No buy transactions available for this period
No sell transactions available for this period
Larry Mathis Financial Planning, LLC filed its 13F report for Q4 2025 on March 11, 2026. The portfolio totaled 113.35 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 32.7% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Larry Mathis Financial Planning submitted their Form 13F-HR for the Q4 2025 period on 03/11/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Larry Mathis Financial Planning reported a managed portfolio value of 113.35 M, consisting of 157 individual positions.
This page displays the raw filing documents. To see which stocks Larry Mathis Financial Planning bought or sold during Q4 2025, please visit Larry Mathis Financial Planning's Portfolio Analysis page.