Lakeshore Financial Planning, Inc.

13F filer · CIK 0002000571

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$311MU.S. long equity reported on 13F

Positions6111 new · 7 closed

Net flow last quarter+$2.25MBuys minus sells

Top 10 positions weight23.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202661 positions
PULSPulse Electronics Corp	$38M	12.25%	4.37%	-0.2%	Q3 2023
AAPLApple Inc.	$10.9M	3.50%	0.00%	-1.6%	Q3 2023
MSFTMicrosoft Corp	$7.94M	2.55%	0.00%	+2.3%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$5.58M	1.80%	Not reported	-0.2%	Q3 2023
JPMJPMorgan Chase & Co	$3.72M	1.20%	0.00%	+34.1%	Q3 2023
SOFISoFi Technologies, Inc.	$1.41M	0.45%	0.01%	-15.0%	Q1 2024
GOOGAlphabet Inc.	$1.31M	0.42%	Not reported	Not reported	Q3 2023
FITBFifth Third Bancorp	$1.11M	0.36%	0.00%	+0.1%	Q4 2023
DTEDte Energy Co	$918K	0.30%	0.00%	+2.4%	Q3 2023
NVDANvidia Corp	$869K	0.28%	0.00%	Not reported	Q2 2024
KOCoca Cola Co	$843K	0.27%	0.00%	-2.4%	Q3 2023
SOSouthern Co	$803K	0.26%	0.00%	+0.6%	Q3 2023
AMZNAmazon Com Inc	$792K	0.25%	0.00%	-2.1%	Q3 2023
XOMExxonMobil Holdings Corp	$643K	0.21%	0.00%	0.0%	Q1 2024
MCDMcdonalds Corp	$608K	0.20%	0.00%	-4.2%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$603K	0.19%	Not reported	+19.9%	Q3 2023
HDHome Depot, Inc.	$593K	0.19%	0.00%	+0.1%	Q3 2023
NFLXNetflix Inc	$569K	0.18%	0.00%	+102.2%	Q4 2025
COSTCostco Wholesale Corp	$549K	0.18%	0.00%	+3.5%	Q3 2023
NOCNorthrop Grumman Corp	$509K	0.16%	0.00%	Not reported	Q3 2023
JNJJohnson & Johnson	$497K	0.16%	0.00%	-4.8%	Q3 2023
DALDelta Air Lines, Inc.	$473K	0.15%	0.00%	+11.4%	Q2 2025
KLACKla Corp	$456K	0.15%	0.00%	Not reported	Q1 2026
WMWaste Management Inc	$445K	0.14%	0.00%	-1.7%	Q3 2023
BRK.BBerkshire Hathaway Inc	$441K	0.14%	Not reported	Not reported	Q1 2024
CINFCincinnati Financial Corp	$431K	0.14%	0.00%	Not reported	Q3 2023
DTMDT Midstream, Inc.	$431K	0.14%	0.00%	+2.4%	Q3 2024
RXTRackspace Technology, Inc.	$424K	0.14%	0.03%	New	Q2 2026
PGPROCTER & GAMBLE Co	$412K	0.13%	0.00%	-5.5%	Q3 2023
BACBank of America Corp	$408K	0.13%	0.00%	Not reported	Q3 2023
GSGoldman Sachs Group Inc	$396K	0.13%	0.00%	Not reported	Q4 2024
AFLAflac Inc	$384K	0.12%	0.00%	+0.1%	Q3 2023
NEENextera Energy Inc	$357K	0.11%	0.00%	+52.6%	Q3 2023
SRESempra	$352K	0.11%	0.00%	+0.1%	Q3 2023
SYMSymbotic Inc.	$351K	0.11%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$346K	0.11%	0.00%	+0.1%	Q3 2023
