13F Insight
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DOSSIER · 13F-HR · Q2 2026

Larry Mathis Financial Planning, LLC

$131M in tracked AUM across 150 positions as of Q2 2026.

LM
CIK 0002118274 · last filed Jun 30, 2026
Total AUM
$131M
as of Q2 2026
Holdings
150
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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Filing history

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