Larry Mathis Financial Planning, LLC

Q2 2026 13F Holdings

Location
Phoenix, AZ
Holdings as of
6/30/2026
Value
$131M
Num holdings
150
Date filed
7/27/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
4/21/2026
Next filing
10/26/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type