Plante Moran Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1424717
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.1B
Holdings
1,589
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Plante Moran Financial Advisors, LLC disclosed 1,589 positions worth $2.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 921 new positions and exited 64. The portfolio is most concentrated in Other (95.7% of disclosed assets). All figures are sourced directly from Plante Moran Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1424717.
AI Fund Analysis
StableVANGUARD S&P 500 ETF - ETF
47.2% weight
Held 10 quarters
VANGUARD EXTENDED MARKET E
11.5% weight
Held 10 quarters
ISHARES RUSSELL MID-CAP GR
9.0% weight
Held 10 quarters
VANGUARD FTSE DEVELOPED MA
7.8% weight
Held 10 quarters
AVANTIS U.S. SMALL CAP VAL
6.5% weight
Held 10 quarters
VANGUARD EXTENDED MARKET E
9 quarters accumulating
SCHWAB U.S. BROAD MARKET E
7 quarters accumulating
$NX6 quarters accumulating
VANGUARD FTSE DEVELOPED MA
5 quarters accumulating
SCHWAB U.S. LARGE-CAP ETF
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD S&P 500 ETF - ETF
—Quality
$1.0B1,477,660 shVANGUARD EXTENDED MARKET ETF - ETF
—Quality
$246.9M1,002,829 shISHARES RUSSELL MID-CAP GROWTH ETF - ETF
—Quality
$193.9M1,324,615 shVANGUARD FTSE DEVELOPED MARKETS ETF - ETF
—Quality
$168.4M2,363,851 shAVANTIS U.S. SMALL CAP VALUE ETF - ETF
—Quality
$139.6M1,119,113 shVANGUARD LARGE-CAP ETF - ETF
—Quality
$93.3M271,224 shVANGUARD SMALL CAP VALUE ETF - ETF
—Quality
$28.2M116,033 shISHARES NATIONAL MUNI BOND ETF - ETF
—Quality
$25.5M236,723 sh- —
Quality
$22.0M29,487 sh SCHWAB U.S. MID-CAP ETF - ETF
—Quality
$20.9M565,591 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF - ETF | — | $1.0B | 1,477,660 |
| VANGUARD EXTENDED MARKET ETF - ETF | — | $246.9M | 1,002,829 |
| ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | — | $193.9M | 1,324,615 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $168.4M | 2,363,851 |
| AVANTIS U.S. SMALL CAP VALUE ETF - ETF | — | $139.6M | 1,119,113 |
| VANGUARD LARGE-CAP ETF - ETF | — | $93.3M | 271,224 |
| VANGUARD SMALL CAP VALUE ETF - ETF | — | $28.2M | 116,033 |
| ISHARES NATIONAL MUNI BOND ETF - ETF | — | $25.5M | 236,723 |
 SPDR S&P 500 ETF TRUST$SPY | — | $22.0M | 29,487 |
| SCHWAB U.S. MID-CAP ETF - ETF | — | $20.9M | 565,591 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Plante Moran Financial Advisors, LLC's 1,589 positions.
Showing top 10 of 1,589 holdings.
