Plante Moran Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Plante Moran Financial Advisors, LLC reported 1,589 stock positions worth $2.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 47.2% of the portfolio, followed by Vanguard Extended Market ETF (VXF, 11.5%) and iShares Russell Mid-Cap Grow (IWP, 9.0%). Compared with Q1 2026, it opened 935 new positions, sold out of 66, added to 252 and reduced 178. The biggest buy was iShares Russell Mid-Cap Grow (IWP, shares +556461%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001424717
- Portfolio Value
- $2.1B (Q2 2026)
- SEC Filing
- 0001424717-26-000009 ↗ filed Aug 6, 2026
Holdings Value
Holdings 1,589 stocks · $2.1B
| VOO Vanguard S&P 500 ETF | 47.21% | 1,477,660 | $1.0B | Add +1.3% |
| VXF Vanguard Extended Market ETF | 11.48% | 1,002,829 | $246.9M | Add +20.7% |
| IWP iShares Russell Mid-Cap Grow | 9.02% | 1,324,615 | $193.9M | Add +556460.9% |
| VEA Vanguard Ftse Developed ETF | 7.83% | 2,363,851 | $168.4M | Add +2.5% |
| AVUV Avantis US Small Cap Value | 6.49% | 1,119,113 | $139.6M | Add +278286.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.34% | 271,224 | $93.3M | Reduce -5.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.31% | 116,033 | $28.2M | Reduce -11.3% |
| MUB iShares National Muni Bond E | 1.19% | 236,723 | $25.5M | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 29,487 | $22.0M | Reduce -2.4% |
| SCHM Schwab US Mid Cap ETF | 0.97% | 565,591 | $20.9M | Reduce -6.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.73% | 313,282 | $15.8M | Reduce -2.2% |
| AAPL Apple Inc. | 0.60% | 44,692 | $12.9M | Reduce -8.9% |
| IVV iShares Core S&P 500 ETF | 0.52% | 14,992 | $11.2M | Add +4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 24,094 | $8.9M | Add +15.0% |
| MSFT Microsoft Corp. | 0.24% | 13,690 | $5.1M | Reduce -9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 46,235 | $4.0M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 7,258 | $3.6M | Add +29.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 4,837 | $3.6M | Add +10.8% |
| GOOGL Alphabet Inc. Class A | 0.16% | 9,572 | $3.4M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 0.15% | 13,393 | $3.2M | Reduce -4.9% |
| IWF iShares Russell 1000 Growth | 0.12% | 20,745 | $2.6M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.12% | 7,197 | $2.5M | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 0.11% | 7,276 | $2.4M | Reduce -18.8% |
| JNJ Johnson & Johnson | 0.11% | 8,905 | $2.3M | Reduce -34.4% |
| EFA iShares MSCI Eafe ETF | 0.09% | 17,883 | $1.9M | Add +9.5% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 11,549 | $1.8M | Add +1.4% |
| DTE DTE Energy Company | 0.08% | 11,882 | $1.8M | Add +4.0% |
| PRF Invesco Rafi US 1000 ETF | 0.08% | 33,043 | $1.8M | Reduce -0.6% |
| VGT Vanguard Info Tech ETF | 0.07% | 12,809 | $1.5M | Add +5.8% |
| XLK SS Technology Select Sector | 0.07% | 7,999 | $1.5M | Reduce -10.9% |
| SCHX Schwab US Large-Cap ETF | 0.07% | 48,983 | $1.4M | Add +32.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 4,608 | $1.4M | Reduce -3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 17,299 | $1.4M | Add +6.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 4,497 | $1.4M | Reduce -25.8% |
| COST Costco Wholesale Corp. | 0.06% | 1,392 | $1.3M | Reduce -12.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 5,889 | $1.3M | Add +76.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 3,481 | $1.3M | Reduce -9.9% |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 12,207 | $1.3M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 8,289 | $1.2M | Reduce -4.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.06% | 10,304 | $1.2M | Add +4.5% |
| PEP Pepsico Inc. | 0.06% | 8,949 | $1.2M | Reduce -8.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 10,248 | $1.2M | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 0.06% | 2,134 | $1.2M | Reduce -1.6% |
| DFUV Dimensional US Marketwide Va | 0.06% | 21,496 | $1.2M | No change |
| AVGO Broadcom Inc. | 0.05% | 2,914 | $1.1M | Add +29.1% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 34,489 | $1.1M | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.05% | 5,377 | $1.1M | Reduce -15.7% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 13,699 | $1.1M | Reduce -7.1% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 9,524 | $1.1M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.05% | 7,094 | $1.0M | Add +5.3% |
| XOM Exxonmobil Holdings Corp. | 0.05% | 7,574 | $1.0M | Reduce -20.8% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 7,434 | $1.0M | No change |
| LLY Eli Lilly & Co. | 0.05% | 839 | $1.0M | Reduce -12.5% |
| IWD iShares Russell 1000 Value E | 0.05% | 4,135 | $1.0M | Reduce -0.4% |
| MAR Marriott International Class A | 0.05% | 2,649 | $982K | Reduce -1.4% |
| TILT NT Mstar US Ftilt ETF | 0.05% | 3,538 | $977K | No change |
| IWM iShares Russell 2000 ETF | 0.04% | 2,931 | $881K | Add +5.0% |
| DFAT Dimensional US Target Value | 0.04% | 12,547 | $877K | Reduce -6.0% |
| SCHF Schwab Intl Equity ETF | 0.04% | 30,209 | $837K | Add +25.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 2,971 | $836K | Reduce -0.8% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 14,658 | $820K | No change |
| SYK Stryker Corp. | 0.04% | 2,598 | $818K | Reduce -5.9% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,978 | $810K | Add +4.8% |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 3,349 | $792K | Reduce -13.9% |
| CSCO Cisco Systems Inc. | 0.04% | 6,696 | $787K | Reduce -2.7% |
| AMAT Applied Materials Inc. | 0.04% | 1,087 | $786K | Add +1032.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.04% | 14,817 | $782K | Add +28.3% |
| HD Home Depot Inc. | 0.04% | 2,199 | $775K | Reduce -16.0% |
| AMGN Amgen Inc. | 0.04% | 2,109 | $764K | Add +0.8% |
| EFV iShares MSCI Eafe Value ETF | 0.04% | 9,860 | $755K | Add +56.0% |
| IVE iShares S&P 500 Value ETF | 0.03% | 3,304 | $750K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.03% | 1 | $749K | No change |
| MDY State Street SPDR S&P Midcap | 0.03% | 989 | $696K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 4,165 | $684K | Reduce -17.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 4,987 | $682K | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 1,803 | $674K | Add +3.3% |
| SCHG Schwab US Large-Cap Growth | 0.03% | 19,010 | $643K | Reduce -30.5% |
| IAU iShares Gold Trust | 0.03% | 8,515 | $643K | Add +59.1% |
| GEV GE Vernova Inc. | 0.03% | 540 | $634K | Add +81.8% |
| ORCL Oracle Corp. | 0.03% | 4,318 | $633K | Reduce -17.0% |
| DTM DT Midstream Inc. | 0.03% | 4,260 | $625K | Reduce -2.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 3,492 | $624K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.03% | 9,750 | $623K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 6,808 | $598K | Reduce -16.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 6,192 | $596K | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.03% | 2,355 | $593K | Reduce -19.3% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 2,604 | $554K | Add +0.8% |
| CMS CMS Energy Corp. | 0.03% | 7,156 | $547K | Add +0.8% |
| DHR Danaher Corp. | 0.03% | 2,842 | $541K | Add +0.8% |
| KLAC KLA Corp. | 0.02% | 1,770 | $534K | Reduce -13.2% |
| AON Aon PLC Class A | 0.02% | 1,607 | $533K | Add +0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 17,085 | $531K | Add +73.4% |
| UNP Union Pacific Corp. | 0.02% | 1,886 | $513K | Reduce -17.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 4,043 | $503K | Add +118.3% |
| SCHB Schwab US Broad Market ETF | 0.02% | 16,805 | $487K | Add +18.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 5,720 | $479K | Add +3.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.02% | 2,411 | $476K | Reduce -30.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.02% | 1,736 | $475K | Reduce -3.7% |
| AMD Advanced Micro Devices | 0.02% | 817 | $475K | Add +177.9% |
| VXUS Vanguard Total Intl Stock | 0.02% | 5,527 | $473K | Reduce -9.1% |
Portfolio Sells Q1 2026 → Q2 2026
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -5.5% | 4.34% | −1.21 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.3% | 1.31% | −0.53 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.4% | 1.02% | −0.25 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.5% | 0.97% | −0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.2% | 0.73% | −0.21 |
| AAPL Apple Inc. | Reduce -8.9% | 0.60% | −0.20 |
| MSFT Microsoft Corp. | Reduce -9.6% | 0.24% | −0.12 |
| JNJ Johnson & Johnson | Reduce -34.4% | 0.11% | −0.11 |
| BMOP BNY Meln Munipl Opp ETF | Sold out | 0.00% | −0.08 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -18.8% | 0.11% | −0.06 |
| XOM Exxonmobil Holdings Corp. | Reduce -20.8% | 0.05% | −0.06 |
| PEP Pepsico Inc. | Reduce -8.8% | 0.06% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -12.5% | 0.06% | −0.04 |
| BHB Bar Harbor Bankshares | Sold out | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -4.9% | 0.15% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -25.8% | 0.06% | −0.04 |
| WMT Walmart Inc. | Reduce -37.3% | 0.02% | −0.03 |
| PRA Proassurance Corp. | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 0.12% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.06% | −0.02 |
| CVX Chevron Corp. | Reduce -23.2% | 0.02% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -5.3% | 0.12% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -79.5% | 0.00% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 0.16% | −0.02 |
| NVDA Nvidia Corp. | Reduce -15.7% | 0.05% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -30.5% | 0.03% | −0.02 |
| SYK Stryker Corp. | Reduce -5.9% | 0.04% | −0.02 |
| ORCL Oracle Corp. | Reduce -17.0% | 0.03% | −0.02 |
| HD Home Depot Inc. | Reduce -16.0% | 0.04% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.8% | 0.05% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.6% | 0.08% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -30.4% | 0.02% | −0.02 |
| AEP American Electric Power | Reduce -49.5% | 0.01% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.9% | 0.04% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -55.0% | 0.01% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -9.9% | 0.06% | −0.02 |
| ABT Abbott Laboratories | Reduce -35.7% | 0.01% | −0.02 |
| DE Deere & Co. | Reduce -48.8% | 0.01% | −0.02 |
| WSBC Wesbanco Inc. | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.0% | 0.07% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.1% | 0.05% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -17.7% | 0.03% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -36.0% | 0.01% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -98.6% | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -19.3% | 0.03% | −0.01 |
| MCD McDonald's Corp. | Reduce -12.7% | 0.02% | −0.01 |
| DFAT Dimensional US Target Value | Reduce -6.0% | 0.04% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -3.4% | 0.06% | −0.01 |
| ALL Allstate Corp. | Reduce -67.4% | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IWP iShares Russell Mid-Cap Grow | Add +556460.9% | 9.02% | +9.02 |
| AVUV Avantis US Small Cap Value | Add +278286.3% | 6.49% | +6.49 |
| VXF Vanguard Extended Market ETF | Add +20.7% | 11.48% | +0.43 |
| AMAT Applied Materials Inc. | Add +1032.3% | 0.04% | +0.03 |
| AMD Advanced Micro Devices | Add +177.9% | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +76.3% | 0.06% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1973.7% | 0.02% | +0.02 |
| IDMO Invesco S&P International DE | New | 0.01% | +0.01 |
| QYLD Global X Nasd 100 Cov Call | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +81.8% | 0.03% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | New | 0.01% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +118.3% | 0.02% | +0.01 |
| MU Micron Technology Inc. | Add +1180.0% | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +86.7% | 0.02% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +439.7% | 0.01% | +0.01 |
| EXC Exelon Corp. | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +826.4% | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +10888.9% | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +124.8% | 0.01% | +0.01 |
| RDVY First Trust Rising Dividend | New | 0.01% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +355.6% | 0.01% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.01% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +73.4% | 0.02% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +423.5% | 0.01% | +0.01 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +29.1% | 0.05% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +45.2% | 0.01% | +0.01 |
| JPST JPMorgan Ultra-Short Income | New | 0.01% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +32.7% | 0.07% | +0.01 |
| WQTM Wisdomtree Quantum Comp Fund | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +230.5% | 0.01% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +80.7% | 0.02% | +0.00 |
| IWY iShares Russell Top 200 Grow | Add +900.0% | 0.01% | +0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.00% | +0.00 |
| CNEQ Alger Concentrated Eqty ETF | New | 0.00% | +0.00 |
| CEG Constellation Energy | New | 0.00% | +0.00 |
| EFV iShares MSCI Eafe Value ETF | Add +56.0% | 0.04% | +0.00 |
| AIRR First Trust Rba American Ind | New | 0.00% | +0.00 |
| DRAM Roundhill Memory ETF | New | 0.00% | +0.00 |
| RING iShares MSCI Global Gold Min | New | 0.00% | +0.00 |
| AVXC Avantis Emg MKT Ex China ETF | New | 0.00% | +0.00 |
| ARKK ARK Innovation ETF | Add +194.8% | 0.01% | +0.00 |
| SMLF iShares US Smallcap Equity F | New | 0.00% | +0.00 |
| HEDG Equable Shares HDG Eqty ETF | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +245.6% | 0.01% | +0.00 |
| RAAX Vaneck Real Assets ETF | New | 0.00% | +0.00 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.00% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | Add +734.9% | 0.00% | +0.00 |
| PHYS Sprott Physical Gold Trust | New | 0.00% | +0.00 |
| SOXX iShares Semiconductor ETF | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,589 | $2.1B | VOO, VXF, IWP, VEA, AVUV |
| Q1 2026 | 717 | $1.5B | VOO, VXF, VEA, VV, VBR |
| Q4 2025 | 806 | $1.6B | VOO, VXF, VEA, VV, VBR |
| Q3 2025 | 782 | $1.6B | VOO, VXF, VEA, VV, MUB |
| Q2 2025 | 770 | $1.4B | VOO, VXF, VEA, VV, MUB |
| Q1 2025 | 789 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q4 2024 | 900 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q3 2024 | 871 | $1.2B | VOO, VEA, VXF, VV, MUB |
| Q2 2024 | 783 | $1.0B | VOO, VEA, VXF, MUB, VV |
| Q1 2024 | 840 | $930.7M | VOO, VEA, VXF, MUB, VV |