Lakeshore Financial Planning, Inc.

Name: Lakeshore Financial Planning, Inc. 13F Holdings
Creator: 13F Insight

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

CIK 0002000571 · last filed Sep 30, 2026

Total AUM

$323M

as of Q3 2026

Holdings

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

Loading holdings…

Filing history loading…