Plante Moran Financial Advisors, LLC
Sector Allocation
- Other95.7%$2.1B
- Technology1.7%$37.2M
- Financials0.9%$18.9M
- Healthcare0.4%$8.4M
- Consumer Discretionary0.4%$8.0M
- Industrials0.2%$5.2M
- Consumer Staples0.2%$5.0M
- Utilities0.2%$4.3M
- Energy0.1%$2.9M
- Communication Services0.1%$1.2M
AUM History
13fpro.ai/research/fund/plante-moran-financial-advisors-llc-1424717
Conviction and streaks
Stable · top 10 = 90.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$1.0B
- VANGUARD$246.9M
- ISHARES$193.9M
- VANGUARD$168.4M
- AVANTIS$139.6M
- VANGUARD$93.3M
- VANGUARD$28.2M
- ISHARES$25.5M
SPY
$22.0M- SCHWAB$20.9M
- STATE$15.8M
AAPL
$12.9M- ISHARES$11.2M
- VANGUARD$8.9M
MSFT
$5.1M- VANGUARD$4.0M
BRK.B
$3.6MQQQ
$3.6MGOOGL
$3.4MAMZN
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/plante-moran-financial-advisors-llc-1424717
Plante Moran Financial Advisors, LLC 13F holdings — Q2 2026
$2.1B portfolio (+39.0% QoQ) · 1,589 holdings · Q2 2026 13F · top 10 are 91% of the stock portfolio
- 1
VANGUARD S&P 500 ETF - ETF
$1.0B
47.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD EXTENDED MARKET ETF - ETF
$246.9M
11.5% of stocks
+21%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES RUSSELL MID-CAP GROWTH ETF - ETF
$193.9M
9.0% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 4
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$168.4M
7.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AVANTIS U.S. SMALL CAP VALUE ETF - ETF
$139.6M
6.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 6
VANGUARD LARGE-CAP ETF - ETF
$93.3M
4.3% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SMALL CAP VALUE ETF - ETF
$28.2M
1.3% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES NATIONAL MUNI BOND ETF - ETF
$25.5M
1.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $22.0M
1.0% of stocks
-2%This quarter-0.4%Since filed10+ qtrsHeld- 10
SCHWAB U.S. MID-CAP ETF - ETF
$20.9M
1.0% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | — | New this quarter | — | — | |
| 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 | — | New this quarter | — | — | |
| 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 | $22.0M | 1.0% | -2% | -0.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SCHWAB U.S. MID-CAP ETF - ETF | $20.9M | 1.0% | -6% | — | — | — | — |
All holdings — Plante Moran Financial Advisors, LLC (Q2 2026)
1,589 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETFetf/fund | — | $15.8M | 0.7% | 313K | -2% | — | — | 13F |
| 12 | Apple Inc. | Technology | $12.9M | 0.6% | 45K | -9% | 10+ qtrsTrimmed 7 qtrs in a row | 75.7 | 13F | |
| 13 | — | ISHARES CORE S&P 500 ETF - ETFetf/fund | — | $11.2M | 0.5% | 15K | +4% | — | — | 13F |
| 14 | — | VANGUARD TOTAL STOCK MARKET ETF - ETFetf/fund | — | $8.9M | 0.4% | 24K | +15% | — | — | 13F |
| 15 | MICROSOFT CORP | Technology | $5.1M | 0.2% | 14K | -10% | 10+ qtrsTrimmed 7 qtrs in a row | 79.8 | 13F | |
| 16 | — | VANGUARD GROWTH ETF - ETFetf/fund | — | $4.0M | 0.2% | 46K | +509% | — | — | 13F |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $3.6M | 0.2% | 7,258 | +30% | 10+ qtrs | 73.5 | 13F | |
