Lakeshore Financial Planning, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$269M
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 83 stock holdings with total value $269M as of Q3 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 Date Filed
Q3 2025 83 $269M +$8.2M -$3.21M +$4.99M IVV, PULS, XLF, VOO, DFLV 13F-HR 11/14/2025, 11:33 AM
Q2 2025 77 $249M +$7.99M -$11.8M -$3.86M IVV, PULS, XLF, VOO, DFLV 13F-HR 7/14/2025, 11:09 AM
Q1 2025 78 $240M +$29.8M -$18.6M +$11.2M IVV, PULS, XLF, VOO, DFLV 13F-HR 5/15/2025, 11:45 AM
Q4 2024 79 $234M +$21.4M -$5.11M +$16.2M IVV, PULS, XLF, VOO, DFLV 13F-HR 2/11/2025, 11:30 AM
Q3 2024 74 $227M +$17.3M -$7.67M +$9.6M IVV, VOO, PULS, XLF, DFLV 13F-HR 10/31/2024, 01:16 PM
Q2 2024 68 $205M +$9.34M -$2.98M +$6.37M IVV, DFLV, VOO, DFIV, XLF 13F-HR 7/25/2024, 10:49 AM
Q1 2024 68 $198M +$7.13M -$1.38M +$5.75M IVV, DFLV, DFIV, XLF, VOO 13F-HR 5/10/2024, 01:40 PM
Q4 2023 62 $180M +$2.85M -$16.2M -$13.4M IVV, DFLV, DFIV, DFAT, SCHD 13F-HR 2/13/2024, 06:24 PM
Q3 2023 62 $175M $0 $0 IVV, DFLV, SCHD, DFIV, DFAT 13F-HR 11/14/2023, 01:18 PM