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Larry Mathis Financial Planning’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Larry Mathis Financial Planning’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257M Buy
+965
New +$162K 0.21% 116

Other funds holding SOXL

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Larry Mathis Financial Planning's SOXL Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 965 shares worth $257M. The stake represents 0.21% of the portfolio and ranks #116 among its holdings.

27 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Larry Mathis Financial Planning held 965 shares of Direxion Daily Semiconductor Bull 3X ETF worth $257M as of Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF was a new Larry Mathis Financial Planning position in Q2 2026.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.21% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #116 holding.
  • 27 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.