LVW Advisors
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LVW Advisors’s Toll Brothers TOL Stock Holding History

LVW Advisors’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$377K Buy
2,799
+286
+11% +$41.6K 0.03% 315
2026
Q2 		$414K Buy
+2,513
New +$357K 0.04% 275

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lyell Wealth Management
Lyell Wealth Management Menlo Park, California $1.69B AUM 33.03% 1-Year Est. Return

LVW Advisors's TOL Position: Q3 2026 in Review

LVW Advisors increased its Toll Brothers (TOL) stake by 11% in Q3 2026, buying an estimated $41.6K and bringing the position to 2,799 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #315.

LVW Advisors first reported a position in TOL in Q2 2026 and has held it in 2 quarters since. The position peaked at $414K in Q2 2026. 253 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • LVW Advisors held 2,799 shares of Toll Brothers worth $377K as of Q3 2026.
  • LVW Advisors bought 286 Toll Brothers shares in Q3 2026, an estimated $41.6K.
  • Toll Brothers made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #315 holding.
  • LVW Advisors first reported a position in Toll Brothers in Q2 2026 and has held it in 2 quarters since.
  • LVW Advisors's Toll Brothers position peaked at $414K in Q2 2026.
  • 253 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.