Holdings
Lakeshore Financial Planning, Inc.
As of Sep 30, 2026, Lakeshore Financial Planning, Inc. reported 54 positions worth US$50.2M. Largest: Apple Inc, Microsoft Corp. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 37,433 | US$12.5M | −104 | Sep 30, 2026 |
| Microsoft Corp. | 21,398 | US$11M | +126 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 11,414 | US$3.78M | +48 | Sep 30, 2026 |
| Sofi Technologies, Inc. | 88,432 | US$1.39M | +10,005 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 3,890 | US$1.33M | +237 | Sep 30, 2026 |
| Nvidia Corporation | 4,440 | US$1.01M | +97 | Sep 30, 2026 |
| Fifth Third Bancorp | 19,636 | US$993K | −53 | Sep 30, 2026 |
| Rackspace Technology, Inc. | 254K | US$944K | +189K | Sep 30, 2026 |
| Coca-cola Company (the) | 10,255 | US$883K | −121 | Sep 30, 2026 |
| Amazon.com, Inc. | 3,393 | US$845K | +70 | Sep 30, 2026 |