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

CIK 1424717 · latest 13F-HR filed 2026-05-05

Backtest portfolio

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

$1.55B

Long-equity book

Holdings

718

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+72 / −165 / ↑188 / ↓304

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD EXTENDED MARKET ETF$11.1M +6.9%
  • ISHARES ESG AWARE MSCI EAFE ETF$879.5K +306.1%
  • ISHARES ESG AWARE MSCI USA SMALL-CAP ETF$670.3K +3547.0%
  • WALMART INC COM$474.6K +181.7%
  • VANGUARD TOTAL BOND MARKET ETF$408.2K +11982.4%
Show all 188 →

Top Trims

  • VANGUARD LARGE-CAP ETF-$10.9M -11.2%
  • AMAZON COM INC COM-$2.6M -46.6%
  • APPLE INC COM-$2.6M -17.0%
  • MICROSOFT CORP COM-$2.1M -27.0%
  • ALPHABET INC CAP STK CL A-$1.9M -40.0%
Show all 304 →

New Positions

  • BNY MELLON MUNICIPAL OPPORTUNITIES ETF$1.3M
  • WISDOMTREE U.S. MIDCAP DIVIDEND FUND$191.5K
  • CENCORA INC COM$157.1K
  • COLUMBIA EM CORE EX-CHINA ETF$154.9K
  • SPROTT INC COM NEW$143.3K
Show all 72 →

Exited Positions

  • FIRST SOLAR INC COM$445.7K
  • COMERICA INC COM$261.8K
  • JACOBS SOLUTIONS INC COM$248.5K
  • CREDIT ACCEP CORP MICH COM$171.6K
  • BOOKING HOLDINGS INC COM$144.6K
Show all 165 →
All Holdings

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 $871.9M 56.39% 1,459,078 SH
2 VANGUARD EXTENDED MARKET ETF VXF 922908652 $171.0M 11.06% 830,772 SH
3 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $147.7M 9.56% 2,305,373 SH
4 VANGUARD LARGE-CAP ETF VV 922908637 $85.8M 5.55% 287,055 SH
5 VANGUARD SMALL CAP VALUE ETF VBR 922908611 $28.4M 1.84% 130,776 SH
6 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $24.0M 1.55% 226,022 SH
7 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $19.7M 1.27% 30,216 SH
8 SCHWAB U.S. MID-CAP ETF SCHM 808524508 $18.7M 1.21% 604,751 SH
9 STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $14.6M 0.95% 320,412 SH
10 APPLE INC COM AAPL 037833100 $12.4M 0.81% 49,049 SH
11 ISHARES CORE S&P 500 ETF IVV 464287200 $9.4M 0.61% 14,377 SH
12 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $6.7M 0.43% 20,955 SH
13 MICROSOFT CORP COM MSFT 594918104 $5.6M 0.36% 15,139 SH
14 JOHNSON & JOHNSON COM JNJ 478160104 $3.3M 0.21% 13,577 SH
15 VANGUARD GROWTH ETF VUG 922908736 $3.3M 0.21% 7,595 SH
16 AMAZON COM INC COM AMZN 023135106 $2.9M 0.19% 14,083 SH
17 ALPHABET INC CAP STK CL A GOOGL 02079K305 $2.8M 0.18% 9,738 SH
18 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $2.7M 0.17% 5,604 SH
19 JPMORGAN CHASE & CO COM JPM 46625H100 $2.6M 0.17% 8,965 SH
20 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $2.5M 0.16% 4,367 SH
21 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $2.2M 0.14% 5,247 SH
22 ALPHABET INC CAP STK CL C GOOG 02079K107 $2.2M 0.14% 7,599 SH
23 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $1.7M 0.11% 11,391 SH
24 DTE ENERGY CO COM DTE 233331107 $1.7M 0.11% 11,421 SH
25 EXXON MOBIL CORP COM XOM 30231G102 $1.6M 0.10% 9,561 SH
26 ISHARES MSCI EAFE ETF EFA 464287465 $1.6M 0.10% 16,333 SH
27 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $1.6M 0.10% 1,591 SH
28 INVESCO RAFI US 1000 ETF PRF 46137V613 $1.6M 0.10% 33,235 SH
29 VANGUARD MID-CAP GROWTH ETF VOT 922908538 $1.6M 0.10% 6,061 SH
30 PEPSICO INC COM PEP 713448108 $1.5M 0.10% 9,810 SH
31 BNY MELLON MUNICIPAL OPPORTUNITIES ETF BMOP 05613H803 $1.3M 0.08% 53,275 SH
32 VANGUARD SMALL-CAP ETF VB 922908751 $1.2M 0.08% 4,749 SH
33 META PLATFORMS INC CL A META 30303M102 $1.2M 0.08% 2,169 SH
34 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $1.2M 0.08% 8,975 SH
35 VANGUARD MID-CAP ETF VO 922908629 $1.2M 0.08% 4,072 SH
36 VANGUARD SMALL-CAP GROWTH ETF VBK 922908595 $1.2M 0.08% 3,865 SH
37 ISHARES ESG AWARE MSCI EAFE ETF ESGD 46435G516 $1.2M 0.08% 12,203 SH
38 NVIDIA CORPORATION COM NVDA 67066G104 $1.1M 0.07% 6,375 SH
39 SCHWAB US DIVIDEND EQUITY ETF SCHD 808524797 $1.1M 0.07% 35,489 SH
40 TORONTO DOMINION BK ONT COM NEW TD 891160509 $1.1M 0.07% 11,578 SH
41 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $1.1M 0.07% 8,641 SH
42 ISHARES S&P MID-CAP 400 GROWTH ETF IJK 464287606 $1.1M 0.07% 10,609 SH
43 VANGUARD INFORMATION TECHNOLOGY ETF VGT 92204A702 $1.1M 0.07% 1,514 SH
44 DIMENSIONAL US MARKETWIDE VALUE ETF DFUV 25434V724 $1.0M 0.07% 21,496 SH
45 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $995.7K 0.06% 14,745 SH
46 PROCTER & GAMBLE CO COM PG 742718109 $973.2K 0.06% 6,738 SH
47 STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF SPYG 78464A409 $965.3K 0.06% 9,859 SH
48 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $946.6K 0.06% 36,919 SH
49 ISHARES RUSSELL MIDCAP ETF IWR 464287499 $923.3K 0.06% 9,496 SH
50 STRYKER CORPORATION COM SYK 863667101 $907.2K 0.06% 2,761 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $1.55B 718 0001424717-26-000005
2025-12-31 2026-02-05 $1.58B 811 0001424717-26-000003