Stock Taper

LAKESHORE FINANCIAL PLANNING, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DTE Energy CompanyDTE6.02K$917.9K
Bank of America CorporationBAC7.16K$408K
Symbotic Inc.SYM7.8K$350.75K
Netflix, Inc.NFLX7.97K$568.84K
The Southern CompanySO8.39K$802.71K
The Coca-Cola CompanyKO10.38K$843.45K
JPMorgan Chase & Co.JPM11.37K$3.72M
Rocket Companies, Inc.RKT18.78K$295.74K
Fifth Third BancorpFITB19.69K$1.11M
Ford Motor CompanyF19.91K$276.84K
Microsoft CorporationMSFT21.27K$7.94M
Apple Inc.AAPL37.54K$10.86M
Rackspace Technology, Inc.RXT65K$424.45K
SoFi Technologies, Inc.SOFI78.43K$1.41M