Lakeshore Financial Planning, Inc.

Q1 2026 13F-HR Holdings

Location
St. Clair Shores, MI
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$275,848
Net value change ($000)
-4,017 (-1.4%)
New positions
7
Sold out positions
8
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFLV 15,602 88.3%
SCHD 1,172 11.2%
DFAT 782 10.7%
FITB 560 158.2%
PULS 507 1.3%
XOM 504 172.0%
IJR 482 10.6%
HOOD 426 NEW
IFRA 405 NEW
SOFI 379 34.9%
Top Reduces (Value $000, Stocks/ETFs)
IVV -10,825 -19.1%
VOO -4,759 -20.5%
MSFT -2,752 -26.3%
XLF -2,165 -9.2%
VHT -745 -4.6%
AAPL -710 -6.8%
CMA -562 -100.0%
RKT -533 -100.0%
IYW -403 -10.8%
GOOGL -395 -27.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type