Sector Allocation
Other
$2.1B
Technology
$38.2M
Financials
$18.9M
Consumer Discretionary
$8.9M
Healthcare
$7.8M
Industrials
$5.6M
Utilities
$4.3M
Consumer Staples
$3.2M
Top Holdings — Plante Moran Financial Advisors, LLC (Q2 2026)
Top 150 of 1,589 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD S&P 500 ETF - ETF | $1.0B | 47.2% | +1% | — |
| 2 | — | VANGUARD EXTENDED MARKET ETF - ETF | $246.9M | 11.5% | +21% | — |
| 3 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $193.9M | 9.0% | NEW | — |
| 4 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $168.4M | 7.8% | +3% | — |
| 5 | — | AVANTIS U.S. SMALL CAP VALUE ETF - ETF | $139.6M | 6.5% | NEW | — |
| 6 | — | VANGUARD LARGE-CAP ETF - ETF | $93.3M | 4.3% | -6% | — |
| 7 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $28.2M | 1.3% | -11% | — |
| 8 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $25.5M | 1.2% | +5% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $22.0M | 1.0% | -2% | — |
| 10 | — | SCHWAB U.S. MID-CAP ETF - ETF | $20.9M | 1.0% | -6% | — |
| 11 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $15.8M | 0.7% | -2% | — |
| 12 |  $AAPL | Apple Inc. | $12.9M | 0.6% | -9% | 76.4 |
| 13 | — | ISHARES CORE S&P 500 ETF - ETF | $11.2M | 0.5% | +4% | — |
| 14 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $8.9M | 0.4% | +15% | — |
| 15 |  $MSFT | MICROSOFT CORP | $5.1M | 0.2% | -10% | 79.8 |
| 16 | — | VANGUARD GROWTH ETF - ETF | $4.0M | 0.2% | +509% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.6M | 0.2% | +30% | 73.8 |
| 18 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.6M | 0.2% | +11% | — |
| 19 |  $GOOG | Alphabet Inc. | $3.4M | 0.2% | -2% | 78.2 |
| 20 |  $AMZN | AMAZON COM INC | $3.2M | 0.1% | -5% | 68.7 |
| 21 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $2.6M | 0.1% | +295% | — |
| 22 |  $GOOGL | Alphabet Inc. | $2.5M | 0.1% | -5% | 78.2 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 0.1% | -19% | 70.7 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 0.1% | -34% | 69 |
| 25 | — | ISHARES MSCI EAFE ETF - ETF | $1.9M | 0.1% | +9% | — |
| 26 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $1.8M | 0.1% | +1% | — |
| 27 |  $DTB | DTE ENERGY CO | $1.8M | 0.1% | +4% | 68.9 |
| 28 |  $IVZ | Invesco Ltd. | $1.8M | 0.1% | -1% | — |
| 29 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $1.5M | 0.1% | +746% | — |
| 30 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $1.5M | 0.1% | -11% | — |
| 31 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $1.4M | 0.1% | +33% | — |
| 32 | — | VANGUARD SMALL-CAP ETF - ETF | $1.4M | 0.1% | -3% | — |
| 33 | — | VANGUARD MID-CAP ETF - ETF | $1.4M | 0.1% | +325% | — |
| 34 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $1.4M | 0.1% | -26% | — |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.1% | -13% | 66.2 |
| 36 | — | VANGUARD VALUE ETF - ETF | $1.3M | 0.1% | +76% | — |
| 37 | — | VANGUARD SMALL-CAP GROWTH ETF - ETF | $1.3M | 0.1% | -10% | — |
| 38 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $1.3M | 0.1% | +0% | — |
| 39 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $1.2M | 0.1% | -4% | — |
| 40 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $1.2M | 0.1% | +5% | — |
| 41 |  $PEP | PEPSICO INC | $1.2M | 0.1% | -9% | 63.4 |
