Sarver Vrooman Wealth Advisors PHM — PULTE GROUP INC

Ownership history in Sarver Vrooman Wealth Advisors  ·  5 quarters on record

AI Ownership Summary

Sarver Vrooman Wealth Advisors reported PULTE GROUP INC (PHM) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows PHM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarver Vrooman Wealth Advisors's position in PULTE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PHM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHM stock page Sarver Vrooman Wealth Advisors fund profile Sarver Vrooman Wealth Advisors full holdings
How Sarver Vrooman Wealth Advisors held PHM — position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 327 -11 -3.3% 0.03% $43K 2026-07-02 $133.67
2026 Q1 REDUCED 13.1% +17.5% ❌ 338 -51 -13.1% 0.02% $40K 2026-04-15 $120.56
2025 Q4 REDUCED 37.7% +0.5% ❌ 389 -235 -37.7% 0.03% $46K 2026-02-10 $136.75
2025 Q3 REDUCED 19.3% -10.0% ✅ 624 -149 -19.3% 0.05% $82K 2025-10-23 $120.10
2025 Q2 INITIATED — — — 773 — — 0.05% $79K 2025-07-09 $112.87

🏢 Other funds also holding PHM

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.05% CX Institutional 3Y 7Y 0.01% EASTERN BANK 3Y 7Y 0.01% KERR FINANCIAL PLANNING Corp 0.01% Cedar Mountain Advisors, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Kozak & Associates, Inc. 3Y 0.0%

FAQ About Sarver Vrooman Wealth Advisors and PHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarver Vrooman Wealth Advisors reported owning PHM?

Sarver Vrooman Wealth Advisors reported PHM across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported PHM position in Sarver Vrooman Wealth Advisors's portfolio?

The largest reported portfolio weight for PHM was 0.05% in 2025 Q3.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2026 Q2, when Sarver Vrooman Wealth Advisors reported 327 shares, equal to 0.03% of portfolio, with an estimated market value of $43K.

What does the chart on this PHM ownership page compare?

The chart compares Sarver Vrooman Wealth Advisors's quarterly PHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sarver Vrooman Wealth Advisors time their PHM position?

Based on 13F filing dates vs. subsequent PHM price moves, Sarver Vrooman Wealth Advisors correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on PHM relative to SPY over the holding period was -2.4%.

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