Lakeshore Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Lakeshore Financial Planning, Inc. held in its portfolio 86 assets valued at $279,864,910 (i.e. $279.87M).
The most valuable assets in the portfolio included: ISHARES TR ($56.68M), PGIM ETF TR ($37.56M), and SELECT SECTOR SPDR TR ($23.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lakeshore Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 82743 | 56674763 | CORE S&P500 ETF |
| PGIM ETF TR | 757336 | 37556286 | PGIM ULTRA SH BD |
| SELECT SECTOR SPDR TR | 428680 | 23478819 | STATE STREET FIN |
| VANGUARD INDEX FDS | 36939 | 23166091 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 516378 | 17665278 | US LARGE CAP VAL |
| VANGUARD WORLD FD | 56129 | 16156860 | HEALTH CAR ETF |
| SCHWAB STRATEGIC TR | 381981 | 10477722 | US DIVIDEND EQ |
| MICROSOFT CORP | 21605 | 10448765 | COM |
| APPLE INC | 38219 | 10389992 | COM |
| DIMENSIONAL ETF TRUST | 123072 | 7327711 | US TARGETED VLU |
| INVESCO EXCHANGE TRADED FD T | 37939 | 7267566 | S&P500 EQL WGT |
| INVESCO QQQ TR | 7431 | 4565188 | UNIT SER 1 |
| ISHARES TR | 37832 | 4546843 | CORE S&P SCP ETF |
| ISHARES TR | 18751 | 3743973 | U.S. TECH ETF |
| ISHARES TR | 9106 | 3522658 | RUSSELL 3000 ETF |
| DIMENSIONAL ETF TRUST | 66536 | 3320178 | INTERNATNAL VAL |
| ISHARES TR | 22722 | 2800716 | S&P 500 GRWT ETF |
| JPMORGAN CHASE & CO. | 8421 | 2713421 | COM |
| ISHARES TR | 36083 | 2381484 | CORE S&P MCP ETF |
| ISHARES TR | 8117 | 1998063 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 25502 | 1891484 | US EQUITY MARKET |
| ALPHABET INC | 4638 | 1455381 | CAP STK CL C |
| SOFI TECHNOLOGIES INC | 41465 | 1085554 | COM |
| NVIDIA CORPORATION | 5693 | 1061755 | COM |
| PGIM ETF TR | 19702 | 1009924 | AAA CLO ETF |
| COCA COLA CO | 10632 | 743265 | COM |
| DTE ENERGY CO | 5753 | 742006 | COM |
| AMAZON COM INC | 3213 | 741624 | COM |
| SOUTHERN CO | 8286 | 722579 | COM |
| MCDONALDS CORP | 2349 | 717929 | COM |
| PGIM ETF TR | 14110 | 710650 | SHRT DUR HGH YLD |
| BANK AMERICA CORP | 12305 | 676768 | COM |
| VANGUARD WORLD FD | 1533 | 632785 | MEGA GRWTH IND |
| SPDR S&P 500 ETF TR | 924 | 630095 | TR UNIT |
| ISHARES TR | 6068 | 582710 | MSCI EAFE ETF |
| HOME DEPOT INC | 1680 | 577964 | COM |
| NORTHROP GRUMMAN CORP | 1000 | 570211 | COM |
| COMERICA INC | 6461 | 561675 | COM |
| ORACLE CORP | 2873 | 559886 | COM |
| ROCKET COS INC | 27527 | 532923 | COM CL A |
| COSTCO WHSL CORP NEW | 566 | 488450 | COM |
| CCC INTELLIGENT SOLUTIONS HL | 58520 | 465234 | COM |
| WASTE MGMT INC DEL | 2030 | 445908 | COM |
| BERKSHIRE HATHAWAY INC DEL | 881 | 442835 | CL B NEW |
| JOHNSON & JOHNSON | 2073 | 428980 | COM |
| PROCTER AND GAMBLE CO | 2957 | 423748 | COM |
| META PLATFORMS INC | 606 | 400015 | CL A |
| NETFLIX INC | 4260 | 399418 | COM |
| CINCINNATI FINL CORP | 2328 | 380209 | COM |
| ISHARES TR | 777 | 367754 | RUS 1000 GRW ETF |
| AFLAC INC | 3269 | 360459 | COM |
| FIFTH THIRD BANCORP | 7554 | 353608 | COM |
| SEMPRA | 3945 | 348298 | COM |
| GOLDMAN SACHS GROUP INC | 392 | 344568 | COM |
| WALMART INC | 3051 | 339912 | COM |
| DT MIDSTREAM INC | 2809 | 336177 | COMMON STOCK |
| VISA INC | 924 | 324058 | COM CL A |
| DELTA AIR LINES INC DEL | 4533 | 314608 | COM NEW |
| ABBVIE INC | 1371 | 313136 | COM |
| EXXON MOBIL CORP | 2438 | 293424 | COM |
| INTERNATIONAL BUSINESS MACHS | 968 | 286591 | COM |
| CHEVRON CORP NEW | 1869 | 284854 | COM |
| TESLA INC | 626 | 281525 | COM |
| VANGUARD SPECIALIZED FUNDS | 1244 | 273446 | DIV APP ETF |
| FORD MTR CO | 20369 | 267236 | COM |
| PFIZER INC | 10293 | 256304 | COM |
| ISHARES TR | 3024 | 255951 | CORE MSCI TOTAL |
| DISNEY WALT CO | 2185 | 248506 | COM |
| PHILIP MORRIS INTL INC | 1547 | 248138 | COM |
| TRACTOR SUPPLY CO | 4805 | 240298 | COM |
| KIMBERLY-CLARK CORP | 2327 | 234732 | COM |
| VANGUARD MALVERN FDS | 4714 | 233104 | STRM INFPROIDX |
| AMERICAN EXPRESS CO | 606 | 224283 | COM |
| SELECT SECTOR SPDR TR | 1840 | 219740 | STATE STREET CON |
| SPDR SERIES TRUST | 2713 | 217637 | STATE STREET SPD |
| SPDR GOLD TR | 547 | 216781 | GOLD SHS |
| ISHARES TR | 1029 | 216437 | RUS 1000 VAL ETF |
| GILEAD SCIENCES INC | 1754 | 215242 | COM |
| NEXTERA ENERGY INC | 2662 | 213705 | COM |
| ISHARES TR | 1265 | 212445 | CORE S&P US GWT |
| MASTERCARD INCORPORATED | 371 | 211795 | CL A |
| PEPSICO INC | 1463 | 210006 | COM |
| MONDELEZ INTL INC | 3775 | 203210 | CL A |
| UNITEDHEALTH GROUP INC | 614 | 202679 | COM |
| ISHARES TR | 1892 | 202652 | NATIONAL MUN ETF |
| PRESURANCE HOLDINGS INC | 10200 | 7269 | COM |
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