Lakeshore Financial Planning, Inc. — 13F holdings

Lakeshore Financial Planning, Inc. reported 97 holdings worth $323M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. IVV ISHARES TR — $61.6M (19.1%)
  2. PULS PGIM ETF TR — $41.7M (12.9%)
  3. DFLV DIMENSIONAL ETF TRUST — $31.0M (9.6%)
  4. VOO VANGUARD INDEX FDS — $23.8M (7.4%)
  5. XLF SELECT SECTOR SPDR TR — $23.1M (7.1%)
  6. VHT VANGUARD WORLD FD — $16.1M (5.0%)
  7. AAPL APPLE INC — $12.5M (3.9%)
  8. SCHD SCHWAB STRATEGIC TR — $11.8M (3.7%)
  9. MSFT MICROSOFT CORP — $11.0M (3.4%)
  10. DIMENSIONAL ETF TRUST — $8.47M (2.6%)