Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard S&P 500 ETFETF | ETF | $1,014,871,541 | 47.2% |
| Vanguard Extended Market ETFETF | ETF | $246,906,453 | 11.5% |
| iShares Russell Mid-cap Growth ETFETF | ETF | $193,936,911 | 9.0% |
| Vanguard FTSE Developed Markets ETFETF | ETF | $168,424,386 | 7.8% |
| Avantis U.S. Small Cap Value ETFETF | ETF | $139,620,488 | 6.5% |
| Vanguard Large-cap ETFETF | ETF | $93,276,812 | 4.3% |
| Vanguard Small Cap Value ETFETF | ETF | $28,194,784 | 1.3% |
| iShares National Muni Bond ETFETF | ETF | $25,476,085 | 1.2% |
| State Street SPDR S&P 500 ETFETF | ETF | $22,019,673 | 1.0% |
| Schwab U.S. Mid-cap ETFETF | ETF | $20,853,358 | 1.0% |
| State Street SPDR Portfolio Developed World Ex-us ETFETF | ETF | $15,786,298 | 0.7% |
| Apple Inc.Stock | Stock | $12,932,196 | 0.6% |
| iShares Core S&P 500 ETFETF | ETF | $11,227,506 | 0.5% |
| Vanguard Total Stock Market ETFETF | ETF | $8,915,655 | 0.4% |
| Microsoft Corp.Stock | Stock | $5,106,471 | 0.2% |
| Vanguard Growth ETFETF | ETF | $3,982,689 | 0.2% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $3,631,831 | 0.2% |
| Invesco Qqq Trust Series IETF | ETF | $3,562,194 | 0.2% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $3,420,587 | 0.2% |
| Amazon Com Inc.Stock | Stock | $3,192,030 | 0.1% |
| iShares Russell 1000 Growth ETFETF | ETF | $2,575,908 | 0.1% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $2,542,988 | 0.1% |
| JPMORGAN Chase & COStock | Stock | $2,381,645 | 0.1% |
| Johnson & JohnsonStock | Stock | $2,261,703 | 0.1% |
| iShares MSCI Eafe ETFETF | ETF | $1,857,678 | 0.1% |
| Vanguard High Dividend Yield Index ETFETF | ETF | $1,825,127 | 0.1% |
| DTE Energy COStock | Stock | $1,810,499 | 0.1% |
| Invesco Rafi US 1000 ETFETF | ETF | $1,785,309 | 0.1% |
| Vanguard Information Technology ETFETF | ETF | $1,530,901 | 0.1% |
| State Street Technology Select Sector SPDR ETFETF | ETF | $1,523,882 | 0.1% |
| Schwab U.S. Large-cap ETFETF | ETF | $1,441,557 | 0.1% |
| Vanguard Small-cap ETFETF | ETF | $1,396,725 | 0.1% |
| Vanguard Mid-cap ETFETF | ETF | $1,393,764 | 0.1% |
| Vanguard Mid-cap Growth ETFETF | ETF | $1,377,431 | 0.1% |
| Costco Wholesale CorporationStock | Stock | $1,301,934 | 0.1% |
| Vanguard Value ETFETF | ETF | $1,283,364 | 0.1% |
| Vanguard Small-cap Growth ETFETF | ETF | $1,273,162 | 0.1% |
| iShares Esg Aware MSCI Eafe ETFETF | ETF | $1,254,955 | 0.1% |
| iShares Core S&P Small Cap ETFETF | ETF | $1,229,307 | 0.1% |
| State Street SPDR Portfolio S&P 500 Growth ETFETF | ETF | $1,226,073 | 0.1% |
| Pepsico Inc.Stock | Stock | $1,211,647 | 0.1% |
| iShares S&P Mid-cap 400 Growth ETFETF | ETF | $1,204,140 | 0.1% |
| Meta Platforms Inc. CL AStock | Stock | $1,202,104 | 0.1% |
| Dimensional US Marketwide Value ETFETF | ETF | $1,182,470 | 0.1% |
| Broadcom Inc.Stock | Stock | $1,100,786 | 0.1% |
| Schwab US Dividend Equity ETFETF | ETF | $1,093,649 | 0.1% |
| Nvidia CorporationStock | Stock | $1,075,924 | 0.1% |
| iShares Core S&P Mid-cap ETFETF | ETF | $1,056,355 | 0.0% |
| iShares Russell Midcap ETFETF | ETF | $1,050,688 | 0.0% |
| Procter & Gamble COStock | Stock | $1,040,309 | 0.0% |
Vanguard S&P 500 ETFETF$1,014,871,541
- Class
- ETF
- Share
- 47.2%
Vanguard Extended Market ETFETF$246,906,453
- Class
- ETF
- Share
- 11.5%
iShares Russell Mid-cap Growth ETFETF$193,936,911
- Class
- ETF
- Share
- 9.0%
Vanguard FTSE Developed Markets ETFETF$168,424,386
- Class
- ETF
- Share
- 7.8%
Avantis U.S. Small Cap Value ETFETF$139,620,488
- Class
- ETF
- Share
- 6.5%
Vanguard Large-cap ETFETF$93,276,812
- Class
- ETF
- Share
- 4.3%
Vanguard Small Cap Value ETFETF$28,194,784
- Class
- ETF
- Share
- 1.3%
iShares National Muni Bond ETFETF$25,476,085
- Class
- ETF
- Share
- 1.2%
State Street SPDR S&P 500 ETFETF$22,019,673
- Class
- ETF
- Share
- 1.0%
Schwab U.S. Mid-cap ETFETF$20,853,358
