Lakeshore Financial Planning, Inc.
•CIK: 2000571•Filing: Q4 2025
**Lakeshore Financial Planning, Inc.** manages $280M across a diversified portfolio of 86 positions. The fund exhibits significant exposure to broad market indices, notably holding $56.7M in IVV and $23.2M in VOO. Key allocations also include substantial positions in sector-specific ETFs such as XLF ($23.5M) and technology names like MSFT ($10.4M) and AAPL ($10.4M). This structure suggests a core focus on established market leaders and broad market capture.
Total AUM
$279.9M
QoQ Performance
+3.9%
Positions
67
Top 10 Concentration
76.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
PULS
XLF
VOO
DFLV
VHT
IVV20.3%
PULS13.4%
XLF8.4%
VOO8.3%
DFLV6.3%
VHT5.8%
SCHD3.7%
MSFT3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.9%
ETF28.8%
Technology8.8%
Financial1.9%
Consumer1.1%
Healthcare0.5%
Consumer Staples0.4%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑44 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023