Lakeshore Financial Planning, Inc.
Lakeshore Financial Planning, Inc. reported 92 holdings worth US$311M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Lakeshore Financial Planning, Inc. reported 92 holdings worth US$311M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Jp Morgan Chase & Co. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$311M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 37,537 | US$10.9M | 3.5% |
| Microsoft Corp. | 21,272 | US$7.94M | 2.6% |
| Jp Morgan Chase & Co. | 11,366 | US$3.72M | 1.2% |
| Sofi Technologies, Inc. | 78,427 | US$1.41M | 0.45% |
| Alphabet Inc (google) Class C | 3,653 | US$1.31M | 0.42% |
| Fifth Third Bancorp | 19,689 | US$1.11M | 0.36% |
| Dte Energy Company | 6,023 | US$918K | 0.30% |
| Nvidia Corporation | 4,343 | US$869K | 0.28% |
| Coca-cola Company (the) | 10,376 | US$843K | 0.27% |
| Southern Company (the) | 8,386 | US$803K | 0.26% |
| Amazon.com, Inc. | 3,323 | US$792K | 0.25% |
| Exxon Mobil Corporation | 4,700 | US$643K | 0.21% |
| Mcdonald's Corporation | 2,249 | US$608K | 0.20% |
| Home Depot, Inc. (the) | 1,681 | US$593K | 0.19% |
| Netflix, Inc. | 7,967 | US$569K | 0.18% |
| Costco Wholesale Corporation | 586 | US$549K | 0.18% |
| Northrop Grumman Corporation | 1,000 | US$509K | 0.16% |
| Johnson & Johnson | 1,955 | US$497K | 0.16% |
| Delta Air Lines, Inc. | 5,051 | US$473K | 0.15% |
| Kla Corporation | 1,510 | US$456K | 0.15% |
| Waste Management, Inc. | 1,995 | US$445K | 0.14% |
| Berkshire Hathaway Inc. | 881 | US$441K | 0.14% |
| Cincinnati Financial Corporation | 2,328 | US$431K | 0.14% |
| Dt Midstream, Inc. | 2,933 | US$431K | 0.14% |
| Rackspace Technology, Inc. | 65,000 | US$424K | 0.14% |
| Procter & Gamble Company (the) | 2,805 | US$412K | 0.13% |
| Bank Of America Corporation | 7,159 | US$408K | 0.13% |
| Goldman Sachs Group, Inc. (the) | 392 | US$396K | 0.13% |
| Aflac Incorporated | 3,272 | US$384K | 0.12% |
| Nextera Energy, Inc. | 4,062 | US$357K | 0.11% |
| Dba Sempra | 3,793 | US$352K | 0.11% |
| Symbotic Inc. | 7,803 | US$351K | 0.11% |
| Abbvie Inc. | 1,374 | US$346K | 0.11% |
| Walmart Inc. | 3,051 | US$346K | 0.11% |
| Meta Platforms, Inc. | 606 | US$341K | 0.11% |
| Intel Corporation | 2,214 | US$309K | 0.10% |
| Ccc Intelligent Solutions Holdings Inc. | 58,520 | US$302K | 0.10% |
| Rocket Companies, Inc. | 18,777 | US$296K | 0.10% |
| Oracle Corporation | 1,973 | US$289K | 0.09% |
| Philip Morris International Inc | 1,547 | US$280K | 0.09% |
| Visa Inc. | 810 | US$278K | 0.09% |
| Ford Mtr Co Del | 19,914 | US$277K | 0.09% |
| International Business Machines Corporation | 970 | US$273K | 0.09% |
| Chevron Corporation | 1,632 | US$271K | 0.09% |
| Qualcomm Incorporated | 1,451 | US$268K | 0.09% |
| Tesla, Inc. | 626 | US$263K | 0.08% |
| Amkor Technology, Inc. | 3,000 | US$259K | 0.08% |
| Starbucks Corporation | 2,287 | US$234K | 0.08% |
| Pinnacle West Capital Corporation | 2,121 | US$227K | 0.07% |
| Gilead Sciences, Inc. | 1,753 | US$222K | 0.07% |
| Unitedhealth Group Incorporated | 530 | US$221K | 0.07% |
| Pepsico, Inc. | 1,599 | US$217K | 0.07% |
| Walt Disney Company (the) | 2,186 | US$211K | 0.07% |
| The Bank Of New York Mellon Corporation | 1,392 | US$201K | 0.06% |
| Target Corporation | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Kimberly-clark Corporation | 0 | US$0 | 0.00% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| Mondelez International, Inc. | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related