What does Lakeshore Financial Planning, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Lakeshore Financial Planning, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$46M70K16.6%

PGIM ETF TR

$38M769K13.8%

DIMENSIONAL ETF TRUST

$33M932K12.1%

SELECT SECTOR SPDR TR

$21M432K7.7%

VANGUARD INDEX FDS

$18M31K6.7%

VANGUARD WORLD FD

$15M57K5.6%

SCHWAB STRATEGIC TR

$12M380K4.2%

APPLE INC

$10M38K3.5%

DIMENSIONAL ETF TRUST

$8M130K2.9%

MICROSOFT CORP

$8M21K2.8%

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