Lakeshore Financial Planning, Inc.
All 13F Filings
- Location
- St. Clair Shores, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 279,865
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 86 | 279,865 | 13F-HR | Lakeshore Financial Planning, Inc. |
| Q3 2025 | 11/14/2025 | 83 | 269,443 | 13F-HR | Lakeshore Financial Planning, Inc. |
| Q2 2025 | 7/14/2025 | 77 | 248,822 | 13F-HR | Lakeshore Financial Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 162.2 K | 58.0% | 4.531 K | 0 | 4.531 K |
| ETFs | 117.6 K | 42.0% | 5.893 K | 0 | 5.893 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
279,865
Holdings
86
QoQ value change ($000)
10,422
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.