- Class
- ETF
- Share
- 1.0%
State Street SPDR Portfolio Developed World Ex-us ETFETF$15,786,298
- Class
- ETF
- Share
- 0.7%
Apple Inc.Stock$12,932,196
- Class
- Stock
- Share
- 0.6%
iShares Core S&P 500 ETFETF$11,227,506
- Class
- ETF
- Share
- 0.5%
Vanguard Total Stock Market ETFETF$8,915,655
- Class
- ETF
- Share
- 0.4%
Microsoft Corp.Stock$5,106,471
- Class
- Stock
- Share
- 0.2%
Vanguard Growth ETFETF$3,982,689
- Class
- ETF
- Share
- 0.2%
Berkshire Hathaway Inc. Del CL B NewStock$3,631,831
- Class
- Stock
- Share
- 0.2%
Invesco Qqq Trust Series IETF$3,562,194
- Class
- ETF
- Share
- 0.2%
Alphabet Inc. Cap Stk CL AStock$3,420,587
- Class
- Stock
- Share
- 0.2%
Amazon Com Inc.Stock$3,192,030
- Class
- Stock
- Share
- 0.1%
iShares Russell 1000 Growth ETFETF$2,575,908
- Class
- ETF
- Share
- 0.1%
Alphabet Inc. Cap Stk CL CStock$2,542,988
- Class
- Stock
- Share
- 0.1%
JPMORGAN Chase & COStock$2,381,645
- Class
- Stock
- Share
- 0.1%
Johnson & JohnsonStock$2,261,703
- Class
- Stock
- Share
- 0.1%
iShares MSCI Eafe ETFETF$1,857,678
- Class
- ETF
- Share
- 0.1%
Vanguard High Dividend Yield Index ETFETF$1,825,127
- Class
- ETF
- Share
- 0.1%
DTE Energy COStock$1,810,499
- Class
- Stock
- Share
- 0.1%
Invesco Rafi US 1000 ETFETF$1,785,309
- Class
- ETF
- Share
- 0.1%
Vanguard Information Technology ETFETF$1,530,901
- Class
- ETF
- Share
- 0.1%
State Street Technology Select Sector SPDR ETFETF$1,523,882
- Class
- ETF
- Share
- 0.1%
Schwab U.S. Large-cap ETFETF$1,441,557
- Class
- ETF
- Share
- 0.1%
Vanguard Small-cap ETFETF$1,396,725
- Class
- ETF
- Share
- 0.1%
Vanguard Mid-cap ETFETF$1,393,764
- Class
- ETF
- Share
- 0.1%
Vanguard Mid-cap Growth ETFETF$1,377,431
- Class
- ETF
- Share
- 0.1%
Costco Wholesale CorporationStock$1,301,934
- Class
- Stock
- Share
- 0.1%
Vanguard Value ETFETF$1,283,364
- Class
- ETF
- Share
- 0.1%
Vanguard Small-cap Growth ETFETF$1,273,162
- Class
- ETF
- Share
- 0.1%
iShares Esg Aware MSCI Eafe ETFETF$1,254,955
- Class
- ETF
- Share
- 0.1%
iShares Core S&P Small Cap ETFETF$1,229,307
- Class
- ETF
- Share
- 0.1%
State Street SPDR Portfolio S&P 500 Growth ETFETF$1,226,073
- Class
- ETF
- Share
- 0.1%
Pepsico Inc.Stock$1,211,647
- Class
- Stock
- Share
- 0.1%
iShares S&P Mid-cap 400 Growth ETFETF$1,204,140
- Class
- ETF
- Share
- 0.1%
Meta Platforms Inc. CL AStock$1,202,104
- Class
- Stock
- Share
- 0.1%
Dimensional US Marketwide Value ETFETF$1,182,470
- Class
- ETF
- Share
- 0.1%
Broadcom Inc.Stock$1,100,786
- Class
- Stock
- Share
- 0.1%
Schwab US Dividend Equity ETFETF$1,093,649
- Class
- ETF
- Share
- 0.1%
Nvidia CorporationStock$1,075,924
- Class
- Stock
- Share
- 0.1%
iShares Core S&P Mid-cap ETFETF$1,056,355
- Class
- ETF
- Share
- 0.0%
iShares Russell Midcap ETFETF$1,050,688
- Class
- ETF
- Share
- 0.0%
Procter & Gamble COStock$1,040,309
- Class
- Stock
- Share
- 0.0%
The share class is shown on a wider screen.
The 50 largest of 1,589 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1424717
- File number
- 028-13061
- Options
- 0 call, 0 put
- In the 25 largest
- 94.8%
- Prior quarter
- $1,546,040,904 at 31 March 2026
- Positions opened
- 941
- Positions closed
- 70
Common questions
What are Plante Moran Financial Advisors’ 13F holdings worth?
$2,149,815,757 across 1,589 positions for the quarter ended 30 June 2026.
What is Plante Moran Financial Advisors’ largest 13F holding?
VANGUARD S&P 500 ETF (ETF) was the largest position at $1,014,871,541, or 47.2% of reported 13F value, as of 30 June 2026.
How concentrated is Plante Moran Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 90.9% of reported value and the twenty-five largest for 94.8%, across 1,589 positions as of 30 June 2026.
Does Form 13F show everything Plante Moran Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Plante Moran Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.