| 42 | — | ISHARES S&P MID-CAP 400 GROWTH ETF - ETF | $1.2M | 0.1% | -3% | — |
| 43 |  $META | Meta Platforms, Inc. | $1.2M | 0.1% | -2% | 79.6 |
| 44 | — | DIMENSIONAL US MARKETWIDE VALUE ETF - ETF | $1.2M | 0.1% | +0% | — |
| 45 |  $AVGO | Broadcom Inc. | $1.1M | 0.1% | +29% | 84.5 |
| 46 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $1.1M | 0.1% | -3% | — |
| 47 |  $NVDA | NVIDIA CORP | $1.1M | 0.1% | -16% | 85.9 |
| 48 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $1.1M | 0.1% | -7% | — |
| 49 | — | ISHARES RUSSELL MIDCAP ETF - ETF | $1.1M | 0.1% | +0% | — |
| 50 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.1% | +5% | 64.6 |
| 51 |  $XOM.R34088 | EXXON MOBIL CORP | $1.0M | 0.1% | -21% | 57.9 |
| 52 | — | ISHARES S&P 500 GROWTH ETF - ETF | $1.0M | 0.1% | +0% | — |
| 53 |  $LLY | ELI LILLY & Co | $1.0M | 0.1% | -13% | 87.5 |
| 54 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $1.0M | 0.1% | -0% | — |
| 55 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $981,579 | 0.1% | -1% | 61.7 |
| 56 | — | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND - ETF | $976,731 | 0.1% | +0% | — |
| 57 | — | ISHARES RUSSELL 2000 ETF - ETF | $880,769 | 0.0% | +5% | — |
| 58 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - ETF | $877,070 | 0.0% | -6% | — |
| 59 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $836,789 | 0.0% | +26% | — |
| 60 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $835,509 | 0.0% | -1% | 70 |
| 61 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF - ETF | $819,822 | 0.0% | +0% | — |
| 62 |  $SYK | STRYKER CORP | $817,954 | 0.0% | -6% | 72.1 |
| 63 | — | ISHARES RUSSELL 1000 ETF - ETF | $809,991 | 0.0% | +5% | — |
| 64 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $792,392 | 0.0% | -14% | — |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $786,535 | 0.0% | -3% | 70.3 |
| 66 |  $AMAT | APPLIED MATERIALS INC /DE | $785,895 | 0.0% | +1032% | 72.3 |
| 67 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $781,761 | 0.0% | +28% | — |
| 68 |  $HD | HOME DEPOT, INC. | $775,426 | 0.0% | -16% | 60.3 |
| 69 |  $AMGN | AMGEN INC | $763,664 | 0.0% | +1% | 79.2 |
| 70 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $754,808 | 0.0% | +56% | — |
| 71 | — | ISHARES S&P 500 VALUE ETF - ETF | $750,206 | 0.0% | +0% | — |
| 72 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.0% | +0% | 73.8 |
| 73 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $695,603 | 0.0% | +0% | — |
| 74 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $684,185 | 0.0% | -18% | — |
| 75 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | $681,631 | 0.0% | +0% | — |
| 76 |  $GE | GENERAL ELECTRIC CO | $673,936 | 0.0% | +3% | 73.8 |
| 77 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $643,310 | 0.0% | -30% | — |
| 78 |  $IAU | ISHARES GOLD TRUST | $642,968 | 0.0% | +59% | — |
| 79 |  $GEV | GE Vernova Inc. | $633,852 | 0.0% | +82% | 81.1 |
| 80 |  $ORCL | ORACLE CORP | $632,803 | 0.0% | -17% | 66.2 |
| 81 |  $DTM | DT Midstream, Inc. | $625,082 | 0.0% | -2% | 68.6 |
| 82 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | $623,671 | 0.0% | +0% | — |
| 83 | $IVZ | Invesco Ltd. | $622,538 | 0.0% | +0% | — |
| 84 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $598,274 | 0.0% | -17% | — |
