Lakeshore Financial Planning, Inc.

CIK 0002000571 • 6 13F filings • May 15, 2025 – Jul 13, 2026

Import this data to Google Sheets with:

=jivedata("lakeshore-financial-planning-inc-0002000571-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $269.4M83 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$310K	0.1%Prev: 0.1%	1,337 SH	Decreased-37 SH
AFLAC INC	COM	$365K	0.1%Prev: 0.1%	3,266 SH	Decreased-6 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.4%Prev: 0.4%	4,366 SH	Decreased+671 SH
AMAZON COM INC	COM	$603K	0.2%Prev: 0.3%	2,748 SH	Decreased-575 SH
APPLE INC	COM	$9.8M	3.7%Prev: 3.5%	38,645 SH	Decreased+1,108 SH
BANK AMERICA CORP	COM	$629K	0.2%	12,196 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$436K	0.2%Prev: 0.1%	867 SH	Decreased-14 SH
CCC INTELLIGENT SOLUTIONS HL	COM	$908K	0.3%Prev: 0.1%	99,620 SH	Increased+41,100 SH
CHEVRON CORP NEW	COM	$284K	0.1%	1,830 SH	New
CINCINNATI FINL CORP	COM	$368K	0.1%Prev: 0.1%	2,328 SH	Decreased
COCA COLA CO	COM	$725K	0.3%Prev: 0.3%	10,930 SH	Decreased+554 SH
COMERICA INC	COM	$483K	0.2%	7,042 SH	New
COSTCO WHSL CORP NEW	COM	$521K	0.2%	562 SH	New
DELTA AIR LINES INC DEL	COM NEW	$257K	0.1%	4,530 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.0M	1.1%Prev: 1.1%	66,101 SH	Decreased+759 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.9M	0.7%	26,239 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$17.0M	6.3%	517,987 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$7.2M	2.7%Prev: 2.9%	123,911 SH	Decreased-4,522 SH
DISNEY WALT CO	COM	$250K	0.1%Prev: 0.1%	2,182 SH	Increased-4 SH
DT MIDSTREAM INC	COMMON STOCK	$325K	0.1%Prev: 0.1%	2,873 SH	Decreased-60 SH
DTE ENERGY CO	COM	$813K	0.3%Prev: 0.3%	5,748 SH	Decreased-275 SH
EQUIFAX INC	COM	$217K	0.1%	847 SH	New
EXXON MOBIL CORP	COM	$234K	0.1%Prev: 0.2%	2,074 SH	Decreased-2,626 SH
FIFTH THIRD BANCORP	COM	$336K	0.1%Prev: 0.4%	7,550 SH	Decreased-12,139 SH
FORD MTR CO	COM	$248K	0.1%Prev: 0.1%	20,764 SH	Decreased+850 SH
GOLDMAN SACHS GROUP INC	COM	$346K	0.1%Prev: 0.1%	435 SH	Decreased+43 SH
HOME DEPOT INC	COM	$710K	0.3%Prev: 0.2%	1,752 SH	Increased+71 SH
INTERNATIONAL BUSINESS MACHS	COM	$287K	0.1%Prev: 0.1%	1,016 SH	Increased+46 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.5M	2.8%Prev: 2.6%	39,487 SH	Decreased+1,940 SH
INVESCO QQQ TR	UNIT SER 1	$4.4M	1.6%Prev: 1.8%	7,366 SH	Decreased-215 SH
ISHARES TR	CORE MSCI TOTAL	$250K	0.1%Prev: 0.1%	3,024 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$2.4M	0.9%Prev: 0.9%	36,984 SH	Decreased+900 SH
ISHARES TR	CORE S&P SCP ETF	$4.5M	1.7%Prev: 2.0%	37,474 SH	Decreased-3,554 SH
ISHARES TR	CORE S&P US GWT	$208K	0.1%Prev: 0.1%	1,265 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$55.1M	20.5%Prev: 19.5%	82,339 SH	Decreased+1,653 SH
ISHARES TR	MSCI EAFE ETF	$567K	0.2%Prev: 0.2%	6,068 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$209K	0.1%	1,967 SH	New
ISHARES TR	RUS 1000 GRW ETF	$412K	0.2%Prev: 0.1%	879 SH	Increased-2,229 SH
ISHARES TR	RUS 1000 VAL ETF	$209K	0.1%Prev: 0.1%	1,027 SH	Decreased-1 SH
ISHARES TR	RUSSELL 2000 ETF	$2.0M	0.7%Prev: 0.8%	8,116 SH	Decreased+12 SH
ISHARES TR	RUSSELL 3000 ETF	$3.5M	1.3%Prev: 1.2%	9,124 SH	Decreased+227 SH
ISHARES TR	S&P 500 GRWT ETF	$2.6M	1.0%Prev: 1.0%	21,528 SH	Decreased-2,073 SH
ISHARES TR	U.S. TECH ETF	$3.0M	1.1%Prev: 1.6%	15,243 SH	Decreased-3,898 SH
JOHNSON & JOHNSON	COM	$394K	0.1%Prev: 0.2%	2,124 SH	Decreased+169 SH
