Lakeshore Financial Planning, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists 97 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for a significant portion of the total holdings. Among the individual stock positions, Microsoft Corporation is the largest holding, with 10,975,627 shares. Other notable individual stock positions include Apple Inc. with 12,465,807 shares, and Costco Wholesale Corporation with 543,030 shares.
The filing also details a diverse range of other holdings, including major technology companies like Alphabet Inc., Amazon.com Inc., and NVIDIA Corporation. In addition to equities, the report lists positions in various ETFs tracking different market indices, such as the Vanguard S&P 500 ETF, the iShares Core S&P 500 ETF, and the Invesco QQQ Trust. The portfolio also includes holdings in consumer staples, healthcare, and energy sectors.
The report was signed by Mark Romin, a Partner at the firm, on October 13, 2026.
