Lakeshore Financial Planning, Inc. - Q42025 Holdings

Lakeshore Financial Planning, Inc. holds 86 stocks with a total portfolio value of $ 279.86M as of Q42025. In Q42025, Lakeshore Financial Planning, Inc. added 7 new positions, increased stakes in 44 stocks, reduced 26 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IVV), representing 20.25% of the total portfolio.