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Holders — by stockHoldings — by fund

Larry Mathis Financial Planning, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002118274

$131.3M

disclosed book value

150

positions

10.1%

largest position share

Positions, as of 2026-06-30

top 100 of 150 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1DFAUDIMENSIONAL ETF TRUST255,415$13.2M10.1%
2VOOVANGUARD INDEX FDS9,256$6.4M4.8%
3QQQINVESCO QQQ TR8,523$6.3M4.8%
4HYHGPROSHARES TR92,272$6.0M4.6%
5IGHGPROSHARES TR69,485$5.4M4.1%
6CRH PLC38,632$4.1M3.1%
7DFAIDIMENSIONAL ETF TRUST87,274$3.6M2.7%
8AGGISHARES TR35,455$3.5M2.7%
9XLKSELECT SECTOR SPDR TR12,587$2.4M1.8%
10XTLSPDR SERIES TRUST9,787$2.2M1.7%
11SMHVANECK ETF TRUST2,791$1.8M1.4%
12NVDANVIDIA CORPORATION8,851$1.8M1.3%
13XBISPDR SERIES TRUST11,063$1.8M1.3%
14UNHUNITEDHEALTH GROUP INC3,615$1.5M1.1%
15JPMJPMORGAN CHASE & CO4,403$1.4M1.1%
16ABBVABBVIE INC5,695$1.4M1.1%
17DFAEDIMENSIONAL ETF TRUST35,028$1.4M1.1%
18MSFTMICROSOFT CORP3,746$1.4M1.1%
19BILSPDR SERIES TRUST14,711$1.3M1%
20SHVISHARES TR12,201$1.3M1%
21MCDMCDONALDS CORP4,835$1.3M1%
22BACBANK OF AMER CORP22,663$1.3M1%
23AIQGLOBAL X FDS19,423$1.3M1%
24DELLDELL TECHNOLOGIES INC2,792$1.2M0.9%
25TSMTAIWAN SEMICONDUCTOR MANUFAC2,446$1.2M0.9%
26MRKMERCK & CO INC9,013$1.2M0.9%
27HDHOME DEPOT INC3,193$1.1M0.9%
28GLDSPDR GOLD TR2,993$1.1M0.8%
29XARSPDR SERIES TRUST3,826$1.1M0.8%
30AMZNAMAZON COM INC4,544$1.1M0.8%
31ELVELEVANCE HEALTH INC FORMERLY2,733$1.1M0.8%
32WMTWALMART INC8,914$1.0M0.8%
33GOOGLALPHABET INC2,600$929,1620.7%
34WFCWELLS FARGO & CO11,091$916,5600.7%
35MAMASTERCARD INCORPORATED1,753$900,3410.7%
36CCITIGROUP INC6,390$894,3440.7%
37VVISA INC2,519$864,2440.7%
38NVSNOVARTIS AG5,510$863,5270.7%
39PTLNORTHERN LTS FD TR IV2,840$812,4960.6%
40HSBCHSBC HLDGS PLC8,506$808,8360.6%
41METAMETA PLATFORMS INC1,343$756,4980.6%
42QCOMQUALCOMM INC3,975$734,5400.6%
43AMATAPPLIED MATLS INC1,009$729,5070.6%
44TMUST-MOBILE US INC4,229$709,3300.5%
45UPSUNITED PARCEL SVCS INC6,508$699,6100.5%
46SCHWSCHWAB CHARLES CORP7,286$672,3130.5%
47VZVERIZON COMMUNICATIONS INC15,829$670,2000.5%
48KNXKNIGHT-SWIFT TRANSN HLDGS IN8,549$665,7110.5%
49ITAISHARES TR2,678$649,2010.5%
50GILDGILEAD SCIENCES INC5,134$648,6300.5%
51THCTENET HEALTHCARE CORP3,383$632,8920.5%
52UTESETFIS SER TR I7,659$626,0470.5%
53CVSCVS HEALTH CORP6,044$625,2520.5%
54SHELSHELL PLC8,060$624,9720.5%
55BHPBHP BILLITON LIMITED7,426$618,6600.5%
56IBDNORTHERN LTS FD TR IV25,762$612,3630.5%
57TDTORONTO DOMINION BK ONT4,941$599,9860.5%
58MOHMOLINA HEALTHCARE INC2,601$594,8490.5%
59PGRPROGRESSIVE CORP2,652$579,3290.4%
60TJXTJX COS INC NEW3,815$577,9730.4%
61COPCONOCOPHILLIPS5,417$563,1510.4%
62AAPLAPPLE INC1,870$541,1030.4%
63ASML HLDG NV269$535,1590.4%
64LRCXLAM RESEARCH CORP1,221$529,0960.4%
65NXP SEMICONDUCTORS N V1,874$526,6500.4%
66TOTALENERGIES SE6,679$519,3590.4%
67BMYBRISTOL-MYERS SQUIBB CO8,897$512,6450.4%
68NU HLDGS LTD36,694$490,2320.4%
69BBVABANCO BILBAO VIZCAYA ARGENTA19,458$487,6170.4%
70EMREMERSON ELEC CO3,383$484,2760.4%
71BTIBRITISH AMERN TOB PLC7,768$479,7520.4%
72PNCPNC FINL SVCS GROUP INC1,915$471,5110.4%
73CMICUMMINS INC653$465,7260.4%
74ADPAUTOMATIC DATA PROCESSING IN2,073$464,2480.4%
75USBUS BANCORP7,535$455,1140.3%
76MMM3M CO2,796$452,7000.3%
77BMOBANK MONTREAL MEDIUM2,449$432,7380.3%
78CMCSACOMCAST CORP NEW17,342$425,7460.3%
79HEI/AHEICO CORP NEW1,628$419,8770.3%
80AMEAMETEK INC1,730$418,5560.3%
81NOWSERVICENOW INC4,063$403,3750.3%
82MDLZMONDELEZ INTL INC6,868$397,2450.3%
83CITHE CIGNA GROUP1,393$384,0220.3%
84GSKGSK PLC7,318$383,6100.3%
85TRVTRAVELERS COMPANIES INC1,138$375,6770.3%
86FDXFEDEX CORP1,183$370,4330.3%
87DFGRDIMENSIONAL ETF TRUST12,695$367,8210.3%
88COOCOOPER COS INC5,116$366,8680.3%
89EOGEOG RES INC2,777$360,2600.3%
90BLKBLACKROCK INC373$358,6620.3%
91MEDTRONIC PLC4,560$356,7290.3%
92CARRCARRIER GLOBAL CORPORATION4,844$355,3070.3%
93TFCTRUIST FINL CORP6,969$347,1960.3%
94LYGLLOYDS BANKING GROUP PLC58,725$342,3670.3%
95ALLALLSTATE CORP1,438$342,1580.3%
96NTESNETEASE COM INC2,656$340,3400.3%
97MELIMERCADOLIBRE INC196$332,6880.3%
98SLBSLB LIMITED7,140$331,9390.3%
99CBRECBRE GROUP INC2,429$327,1620.2%
100SPOTIFY TECHNOLOGY S A707$324,6050.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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