Lakeshore Financial Planning, Inc.

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

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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: $310.7M92 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$346K	0.1%Prev: 0.1%	1,374 SH	Increased+40 SH
AFLAC INC	COM	$384K	0.1%Prev: 0.2%	3,272 SH	Increased-339 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.4%Prev: 0.3%	3,695 SH	Increased-381 SH
AMAZON COM INC	COM	$792K	0.3%Prev: 0.2%	3,323 SH	Increased+575 SH
AMKOR TECHNOLOGY INC	COM	$259K	0.1%	3,000 SH	New
APPLE INC	COM	$10.9M	3.5%Prev: 3.2%	37,537 SH	Increased-1,562 SH
BANK OF AMER CORP	COM	$408K	0.1%	7,159 SH	New
BANK OF NY MELLON CORP	COM	$201K	0.1%	1,392 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$441K	0.1%Prev: 0.2%	881 SH	Increased+14 SH
CCC INTELLIGENT SOLUTIONS HL	COM	$302K	0.1%Prev: 0.4%	58,520 SH	Decreased-41,100 SH
CHEVRON CORPORATION	COM	$271K	0.1%	1,632 SH	New
CINCINNATI FINL CORP	COM	$431K	0.1%Prev: 0.1%	2,328 SH	Increased
COCA COLA CO	COM	$843K	0.3%Prev: 0.3%	10,376 SH	Increased-941 SH
COSTCO WHOLESALE CORPORATION	COM	$549K	0.2%	586 SH	New
DELTA AIR LINES INC	COM NEW	$473K	0.2%	5,051 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.5M	1.1%Prev: 1.1%	65,342 SH	Increased+354 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$2.2M	0.7%	26,354 SH	New
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$30.3M	9.8%	767,113 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.0M	2.9%Prev: 2.7%	128,433 SH	Increased+5,283 SH
DISNEY WALT CO	COM	$211K	0.1%Prev: 0.1%	2,186 SH	Decreased+4 SH
DT MIDSTREAM INC	COMMON STOCK	$431K	0.1%Prev: 0.1%	2,933 SH	Increased+61 SH
DTE ENERGY CO	COM	$918K	0.3%Prev: 0.3%	6,023 SH	Increased+276 SH
EXXON MOBIL CORP	COM	$643K	0.2%Prev: 0.1%	4,700 SH	Increased+2,626 SH
FIFTH THIRD BANCORP	COM	$1.1M	0.4%Prev: 0.1%	19,689 SH	Increased+12,142 SH
FLEX LTD	ORD	$227K	0.1%	1,400 SH	New
FORD MTR CO	COM	$277K	0.1%Prev: 0.1%	19,914 SH	Increased+3,340 SH
GILEAD SCIENCES INC	COM	$222K	0.1%	1,753 SH	New
GLOBAL X FDS	DATA CTR DIG ETF	$1.6M	0.5%	51,381 SH	New
GOLDMAN SACHS GROUP INC	COM	$396K	0.1%Prev: 0.1%	392 SH	Increased-43 SH
HOME DEPOT INC	COM	$593K	0.2%Prev: 0.2%	1,681 SH	Decreased+39 SH
INTEL CORP	COM	$309K	0.1%	2,214 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$273K	0.1%Prev: 0.1%	970 SH	Decreased-44 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.0M	2.6%Prev: 2.9%	37,547 SH	Increased-2,804 SH
INVESCO QQQ TR	UNIT SER 1	$5.6M	1.8%Prev: 1.7%	7,581 SH	Increased+101 SH
ISHARES TR	CORE MSCI TOTAL	$289K	0.1%Prev: 0.1%	3,024 SH	Increased-182 SH
ISHARES TR	CORE S&P MCP ETF	$2.8M	0.9%Prev: 0.9%	36,084 SH	Increased-1,155 SH
ISHARES TR	CORE S&P SCP ETF	$6.1M	2.0%Prev: 1.6%	41,028 SH	Increased+4,950 SH
ISHARES TR	CORE S&P US GWT	$238K	0.1%	1,265 SH	New
ISHARES TR	CORE S&P500 ETF	$60.4M	19.5%Prev: 20.4%	80,686 SH	Increased-1,261 SH
ISHARES TR	MSCI EAFE ETF	$630K	0.2%Prev: 0.2%	6,068 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$386K	0.1%Prev: 0.2%	3,108 SH	Increased+2,214 SH
ISHARES TR	RUS 1000 VAL ETF	$249K	0.1%	1,028 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.4M	0.8%Prev: 0.7%	8,104 SH	Increased-408 SH
ISHARES TR	RUSSELL 3000 ETF	$3.8M	1.2%Prev: 1.3%	8,897 SH	Increased-252 SH
ISHARES TR	S&P 500 GRWT ETF	$3.2M	1.0%Prev: 1.0%	23,601 SH	Increased+1,358 SH
ISHARES TR	SHRT NAT MUN ETF	$1.0M	0.3%	9,415 SH	New
ISHARES TR	U.S. TECH ETF	$4.8M	1.6%Prev: 1.1%	19,141 SH	Increased+2,934 SH
ISHARES TR	US INFRASTRUC	$462K	0.1%	7,326 SH	New
