Lakeshore Financial Planning, Inc. ETF holdings
St. Clair Shores, MI
Reported $264.0M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$264.0M
ETFs held
36
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
85.0%
of $310.7M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $60.4M | 80,686 | +10,500 shares |
| PULS | PGIM Ultra Short Bond ETF | $38.0M | 767,769 | −1,170 shares |
| DFLV | Dimensional US Large Cap Value ETF | $30.3M | 767,113 | −164,476 shares |
| VOO | Vanguard S&P 500 ETF | $23.7M | 34,551 | +3,748 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $23.2M | 432,788 | +1,065 shares |
| VHT | Vanguard Health Care ETF | $15.4M | 51,457 | −5,134 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $11.5M | 363,303 | −16,406 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $9.0M | 128,433 | −1,432 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $8.0M | 37,547 | −408 shares |
| IJR | iShares Core S&P Small-Cap ETF | $6.1M | 41,028 | +577 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002000571. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lakeshore Financial Planning, Inc. own?
Lakeshore Financial Planning, Inc. reported 36 ETF positions worth $264.0M in its Form 13F for June 30, 2026. The largest was IVV, at $60.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.