| 18 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $3.6M | 0.2% | 4,837 | +11% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $3.4M | 0.2% | 9,572 | -2% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $3.2M | 0.1% | 13K | -5% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETFetf/fund | — | $2.6M | 0.1% | 21K | +295% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $2.5M | 0.1% | 7,197 | -5% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JPMORGAN CHASE & CO | Financials | $2.4M | 0.1% | 7,276 | -19% | 10+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $2.3M | 0.1% | 8,905 | -34% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES MSCI EAFE ETF - ETFetf/fund | — | $1.9M | 0.1% | 18K | +9% | — | — | 13F |
| 26 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $1.8M | 0.1% | 12K | +1% | |||
| 27 | $DTB | DTE ENERGY CO | Utilities | $1.8M | 0.1% | 12K | +4% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $1.8M | 0.1% | 33K | -0.6% | |||
| 29 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | — | $1.5M | 0.1% | 13K | +746% | |||
| 30 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $1.5M | 0.1% | 7,999 | -11% | |||
| 31 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | — | $1.4M | 0.1% | 49K | +33% | |||
| 32 | — | VANGUARD SMALL-CAP ETF - ETF | — | $1.4M | 0.1% | 4,608 | -3% | |||
| 33 | — | VANGUARD MID-CAP ETF - ETF | — | $1.4M | 0.1% | 17K | +325% | |||
| 34 | — | VANGUARD MID-CAP GROWTH ETF - ETF | — | $1.4M | 0.1% | 4,497 | -26% | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.3M | 0.1% | 1,392 | -13% | |||
| 36 | — | VANGUARD VALUE ETF - ETF | — | $1.3M | 0.1% | 5,889 | +76% | |||
| 37 | — | VANGUARD SMALL-CAP GROWTH ETF - ETF | — | $1.3M | 0.1% | 3,481 | -10% | |||
| 38 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | — | $1.3M | 0.1% | 12K | +0.0% | |||
| 39 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $1.2M | 0.1% | 8,289 | -4% | |||
| 40 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | — | $1.2M | 0.1% | 10K | +5% | |||
| 41 | $PEP | PEPSICO INC | Consumer Staples | $1.2M | 0.1% | 8,949 | -9% | |||
| 42 | — | ISHARES S&P MID-CAP 400 GROWTH ETF - ETF | — | $1.2M | 0.1% | 10K | -3% | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.1% | 2,134 | -2% | |||
| 44 | — | DIMENSIONAL US MARKETWIDE VALUE ETF - ETF | — | $1.2M | 0.1% | 21K | — | |||
| 45 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.1% | 2,914 | +29% | |||
| 46 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $1.1M | 0.1% | 34K | -3% | |||
| 47 | $NVDA | NVIDIA CORP | Technology | $1.1M | 0.1% | 5,377 | -16% | |||
| 48 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $1.1M | 0.1% | 14K | -7% | |||
| 49 | — | ISHARES RUSSELL MIDCAP ETF - ETF | — | $1.1M | 0.1% | 9,524 | +0.3% | |||
| 50 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.0M | 0.1% | 7,094 | +5% | |||
| 51 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.0M | 0.1% | 7,574 | -21% | |||
| 52 | — | ISHARES S&P 500 GROWTH ETF - ETF | — | $1.0M | 0.1% | 7,434 | — | |||
| 53 | $LLY | ELI LILLY & Co | Healthcare | $1.0M | 0.1% | 839 | -13% | |||
| 54 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $1.0M | 0.1% | 4,135 | -0.4% | |||
| 55 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $982K | 0.1% | 2,649 | -1% | |||
| 56 | — | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND - ETF | — | $977K | 0.1% | 3,538 | — | |||
| 57 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $881K | 0.0% | 2,931 | +5% | |||