WMTWalmart Inc.	$346K	0.11%	0.00%	Not reported	Q3 2024
METAMeta Platforms, Inc.	$341K	0.11%	Not reported	Not reported	Q4 2023
INTCIntel Corp	$309K	0.10%	0.00%	New	Q2 2026
CCCCCC Intelligent Solutions Holdings Inc.	$302K	0.10%	0.01%	Not reported	Q3 2023
RKTRocket Companies, Inc.	$296K	0.10%	Not reported	Not reported	Q1 2024
ORCLOracle Corp	$289K	0.09%	0.00%	+0.1%	Q3 2023
PMPhilip Morris International Inc.	$280K	0.09%	0.00%	Not reported	Q3 2024
VVisa Inc.	$278K	0.09%	0.00%	Not reported	Q4 2023
FFord Motor Co	$277K	0.09%	0.00%	-2.4%	Q3 2023
IBMInternational Business Machines Corp	$273K	0.09%	0.00%	+0.2%	Q3 2024
CVXChevron Corp	$271K	0.09%	0.00%	-1.8%	Q3 2023
QCOMQualcomm Inc	$268K	0.09%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$263K	0.08%	0.00%	Not reported	Q3 2023
AMKRAmkor Technology, Inc.	$259K	0.08%	0.00%	New	Q2 2026

Q1 2026Reported May 7, 202657 positions
PULSPulse Electronics Corp	$38.1M	13.80%	4.38%	+1.5%	Q3 2023
AAPLApple Inc.	$9.68M	3.51%	0.00%	-0.2%	Q3 2023
MSFTMicrosoft Corp	$7.7M	2.79%	0.00%	-3.8%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$4.39M	1.59%	Not reported	+2.3%	Q3 2023
JPMJPMorgan Chase & Co	$2.49M	0.90%	0.00%	+0.7%	Q3 2023
SOFISoFi Technologies, Inc.	$1.47M	0.53%	0.01%	+122.5%	Q1 2024
GOOGAlphabet Inc.	$1.06M	0.38%	Not reported	-20.3%	Q3 2023
FITBFifth Third Bancorp	$914K	0.33%	0.00%	+160.4%	Q4 2023
DTEDte Energy Co	$861K	0.31%	0.00%	+2.3%	Q3 2023
KOCoca Cola Co	$809K	0.29%	0.00%	0.0%	Q3 2023
SOSouthern Co	$804K	0.29%	0.00%	+0.6%	Q3 2023
XOMExxonMobil Holdings Corp	$797K	0.29%	0.00%	+92.7%	Q1 2024
NVDANvidia Corp	$757K	0.27%	0.00%	-23.7%	Q2 2024
MCDMcdonalds Corp	$730K	0.26%	0.00%	0.0%	Q3 2023
AMZNAmazon Com Inc	$707K	0.26%	0.00%	+5.6%	Q3 2023
NOCNorthrop Grumman Corp	$682K	0.25%	0.00%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$564K	0.20%	0.00%	Not reported	Q3 2023
HDHome Depot, Inc.	$553K	0.20%	0.00%	Not reported	Q3 2023
JNJJohnson & Johnson	$502K	0.18%	0.00%	-1.0%	Q3 2023
WMWaste Management Inc	$466K	0.17%	0.00%	-0.1%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$438K	0.16%	Not reported	-27.2%	Q3 2023
PGPROCTER & GAMBLE Co	$429K	0.16%	0.00%	+0.4%	Q3 2023
HOODRobinhood Markets, Inc.	$426K	0.15%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$422K	0.15%	Not reported	Not reported	Q1 2024
DTMDT Midstream, Inc.	$386K	0.14%	0.00%	+2.0%	Q3 2024
WMTWalmart Inc.	$379K	0.14%	0.00%	Not reported	Q3 2024
