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Plante Moran Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 1424717 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Plante Moran Financial Advisors, LLC manages $2.15B in 13F-reported U.S. long-equity assets across 1,589 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (47.21%), VXF (11.49%), IWP (9.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 941 new positions and exited 70; 367 existing positions rose in reported value and 185 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.15B

Long-equity book

Holdings
1,589

Distinct positions

Period
2026-06-30

Filed 2026-08-06

Q/Q Activity
+941 / −70 / ↑367 / ↓185

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO47.2% · +1%VXF11.5% · +21%IWP9.0% · +556461%VEA7.8% · +2%AVUV6.5% · +278286%VV4.3% · -6%VBR1.3% · -11%MUB1.2% · +5%SPY1.0% · -2%SCHM1.0% · -6%SPDW0.7% · -2%AAPL0.6% · -9%IVV0.5% · +4%VTI0.4% · +15%MSFT0.2% · -10%VUG0.2% · +509%BRK.B0.2% · +30%QQQ0.2% · +11%GOOGL0.2% · -2%AMZN0.1% · -5%IWF0.1% · +295%GOOG0.1% · -5%JPM0.1% · -19%JNJ0.1% · -34%EFA0.1% · +10%VYM0.1% · +1%DTE0.1% · +4%PRF0.1% · -1%VGT0.1% · +746%XLK0.1% · -11%SCHX0.1% · +33%VB0.1% · -3%VO0.1% · +325%VOT0.1% · -26%COST0.1% · -12%VTV0.1% · +76%VBK0.1% · -10%ESGD0.1% · 0%IJR0.1% · -4%SPYG0.1% · +4%PEP0.1% · -9%IJK0.1% · -3%META0.1% · -2%DFUV0.1% · 0%AVGO0.1% · +29%SCHD0.1% · -3%NVDA0.1% · -16%IJH0.0% · -7%IWR0.0% · +0%PG0.0% · +5%XOM0.0% · -21%IVW0.0% · 0%LLY0.0% · -12%IWD0.0% · -0%MAR0.0% · -1%TILT0.0% · 0%IWM0.0% · +5%DFAT0.0% · -6%SCHF0.0% · +26%IBM0.0% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 90.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 28, 2026.

