Plante Moran Financial Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Plante Moran Financial Advisors, Llc disclosed 1550 stock positions valued at approximately $2.15B as of quarter-end June 30, 2026. The largest holdings include VANGUARD S&P 500 ETF, VANGUARD EXTENDED MARKET ETF, and ISHARES RUSSELL MID-CAP GROWTH ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 1550
- Portfolio Value
- $2.15B
Holdings by Sector
Plante Moran Financial Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | Other | 47.21% | 1,477,660 | +18,582 | +1.27% | $1,014,871,541 |
| VANGUARD EXTENDED MARKET ETF | VXF | Other | 11.49% | 1,002,829 | +172,057 | +20.71% | $246,906,453 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | Other | 9.02% | 1,324,615 | +1,324,377 | +556460.92% | $193,936,911 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 7.83% | 2,363,851 | +58,478 | +2.54% | $168,424,386 |
| AVANTIS U.S. SMALL CAP VALUE ETF | AVUV | Other | 6.49% | 1,119,113 | +1,118,711 | +278286.32% | $139,620,488 |
| VANGUARD LARGE-CAP ETF | VV | Other | 4.34% | 271,224 | -15,831 | -5.51% | $93,276,812 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 1.31% | 116,033 | -14,743 | -11.27% | $28,194,784 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 1.19% | 236,723 | +10,701 | +4.73% | $25,476,085 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 1.02% | 29,487 | -729 | -2.41% | $22,019,673 |
| SCHWAB U.S. MID-CAP ETF | SCHM | Other | 0.97% | 565,591 | -39,160 | -6.48% | $20,853,358 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | Other | 0.73% | 313,282 | -7,130 | -2.23% | $15,786,298 |
| APPLE INC COM | AAPL | Technology | 0.60% | 44,692 | -4,357 | -8.88% | $12,932,196 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.52% | 14,992 | +615 | +4.28% | $11,227,506 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.41% | 24,094 | +3,139 | +14.98% | $8,915,655 |
| MICROSOFT CORP COM | MSFT | Technology | 0.24% | 13,690 | -1,449 | -9.57% | $5,106,471 |
| VANGUARD GROWTH ETF | VUG | Other | 0.19% | 46,235 | +38,640 | +508.76% | $3,982,689 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.17% | 7,258 | +1,654 | +29.51% | $3,631,831 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.17% | 4,837 | +470 | +10.76% | $3,562,194 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.16% | 9,572 | -166 | -1.70% | $3,420,587 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.15% | 13,393 | -690 | -4.90% | $3,192,030 |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | Other | 0.12% | 20,745 | +15,498 | +295.37% | $2,575,908 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.12% | 7,197 | -402 | -5.29% | $2,542,988 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.11% | 7,276 | -1,689 | -18.84% | $2,381,645 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.11% | 8,905 | -4,672 | -34.41% | $2,261,703 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.09% | 17,883 | +1,550 | +9.49% | $1,857,678 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | Other | 0.08% | 11,549 | +158 | +1.39% | $1,825,127 |
| DTE ENERGY CO COM | DTE | Utilities | 0.08% | 11,882 | +461 | +4.04% | $1,810,499 |
| INVESCO RAFI US 1000 ETF | PRF | Other | 0.08% | 33,043 | -192 | -0.58% | $1,785,309 |
| VANGUARD INFORMATION TECHNOLOGY ETF | VGT | Other | 0.07% | 12,809 | +11,295 | +746.04% | $1,530,901 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.07% | 7,999 | -976 | -10.87% | $1,523,882 |
Showing 30 of 1,550 holdings in the latest reporting period.