Lakeshore Financial Planning Inc Q2 Activity: Focus on US Market & Tech Stocks
Lakeshore Financial Planning Inc's portfolio saw significant changes in Q2, with notable increases in core US market ETFs like IVV and VOO, alongside new positions in several stocks.
According to the latest filing from Lakeshore Financial Planning Inc, substantial adjustments occurred within its investment portfolio during Q2 ending June 30, 2026.
Large Purchases: The investor significantly boosted their holdings in several core US market index funds. Notably, they increased shares of IVV (iShares Core S&P Total U.S. Stock Market ETF) by 10500 units (+14.96%), and VOO (Vanguard S&P 500 ETF) by 3748 shares (+12.17%). These additions also saw their portfolio weight increase to 19.45% for IVV and 7.64% for VOO, respectively.
Additionally, Lakeshore Financial Planning Inc initiated new positions or significantly increased existing ones in several other stocks during this quarter:
- DTCR: Global X Fintech Cloud ETF - New position created with 51381 shares purchased.
- SUB: iShares Core Small-Cap Bond ETF - New position created with 9415 shares purchased (100% increase).
- NFLX: Netflix Inc. - Position increased significantly by purchasing 7967 shares, representing a +102.21% change.
- MGK: Vanguard FTSE Emerging Markets Small Cap ETF - New position created with 8388 shares purchased (100% increase).
- SOFI: SoFi Technologies Inc. - Position increased by purchasing 78427 shares, representing a +15.01% change.
Significant Sales: The most substantial reduction in portfolio weight occurred with DFLV (Dimensional ETF Trust). The investor sold 164476 shares, leading to a -17.66% change and reducing its allocation from an unknown previous level.
Other sales were noted for SCHD (Schwab Strategic Allocation Fund), which saw a decrease of -16406 shares (-4.32%) and VHT (Vanguard Information Technology ETF) with -5134 shares sold (-9.07%).
New Individual Stock Positions: Beyond the ETF adjustments, the investor also established new positions in several individual stocks:
- RXT: Rackpace Technology Inc.
- SOFI: SoFi Technologies Inc. (Financial Services sector)
- RKT: Rocket Cosmetics Inc.
- SYM: Symbotics Inc.
Overall Portfolio Changes: The total portfolio value stood at $309,651,698 as of June 30, 2026. The investor's allocation to the 'Unknown' sector decreased slightly from previous periods, while Technology and Financial Services sectors saw moderate increases.