Larry Mathis Financial Planning, LLC - Portfolio Stock Holdings
Larry Mathis Financial Planning, LLC disclosed 199 stock positions in a recent SEC 13F filing. $28,649,686,776 of stock holdings were filed, with the largest holdings including DFAU, SCHW, and DFAI. This filing represented positions held on June 30, 2026, and was filed yesterday.Report Period:
June 30, 2026No. of Stocks:
199Est. Stock Holding Value:
$28,649,686,776Top Stock Holdings By Sector
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Portfolio Stock Holdings - Larry Mathis Financial Planning, LLC
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Stock
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Holdings (USD)
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% of Portfolio
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