SEC 13F Intelligence

Managers / Q1 2026

Lakeshore Financial Planning, Inc.

CIK 0002000571 · 23201 JEFFERSON, ST. CLAIR SHORES, MI, 48080 · 586-498-0788

Reported Value
$276M
Q1 2026
Positions
85
Filings on Record
11
2019–present window
Filed
May 7, 2026
original filing

Summary

Lakeshore Financial Planning, Inc. reported $276M in U.S.-listed holdings across 85 positions for Q1 2026.

Its largest position, Ishares Tr, represents 16.6% of the portfolio.

Compared with Q4 2025, the fund opened 7 new positions and exited 8.

Portfolio Metrics

Turnover
+8.5%
vs prior filed quarter
Top-10 Concentration
+75.9%
share of reported value
Largest Position
+16.6%
Ishares Tr
New / Exited
7 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’23: $175MQ3 ’23Q4 ’23: $180MQ1 ’24: $198MQ1 ’24Q2 ’24: $205MQ3 ’24: $227MQ3 ’24Q4 ’24: $234MQ1 ’25: $240MQ1 ’25Q2 ’25: $249MQ3 ’25: $269MQ3 ’25Q4 ’25: $280MQ1 ’26: $276MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 84.9%Common Stock: 15.1%
  • ETP · 84.9% · $234M
  • Common Stock · 15.1% · $42M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HOODROBINHOOD MKTS INCNEW+6.2K6.2K+$426,195$426,195
ISHARES TRNEW+7.1K7.1K+$404,575$404,575
VANGUARD WHITEHALL FDSNEW+1.6K1.6K+$239,181$239,181
KRKROGER CONEW+3.1K3.1K+$226,928$226,928
KLACKLA CORPNEW+151151+$222,334$222,334
SBUXSTARBUCKS CORPNEW+2.3K2.3K+$209,705$209,705
DYHTARGET CORPNEW+1.7K1.7K+$206,178$206,178
FITBFIFTH THIRD BANCORPADDED+12.1K19.7K+$560,478$914,086

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

36 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · CORE S&P SCP ETF · U.S. TECH ETF · RUSSELL 3000 ETF · S&P 500 GRWT ETF · CORE S&P MCP ETF · RUSSELL 2000 ETF · MSCI EAFE ETF · US INFRASTRUC23.75%$66M217.6K
2DFIVDIMENSIONAL ETF TRUSTUS LARGE CAP VAL · US TARGETED VLU · INTERNATNAL VAL · US EQUITY MARKET16.96%$47M1.15M
3PGIM ETF TRPGIM ULTRA SH BD · AAA CLO ETF · SHRT DUR HGH YLD14.56%$40M810.6K
4XLFSELECT SECTOR SPDR TRhistory →STATE STREET FIN7.73%$21M431.7K
5VANGUARD INDEX FDSS&P 500 ETF SHS6.67%$18M30.8K
6VANGUARD WORLD FDHEALTH CAR ETF · MEGA GRWTH IND5.81%$16M58.2K
7SCHWAB STRATEGIC TRUS DIVIDEND EQ4.22%$12M379.7K
8AAPLAPPLE INChistory →COM3.51%$10M38.1K
9MSFTMICROSOFT CORPhistory →COM2.79%$8M20.8K
10INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT2.64%$7M38.0K
11NDQINVESCO QQQ TRhistory →UNIT SER 11.59%$4M7.6K
12JPMJPMORGAN CHASE & COCOM0.90%$2M8.5K
13SOFISOFI TECHNOLOGIES INCCOM0.53%$1M92.3K
14GOOGALPHABET INCCAP STK CL C0.38%$1M3.7K
15FITBFIFTH THIRD BANCORPCOM0.33%$914,08619.7K
16DTEDTE ENERGY COCOM0.31%$860,5935.9K
17KOCOCA COLA COCOM0.29%$808,54510.6K
18SOSOUTHERN COCOM0.29%$804,4738.3K
19EXMOCEXXON MOBIL CORPCOM0.29%$797,2904.7K
20NVDANVIDIA CORPORATIONCOM0.27%$757,4274.3K
21MCDMCDONALDS CORPCOM0.26%$729,7402.3K
22AMZNAMAZON COM INCCOM0.26%$706,6593.4K
23NOCNORTHROP GRUMMAN CORPCOM0.25%$682,2411.0K
24COSTCOSTCO WHOLESALE CORPORATIONCOM0.20%$564,493566
25HDHOME DEPOT INCCOM0.20%$552,7641.7K
26JNJJOHNSON & JOHNSONCOM0.18%$502,0412.1K
27WMWASTE MGMT INC DELCOM0.17%$466,3982.0K
28STATE STR SPDR S&P 500 ETF TTR UNIT0.16%$437,679673
29PGPROCTER & GAMBLE COCOM0.16%$429,0833.0K
30HOODROBINHOOD MKTS INCCOM CL A0.15%$426,1956.2K
31BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.15%$422,176881
32DTMDT MIDSTREAM INCCOMMON STOCK0.14%$385,9042.9K
33WMTWALMART INCCOM0.14%$379,1783.1K
34NFLXNETFLIX INC.COM0.14%$378,8343.9K
35SRESEMPRACOM0.13%$368,2393.8K
36CINFCINCINNATI FINL CORPCOM0.13%$366,3112.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$276M85May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$280M86Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$269M83Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$249M77Jul 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$240M78May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$234M79Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$227M74Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$205M68Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$198M68May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$180M62Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$175M62Nov 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.