Larry Mathis Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Phoenix, AZ
CIK
0002118274
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
156
111,545
DFAU, BIL, SHV, HYHG
13F-HR
4/21/2026
000175496026000292
Q4 2025
157
113,353
HYHG, VOO, IGHG, CRH
13F-HR
3/11/2026
000175496026000194