StockDriftsStockDriftsTop 50 Lakeshore Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.45% | 80.7K | $60.4M | +14.96%(+10.50K) | $496.25(+56.65%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 12.25% | 767.8K | $38.0M | -0.15%(-1.17K) | $49.66(-0.12%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 9.76% | 767.1K | $30.3M | -17.66%(-164.48K) | $29.64(+41.40%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.64% | 34.6K | $23.7M | +12.17%(+3.75K) | $441.94(+60.89%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 7.47% | 432.8K | $23.2M | +0.25%(+1.06K) | $35.02(+65.26%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 4.95% | 51.5K | $15.4M | -9.07%(-5.13K) | $259.44(+22.74%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.71% | 363.3K | $11.5M | -4.32%(-16.41K) | $24.22(+41.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.5% | 37.5K | $10.9M | -1.57%(-600) | $175.00(+75.24%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.89% | 128.4K | $9.0M | -1.10%(-1.43K) | $46.88(+53.97%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.57% | 37.5K | $8.0M | -1.07%(-408) | $147.23(+49.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +51.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.43% |
Lakeshore Financial Planning, Inc. reports $310.65M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.4%), PULS (12.3%) and DFLV (9.8%). The top 20 holdings account for 88.33% of reported assets. Its disclosed equity book has returned +51.19% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lakeshore Financial Planning, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2000571). View Lakeshore Financial Planning, Inc.’s 13F filings on SEC