13F Filings History of Larry Mathis Financial Planning, LLC

Latest 13F report
Q4 2025 - 11 Mar 2026
Value $
$113,353,327
Signature - Title
Aryn Sands - Agent
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Larry Mathis Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Larry Mathis Financial Planning, LLC reported 157 stock holdings with total value $113,353,327 as of Q4 2025. Top holdings included HYHG, VOO, IGHG, CRH, and DFAU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 157 $113,353,327 $0 $0 $0 HYHG, VOO, IGHG, CRH, DFAU 13F-HR 11 Mar 2026, 15:36