Lakeshore Financial Planning, Inc. - Q12026 Holdings

Lakeshore Financial Planning, Inc. holds 85 stocks with a total portfolio value of $ 275.85M as of Q12026. In Q12026, Lakeshore Financial Planning, Inc. added 7 new positions, increased stakes in 30 stocks, reduced 27 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IVV), representing 16.62% of the total portfolio.