Assets Under Management
$26.93B
Discretionary
$10.45B
Employees
144
Accounts
19,176
Address
3000 TOWN CENTER
SUITE 100
SOUTHFIELD, MI 48075
Phone
(248) 352-2500
Website
Name Title / Status Ownership Type
BAIRD, JAMES, MATTHEW ControlCHIEF INVESTMENT OFFICER
since Feb 2013
Less than 5%Individual
COROMBOS, MARK, DANIEL ControlDIRECTOR
since Jul 2024
Less than 5%Individual
DOYLE, DAVID, TIMOTHY ControlCHIEF COMPLIANCE OFFICER
since Apr 2019
Less than 5%Individual
Drake, Jason, Alexander ControlCHAIRMAN OF THE EXECUTIVE BOARD
since Jul 2024
Less than 5%Individual
ECKELS, JAIME, MICHELLE ControlDIRECTOR
since Jul 2025
Less than 5%Individual
LESSER, JOHN, JAMES ControlPRESIDENT
since Jul 2011
Less than 5%Individual
P&M HOLDING GROUP, LLP ControlMEMBER
since Jul 2008
75% or moreDomestic Entity
Wiedenhoeft, Brian, Daniel ControlDIRECTOR
since Jul 2025
Less than 5%Individual
Ownership & leadership changes · 7 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 22, 2025 filing
  • No longer listedPALMER, ROBERT, MURRAY · DIRECTOR · Less than 5% · control person · listed since Jul 2008
  • No longer listedVirkus, Bradley, William · DIRECTOR · Less than 5% · control person · listed since Jul 2017
  • AddedECKELS, JAIME, MICHELLE · DIRECTOR · Less than 5% · control person
  • AddedWiedenhoeft, Brian, Daniel · DIRECTOR · Less than 5% · control person
Aug 14, 2024 filing
  • AddedCOROMBOS, MARK, DANIEL · DIRECTOR · Less than 5% · control person
Jul 29, 2024 filing
  • No longer listedPROPPE, JAMES, EDWARD · CHAIRMAN OF THE EXECUTIVE BOARD · Less than 5% · control person · listed since Jul 2017
  • AddedDrake, Jason, Alexander · CHAIRMAN OF THE EXECUTIVE BOARD · Less than 5% · control person
  • ChangedPALMER, ROBERT, MURRAY · title VICE PRESIDENT, DIRECTOR → DIRECTOR
Mar 30, 2023 filing
  • ChangedP&M HOLDING GROUP, LLP · now a control person
Apr 15, 2019 filing
  • No longer listedSWARZ, PATRICK, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2008
  • AddedDOYLE, DAVID, TIMOTHY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jul 11, 2017 filing
  • No longer listedAUDIA, FRANK, WILLIAM · DIRECTOR · Less than 5% · control person · listed since Jul 2009
  • No longer listedKRATER, GORDON · CHAIRMAN OF EXECUTIVE BOARD · Less than 5% · control person · listed since Jul 2008
  • AddedPROPPE, JAMES, EDWARD · CHAIRMAN OF THE EXECUTIVE BOARD · Less than 5% · control person
  • AddedVirkus, Bradley, William · DIRECTOR · Less than 5% · control person
Mar 11, 2013 filing
  • No longer listedDIXON, MARK, C. · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Jan 2009
  • AddedBAIRD, JAMES, MATTHEW · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Mar 29, 2012 filing (earliest on record)
  • ListedAUDIA, FRANK, WILLIAM · DIRECTOR · Less than 5% · control person
  • ListedDIXON, MARK, C. · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ListedKRATER, GORDON · CHAIRMAN OF EXECUTIVE BOARD · Less than 5% · control person
  • ListedLESSER, JOHN, JAMES · PRESIDENT · Less than 5% · control person
  • ListedP&M HOLDING GROUP, LLP · MEMBER · 75% or more
  • ListedPALMER, ROBERT, MURRAY · VICE PRESIDENT, DIRECTOR · Less than 5% · control person
  • ListedSWARZ, PATRICK, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Plante Moran Financial Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD S&P 500 ETF VOO 922908363 $1.01B 47.21% 1,477,660 SH
2 VANGUARD EXTENDED MARKET ETF VXF 922908652 $246.9M 11.49% 1,002,829 SH
3 ISHARES RUSSELL MID-CAP GROWTH ETF IWP 464287481 $193.9M 9.02% 1,324,615 SH
4 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $168.4M 7.83% 2,363,851 SH
5 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $139.6M 6.49% 1,119,113 SH
6 VANGUARD LARGE-CAP ETF VV 922908637 $93.3M 4.34% 271,224 SH
7 VANGUARD SMALL CAP VALUE ETF VBR 922908611 $28.2M 1.31% 116,033 SH
8 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $25.5M 1.19% 236,723 SH
9 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $22.0M 1.02% 29,487 SH
10 SCHWAB U.S. MID-CAP ETF SCHM 808524508 $20.9M 0.97% 565,591 SH
11 STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $15.8M 0.73% 313,282 SH
12 APPLE INC COM AAPL 037833100 $12.9M 0.60% 44,692 SH
13 ISHARES CORE S&P 500 ETF IVV 464287200 $11.2M 0.52% 14,992 SH
14 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $8.9M 0.41% 24,094 SH
15 MICROSOFT CORP COM MSFT 594918104 $5.1M 0.24% 13,690 SH
16 VANGUARD GROWTH ETF VUG 922908736 $4.0M 0.19% 46,235 SH
17 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.6M 0.17% 7,258 SH
18 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $3.6M 0.17% 4,837 SH
19 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.4M 0.16% 9,572 SH
20 AMAZON COM INC COM AMZN 023135106 $3.2M 0.15% 13,393 SH
21 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $2.6M 0.12% 20,745 SH
22 ALPHABET INC CAP STK CL C GOOG 02079K107 $2.5M 0.12% 7,197 SH
23 JPMORGAN CHASE & CO COM JPM 46625H100 $2.4M 0.11% 7,276 SH
24 JOHNSON & JOHNSON COM JNJ 478160104 $2.3M 0.11% 8,905 SH
25 ISHARES MSCI EAFE ETF EFA 464287465 $1.9M 0.09% 17,883 SH
26 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $1.8M 0.08% 11,549 SH
27 DTE ENERGY CO COM DTE 233331107 $1.8M 0.08% 11,882 SH
28 INVESCO RAFI US 1000 ETF PRF 46137V613 $1.8M 0.08% 33,043 SH
29 VANGUARD INFORMATION TECHNOLOGY ETF VGT 92204A702 $1.5M 0.07% 12,809 SH
30 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $1.5M 0.07% 7,999 SH
31 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $1.4M 0.07% 48,983 SH
32 VANGUARD SMALL-CAP ETF VB 922908751 $1.4M 0.06% 4,608 SH
33 VANGUARD MID-CAP ETF VO 922908629 $1.4M 0.06% 17,299 SH
34 VANGUARD MID-CAP GROWTH ETF VOT 922908538 $1.4M 0.06% 4,497 SH
35 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $1.3M 0.06% 1,392 SH
36 VANGUARD VALUE ETF VTV 922908744 $1.3M 0.06% 5,889 SH
37 VANGUARD SMALL-CAP GROWTH ETF VBK 922908595 $1.3M 0.06% 3,481 SH
38 ISHARES ESG AWARE MSCI EAFE ETF ESGD 46435G516 $1.3M 0.06% 12,207 SH
39 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $1.2M 0.06% 8,289 SH
40 STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF SPYG 78464A409 $1.2M 0.06% 10,304 SH
41 PEPSICO INC COM PEP 713448108 $1.2M 0.06% 8,949 SH
42 ISHARES S&P MID-CAP 400 GROWTH ETF IJK 464287606 $1.2M 0.06% 10,248 SH
43 META PLATFORMS INC CL A META 30303M102 $1.2M 0.06% 2,134 SH
44 DIMENSIONAL US MARKETWIDE VALUE ETF DFUV 25434V724 $1.2M 0.06% 21,496 SH
45 BROADCOM INC COM AVGO 11135F101 $1.1M 0.05% 2,914 SH
46 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $1.1M 0.05% 34,489 SH
47 NVIDIA CORPORATION COM NVDA 67066G104 $1.1M 0.05% 5,377 SH
48 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $1.1M 0.05% 13,699 SH
49 ISHARES RUSSELL MIDCAP ETF IWR 464287499 $1.1M 0.05% 9,524 SH
50 PROCTER & GAMBLE CO COM PG 742718109 $1.0M 0.05% 7,094 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $2.15B 1,589 0001424717-26-000009
2026-03-31 2026-05-05 $1.55B 718 0001424717-26-000005
2025-12-31 2026-02-05 $1.58B 811 0001424717-26-000003
Filer Information
Address
3000 TOWN CENTER DR.
SUITE 100
SOUTHFIELD, MI 48075
Phone
(248) 223-3400
Filing Manager
Plante Moran Financial Advisors, LLC
SOUTHFIELD, MI
Signatory
David T. Doyle
Chief Compliance Officer