Larry Mathis Financial Planning, LLC

Q3 2026 13F Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2026
Value
$118M
Num holdings
116
Date filed
10/26/2026
Form type
13F-HR
Prev filing
7/27/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type