13F Insight
DOSSIER · 13F-HR · Q3 2026

Lakeshore Financial Planning, Inc.

$323M in tracked AUM across 97 positions as of Q3 2026.

LF
CIK 0002000571 · last filed Sep 30, 2026
Total AUM
$323M
as of Q3 2026
Holdings
97
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Lakeshore Financial Planning, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$62M80K19.1%02
PULS
PGIM ETF TR
$42M843K12.9%03
DFLV
DIMENSIONAL ETF TRUST
$31M771K9.6%04
VOO
VANGUARD INDEX FDS
$24M34K7.4%05
XLF
SELECT SECTOR SPDR TR
$23M432K7.1%06
VHT
VANGUARD WORLD FD
$16M51K5.0%07
AAPL
APPLE INC
$12M37K3.9%08
SCHD
SCHWAB STRATEGIC TR
$12M362K3.7%09
MSFT
MICROSOFT CORP
$11M21K3.4%10
DFAT
DIMENSIONAL ETF TRUST
$8M128K2.6%

Filing history

2026Q3Sep 30
$323M▲ 3.8%
97 positionsView →2026Q2Jun 30
$311M▲ 12.6%
92 positionsView →2026Q1Mar 31
$276M▼ 1.4%
85 positionsView →2025Q4Dec 31
$280M▲ 3.9%
86 positionsView →2025Q3Sep 30
$269M▲ 8.3%
83 positionsLocked2025Q2Jun 30
$249M▲ 3.6%
77 positionsLocked2025Q1Mar 31
$240M▲ 2.4%
78 positionsLocked2024Q4Dec 31
$234M▲ 3.3%
79 positionsLocked2024Q3Sep 30
$227M▲ 10.8%
74 positionsLocked2024Q2Jun 30
$205M▲ 3.7%
68 positionsLocked2024Q1Mar 31
$198M▲ 9.8%
68 positionsLocked2023Q4Dec 31
$180M▲ 2.6%
62 positionsLocked
Showing 12 of 13