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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, exited 70, added to 367, and trimmed 185.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES RUSSELL MID-CAP GROWTH ETF$193.9M +635904.7%
  • VANGUARD S&P 500 ETF$143.0M +16.4%
  • AVANTIS U.S. SMALL CAP VALUE ETF$139.6M +314275.6%
  • VANGUARD EXTENDED MARKET ETF$75.9M +44.4%
  • VANGUARD FTSE DEVELOPED MARKETS ETF$20.7M +14.0%
Show all 367 →

Top Trims

  • JOHNSON & JOHNSON COM-$1.1M -31.9%
  • MICROSOFT CORP COM-$497.5K -8.9%
  • VANGUARD TOTAL BOND MARKET ETF-$327.3K -79.5%
  • WALMART INC COM-$315.4K -42.9%
  • PEPSICO INC COM-$311.8K -20.5%
Show all 185 →

New Positions

  • EXXONMOBIL HOLDINGS CORP COM SHS$1.0M
  • INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF$298.1K
  • GLOBAL X NASDAQ 100 COVERED CALL ETF$294.4K
  • JPMORGAN EQUITY PREMIUM INCOME ETF$220.3K
  • EXELON CORP COM$179.1K
Show all 941 →

Exited Positions

  • EXXON MOBIL CORP COM$1.6M
  • BNY MELLON MUNICIPAL OPPORTUNITIES ETF$1.3M
  • TORONTO DOMINION BK ONT COM NEW$1.1M
  • BAR HBR BANKSHARES COM$639.0K
  • PROASSURANCE CORP COM$404.8K
Show all 70 →
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 $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