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Pulte shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Pulte (PHM) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Pulte

Tip: Access up to 7 years of quarterly data

All positions including Pulte held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pulte by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 17k 132.13
2025-06-30 $1.6M 15k 105.46

More positions owned by Peak Retirement Planning

Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Invesco QQQ Trust, Series 1 Exchange Traded Fund
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
SPDR Gold MiniShares Trust Exchange Traded Fund
Communicat Svs Slct Sec Spdr Etf Exchange Traded Fund (XLC)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Spdr Fund Consumer Discre Select Etf Exchange Traded Fund (XLY)
Real Estate Select Sctr Spdr Etf Exchange Traded Fund (XLRE)
Materials Select Sector SPDR Exchange Traded Fund (XLB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mid Cap Growth Etf Exchange Traded Fund (VOT)
Vanguard Small Cap Valueetf Exchange Traded Fund (VBR)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Vanguard Value Etf Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

Top funds holding Pulte

Vanguard Group
BlackRock
Franklin Resources
State Street Corporation
FMR
Greenhaven Associates
Geode Capital Management
First Trust Advisors
Jpmorgan Chase & Co
Dimensional Fund Advisors
LSV Asset Management
Morgan Stanley
Massachusetts Financial Services
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Pulte