Lakeshore Financial Planning, Inc.
Q2 2026 13F Holdings
- Locationst. clair shores, MI
- Num holdings
92
- Value ($000)
$310,652
- Date Filed 07/13/2026
- Form type13F-HR
- CIK 0002000571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $60.43M | 20 % | 80,686 | ||
PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $38.04M | 12 % | 767,769 | ||
DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | $30.33M | 10 % | 767,113 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $23.73M | 8 % | 34,551 | ||
SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | $23.2M | 8 % | 432,788 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $15.39M | 5 % | 51,457 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.52M | 4 % | 363,303 | ||
APPLE INC | COM | 037833100 | $10.86M | 4 % | 37,537 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.98M | 3 % | 128,433 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.99M | 3 % | 37,547 |
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