JPMORGAN CHASE & CO.	COM	$2.7M	1.0%	8,422 SH	New
KIMBERLY-CLARK CORP	COM	$295K	0.1%	2,373 SH	New
KROGER CO	COM	$211K	0.1%	3,127 SH	New
MCDONALDS CORP	COM	$740K	0.3%Prev: 0.2%	2,435 SH	Increased+186 SH
META PLATFORMS INC	CL A	$434K	0.2%Prev: 0.1%	591 SH	Increased-15 SH
MICROSOFT CORP	COM	$11.2M	4.2%Prev: 2.6%	21,651 SH	Increased+379 SH
MONDELEZ INTL INC	CL A	$270K	0.1%	4,319 SH	New
NORTHERN DYNASTY MINERALS LT	COM NEW	$12K	0.0%	10,000 SH	New
NORTHROP GRUMMAN CORP	COM	$607K	0.2%Prev: 0.2%	997 SH	Increased-3 SH
NVIDIA CORPORATION	COM	$872K	0.3%Prev: 0.3%	4,674 SH	Increased+331 SH
ORACLE CORP	COM	$566K	0.2%Prev: 0.1%	2,013 SH	Increased+40 SH
PEPSICO INC	COM	$208K	0.1%Prev: 0.1%	1,477 SH	Decreased-122 SH
PFIZER INC	COM	$262K	0.1%	10,288 SH	New
PGIM ETF TR	AAA CLO ETF	$1.0M	0.4%Prev: 0.4%	19,702 SH	Decreased-2,068 SH
PGIM ETF TR	PGIM ULTRA SH BD	$36.5M	13.5%Prev: 12.2%	732,162 SH	Decreased-35,607 SH
PGIM ETF TR	SHRT DUR HGH YLD	$299K	0.1%Prev: 0.3%	5,893 SH	Decreased-14,154 SH
PHILIP MORRIS INTL INC	COM	$251K	0.1%Prev: 0.1%	1,547 SH	Decreased
PRESURANCE HOLDINGS INC	COM	$12K	0.0%	10,200 SH	New
PROCTER AND GAMBLE CO	COM	$434K	0.2%	2,824 SH	New
ROCKET COS INC	COM CL A	$291K	0.1%Prev: 0.1%	15,000 SH	Decreased-3,777 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.6M	3.9%Prev: 3.7%	388,009 SH	Decreased+24,706 SH
SELECT SECTOR SPDR TR	FINANCIAL	$22.8M	8.5%	423,944 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$220K	0.1%	919 SH	New
SEMPRA	COM	$355K	0.1%Prev: 0.1%	3,940 SH	Increased+147 SH
SOFI TECHNOLOGIES INC	COM	$860K	0.3%Prev: 0.5%	32,565 SH	Decreased-45,862 SH
SOUTHERN CO	COM	$779K	0.3%Prev: 0.3%	8,224 SH	Decreased-162 SH
SPDR S&P 500 ETF TR	TR UNIT	$596K	0.2%	894 SH	New
TESLA INC	COM	$278K	0.1%Prev: 0.1%	626 SH	Increased
TRACTOR SUPPLY CO	COM	$273K	0.1%	4,805 SH	New
UNITEDHEALTH GROUP INC	COM	$205K	0.1%Prev: 0.1%	592 SH	Decreased+62 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.8M	8.1%Prev: 7.6%	35,665 SH	Decreased+1,114 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$243K	0.1%Prev: 0.1%	4,791 SH	Increased+78 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$259K	0.1%Prev: 0.1%	1,198 SH	Decreased-690 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$14.3M	5.3%Prev: 5.0%	54,909 SH	Decreased+3,452 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$602K	0.2%Prev: 0.2%	1,496 SH	Decreased-6,892 SH
VERIZON COMMUNICATIONS INC	COM	$203K	0.1%	4,629 SH	New
VISA INC	COM CL A	$287K	0.1%Prev: 0.1%	842 SH	Increased+32 SH
WALMART INC	COM	$273K	0.1%Prev: 0.1%	2,647 SH	Decreased-404 SH
WASTE MGMT INC DEL	COM	$435K	0.2%Prev: 0.1%	1,970 SH	Decreased-25 SH

Sold (vs prior filing)

AMKOR TECHNOLOGY INC — $259K
BANK OF AMER CORP — $408K
BANK OF NY MELLON CORP — $201K
CHEVRON CORPORATION — $271K
COSTCO WHOLESALE CORPORATION — $549K
DELTA AIR LINES INC — $473K
DIMENSIONAL ETF TRUST — $2.2M
DIMENSIONAL ETF TRUST — $30.3M
FLEX LTD — $227K
GILEAD SCIENCES INC — $222K
GLOBAL X FDS — $1.6M
INTEL CORP — $309K
ISHARES TR — $1.0M
ISHARES TR — $462K
JOHNSON CONTROLS INTERNATION — $218K
JPMORGAN CHASE & CO — $3.7M
KLA CORP — $456K
NETFLIX INC. — $569K
NEXTERA ENERGY INC — $357K
PINNACLE WEST CAP CORP — $227K
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001172661-26-004495	—	View
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000989	$279.9M	View
Nov 14, 2025