| 58 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - ETF | — | $877K | 0.0% | 13K | -6% | |||
| 59 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | — | $837K | 0.0% | 30K | +26% | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $836K | 0.0% | 2,971 | -0.8% | |||
| 61 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF - ETF | — | $820K | 0.0% | 15K | — | |||
| 62 | $SYK | STRYKER CORP | Healthcare | $818K | 0.0% | 2,598 | -6% | |||
| 63 | — | ISHARES RUSSELL 1000 ETF - ETF | — | $810K | 0.0% | 1,978 | +5% | |||
| 64 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $792K | 0.0% | 3,349 | -14% | |||
| 65 | $CSCO | CISCO SYSTEMS, INC. | Technology | $787K | 0.0% | 6,696 | -3% | |||
| 66 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $786K | 0.0% | 1,087 | +1032% | |||
| 67 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | — | $782K | 0.0% | 15K | +28% | |||
| 68 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $775K | 0.0% | 2,199 | -16% | |||
| 69 | $AMGN | AMGEN INC | Healthcare | $764K | 0.0% | 2,109 | +0.8% | |||
| 70 | — | ISHARES MSCI EAFE VALUE ETF - ETF | — | $755K | 0.0% | 9,860 | +56% | |||
| 71 | — | ISHARES S&P 500 VALUE ETF - ETF | — | $750K | 0.0% | 3,304 | — | |||
| 72 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.0% | 1 | — | |||
| 73 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $696K | 0.0% | 989 | — | |||
| 74 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | — | $684K | 0.0% | 4,165 | -18% | |||
| 75 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | — | $682K | 0.0% | 4,987 | — | |||
| 76 | $GE | GENERAL ELECTRIC CO | Industrials | $674K | 0.0% | 1,803 | +3% | |||
| 77 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | — | $643K | 0.0% | 19K | -30% | |||
| 78 | $IAU | ISHARES GOLD TRUST | Financials | $643K | 0.0% | 8,515 | +59% | |||
| 79 | $GEV | GE Vernova Inc. | Industrials | $634K | 0.0% | 540 | +82% | |||
| 80 | $ORCL | ORACLE CORP | Technology | $633K | 0.0% | 4,318 | -17% | |||
| 81 | $DTM | DT Midstream, Inc. | Energy | $625K | 0.0% | 4,260 | -2% | |||
| 82 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | — | $624K | 0.0% | 3,492 | — | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $623K | 0.0% | 9,750 | — | |||
| 84 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | — | $598K | 0.0% | 6,808 | -17% | |||
| 85 | $DIS | Walt Disney Co | Communication Services | $596K | 0.0% | 6,192 | -2% | |||
| 86 | $ABBV | AbbVie Inc. | Healthcare | $593K | 0.0% | 2,355 | -19% | |||
| 87 | $IVZ | Invesco Ltd. | Financials | $554K | 0.0% | 2,604 | +0.8% | |||
| 88 | $CMS | CMS ENERGY CORP | Utilities | $547K | 0.0% | 7,156 | +0.8% | |||
| 89 | $DHR | DANAHER CORP /DE/ | Healthcare | $541K | 0.0% | 2,842 | +0.8% | |||
| 90 | $KLAC | KLA CORP | Technology | $534K | 0.0% | 1,770 | +768% | |||
| 91 | $AON | Aon plc | Financials | $533K | 0.0% | 1,607 | +0.1% | |||
| 92 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | — | $531K | 0.0% | 17K | +73% | |||
| 93 | $UNP | UNION PACIFIC CORP | Industrials | $513K | 0.0% | 1,886 | -17% | |||
| 94 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | — | $503K | 0.0% | 4,043 | +118% | |||
| 95 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | — | $487K | 0.0% | 17K | +18% | |||
