Larry Mathis Financial Planning, LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 131,283
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 150 | 131,283 | 13F-HR/A - RESTATEMENT | Larry Mathis Financial Planning, LLC |
| Q2 2026 | 7/17/2026 | 149 | 124,112 | 13F-HR | Larry Mathis Financial Planning, LLC |
| Q1 2026 | 4/21/2026 | 156 | 111,546 | 13F-HR | Larry Mathis Financial Planning, LLC |
| Q4 2025 | 3/11/2026 | 157 | 113,353 | 13F-HR | Larry Mathis Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.21 K | 53.4% | 6.175 K | 0 | 6.175 K |
| ETFs | 58.63 K | 46.6% | 13.16 K | 0 | 13.16 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
131,283
Holdings
150
QoQ value change ($000)
19,737
(17.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.