Lakeshore Financial Planning, Inc. Portfolio Holdings

Lakeshore Financial Planning, Inc.

  • $249 Billion
  • Q2 2025

Lakeshore Financial Planning, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $249 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $50.9B, Pgim ETF Tr with a value of $31.8B, Financial Sector Spdr with a value of $21.9B, Vanguard Index Fds S&P 500 ETF with a value of $21.1B, and Dimensional ETF Trust with a value of $15.8B.

Examining the 13F form we can see an increase of $8.72B in the current position value, from $240B to 249B.

Lakeshore Financial Planning, Inc. is based out at St. Clair Shores, MI

Below you can find more details about Lakeshore Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $249 Billion
ETFs: $192 Billion
Technology: $21.5 Billion
Financial Services: $6.48 Billion
Consumer Defensive: $2.98 Billion
Consumer Cyclical: $2.56 Billion
Utilities: $1.81 Billion
Communication Services: $1.68 Billion
Industrials: $1.39 Billion
Other: $2.12 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.1B
$937 Million 0.38% of portfolio
99,620
Q4 2024 Reduced 14.36%
$8.17B
$417 Million 0.17% of portfolio
6,996
Q2 2025 Reduced 3.48%
$9.91B
$316 Million 0.13% of portfolio
2,872
Q2 2025 Added 0.1%
$6.31B
$254 Million 0.1% of portfolio
4,805
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $249 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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