Plante Moran Financial Advisors, LLC

Name: Plante Moran Financial Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001424717 · SOUTHFIELD, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗

Plante Moran Financial Advisors, LLC reported 1,589 positions worth $2.15B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VOO (47.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$2.15B

2026 Q2

Positions

1,589

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

90.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1589 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VOO	VANGUARD S&P 500 ETF	SH	$1.01B	47.21%	1,477,660	—	—
▸ 2	VXF	VANGUARD EXTENDED MARKET ETF	SH	$246.9M	11.49%	1,002,829	—	—
▸ 3	IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	SH	$193.9M	9.02%	1,324,615	—	—
▸ 4	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$168.4M	7.83%	2,363,851	—	—
▸ 5	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	SH	$139.6M	6.49%	1,119,113	—	—
▸ 6	VV	VANGUARD LARGE-CAP ETF	SH	$93.3M	4.34%	271,224	—	—
▸ 7	VBR	VANGUARD SMALL CAP VALUE ETF	SH	$28.2M	1.31%	116,033	—	—
▸ 8	MUB	ISHARES NATIONAL MUNI BOND ETF	SH	$25.5M	1.19%	236,723	—	—
▸ 9	SPY	STATE STREET SPDR S&P 500 ETF	SH	$22.0M	1.02%	29,487	—	—
▸ 10	SCHM	SCHWAB U.S. MID-CAP ETF	SH	$20.9M	0.97%	565,591	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Plante Moran Financial Advisors, LLC hold as of Q2 2026?

Plante Moran Financial Advisors, LLC reported 1589 positions worth $2.15B in its Q2 2026 13F filing. Largest positions: VOO (47.2%), VXF (11.5%), IWP (9.0%), VEA (7.8%) and AVUV (6.5%).

What did Plante Moran Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Plante Moran Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.