Lakeshore Capital Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Lakeshore Capital Group, Inc. held in its portfolio 77 assets valued at $124,961,547 (i.e. $124.96M).
The most valuable assets in the portfolio included: ISHARES TR ($14.59M), INVESCO QQQ TR ($10.58M), and ISHARES TR ($7.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lakeshore Capital Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 21297 | 14587203 | CORE S&P500 ETF |
| INVESCO QQQ TR | 17220 | 10578707 | UNIT SER 1 |
| ISHARES TR | 105324 | 7172566 | MSCI USA QUALITY |
| FIDELITY MERRIMACK STR TR | 93586 | 4476237 | CORP BOND ETF |
| ALPHABET INC | 10661 | 3336812 | CAP STK CL A |
| APPLE INC | 12113 | 3292950 | COM |
| AMAZON COM INC | 13881 | 3204124 | COM |
| INVESCO EXCH TRADED FD TR II | 115451 | 3140287 | TAXABLE MUN BD |
| TAIWAN SEMICONDUCTOR MFG LTD | 10196 | 3098600 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 71732 | 3062227 | STATE STREET UTI |
| ISHARES TR | 13880 | 2771584 | U.S. TECH ETF |
| COSTCO WHSL CORP NEW | 3147 | 2713974 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4604 | 2314287 | CL B NEW |
| ALIBABA GROUP HLDG LTD | 15037 | 2204088 | SPONSORED ADS |
| FRANKLIN TEMPLETON ETF TR | 31743 | 2200708 | US LRG CP MLTFCT |
| AMERICAN EXPRESS CO | 5891 | 2179342 | COM |
| MICROSOFT CORP | 4275 | 2067576 | COM |
| COCA COLA CO | 28506 | 1992874 | COM |
| JOHNSON & JOHNSON | 9259 | 1916230 | COM |
| GOLDMAN SACHS GROUP INC | 2070 | 1819419 | COM |
| ISHARES TR | 18140 | 1727293 | MBS ETF |
| TESLA INC | 3746 | 1684640 | COM |
| PROCTER AND GAMBLE CO | 11407 | 1634717 | COM |
| WALMART INC | 14132 | 1574443 | COM |
| ISHARES TR | 27514 | 1505298 | MSCI EMG MKT ETF |
| META PLATFORMS INC | 2271 | 1499284 | CL A |
| JPMORGAN CHASE & CO. | 4495 | 1448239 | COM |
| ISHARES TR | 18012 | 1278496 | CORE MSCI EURO |
| VISA INC | 3622 | 1270238 | COM CL A |
| ISHARES TR | 18367 | 1195703 | US HLTHCARE ETF |
| NVIDIA CORPORATION | 6381 | 1190012 | COM |
| ISHARES TR | 11387 | 1174337 | US CONSUM DISCRE |
| ELI LILLY & CO | 1052 | 1130221 | COM |
| NETFLIX INC | 11747 | 1101375 | COM |
| ISHARES TR | 30903 | 1047610 | US TELECOM ETF |
| ISHARES TR | 8311 | 1010762 | CORE HIGH DV ETF |
| VERIZON COMMUNICATIONS INC | 24025 | 978531 | COM |
| KRAFT HEINZ CO | 38636 | 936925 | COM |
| ABBOTT LABS | 7367 | 922991 | COM |
| MERCK & CO INC | 8485 | 893091 | COM |
| ISHARES TR | 3569 | 878467 | RUSSELL 2000 ETF |
| STRYKER CORPORATION | 2479 | 871254 | COM |
| BANK AMERICA CORP | 15716 | 864390 | COM |
| AT&T INC | 33074 | 821561 | COM |
| ISHARES TR | 12238 | 821536 | MSCI ACWI EX US |
| CHEVRON CORP NEW | 5370 | 818462 | COM |
| THERMO FISHER SCIENTIFIC INC | 1382 | 800802 | COM |
| ACCENTURE PLC IRELAND | 2954 | 792657 | SHS CLASS A |
| UNITEDHEALTH GROUP INC | 2376 | 784184 | COM |
| INTEL CORP | 21142 | 780122 | COM |
| ISHARES TR | 11219 | 750762 | US CONSM STAPLES |
| BLACKSTONE INC | 4820 | 743008 | COM |
| MASTERCARD INCORPORATED | 1170 | 668124 | CL A |
| DISNEY WALT CO | 5840 | 664412 | COM |
| HOME DEPOT INC | 1909 | 656826 | COM |
| STARBUCKS CORP | 7791 | 656106 | COM |
| ISHARES TR | 6976 | 643479 | U.S. FIN SVC ETF |
| YUM BRANDS INC | 4206 | 636280 | COM |
| HONEYWELL INTL INC | 3250 | 633955 | COM |
| DIGITAL RLTY TR INC | 3915 | 605765 | COM |
| ISHARES TR | 9613 | 589836 | GLB INFRASTR ETF |
| ISHARES TR | 3887 | 575943 | US INDUSTRIALS |
| CHIPOTLE MEXICAN GRILL INC | 15229 | 563469 | COM |
| FIDELITY MERRIMACK STR TR | 11030 | 507804 | TOTAL BD ETF |
| MCDONALDS CORP | 1621 | 495340 | COM |
| JD.COM INC | 16401 | 470701 | SPON ADS CL A |
| COMCAST CORP NEW | 14134 | 422474 | CL A |
| ADOBE INC | 1165 | 407678 | COM |
| NIKE INC | 5868 | 373865 | CL B |
| SPDR DOW JONES INDL AVERAGE | 761 | 365713 | UT SER 1 |
| ISHARES TR | 3391 | 363252 | NATIONAL MUN ETF |
| ISHARES TR | 2257 | 347598 | U.S. BAS MTL ETF |
| ISHARES TR | 6920 | 328903 | U.S. ENERGY ETF |
| ISHARES TR | 3430 | 321973 | U.S. REAL ES ETF |
| ISHARES TR | 2902 | 239385 | CORE MSCI INTL |
| ISHARES TR | 1890 | 227086 | CORE S&P SCP ETF |
| FORD MTR CO | 10242 | 134374 | COM |
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