418 AVENTURA, FL

Position in TOL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$86,493

+$29,858 QoQ

Shares Held

525

+26.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#637

of 799 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $207,510 across 5 Residential Construction names. TOL ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	525	$86,493
2	LEN	Lennar Corp /New/	755	$68,319
3	KBH	Kb Home	818	$51,198
4	DHI	Horton D R Inc /De/	5	$814
5	PHM	Pultegroup Inc/Mi/	5	$686

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$86,493	525	+26.5%	Shares	Sole	2026-07-15
2026-03-31	$56,635	415	-5.7%	Shares	Sole	2026-05-06
2025-12-31	$59,496	440	+6.8%	Shares	Sole	2026-01-07
2025-09-30	$56,913	412	0.0%	Shares	Sole	2026-01-07
2025-06-30	$47,021	412	-33.8%	Shares	Sole	2026-01-07
2025-03-31	$65,676	622	+8.2%	Shares	Sole	2026-01-07
2024-12-31	$72,421	575	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.