NFLXNetflix Inc	$379K	0.14%	0.00%	-7.5%	Q4 2025
SRESempra	$368K	0.13%	0.00%	-4.0%	Q3 2023
CINFCincinnati Financial Corp	$366K	0.13%	0.00%	Not reported	Q3 2023
AFLAflac Inc	$359K	0.13%	0.00%	0.0%	Q3 2023
CCCCCC Intelligent Solutions Holdings Inc.	$351K	0.13%	0.01%	Not reported	Q3 2023
BACBank of America Corp	$349K	0.13%	0.00%	-41.8%	Q3 2023
METAMeta Platforms, Inc.	$347K	0.13%	Not reported	Not reported	Q4 2023
CVXChevron Corp	$344K	0.12%	0.00%	-11.1%	Q3 2023
GSGoldman Sachs Group Inc	$332K	0.12%	0.00%	Not reported	Q4 2024
DALDelta Air Lines, Inc.	$302K	0.11%	0.00%	0.0%	Q2 2025
ABBVAbbVie Inc.	$299K	0.11%	0.00%	+0.2%	Q3 2023
ORCLOracle Corp	$290K	0.11%	0.00%	-31.4%	Q3 2023
PFEPfizer Inc	$286K	0.10%	0.00%	-1.0%	Q4 2024
PMPhilip Morris International Inc.	$256K	0.09%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$249K	0.09%	0.00%	+9.4%	Q3 2023
NEENextera Energy Inc	$247K	0.09%	0.00%	Not reported	Q3 2023
VVisa Inc.	$245K	0.09%	0.00%	-12.3%	Q4 2023
GILDGilead Sciences, Inc.	$244K	0.09%	0.00%	-0.1%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$239K	0.09%	Not reported	New	Q1 2026
GLDSPDR Gold Trust	$235K	0.09%	0.00%	Not reported	Q4 2025
FFord Motor Co	$235K	0.09%	0.00%	+0.1%	Q3 2023
IBMInternational Business Machines Corp	$235K	0.09%	0.00%	Not reported	Q3 2024
TSLATesla, Inc.	$233K	0.08%	0.00%	Not reported	Q3 2023
KRKroger Co	$227K	0.08%	0.00%	Not reported	Q3 2025

Q4 2025Reported Feb 17, 202657 positions
PULSPulse Electronics Corp	$37.6M	13.42%	4.32%	+3.4%	Q3 2023
MSFTMicrosoft Corp	$10.4M	3.73%	0.00%	-0.2%	Q3 2023
AAPLApple Inc.	$10.4M	3.71%	0.00%	-1.1%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$4.57M	1.63%	Not reported	+0.9%	Q3 2023
JPMJPMorgan Chase & Co	$2.71M	0.97%	0.00%	0.0%	Q3 2023
GOOGAlphabet Inc.	$1.46M	0.52%	Not reported	+6.2%	Q3 2023
SOFISoFi Technologies, Inc.	$1.09M	0.39%	0.00%	+27.3%	Q1 2024
NVDANvidia Corp	$1.06M	0.38%	0.00%	+21.8%	Q2 2024
KOCoca Cola Co	$743K	0.27%	0.00%	-2.7%	Q3 2023
DTEDte Energy Co	$742K	0.27%	0.00%	+0.1%	Q3 2023
AMZNAmazon Com Inc	$742K	0.26%	0.00%	+16.9%	Q3 2023
SOSouthern Co	$723K	0.26%	0.00%	+0.8%	Q3 2023
MCDMcdonalds Corp	$718K	0.26%	0.00%	-3.5%	Q3 2023
BACBank of America Corp	$677K	0.24%	0.00%	+0.9%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$630K	0.23%	Not reported	+3.4%	Q3 2023
HDHome Depot, Inc.	$578K	0.21%	0.00%	-4.1%	Q3 2023
NOCNorthrop Grumman Corp	$570K	0.20%	0.00%	+0.3%	Q3 2023
