Plante Moran Financial Advisors
$2.1B 13F equity value
1,654 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Plante Moran Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 1,477,660 | $1.0B | 47.2% |
| VXF | VANGUARD EXTENDED MARKET ETF | 1,002,829 | $247M | 11.5% |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 1,324,615 | $194M | 9.0% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2,363,851 | $168M | 7.8% |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 1,119,113 | $140M | 6.5% |
| VV | VANGUARD LARGE-CAP ETF | 271,224 | $93M | 4.3% |
| VBR | VANGUARD SMALL CAP VALUE ETF | 116,033 | $28M | 1.3% |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 236,723 | $25M | 1.2% |
| SPY | STATE STREET SPDR S&P 500 ETF | 29,487 | $22M | 1.0% |
| SCHM | SCHWAB U.S. MID-CAP ETF | 565,591 | $21M | 1.0% |
Track Plante Moran Financial Advisors's 13F portfolio: $2.1B in reported holdings, 1,654 positions. Top holdings and quarterly changes on SentiSense.
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