LAKESHORE FINANCIAL PLANNING, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SOFI | 41K | $1.09M |
 | AAPL | 38K | $10.39M |
 | RKT | 28K | $532.92K |
 | MSFT | 22K | $10.45M |
 | F | 20K | $267.24K |
 | BAC | 12K | $676.77K |
 | KO | 11K | $743.26K |
 | PFE | 10K | $256.30K |
 | JPM | 8K | $2.71M |
 | SO | 8K | $722.58K |
 | FITB | 8K | $353.61K |
 | CMA | 6K | $561.67K |
 | DTE | 6K | $742.01K |
 | NVDA | 6K | $1.06M |
 | TSCO | 5K | $240.30K |
 | GOOG | 5K | $1.46M |
 | DAL | 5K | $314.61K |
 | NFLX | 4K | $399.42K |
 | SRE | 4K | $348.30K |
 | MDLZ | 4K | $203.21K |
SoFi Technologies, Inc.
SOFI
Shares Held
41K
Value
$1.09M
Apple Inc.
AAPL
Shares Held
38K
Value
$10.39M
Rocket Companies, Inc.
RKT
Shares Held
28K
Value
$532.92K
Microsoft Corporation
MSFT
Shares Held
22K
Value
$10.45M
Ford Motor Company
F
Shares Held
20K
Value
$267.24K
Bank of America Corporation
BAC
Shares Held
12K
Value
$676.77K
The Coca-Cola Company
KO
Shares Held
11K
Value
$743.26K
Pfizer Inc.
PFE
Shares Held
10K
Value
$256.30K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.71M
The Southern Company
SO
Shares Held
8K
Value
$722.58K
Fifth Third Bancorp
FITB
Shares Held
8K
Value
$353.61K
Comerica Incorporated
CMA
Shares Held
6K
Value
$561.67K
DTE Energy Company
DTE
Shares Held
6K
Value
$742.01K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.06M
Tractor Supply Company
TSCO
Shares Held
5K
Value
$240.30K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.46M
Delta Air Lines, Inc.
DAL
Shares Held
5K
Value
$314.61K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$399.42K
Sempra
SRE
Shares Held
4K
Value
$348.30K
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$203.21K