| 85 |  $DIS | Walt Disney Co | $595,989 | 0.0% | -2% | 60.1 |
| 86 |  $ABBV | AbbVie Inc. | $592,526 | 0.0% | -19% | 72.6 |
| 87 | $IVZ | Invesco Ltd. | $554,053 | 0.0% | +1% | — |
| 88 |  $CMS | CMS ENERGY CORP | $547,435 | 0.0% | +1% | 57.3 |
| 89 |  $DHR | DANAHER CORP /DE/ | $541,344 | 0.0% | +1% | 64.8 |
| 90 |  $KLAC | KLA CORP | $534,087 | 0.0% | +768% | 78.6 |
| 91 |  $AON | Aon plc | $533,026 | 0.0% | +0% | — |
| 92 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $531,344 | 0.0% | +73% | — |
| 93 |  $UNP | UNION PACIFIC CORP | $512,992 | 0.0% | -17% | 69.7 |
| 94 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $503,030 | 0.0% | +118% | — |
| 95 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | $486,677 | 0.0% | +18% | — |
| 96 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $479,018 | 0.0% | +3% | — |
| 97 | — | VANGUARD MID-CAP VALUE ETF - ETF | $476,414 | 0.0% | -30% | — |
| 98 | — | VANGUARD MEGA CAP ETF - ETF | $475,022 | 0.0% | -4% | — |
| 99 |  $AMD | ADVANCED MICRO DEVICES INC | $474,603 | 0.0% | +178% | 79.8 |
| 100 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $472,532 | 0.0% | -9% | — |
| 101 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $455,779 | 0.0% | -2% | — |
| 102 | — | FIRST TRUST LARGE CAP CORE ALPHADEX FUND - ETF | $432,768 | 0.0% | +0% | — |
| 103 |  $NEE | NEXTERA ENERGY INC | $429,599 | 0.0% | +16% | 64.6 |
| 104 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | $423,746 | 0.0% | -1% | — |
| 105 |  $WMT | Walmart Inc. | $420,308 | 0.0% | -37% | 60.2 |
| 106 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | $418,953 | 0.0% | +0% | — |
| 107 |  $GWW | W.W. GRAINGER, INC. | $417,643 | 0.0% | +0% | 61.8 |
| 108 |  $CVX | CHEVRON CORP | $398,653 | 0.0% | -23% | 62.8 |
| 109 |  $GLD | SPDR GOLD TRUST | $390,114 | 0.0% | +4% | — |
| 110 | — | ISHARES CORE MSCI EAFE ETF - ETF | $382,284 | 0.0% | -5% | — |
| 111 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $376,249 | 0.0% | +1974% | — |
| 112 |  $FTNT | Fortinet, Inc. | $373,297 | 0.0% | -15% | 80.1 |
| 113 |  $WT | WisdomTree, Inc. | $357,859 | 0.0% | +81% | 59.9 |
| 114 |  $QCOM | QUALCOMM INC/DE | $357,688 | 0.0% | +2% | 70.5 |
| 115 | — | ISHARES SELECT DIVIDEND ETF - ETF | $356,833 | 0.0% | +0% | — |
| 116 |  $SO | SOUTHERN CO | $351,447 | 0.0% | -13% | 62 |
| 117 |  $F | FORD MOTOR CO | $346,790 | 0.0% | +7% | 54.9 |
| 118 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | $346,449 | 0.0% | +0% | — |
| 119 |  $MCD | MCDONALDS CORP | $344,610 | 0.0% | -13% | 69 |
| 120 |  $CRWD | CrowdStrike Holdings, Inc. | $341,887 | 0.0% | +87% | 67.7 |
| 121 |  $TSLA | Tesla, Inc. | $317,195 | 0.0% | -15% | 53.9 |
| 122 |  $INTC | INTEL CORP | $317,038 | 0.0% | -34% | 45.6 |
| 123 | — | ISHARES MORNINGSTAR MID-CAP VALUE ETF - ETF | $315,527 | 0.0% | +0% | — |
| 124 | — | FIRST TRUST MANAGED MUNICIPAL ETF - ETF | $304,402 | 0.0% | +0% | — |
| 125 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $302,870 | 0.0% | +0% | — |
| 126 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | $300,916 | 0.0% | +0% | — |
| 127 | $IVZ | Invesco Ltd. | $299,031 | 0.0% | -17% | — |
| 128 | $IVZ | Invesco Ltd. | $298,074 | 0.0% | NEW | — |
| 129 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $295,412 | 0.0% | +0% | — |
