Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lakeshore Financial Planning, Inc. (CIK 2000571) reported $310.7M across 92 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($60.4M, 19.45%), PULS ($38.0M, 12.25%), DFLV ($30.3M, 9.76%), VOO ($23.7M, 7.64%), XLF ($23.2M, 7.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $60.4M | 19.45% | 80,686 | Added |
| 2 | PULS | PGIM ETF TR | $38.0M | 12.25% | 767,769 | Trimmed |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $30.3M | 9.76% | 767,113 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $23.7M | 7.64% | 34,551 | Added |
| 5 | XLF | SELECT SECTOR SPDR TR | $23.2M | 7.47% | 432,788 | Added |
| 6 | VHT | VANGUARD WORLD FD | $15.4M | 4.95% | 51,457 | Trimmed |
| 7 | SCHD | SCHWAB STRATEGIC TR | $11.5M | 3.71% | 363,303 | Trimmed |
| 8 | AAPL | APPLE INC | $10.9M | 3.50% | 37,537 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $9.0M | 2.89% | 128,433 | Trimmed |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $8.0M | 2.57% | 37,547 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $7.9M | 2.55% | 21,272 | Added |
| 12 | IJR | ISHARES TR | $6.1M | 1.96% | 41,028 | Added |
| 13 | QQQ | INVESCO QQQ TR | $5.6M | 1.80% | 7,581 | Trimmed |
| 14 | IYW | ISHARES TR | $4.8M | 1.55% | 19,141 | Added |
| 15 | IWV | ISHARES TR | $3.8M | 1.22% | 8,897 | Hold |
| 16 | JPM | JPMORGAN CHASE & CO | $3.7M | 1.20% | 11,366 | Added |
| 17 | DFIV | DIMENSIONAL ETF TRUST | $3.5M | 1.14% | 65,342 | Trimmed |
| 18 | IVW | ISHARES TR | $3.2M | 1.04% | 23,601 | Added |
| 19 | IJH | ISHARES TR | $2.8M | 0.90% | 36,084 | Added |
| 20 | IWM | ISHARES TR | $2.4M | 0.78% | 8,104 | Trimmed |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $2.2M | 0.70% | 26,354 | Added |
| 22 | VPN | GLOBAL X FDS | $1.6M | 0.50% | 51,381 | New |
| 23 | SOFI | SOFI TECHNOLOGIES INC | $1.4M | 0.45% | 78,427 | Trimmed |
| 24 | GOOG | ALPHABET INC | $1.3M | 0.42% | 3,695 | Hold |
| 25 | PAAA | PGIM ETF TR | $1.1M | 0.36% | 21,770 | Added |
Source: SEC Form 13F filings · as of 2026-06-30