Larry Mathis Financial Planning, LLC

Position in CVS — CVS HEALTH Corp

CIK 2118274 PHOENIX, AZ

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$625,251

New position

Shares Held

6,044

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,149

of 2,054 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Larry Mathis Financial Planning, LLC holds $4,163,556 across 5 Healthcare Plans names. CVS ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,615	$1,502,502
2	ELV	Elevance Health, Inc.	2,733	$1,056,933
3	CVS	CVS HEALTH Corp This page	6,044	$625,251
4	MOH	Molina Healthcare, Inc.	2,601	$594,848
5	CI	Cigna Group	1,393	$384,022

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,251	6,044	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.