| 130 | — | GLOBAL X NASDAQ 100 COVERED CALL ETF - ETF | $294,419 | 0.0% | NEW | — |
| 131 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND - ETF | $292,979 | 0.0% | +0% | — |
| 132 | — | INVESCO RAFI US 1500 SMALL-MID ETF - ETF | $286,992 | 0.0% | -27% | — |
| 133 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $286,270 | 0.0% | -27% | — |
| 134 |  $V | VISA INC. | $284,539 | 0.0% | -8% | 82.9 |
| 135 |  $GLW | CORNING INC /NY | $284,294 | 0.0% | -40% | 73.7 |
| 136 |  $NFLX | NETFLIX INC | $282,093 | 0.0% | +12% | 78.8 |
| 137 |  $AXP | AMERICAN EXPRESS CO | $281,086 | 0.0% | -9% | 69.4 |
| 138 |  $TXN | TEXAS INSTRUMENTS INC | $273,267 | 0.0% | +125% | 73.4 |
| 139 |  $MA | Mastercard Inc | $272,808 | 0.0% | +2% | 85.1 |
| 140 |  $MFC | MANULIFE FINANCIAL CORP | $269,837 | 0.0% | +0% | — |
| 141 |  $PFE | PFIZER INC | $269,101 | 0.0% | +8% | 62 |
| 142 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF | $263,624 | 0.0% | -5% | — |
| 143 |  $UNH | UNITEDHEALTH GROUP INC | $258,843 | 0.0% | -18% | 62.7 |
| 144 | — | DIMENSIONAL U.S. SMALL CAP ETF - ETF | $256,560 | 0.0% | +0% | — |
| 145 |  $SCHW | SCHWAB CHARLES CORP | $255,034 | 0.0% | +0% | 79.4 |
| 146 |  $DE | DEERE & CO | $245,495 | 0.0% | -49% | 55.4 |
| 147 |  $RTX | RTX Corp | $244,562 | 0.0% | -30% | 73.2 |
| 148 |  $PH | Parker-Hannifin Corp | $242,574 | 0.0% | -37% | 65.8 |
| 149 |  $ABT | ABBOTT LABORATORIES | $241,534 | 0.0% | -36% | 65.5 |
| 150 | — | VANECK SEMICONDUCTOR ETF - ETF | $240,712 | 0.0% | +440% | — |
New Positions (921)
GLOBAL X NASDAQ 100 COVERED CALL ETF - ETF$294,419
JPMORGAN EQUITY PREMIUM INCOME ETF - ETF$220,272
$EXC EXELON CORP$179,095 FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF$156,122
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF$153,388
VANECK URANIUM AND NUCLEAR ETF - ETF$144,975
JPMORGAN ULTRA-SHORT INCOME ETF - ETF$123,644
$HONA Honeywell Aerospace Inc.$122,478 SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF - ETF$102,462
ALGER CONCENTRATED EQUITY ETF - ETF$101,937
$CEG Constellation Energy Corp$101,832 FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF$99,938
ROUNDHILL MEMORY ETF - ETF$97,999
ISHARES MSCI GLOBAL GOLD MINERS ETF - ETF$96,900
AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF - ETF$95,412
Exited Positions (64)
BNY MELLON MUNICIPAL OPPORTUNITIES ETF
$TD TORONTO DOMINION BANK
$BHB BAR HARBOR BANKSHARES
$PRA PROASSURANCE CORP
$WSBC WESBANCO INC VANGUARD TOTAL INTERNATIONAL BOND ETF
COLUMBIA EM CORE EX-CHINA ETF
$SII SPROTT INC. PROSHARES ULTRA FTSE CHINA 50
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
RIVERNORTH ACTIVE INCOME ETF
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
SCHWAB U.S. REIT ETF
FIRST TRUST NASDAQ CYBERSECURITY ETF
$HL HECLA MINING CO/DE/Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Plante Moran Financial Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Plante Moran Financial Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Plante Moran Financial Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Plante Moran Financial Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Plante Moran Financial Advisors, LLC (SEC CIK: 1424717), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Plante Moran Financial Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.