| 96 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | — | $479K | 0.0% | 5,720 | +3% | |||
| 97 | — | VANGUARD MID-CAP VALUE ETF - ETF | — | $476K | 0.0% | 2,411 | -30% | |||
| 98 | — | VANGUARD MEGA CAP ETF - ETF | — | $475K | 0.0% | 1,736 | -4% | |||
| 99 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $475K | 0.0% | 817 | +178% | |||
| 100 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | — | $473K | 0.0% | 5,527 | -9% | |||
| 101 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | — | $456K | 0.0% | 2,995 | -2% | |||
| 102 | — | FIRST TRUST LARGE CAP CORE ALPHADEX FUND - ETF | — | $433K | 0.0% | 3,094 | — | |||
| 103 | $NEE | NEXTERA ENERGY INC | Utilities | $430K | 0.0% | 4,895 | +16% | |||
| 104 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | — | $424K | 0.0% | 1,680 | -0.6% | |||
| 105 | $WMT | Walmart Inc. | Consumer Staples | $420K | 0.0% | 3,711 | -37% | |||
| 106 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | — | $419K | 0.0% | 1,894 | — | |||
| 107 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $418K | 0.0% | 307 | — | |||
| 108 | $CVX | CHEVRON CORP | Energy | $399K | 0.0% | 2,405 | -23% | |||
| 109 | $GLD | SPDR GOLD TRUST | Financials | $390K | 0.0% | 1,059 | +4% | |||
| 110 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $382K | 0.0% | 3,958 | -5% | |||
| 111 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $376K | 0.0% | 788 | +1974% | |||
| 112 | $FTNT | Fortinet, Inc. | Technology | $373K | 0.0% | 2,430 | -15% | |||
| 113 | $WT | WisdomTree, Inc. | Financials | $358K | 0.0% | 3,743 | +81% | |||
| 114 | $QCOM | QUALCOMM INC/DE | Technology | $358K | 0.0% | 1,936 | +2% | |||
| 115 | — | ISHARES SELECT DIVIDEND ETF - ETF | — | $357K | 0.0% | 2,283 | — | |||
| 116 | $SO | SOUTHERN CO | Utilities | $351K | 0.0% | 3,672 | -13% | |||
| 117 | $F | FORD MOTOR CO | Consumer Discretionary | $347K | 0.0% | 25K | +7% | |||
| 118 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | — | $346K | 0.0% | 7,810 | — | |||
| 119 | $MCD | MCDONALDS CORP | Consumer Discretionary | $345K | 0.0% | 1,275 | -13% | |||
| 120 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $342K | 0.0% | 448 | +87% | |||
| 121 | $TSLA | Tesla, Inc. | Consumer Discretionary | $317K | 0.0% | 754 | -15% | |||
| 122 | $INTC | INTEL CORP | Technology | $317K | 0.0% | 2,271 | -34% | |||
| 123 | — | ISHARES MORNINGSTAR MID-CAP VALUE ETF - ETF | — | $316K | 0.0% | 3,453 | — | |||
| 124 | — | FIRST TRUST MANAGED MUNICIPAL ETF - ETF | — | $304K | 0.0% | 5,926 | — | |||
| 125 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | — | $303K | 0.0% | 1,840 | — | |||
| 126 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | — | $301K | 0.0% | 3,672 | — | |||
| 127 | $IVZ | Invesco Ltd. | Financials | $299K | 0.0% | 987 | -17% | |||
| 128 | $IVZ | Invesco Ltd. | Financials | $298K | 0.0% | 4,944 | New | |||
| 129 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | — | $295K | 0.0% | 1,346 | — | |||
| 130 | — | GLOBAL X NASDAQ 100 COVERED CALL ETF - ETF | — | $294K | 0.0% | 16K | New | |||
| 131 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND - ETF | — | $293K | 0.0% | 11K | — | |||
| 132 | — | INVESCO RAFI US 1500 SMALL-MID ETF - ETF | — | $287K | 0.0% | 5,146 | -27% | |||
| 133 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | — | $286K | 0.0% | 548 | -27% | |||
