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: $279.9M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$313K	0.1%Prev: 0.1%	1,371 SH	Increased+34 SH
AFLAC INC	COM	$360K	0.1%Prev: 0.1%	3,269 SH	Decreased+3 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.5%Prev: 0.4%	4,638 SH	Increased+272 SH
AMAZON COM INC	COM	$742K	0.3%Prev: 0.2%	3,213 SH	Increased+465 SH
AMERICAN EXPRESS CO	COM	$224K	0.1%	606 SH	New
APPLE INC	COM	$10.4M	3.7%Prev: 3.7%	38,219 SH	Increased-426 SH
BANK AMERICA CORP	COM	$677K	0.2%Prev: 0.2%	12,305 SH	Increased+109 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$443K	0.2%Prev: 0.2%	881 SH	Increased+14 SH
CCC INTELLIGENT SOLUTIONS HL	COM	$465K	0.2%Prev: 0.3%	58,520 SH	Decreased-41,100 SH
CHEVRON CORP NEW	COM	$285K	0.1%Prev: 0.1%	1,869 SH	Increased+39 SH
CINCINNATI FINL CORP	COM	$380K	0.1%Prev: 0.1%	2,328 SH	Increased
COCA COLA CO	COM	$743K	0.3%Prev: 0.3%	10,632 SH	Increased-298 SH
COMERICA INC	COM	$562K	0.2%Prev: 0.2%	6,461 SH	Increased-581 SH
COSTCO WHSL CORP NEW	COM	$488K	0.2%Prev: 0.2%	566 SH	Decreased+4 SH
DELTA AIR LINES INC DEL	COM NEW	$315K	0.1%Prev: 0.1%	4,533 SH	Increased+3 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.3M	1.2%Prev: 1.1%	66,536 SH	Increased+435 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.9M	0.7%Prev: 0.7%	25,502 SH	Decreased-737 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$17.7M	6.3%Prev: 6.3%	516,378 SH	Increased-1,609 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$7.3M	2.6%Prev: 2.7%	123,072 SH	Increased-839 SH
DISNEY WALT CO	COM	$249K	0.1%Prev: 0.1%	2,185 SH	Decreased+3 SH
DT MIDSTREAM INC	COMMON STOCK	$336K	0.1%Prev: 0.1%	2,809 SH	Increased-64 SH
DTE ENERGY CO	COM	$742K	0.3%Prev: 0.3%	5,753 SH	Decreased+5 SH
EXXON MOBIL CORP	COM	$293K	0.1%Prev: 0.1%	2,438 SH	Increased+364 SH
FIFTH THIRD BANCORP	COM	$354K	0.1%Prev: 0.1%	7,554 SH	Increased+4 SH
FORD MTR CO	COM	$267K	0.1%Prev: 0.1%	20,369 SH	Increased-395 SH
GILEAD SCIENCES INC	COM	$215K	0.1%	1,754 SH	New
GOLDMAN SACHS GROUP INC	COM	$345K	0.1%Prev: 0.1%	392 SH	Decreased-43 SH
HOME DEPOT INC	COM	$578K	0.2%Prev: 0.3%	1,680 SH	Decreased-72 SH
INTERNATIONAL BUSINESS MACHS	COM	$287K	0.1%Prev: 0.1%	968 SH	Decreased-48 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.3M	2.6%Prev: 2.8%	37,939 SH	Decreased-1,548 SH
INVESCO QQQ TR	UNIT SER 1	$4.6M	1.6%Prev: 1.6%	7,431 SH	Increased+65 SH
ISHARES TR	CORE MSCI TOTAL	$256K	0.1%Prev: 0.1%	3,024 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$2.4M	0.9%Prev: 0.9%	36,083 SH	Decreased-901 SH
ISHARES TR	CORE S&P SCP ETF	$4.5M	1.6%Prev: 1.7%	37,832 SH	Increased+358 SH
ISHARES TR	CORE S&P US GWT	$212K	0.1%Prev: 0.1%	1,265 SH	Increased
ISHARES TR	CORE S&P500 ETF	$56.7M	20.3%Prev: 20.5%	82,743 SH	Increased+404 SH
ISHARES TR	MSCI EAFE ETF	$583K	0.2%Prev: 0.2%	6,068 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$203K	0.1%Prev: 0.1%	1,892 SH	Decreased-75 SH
ISHARES TR	RUS 1000 GRW ETF	$368K	0.1%Prev: 0.2%	777 SH	Decreased-102 SH
ISHARES TR	RUS 1000 VAL ETF	$216K	0.1%Prev: 0.1%	1,029 SH	Increased+2 SH
ISHARES TR	RUSSELL 2000 ETF	$2.0M	0.7%Prev: 0.7%	8,117 SH	Increased+1 SH
ISHARES TR	RUSSELL 3000 ETF	$3.5M	1.3%Prev: 1.3%	9,106 SH	Increased-18 SH
ISHARES TR	S&P 500 GRWT ETF	$2.8M	1.0%Prev: 1.0%	22,722 SH	Increased+1,194 SH
