Larry Mathis Financial Planning, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location phoenix, AZCIK 0002118274All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
150 | $131.28M | DFAU, VOO, NDQ, HYHG | RESTATEMENT | Jul 27, 2026 | 000175496026000632 | ||
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 |