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Larry Mathis Financial Planning, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    phoenix, AZ
  • CIK
    0002118274
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

156

$111.55M
DFAU, KRE, SHV, HYHG
13F-HR
Apr 22, 2026
000175496026000292

157

$113.35M
HYHG, VOO, IGHG, CRH PLC
13F-HR
Mar 11, 2026
000175496026000194