1y return+14.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $150 against $175 in the S&P 500.2
Lakeshore Financial Planning, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $60.4M | 19.5% | +15.0% |
| PULSPgim Etf Tr | $38.0M | 12.2% | |
| DFLVDimensional Etf Trust | $30.3M | 9.8% | −17.7% |
| VOOVanguard Index Fds | $23.7M | 7.6% | +12.2% |
| XLFSelect Sector Spdr Tr | $23.2M | 7.5% | |
| VHTVanguard World Fd | $15.4M | 5.0% | −9.1% |
| SCHDSchwab Strategic Tr | $11.5M | 3.7% | −4.3% |
| AAPLApple Inc | $10.9M | 3.5% | −1.6% |
| Dimensional Etf TrustCUSIP 25434V609 | $9.0M | 2.9% | −1.1% |
| RSPInvesco Exchange Traded Fd T | $8.0M | 2.6% | −1.1% |
| MSFTMicrosoft Corp | $7.9M | 2.6% | +2.3% |
| IJRIshares Tr | $6.1M | 2.0% | +1.4% |
| QQQInvesco Qqq Tr | $5.6M | 1.8% | |
| IYWIshares Tr | $4.8M | 1.6% | +3.9% |
| IWVIshares Tr | $3.8M | 1.2% | |
| JPMJpmorgan Chase & Co | $3.7M | 1.2% | +34.1% |
| DFIVDimensional Etf Trust | $3.5M | 1.1% | −2.2% |
| IVWIshares Tr | $3.2M | 1.0% | +6.8% |
| IJHIshares Tr | $2.8M | 0.9% | |
| IWMIshares Tr | $2.4M | 0.8% | −2.3% |
| DFUSDimensional Etf Trust | $2.2M | 0.7% | |
| DTCRGlobal X Fds | $1.6M | 0.5% | New |
| SOFISofi Technologies Inc | $1.4M | 0.5% | −15.0% |
| GOOGAlphabet Inc | $1.3M | 0.4% | |
| PAAAPgim Etf Tr | $1.1M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | September 30, 2023 | +168.0% | $1.3M |
| SOFISofi Technologies Inc | March 31, 2024 | +145.6% | $1.4M |
| IYWIshares Tr | September 30, 2023 | +140.4% | $4.8M |
| JPMJpmorgan Chase & Co | September 30, 2023 | +125.7% | $3.7M |
| QQQInvesco Qqq Tr | September 30, 2023 | +105.5% | $5.6M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $792K |
| DFUSDimensional Etf Trust | September 30, 2023 | +76.0% | $2.2M |
| VOOVanguard Index Fds | September 30, 2023 | +74.9% | $23.7M |
| SPYState Str Spdr S&p 500 Etf T | September 30, 2023 | +74.7% | $603K |
| IVVIshares Tr | September 30, 2023 | +74.4% | $60.4M |
Sold off last quarter
- HOODRobinhood Mkts Inc was $426K
- PFEPfizer Inc was $286K
- KRKroger Co was $227K
- TSCOTractor Supply Co was $218K
- KMBKimberly-clark Corp was $211K
- MDLZMondelez Intl Inc was $210K
- TGTTarget Corp was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +5.2% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lakeshore Financial Planning, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2000571&type=13F-HR&dateb=&owner=include&count=40CIK 2000571
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2000571/000117266126002586/Filed July 13, 2026 · accession 0001172661-26-002586