JOHNSON & JOHNSON	COM	$497K	0.2%Prev: 0.1%	1,955 SH	Increased-256 SH
JOHNSON CONTROLS INTERNATION	SHS	$218K	0.1%	1,491 SH	New
JPMORGAN CHASE & CO	COM	$3.7M	1.2%	11,366 SH	New
KLA CORP	COM NEW	$456K	0.1%	1,510 SH	New
MCDONALDS CORP	COM	$608K	0.2%Prev: 0.3%	2,249 SH	Decreased-196 SH
META PLATFORMS INC	CL A	$341K	0.1%Prev: 0.2%	606 SH	Decreased-49 SH
MICROSOFT CORP	COM	$7.9M	2.6%Prev: 4.4%	21,272 SH	Decreased-661 SH
NETFLIX INC.	COM	$569K	0.2%	7,967 SH	New
NEXTERA ENERGY INC	COM	$357K	0.1%	4,062 SH	New
NORTHROP GRUMMAN CORP	COM	$509K	0.2%Prev: 0.2%	1,000 SH	Increased+3 SH
NVIDIA CORPORATION	COM	$869K	0.3%Prev: 0.4%	4,343 SH	Decreased-1,307 SH
ORACLE CORP	COM	$289K	0.1%Prev: 0.2%	1,973 SH	Decreased-40 SH
PEPSICO INC	COM	$217K	0.1%	1,599 SH	New
PGIM ETF TR	AAA CLO ETF	$1.1M	0.4%Prev: 0.4%	21,770 SH	Increased+2,068 SH
PGIM ETF TR	PGIM ULTRA SH BD	$38.0M	12.2%Prev: 12.8%	767,769 SH	Increased+127,932 SH
PGIM ETF TR	SHRT DUR HGH YLD	$1000K	0.3%	20,047 SH	New
PHILIP MORRIS INTL INC	COM	$280K	0.1%Prev: 0.1%	1,547 SH	Decreased
PINNACLE WEST CAP CORP	COM	$227K	0.1%	2,121 SH	New
PROCTER & GAMBLE CO	COM	$412K	0.1%	2,805 SH	New
QUALCOMM INC	COM	$268K	0.1%	1,451 SH	New
RACKSPACE TECHNOLOGY INC	COM	$424K	0.1%	65,000 SH	New
ROCKET COS INC	COM CL A	$296K	0.1%Prev: 0.1%	18,777 SH	Increased+280 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.5M	3.7%Prev: 4.2%	363,303 SH	Increased-30,156 SH
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$216K	0.1%	1,840 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$23.2M	7.5%	432,788 SH	New
SEMPRA	COM	$352K	0.1%Prev: 0.1%	3,793 SH	Increased-142 SH
SOFI TECHNOLOGIES INC	COM	$1.4M	0.5%Prev: 0.3%	78,427 SH	Increased+41,912 SH
SOUTHERN CO	COM	$803K	0.3%Prev: 0.3%	8,386 SH	Increased+215 SH
SPDR GOLD TR	GOLD SHS	$202K	0.1%	547 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$301K	0.1%	3,426 SH	New
STARBUCKS CORP	COM	$234K	0.1%Prev: 0.1%	2,287 SH	Increased-10 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$603K	0.2%	807 SH	New
SYMBOTIC INC	CLASS A COM	$351K	0.1%	7,803 SH	New
TESLA INC	COM	$263K	0.1%	626 SH	New
UNITEDHEALTH GROUP INC	COM	$221K	0.1%Prev: 0.1%	530 SH	Increased-132 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.7M	7.6%Prev: 8.5%	34,551 SH	Increased-2,522 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$237K	0.1%Prev: 0.1%	4,713 SH	Decreased-54 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$447K	0.1%Prev: 0.1%	1,888 SH	Increased+771 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$255K	0.1%	1,615 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$15.4M	5.0%Prev: 5.4%	51,457 SH	Increased-2,209 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$737K	0.2%Prev: 0.1%	8,388 SH	Increased+7,667 SH
VISA INC	COM CL A	$278K	0.1%Prev: 0.1%	810 SH	Decreased-32 SH
WALMART INC	COM	$346K	0.1%Prev: 0.1%	3,051 SH	Increased+404 SH
WASTE MGMT INC DEL	COM	$445K	0.1%Prev: 0.2%	1,995 SH	Decreased+26 SH

Sold (vs prior filing)

BANK AMERICA CORP — $620K
CHEVRON CORP NEW — $262K
COMERICA INC — $417K
CONIFER HLDGS INC — $7K
COSTCO WHSL CORP NEW — $557K
DELTA AIR LINES INC DEL — $223K
DIMENSIONAL ETF TRUST — $1.9M
DIMENSIONAL ETF TRUST — $15.8M
ELI LILLY & CO — $277K
EQUIFAX INC — $220K
ISHARES TR — $227K
JPMORGAN CHASE & CO. — $2.4M
KIMBERLY-CLARK CORP — $306K
MONDELEZ INTL INC — $310K
PFIZER INC — $249K
PROCTER AND GAMBLE CO — $468K
SELECT SECTOR SPDR TR — $21.9M
SPDR S&P 500 ETF TR — $593K
TRACTOR SUPPLY CO — $254K
VERIZON COMMUNICATIONS INC — $200K

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