ISHARES TR	U.S. TECH ETF	$3.7M	1.3%Prev: 1.1%	18,751 SH	Increased+3,508 SH
JOHNSON & JOHNSON	COM	$429K	0.2%Prev: 0.1%	2,073 SH	Increased-51 SH
JPMORGAN CHASE & CO.	COM	$2.7M	1.0%Prev: 1.0%	8,421 SH	Increased-1 SH
KIMBERLY-CLARK CORP	COM	$235K	0.1%Prev: 0.1%	2,327 SH	Decreased-46 SH
MASTERCARD INCORPORATED	CL A	$212K	0.1%	371 SH	New
MCDONALDS CORP	COM	$718K	0.3%Prev: 0.3%	2,349 SH	Decreased-86 SH
META PLATFORMS INC	CL A	$400K	0.1%Prev: 0.2%	606 SH	Decreased+15 SH
MICROSOFT CORP	COM	$10.4M	3.7%Prev: 4.2%	21,605 SH	Decreased-46 SH
MONDELEZ INTL INC	CL A	$203K	0.1%Prev: 0.1%	3,775 SH	Decreased-544 SH
NETFLIX INC	COM	$399K	0.1%	4,260 SH	New
NEXTERA ENERGY INC	COM	$214K	0.1%	2,662 SH	New
NORTHROP GRUMMAN CORP	COM	$570K	0.2%Prev: 0.2%	1,000 SH	Decreased+3 SH
NVIDIA CORPORATION	COM	$1.1M	0.4%Prev: 0.3%	5,693 SH	Increased+1,019 SH
ORACLE CORP	COM	$560K	0.2%Prev: 0.2%	2,873 SH	Decreased+860 SH
PEPSICO INC	COM	$210K	0.1%Prev: 0.1%	1,463 SH	Increased-14 SH
PFIZER INC	COM	$256K	0.1%Prev: 0.1%	10,293 SH	Decreased+5 SH
PGIM ETF TR	AAA CLO ETF	$1.0M	0.4%Prev: 0.4%	19,702 SH	Decreased
PGIM ETF TR	PGIM ULTRA SH BD	$37.6M	13.4%Prev: 13.5%	757,336 SH	Increased+25,174 SH
PGIM ETF TR	SHRT DUR HGH YLD	$711K	0.3%Prev: 0.1%	14,110 SH	Increased+8,217 SH
PHILIP MORRIS INTL INC	COM	$248K	0.1%Prev: 0.1%	1,547 SH	Decreased
PRESURANCE HOLDINGS INC	COM	$7K	0.0%Prev: 0.0%	10,200 SH	Decreased
PROCTER AND GAMBLE CO	COM	$424K	0.2%Prev: 0.2%	2,957 SH	Decreased+133 SH
ROCKET COS INC	COM CL A	$533K	0.2%Prev: 0.1%	27,527 SH	Increased+12,527 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.5M	3.7%Prev: 3.9%	381,981 SH	Decreased-6,028 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$220K	0.1%	1,840 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$23.5M	8.4%	428,680 SH	New
SEMPRA	COM	$348K	0.1%Prev: 0.1%	3,945 SH	Decreased+5 SH
SOFI TECHNOLOGIES INC	COM	$1.1M	0.4%Prev: 0.3%	41,465 SH	Increased+8,900 SH
SOUTHERN CO	COM	$723K	0.3%Prev: 0.3%	8,286 SH	Decreased+62 SH
SPDR GOLD TR	GOLD SHS	$217K	0.1%	547 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$630K	0.2%Prev: 0.2%	924 SH	Increased+30 SH
SPDR SERIES TRUST	STATE STREET SPD	$218K	0.1%	2,713 SH	New
TESLA INC	COM	$282K	0.1%Prev: 0.1%	626 SH	Increased
TRACTOR SUPPLY CO	COM	$240K	0.1%Prev: 0.1%	4,805 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$203K	0.1%Prev: 0.1%	614 SH	Decreased+22 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.2M	8.3%Prev: 8.1%	36,939 SH	Increased+1,274 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$233K	0.1%Prev: 0.1%	4,714 SH	Decreased-77 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$273K	0.1%Prev: 0.1%	1,244 SH	Increased+46 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$16.2M	5.8%Prev: 5.3%	56,129 SH	Increased+1,220 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$633K	0.2%Prev: 0.2%	1,533 SH	Increased+37 SH
VISA INC	COM CL A	$324K	0.1%Prev: 0.1%	924 SH	Increased+82 SH
WALMART INC	COM	$340K	0.1%Prev: 0.1%	3,051 SH	Increased+404 SH
WASTE MGMT INC DEL	COM	$446K	0.2%Prev: 0.2%	2,030 SH	Increased+60 SH

Sold (vs prior filing)

EQUIFAX INC — $217K
KROGER CO — $211K
NORTHERN DYNASTY MINERALS LT — $12K
SELECT SECTOR SPDR TR — $22.8M
SELECT SECTOR SPDR TR — $220K
VERIZON COMMUNICATIONS INC — $203K

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