Q2 2026 13F · SEC CIK 1424717

Plante Moran Financial Advisors, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.1B
Reported positions: 1,589
Top holdings a year, 3 yrs: +18.0%
Assets under management: $26.9B

Plante Moran Financial Advisors, LLC is a wealth manager that reported 1,589 positions worth $2.1B in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Vanguard S&p 500 ETF (VOO, 47.2%), Vanguard Index Fds (VXF, 11.5%), Ishares Russell Mid-Cap Growth ETF (IWP, 9.0%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 20.4% for the S&P 500.

Plante Moran Financial Advisors, LLC holdings largest 50 of 1,589 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Plante Moran Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	47.2%	56.4%	1,477,660	+1.3%	$1.0B
VXFVanguard Index Fds	11.5%	11.1%	1,002,829	+20.7%	$246.9M
IWPIshares Russell Mid-Cap Growth ETF	9.0%	—	1,324,615	—	$193.9M
VEAVanguard Tax-Managed Fds	7.8%	9.6%	2,363,851	+2.5%	$168.4M
AVUVAvantis US Small Cap Value ETF	6.5%	—	1,119,113	—	$139.6M
VVVanguard Inx Lrg	4.3%	5.5%	271,224	-5.5%	$93.3M
VBRVanguard Small Cap Value ETF	1.3%	1.8%	116,033	-11.3%	$28.2M
MUBIshares National Muni Bond ETF	1.2%	1.6%	236,723	+4.7%	$25.5M
SPYSpdr S&p 500 ETF Tr	1.0%	1.3%	29,487	-2.4%	$22.0M
SCHMSchwab Strategic Tr	1.0%	1.2%	565,591	-6.5%	$20.9M
SPDWSPDR Portfolio Developed World	0.7%	0.9%	313,282	-2.2%	$15.8M
AAPLApple Inc	0.6%	0.8%	44,692	-8.9%	$12.9M
IVVIshares Core S&p 500 ETF	0.5%	0.6%	14,992	+4.3%	$11.2M
VTIVanguard Index Fds	0.4%	0.4%	24,094	+15.0%	$8.9M
MSFTMicrosoft Corp	0.2%	0.4%	13,690	-9.6%	$5.1M
VUGVanguard Indx Fd	0.2%	0.2%	46,235	+508.8%	$4.0M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	7,258	+29.5%	$3.6M
QQQInvesco Qqq Tr	0.2%	0.2%	4,837	+10.8%	$3.6M
GOOGLAlphabet Inc	0.2%	0.2%	9,572	-1.7%	$3.4M
AMZNAmazon Com Inc Com	0.1%	0.2%	13,393	-4.9%	$3.2M
IWFIshares Russell 1000 Growth ETF	0.1%	0.1%	20,745	+295.4%	$2.6M
GOOGAlphabet Inc	0.1%	0.1%	7,197	-5.3%	$2.5M
JPMJpmorgan Chase & Co	0.1%	0.2%	7,276	-18.8%	$2.4M
JNJJohnson & Johnson	0.1%	0.2%	8,905	-34.4%	$2.3M
EFAiShs MSCI EAFE	0.1%	0.1%	17,883	+9.5%	$1.9M
VYMVym	0.1%	0.1%	11,549	+1.4%	$1.8M
DTEDte Energy Co	0.1%	0.1%	11,882	+4.0%	$1.8M
PRFInvesco Exchange Traded Fd T	0.1%	0.1%	33,043	-0.6%	$1.8M
VGTVanguard Info Tech	0.1%	0.1%	12,809	+746.0%	$1.5M
XLKState Street Technology Select Sector Sp	0.1%	0.1%	7,999	-10.9%	$1.5M
SCHXSchwab Stratgc Tr	0.1%	0.1%	48,983	+32.7%	$1.4M
VBVanguard Indx Fd	0.1%	0.1%	4,608	-3.0%	$1.4M
VOVanguard Index Fds	0.1%	0.1%	17,299	+324.8%	$1.4M
VOTVanguard Index Fds	0.1%	0.1%	4,497	-25.8%	$1.4M
COSTCostco Whsl Corp New	0.1%	0.1%	1,392	-12.5%	$1.3M
VTVVanguard Value ETF	0.1%	—	5,889	—	$1.3M
VBKVanguard Small Cap Growth ETF	0.1%	0.1%	3,481	-9.9%	$1.3M
ESGDIshares Msci Eafe Esg	0.1%	0.1%	12,207	+0.0%	$1.3M
IJRIshares Core S&p Small Cap ETF	0.1%	0.1%	8,289	-4.1%	$1.2M
SPYGSpdr Series Trust	0.1%	0.1%	10,304	+4.5%	$1.2M
PEPPepsico Inc	0.1%	0.1%	8,949	-8.8%	$1.2M
IJKIshares S&p Mid-Cap 400 Growth ETF	0.1%	0.1%	10,248	-3.4%	$1.2M
METAMeta Platforms Inc Class A	0.1%	0.1%	2,134	-1.6%	$1.2M
DFUVDimensional U.s. Marketwide Val	0.1%	0.1%	21,496	+0.0%	$1.2M
AVGOBroadcom Inc	0.1%	—	2,914	—	$1.1M
SCHDSchwab Strategic Tr	0.1%	0.1%	34,489	-2.8%	$1.1M
NVDANvidia Corporation Com	0.1%	0.1%	5,377	-15.7%	$1.1M
IJHIshares Tr	0.0%	0.1%	13,699	-7.1%	$1.1M
IWRIshares Russell Midcap ETF	0.0%	0.1%	9,524	+0.3%	$1.1M
PGProcter & Gamble Co Com	0.0%	0.1%	7,094	+5.3%	$1.0M

