§ 13F · FUND PROFILE
Lakeshore Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 86Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$279.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 83K | $56.7T | 20.3% | NEW |
| 2 | PULS | PGIM ETF TR | 757K | $37.6T | 13.4% | NEW |
| 3 | XLF | SELECT SECTOR SPDR TR | 429K | $23.5T | 8.4% | NEW |
| 4 | VOO | VANGUARD INDEX FDS | 37K | $23.2T | 8.3% | NEW |
| 5 | DFLV | DIMENSIONAL ETF TRUST | 516K | $17.7T | 6.3% | NEW |
| 6 | VHT | VANGUARD WORLD FD | 56K | $16.2T | 5.8% | NEW |
| 7 | SCHD | SCHWAB STRATEGIC TR | 382K | $10.5T | 3.7% | NEW |
| 8 | MSFT | MICROSOFT CORP | 22K | $10.4T | 3.7% | NEW |
| 9 | AAPL | APPLE INC | 38K | $10.4T | 3.7% | NEW |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 123K | $7.3T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAKESHORE SIGNAL
AC read
Lakeshore Financial Planning, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed