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 $275.8M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($45.8M, 16.62%), PULS ($38.1M, 13.80%), DFLV ($33.3M, 12.06%), XLF ($21.3M, 7.73%), VOO ($18.4M, 6.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.8M | 16.62% | 70,186 | Trimmed |
| 2 | PULS | PGIM ETF TR | $38.1M | 13.80% | 768,939 | Added |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $33.3M | 12.06% | 931,589 | Added |
| 4 | XLF | SELECT SECTOR SPDR TR | $21.3M | 7.73% | 431,723 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $18.4M | 6.67% | 30,803 | Trimmed |
| 6 | VHT | VANGUARD WORLD FD | $15.4M | 5.59% | 56,591 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $11.6M | 4.22% | 379,709 | Trimmed |
| 8 | AAPL | APPLE INC | $9.7M | 3.51% | 38,137 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $8.1M | 2.94% | 129,865 | Added |
| 10 | MSFT | MICROSOFT CORP | $7.7M | 2.79% | 20,791 | Trimmed |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $7.3M | 2.64% | 37,955 | Added |
| 12 | IJR | ISHARES TR | $5.0M | 1.82% | 40,451 | Added |
| 13 | QQQ | INVESCO QQQ TR | $4.4M | 1.59% | 7,598 | Added |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $3.5M | 1.28% | 66,822 | Added |
| 15 | IYW | ISHARES TR | $3.3M | 1.21% | 18,415 | Trimmed |
| 16 | IWV | ISHARES TR | $3.3M | 1.20% | 8,897 | Trimmed |
| 17 | IVW | ISHARES TR | $2.5M | 0.91% | 22,097 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $2.5M | 0.90% | 8,477 | Added |
| 19 | IJH | ISHARES TR | $2.4M | 0.88% | 36,083 | Hold |
| 20 | IWM | ISHARES TR | $2.1M | 0.75% | 8,291 | Added |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $1.9M | 0.68% | 26,317 | Added |
| 22 | SOFI | SOFI TECHNOLOGIES INC | $1.5M | 0.53% | 92,277 | Added |
| 23 | PAAA | PGIM ETF TR | $1.1M | 0.40% | 21,595 | Added |
| 24 | GOOG | ALPHABET INC | $1.1M | 0.38% | 3,695 | Trimmed |
| 25 | PSH | PGIM ETF TR | $994,231 | 0.36% | 20,047 | Added |
Source: SEC Form 13F filings · as of 2026-03-31