13F Filings History of Lakeshore Financial Planning, Inc.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$279,864,910
Signature - Title
Mark Romin - Partner
Location
St. Clair Shores, MI
Summary
This page shows a list of all the recent 13F filings made by Lakeshore Financial Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lakeshore Financial Planning, Inc. reported 86 stock holdings with total value $279,864,910 as of Q4 2025. Top holdings included IVV, PULS, XLF, VOO, and DFLV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 86 $279,864,910 +$7,388,550 -$2,090,471 +$5,298,079 IVV, PULS, XLF, VOO, DFLV 13F-HR 17 Feb 2026, 14:09
Q3 2025 83 $269,443,278 +$8,200,926 -$3,211,544 +$4,989,382 IVV, PULS, XLF, VOO, DFLV 13F-HR 14 Nov 2025, 11:33
Q2 2025 77 $248,822,442 +$7,988,676 -$11,845,840 -$3,857,164 IVV, PULS, XLF, VOO, DFLV 13F-HR 14 Jul 2025, 11:09
Q1 2025 78 $240,107,118 +$29,835,358 -$18,638,133 +$11,197,225 IVV, PULS, XLF, VOO, DFLV 13F-HR 15 May 2025, 11:45
Q4 2024 79 $234,406,626 +$21,353,109 -$5,111,557 +$16,241,552 IVV, PULS, XLF, VOO, DFLV 13F-HR 11 Feb 2025, 11:30
Q3 2024 74 $227,006,099 +$17,266,182 -$7,666,983 +$9,599,199 IVV, VOO, PULS, XLF, DFLV 13F-HR 31 Oct 2024, 13:16
Q2 2024 68 $204,820,300 +$9,343,321 -$2,975,801 +$6,367,520 IVV, DFLV, VOO, DFIV, XLF 13F-HR 25 Jul 2024, 10:49
Q1 2024 68 $197,580,258 +$7,133,131 -$1,384,091 +$5,749,040 IVV, DFLV, DFIV, XLF, VOO 13F-HR 10 May 2024, 13:40
Q4 2023 62 $179,986,422 +$2,845,832 -$16,226,078 -$13,380,246 IVV, DFLV, DFIV, DFAT, SCHD 13F-HR 13 Feb 2024, 18:24
Q3 2023 62 $175,398,886 $0 $0 $0 IVV, DFLV, SCHD, DFIV, DFAT 13F-HR 14 Nov 2023, 13:18