CMAComerica Inc	$562K	0.20%	0.01%	-8.3%	Q3 2023
ORCLOracle Corp	$560K	0.20%	0.00%	+42.7%	Q3 2023
RKTRocket Companies, Inc.	$533K	0.19%	Not reported	+83.5%	Q1 2024
COSTCostco Wholesale Corp	$488K	0.17%	0.00%	+0.7%	Q3 2023
CCCCCC Intelligent Solutions Holdings Inc.	$465K	0.17%	0.01%	-41.3%	Q3 2023
WMWaste Management Inc	$446K	0.16%	0.00%	+3.1%	Q3 2023
BRK.BBerkshire Hathaway Inc	$443K	0.16%	Not reported	+1.6%	Q1 2024
JNJJohnson & Johnson	$429K	0.15%	0.00%	-2.4%	Q3 2023
PGPROCTER & GAMBLE Co	$424K	0.15%	0.00%	+4.7%	Q3 2023
METAMeta Platforms, Inc.	$400K	0.14%	Not reported	+2.5%	Q4 2023
NFLXNetflix Inc	$399K	0.14%	0.00%	New	Q4 2025
CINFCincinnati Financial Corp	$380K	0.14%	0.00%	Not reported	Q3 2023
AFLAflac Inc	$360K	0.13%	0.00%	+0.1%	Q3 2023
FITBFifth Third Bancorp	$354K	0.13%	0.00%	+0.1%	Q4 2023
SRESempra	$348K	0.12%	0.00%	+0.1%	Q3 2023
GSGoldman Sachs Group Inc	$345K	0.12%	0.00%	-9.9%	Q4 2024
WMTWalmart Inc.	$340K	0.12%	0.00%	+15.3%	Q3 2024
DTMDT Midstream, Inc.	$336K	0.12%	0.00%	-2.2%	Q3 2024
VVisa Inc.	$324K	0.12%	0.00%	+9.7%	Q4 2023
DALDelta Air Lines, Inc.	$315K	0.11%	0.00%	+0.1%	Q2 2025
ABBVAbbVie Inc.	$313K	0.11%	0.00%	+2.5%	Q3 2023
XOMExxonMobil Holdings Corp	$293K	0.10%	0.00%	+17.6%	Q1 2024
IBMInternational Business Machines Corp	$287K	0.10%	0.00%	-4.7%	Q3 2024
CVXChevron Corp	$285K	0.10%	0.00%	+2.1%	Q3 2023
TSLATesla, Inc.	$282K	0.10%	0.00%	Not reported	Q3 2023
FFord Motor Co	$267K	0.10%	0.00%	-1.9%	Q3 2023
PFEPfizer Inc	$256K	0.09%	0.00%	+0.1%	Q4 2024
DISWalt Disney Co	$249K	0.09%	0.00%	+0.1%	Q3 2023
PMPhilip Morris International Inc.	$248K	0.09%	0.00%	Not reported	Q3 2024
TSCOTractor Supply Co	$240K	0.09%	0.00%	Not reported	Q4 2024
KMBKimberly Clark Corp	$235K	0.08%	0.00%	-1.9%	Q3 2023
AXPAmerican Express Co	$224K	0.08%	0.00%	New	Q4 2025
GLDSPDR Gold Trust	$217K	0.08%	0.00%	New	Q4 2025

Q3 2025Reported Nov 14, 202555 positions
PULSPulse Electronics Corp	$36.5M	13.54%	4.17%	+14.4%	Q3 2023
MSFTMicrosoft Corp	$11.2M	4.16%	0.00%	-1.3%	Q3 2023
AAPLApple Inc.	$9.84M	3.65%	0.00%	-1.2%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$4.42M	1.64%	Not reported	-1.5%	Q3 2023
JPMJPMorgan Chase & Co	$2.66M	0.99%	0.00%	+0.1%	Q3 2023
GOOGAlphabet Inc.	$1.06M	0.39%	Not reported	+7.1%	Q3 2023
CCCCCC Intelligent Solutions Holdings Inc.	$908K	0.34%	0.02%	Not reported	Q3 2023
NVDANvidia Corp	$872K	0.32%	0.00%	-17.3%	Q2 2024
