Larry Mathis Financial Planning, LLC
Larry Mathis Financial Planning, LLC reported 150 positions worth $131.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAU (10.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $13.2M | 10.06% | 255,415 | — | — | |
| ▸ 2 | VOO | SH | $6.4M | 4.84% | 9,256 | — | — | |
| ▸ 3 | QQQ | SH | $6.3M | 4.78% | 8,523 | — | — | |
| ▸ 4 | HYHG | SH | $6.0M | 4.56% | 92,272 | — | — | |
| ▸ 5 | IGHG | SH | $5.4M | 4.15% | 69,485 | — | — | |
| ▸ 6 | CRH | SH | $4.1M | 3.15% | 38,632 | — | — | |
| ▸ 7 | DFAI | SH | $3.6M | 2.74% | 87,274 | — | — | |
| ▸ 8 | AGG | SH | $3.5M | 2.67% | 35,455 | — | — | |
| ▸ 9 | XLK | SH | $2.4M | 1.83% | 12,587 | — | — | |
| ▸ 10 | XTL | SH | $2.2M | 1.70% | 9,787 | — | — |
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Frequently Asked Questions
What stocks does Larry Mathis Financial Planning, LLC hold as of Q2 2026?
Larry Mathis Financial Planning, LLC reported 150 positions worth $131.3M in its Q2 2026 13F filing. Largest positions: DFAU (10.1%), VOO (4.8%), QQQ (4.8%), HYHG (4.6%) and IGHG (4.1%).
What did Larry Mathis Financial Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Larry Mathis Financial Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.