What Plante Moran Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +20.4%
5 years: +10.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.1B	1,589
Q1 2026	$1.5B	718
Q4 2025	$1.6B	811
Q3 2025	$1.6B	786
Q2 2025	$1.4B	772
Q1 2025	$1.2B	791
Q4 2024	$1.2B	903
Q3 2024	$1.2B	871
Q2 2024	$1.0B	786
Q1 2024	$930.7M	840
Q4 2023	$956.6M	818
Q3 2023	$832.5M	761

Questions about Plante Moran Financial Advisors, LLC's portfolio

What stocks does Plante Moran Financial Advisors, LLC own?

Plante Moran Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 1,589 positions worth $2.1B. The largest are Vanguard S&p 500 ETF (VOO) at 47.2%, Vanguard Index Fds (VXF) at 11.5%, Ishares Russell Mid-Cap Growth ETF (IWP) at 9.0%, Vanguard Tax-Managed Fds (VEA) at 7.8% and Avantis US Small Cap Value ETF (AVUV) at 6.5%.

What did Plante Moran Financial Advisors, LLC buy last quarter?

In Q2 2026, Plante Moran Financial Advisors, LLC added Vanguard Info Tech (VGT) (+746.0% shares), Vanguard Indx Fd (VUG) (+508.8% shares) and Vanguard Index Fds (VO) (+324.8% shares), compared with its Q1 2026 filing.

What did Plante Moran Financial Advisors, LLC sell last quarter?

In Q2 2026, Plante Moran Financial Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Bny Mellon Municipal Opportunities ETF (BMOP), cut from its top 50 Toronto Dominion Bank (TD), cut from its top 50 Stryker Corporation (SYK), Johnson & Johnson (JNJ) (-34.4% shares), Vanguard Index Fds (VOT) (-25.8% shares) and Jpmorgan Chase & Co (JPM) (-18.8% shares), compared with its Q1 2026 filing.

How has Plante Moran Financial Advisors, LLC's portfolio performed?

A portfolio copying Plante Moran Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +10.7% a year against +11.6%.

When is Plante Moran Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Plante Moran Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Plante Moran Financial Advisors, LLC manage?

Plante Moran Financial Advisors, LLC reported $26.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.1B.