Clearstead Advisors, LLC

Position in TOL — Toll Brothers, Inc.

CIK 842775 CLEVELAND, OH

Position in TOL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$22,406

-$217,781 QoQ

Shares Held

136

-92.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#690

of 799 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Clearstead Advisors, LLC holds $1,640,799 across 18 Residential Construction names. TOL ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	5,287	$861,146
2	PHM	Pultegroup Inc/Mi/	3,177	$435,916
3	LEN	Lennar Corp /New/	1,105	$99,957
4	MTH	Meritage Homes CORP	1,154	$96,762
5	NVR	Nvr Inc	14	$95,387
6	TOL	Toll Brothers, Inc. This page	136	$22,406
7	CVCO	Cavco Industries, Inc.	29	$17,817
8	GRBK	Green Brick Partners, Inc.	48	$3,841

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,406	136	-92.3%	Shares	Sole	2026-08-06
2026-03-31	$240,187	1,760	-30.4%	Shares	Sole	2026-05-06
2025-12-31	$341,700	2,527	-25.6%	Shares	Sole	2026-02-09
2025-09-30	$469,261	3,397	+6.2%	Shares	Sole	2025-11-10
2025-06-30	$365,216	3,200	+849.6%	Shares	Sole	2025-08-08
2025-03-31	$35,583	337	+100.6%	Shares	Sole	2025-05-13
2024-12-31	$21,159	168	-77.0%	Shares	Sole	2025-02-10
2024-09-30	$112,623	729	+153.1%	Shares	Sole	2024-11-13
2024-06-30	$33,171	288	+188.0%	Shares	Sole	2024-08-12
2024-03-31	$12,937	100	0.0%	Shares	Sole	2024-05-14
2023-12-31	$10,279	100	0.0%	Shares	Sole	2024-02-12
2023-09-30	$7,396	100	+143.9%	Shares	Sole	2023-11-07
2023-03-31	$2,461	41	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.