Lakeshore Capital Group, Inc.

Q2 2025 13F Holdings

  • Location
    rolling meadows, IL
  • Num holdings

    78

  • Value ($000)

    $112,745

  • Date Filed
    07/23/2025
  • Form type
    13F-HR
  • CIK
    0002057465
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$13.72M
12 %

22,094

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$9.28M
8 %

16,815

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$4.47M
4 %

10,153

FCOR
FCOR

FIDELITY MERRIMACK STR TR

CORP BOND ETF
$4.41M
4 %

93,230

BAB
BAB

INVESCO EXCH TRADED FD TR II

TAXABLE MUN BD
$3.28M
3 %

123,505

HDV
HDV

ISHARES TR

CORE HIGH DV ETF
$3.02M
3 %

25,812

COST
COST

COSTCO WHSL CORP NEW

COM
$3.01M
3 %

3,037

AMZN
AMZN

AMAZON COM INC

COM
$2.91M
3 %

13,273

IYW
IYW

ISHARES TR

U.S. TECH ETF
$2.43M
2 %

14,033

AAPL
AAPL

APPLE INC

COM
$2.34M
2 %

11,404

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