§ 13F · FUND PROFILE
Lakeshore Financial Planning, Inc..
AUM · $269M (13F)Positions · 83Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 81K | $60M | 19.5% | +15% |
| 2 | PULS | PGIM ETF TR | 768K | $38M | 12.2% | ±0% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 767K | $30M | 9.8% | −18% |
| 4 | VOO | VANGUARD INDEX FDS | 35K | $24M | 7.6% | +12% |
| 5 | XLF | SELECT SECTOR SPDR TR | 433K | $23M | 7.5% | ±0% |
| 6 | VHT | VANGUARD WORLD FD | 51K | $15M | 5.0% | −9% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 363K | $12M | 3.7% | −4% |
| 8 | AAPL | APPLE INC | 38K | $11M | 3.5% | −2% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 128K | $9M | 2.9% | −1% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 38K | $8M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAKESHORE SIGNAL
AC read
Lakeshore Financial Planning, Inc. is a Other fund managing $269 million in assets. The fund runs a portfolio of 83 positions.
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