| 134 | $V | VISA INC. | Financials | $285K | 0.0% | 829 | -8% | |||
| 135 | $GLW | CORNING INC /NY | Materials | $284K | 0.0% | 1,113 | -40% | |||
| 136 | $NFLX | NETFLIX INC | Communication Services | $282K | 0.0% | 3,951 | +12% | |||
| 137 | $AXP | AMERICAN EXPRESS CO | Financials | $281K | 0.0% | 831 | -9% | |||
| 138 | $TXN | TEXAS INSTRUMENTS INC | Technology | $273K | 0.0% | 917 | +125% | |||
| 139 | $MA | Mastercard Inc | Financials | $273K | 0.0% | 531 | +2% | |||
| 140 | $MFC | MANULIFE FINANCIAL CORP | Financials | $270K | 0.0% | 6,661 | — | |||
| 141 | $PFE | PFIZER INC | Healthcare | $269K | 0.0% | 11K | +8% | |||
| 142 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF | — | $264K | 0.0% | 2,554 | -5% | |||
| 143 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $259K | 0.0% | 623 | -18% | |||
| 144 | — | DIMENSIONAL U.S. SMALL CAP ETF - ETF | — | $257K | 0.0% | 3,116 | — | |||
| 145 | $SCHW | SCHWAB CHARLES CORP | Financials | $255K | 0.0% | 2,764 | — | |||
| 146 | $DE | DEERE & CO | Industrials | $245K | 0.0% | 387 | -49% | |||
| 147 | $RTX | RTX Corp | Industrials | $245K | 0.0% | 1,289 | -30% | |||
| 148 | $PH | Parker-Hannifin Corp | Industrials | $243K | 0.0% | 248 | -37% | |||
| 149 | $ABT | ABBOTT LABORATORIES | Healthcare | $242K | 0.0% | 2,662 | -36% | |||
| 150 | — | VANECK SEMICONDUCTOR ETF - ETF | — | $241K | 0.0% | 367 | +440% |
What changed in Q2 2026
Against the previous quarter's 13F: 921 new, 255 added to, 177 trimmed, 64 sold out. Share-count changes; largest moves by dollar size first.
New positions (921)
- GLOBAL X NASDAQ 100 COVERED CALL ETF - ETF$294K
first bought this quarter
- JPMORGAN EQUITY PREMIUM INCOME ETF - ETF$220K
first bought this quarter
$EXCEXELON CORP$179K
first bought this quarter
- FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF$156K
first bought this quarter
- VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF$153K
first bought this quarter
- VANECK URANIUM AND NUCLEAR ETF - ETF$145K
first bought this quarter
+915 more in the Excel export
Added to (255)
- VANGUARD EXTENDED MARKET ETF - ETF+21%
now $246.9M
- VANGUARD S&P 500 ETF - ETF+1%
now $1.0B
- VANGUARD FTSE DEVELOPED MARKETS ETF - ETF+3%
now $168.4M
- VANGUARD GROWTH ETF - ETF+509%
now $4.0M
- ISHARES RUSSELL 1000 GROWTH ETF - ETF+295%
now $2.6M
- VANGUARD INFORMATION TECHNOLOGY ETF - ETF+746%
now $1.5M
+249 more in the Excel export
Trimmed (177)
- VANGUARD LARGE-CAP ETF - ETF-6%
now $93.3M
- VANGUARD SMALL CAP VALUE ETF - ETF-11%
now $28.2M
- SCHWAB U.S. MID-CAP ETF - ETF-6%
now $20.9M
now $12.9M · held 10+ qtrs, 7 trims in a row
$JNJJOHNSON & JOHNSON-34%
now $2.3M · held 10+ qtrs, 3 trims in a row
$JPMJPMORGAN CHASE & CO-19%
now $2.4M · held 10+ qtrs, 7 trims in a row
+171 more in the Excel export
Holdings by quarter
Every 13F Plante Moran Financial Advisors, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Plante Moran Financial Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 8% over the last 4
Top 10 weight
91%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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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 an AI quality ranking built from its SEC filings (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.