LAKESHORE FINANCIAL PLANNING, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SOFI | 92K | $1.47M |
 | AAPL | 38K | $9.68M |
 | MSFT | 21K | $7.70M |
 | F | 20K | $235.35K |
 | FITB | 20K | $914.09K |
 | KO | 11K | $808.54K |
 | PFE | 10K | $286.03K |
 | JPM | 8K | $2.49M |
 | SO | 8K | $804.47K |
 | BAC | 7K | $349.04K |
 | HOOD | 6K | $426.19K |
 | DTE | 6K | $860.59K |
 | TSCO | 5K | $217.67K |
 | XOM | 5K | $797.29K |
 | DAL | 5K | $301.53K |
 | NVDA | 4K | $757.43K |
 | NFLX | 4K | $378.83K |
 | SRE | 4K | $368.24K |
 | GOOG | 4K | $1.06M |
 | MDLZ | 4K | $210.33K |
SoFi Technologies, Inc.
SOFI
Shares Held
92K
Value
$1.47M
Apple Inc.
AAPL
Shares Held
38K
Value
$9.68M
Microsoft Corporation
MSFT
Shares Held
21K
Value
$7.70M
Ford Motor Company
F
Shares Held
20K
Value
$235.35K
Fifth Third Bancorp
FITB
Shares Held
20K
Value
$914.09K
The Coca-Cola Company
KO
Shares Held
11K
Value
$808.54K
Pfizer Inc.
PFE
Shares Held
10K
Value
$286.03K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.49M
The Southern Company
SO
Shares Held
8K
Value
$804.47K
Bank of America Corporation
BAC
Shares Held
7K
Value
$349.04K
Robinhood Markets, Inc.
HOOD
Shares Held
6K
Value
$426.19K
DTE Energy Company
DTE
Shares Held
6K
Value
$860.59K
Tractor Supply Company
TSCO
Shares Held
5K
Value
$217.67K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$797.29K
Delta Air Lines, Inc.
DAL
Shares Held
5K
Value
$301.53K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$757.43K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$378.83K
Sempra
SRE
Shares Held
4K
Value
$368.24K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.06M
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$210.33K