Larry Mathis Financial Planning, LLC

Q1 2026 13F Holdings

Location
Phoenix, AZ
Holdings as of
3/31/2026
Value
$112M
Num holdings
156
Date filed
4/21/2026
Form type
13F-HR
Prev filing
3/11/2026
Next filing
7/27/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type