SOFISoFi Technologies, Inc.	$860K	0.32%	0.00%	-10.8%	Q1 2024
DTEDte Energy Co	$813K	0.30%	0.00%	0.0%	Q3 2023
SOSouthern Co	$779K	0.29%	0.00%	+0.7%	Q3 2023
MCDMcdonalds Corp	$740K	0.27%	0.00%	-0.4%	Q3 2023
KOCoca Cola Co	$725K	0.27%	0.00%	-3.4%	Q3 2023
HDHome Depot, Inc.	$710K	0.26%	0.00%	+6.7%	Q3 2023
BACBank of America Corp	$629K	0.23%	0.00%	-7.0%	Q3 2023
NOCNorthrop Grumman Corp	$607K	0.23%	0.00%	Not reported	Q3 2023
AMZNAmazon Com Inc	$603K	0.22%	0.00%	Not reported	Q3 2023
SPYSPDR S&P 500 ETF Trust	$596K	0.22%	Not reported	-6.8%	Q3 2023
ORCLOracle Corp	$566K	0.21%	0.00%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$521K	0.19%	0.00%	Not reported	Q3 2023
CMAComerica Inc	$483K	0.18%	0.01%	+0.7%	Q3 2023
BRK.BBerkshire Hathaway Inc	$436K	0.16%	Not reported	Not reported	Q1 2024
WMWaste Management Inc	$435K	0.16%	0.00%	+0.1%	Q3 2023
PGPROCTER & GAMBLE Co	$434K	0.16%	0.00%	-3.9%	Q3 2023
METAMeta Platforms, Inc.	$434K	0.16%	Not reported	-9.8%	Q4 2023
JNJJohnson & Johnson	$394K	0.15%	0.00%	-3.9%	Q3 2023
CINFCincinnati Financial Corp	$368K	0.14%	0.00%	Not reported	Q3 2023
AFLAflac Inc	$365K	0.14%	0.00%	-9.6%	Q3 2023
SRESempra	$355K	0.13%	0.00%	+0.1%	Q3 2023
GSGoldman Sachs Group Inc	$346K	0.13%	0.00%	Not reported	Q4 2024
FITBFifth Third Bancorp	$336K	0.12%	0.00%	0.0%	Q4 2023
DTMDT Midstream, Inc.	$325K	0.12%	0.00%	0.0%	Q3 2024
ABBVAbbVie Inc.	$310K	0.11%	0.00%	+0.2%	Q3 2023
KMBKimberly Clark Corp	$295K	0.11%	0.00%	+0.1%	Q3 2023
RKTRocket Companies, Inc.	$291K	0.11%	Not reported	-18.9%	Q1 2024
VVisa Inc.	$287K	0.11%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$287K	0.11%	0.00%	+0.2%	Q3 2024
CVXChevron Corp	$284K	0.11%	0.00%	Not reported	Q3 2023
TSLATesla, Inc.	$278K	0.10%	0.00%	Not reported	Q3 2023
TSCOTractor Supply Co	$273K	0.10%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$273K	0.10%	0.00%	Not reported	Q3 2024
MDLZMondelez International, Inc.	$270K	0.10%	0.00%	-6.0%	Q3 2023
PFEPfizer Inc	$262K	0.10%	0.00%	+0.2%	Q4 2024
DALDelta Air Lines, Inc.	$257K	0.10%	0.00%	0.0%	Q2 2025
PMPhilip Morris International Inc.	$251K	0.09%	0.00%	Not reported	Q3 2024
DISWalt Disney Co	$250K	0.09%	0.00%	Not reported	Q3 2023
FFord Motor Co	$248K	0.09%	0.00%	+25.3%	Q3 2023
XOMExxonMobil Holdings Corp	$234K	0.09%	0.00%	Not reported	Q1 2024
EFXEquifax Inc	$217K	0.08%	0.00%	Not reported	Q4 2023
KRKroger Co	$211K	0.08%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed