Long-term investor
Larry Mathis Financial Planning, LLC @larrymathisfinancialplan
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002118274).
Record
- Tracked since 2025-12-31 (265 days), 156 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all -1.0%
- Max drawdown n/a · win rate 65% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V104 · 10.6% · long · since 2025-12-31
- 922908363 · 5.1% · long · since 2025-12-31
- 74348A541 · 4.8% · long · since 2025-12-31
- 74347B607 · 4.4% · long · since 2025-12-31
- G25508105 · 3.3% · long · since 2025-12-31
- 25434V203 · 2.9% · long · since 2025-12-31
- 464287226 · 2.8% · long · since 2025-12-31
- 81369Y803 · 1.9% · long · since 2025-12-31
- 78464A540 · 1.8% · long · since 2026-03-31
- 92189F676 · 1.5% · long · since 2025-12-31
- NVDA · 1.4% · long · since 2025-12-31
- 78464A870 · 1.4% · long · since 2026-03-31