Larry Mathis Financial Planning, LLC: summary

Larry Mathis Financial Planning, LLC reported 116 positions with a reported value of $117.52M in its 13F for Q3 2026. Compared with Q2 2026: 7 new positions, 41 exited.

Top positions

• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF
• PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED
• VANGUARD S&P 500 ETF
• CRH PLC ORD
• DIMENSIONAL ETF TRUST
• INVESCO S&P 500 EQUAL WEIGHT ETF
• SPDR BLOOMBERG 1-3 MONTH T-B
• ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF