Lakeshore Financial Planning, Inc.
Q4 2025 13F Holdings
- Locationst. clair shores, MI
- Num holdings
86
- Value ($000)
$279,865
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002000571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $56.67M | 20 % | 82,743 | ||
PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $37.56M | 13 % | 757,336 | ||
SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | $23.48M | 8 % | 428,680 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $23.17M | 8 % | 36,939 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $17.67M | 6 % | 516,378 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $16.16M | 6 % | 56,129 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.48M | 4 % | 381,981 | ||
MICROSOFT CORP | COM | 594918104 | $10.45M | 4 % | 21,605 | ||
APPLE INC | COM | 037833100 | $10.39M | 4 % | 38,219 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $7.33M | 3 % | 123,072 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100