Plante Moran Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Plante Moran Financial Advisors, LLC reported 770 stock positions worth $1.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 56.4% of the portfolio, followed by Vanguard Extended Market ETF (VXF, 9.6%) and Vanguard Ftse Developed ETF (VEA, 7.8%). Compared with Q1 2025, it opened 82 new positions, sold out of 101, added to 181 and reduced 164. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +113%) and the biggest sale iShares National Muni Bond E (MUB, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001424717
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001424717-25-000008 ↗ filed Aug 5, 2025
Holdings Value
Holdings 770 stocks · $1.4B
| VOO Vanguard S&P 500 ETF | 56.37% | 1,412,471 | $802.3M | Add +9.4% |
| VXF Vanguard Extended Market ETF | 9.58% | 707,882 | $136.4M | Add +5.5% |
| VEA Vanguard Ftse Developed ETF | 7.79% | 1,944,613 | $110.9M | Add +9.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.61% | 329,513 | $94.0M | Add +113.5% |
| MUB iShares National Muni Bond E | 1.92% | 261,003 | $27.3M | Reduce -11.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.58% | 115,003 | $22.4M | Add +49.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 28,507 | $17.6M | Reduce -0.7% |
| SCHM Schwab US Mid Cap ETF | 1.23% | 626,183 | $17.6M | Add +289.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.99% | 346,673 | $14.0M | Add +2.7% |
| AAPL Apple Inc. | 0.89% | 61,792 | $12.7M | Reduce -25.6% |
| MSFT Microsoft Corp. | 0.71% | 20,253 | $10.1M | Reduce -6.3% |
| IVV iShares Core S&P 500 ETF | 0.54% | 12,366 | $7.7M | Add +16.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 19,481 | $5.9M | Add +3.2% |
| AMZN Amazon.com Inc. | 0.37% | 23,992 | $5.3M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 9,755 | $4.7M | Reduce -20.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 10,253 | $4.5M | Add +4.8% |
| JPM JPMorgan Chase & Co. | 0.26% | 12,635 | $3.7M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.25% | 27,288 | $3.6M | Add +1.2% |
| SYK Stryker Corp. | 0.23% | 8,300 | $3.3M | Add +34.6% |
| GOOGL Alphabet Inc. Class A | 0.21% | 16,748 | $3.0M | Reduce -6.3% |
| CBSH Commerce Bancshares Inc. | 0.20% | 44,900 | $2.8M | New |
| NVDA Nvidia Corp. | 0.17% | 15,154 | $2.4M | Reduce -20.0% |
| IWF iShares Russell 1000 Growth | 0.16% | 5,477 | $2.3M | Reduce -10.8% |
| GOOG Alphabet Inc. Class C | 0.15% | 12,406 | $2.2M | Reduce -6.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 3,954 | $2.2M | Reduce -2.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 6,787 | $1.9M | Add +288.1% |
| PG The Procter & Gamble Co. | 0.12% | 11,052 | $1.8M | Reduce -17.6% |
| META Meta Platforms Inc. Class A | 0.12% | 2,238 | $1.7M | Reduce -14.8% |
| DTE DTE Energy Company | 0.11% | 11,639 | $1.5M | Reduce -7.1% |
| JNJ Johnson & Johnson | 0.11% | 9,947 | $1.5M | Reduce -16.0% |
| ORCL Oracle Corp. | 0.11% | 6,881 | $1.5M | Reduce -9.6% |
| COST Costco Wholesale Corp. | 0.11% | 1,514 | $1.5M | Add +13.2% |
| EFA iShares MSCI Eafe ETF | 0.10% | 16,490 | $1.5M | Add +8.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 7,830 | $1.4M | Add +13.1% |
| HD Home Depot Inc. | 0.10% | 3,734 | $1.4M | Add +4.7% |
| LLY Eli Lilly & Co. | 0.10% | 1,756 | $1.4M | Add +27.6% |
| VCIT Vanguard Int-Term Corporate | 0.10% | 16,328 | $1.4M | Add +93.7% |
| XOM Exxon Mobil Corp. | 0.09% | 12,133 | $1.3M | Add +9.2% |
| MCD McDonald's Corp. | 0.09% | 4,442 | $1.3M | Add +24.5% |
| PRF Invesco Rafi US 1000 ETF | 0.09% | 29,452 | $1.2M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 4,206 | $1.2M | Add +36.1% |
| XLK SS Technology Select Sector | 0.08% | 4,607 | $1.2M | Add +1.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 4,168 | $1.2M | Reduce -4.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 4,678 | $1.1M | Add +52.0% |
| VGT Vanguard Info Tech ETF | 0.08% | 1,644 | $1.1M | Reduce -0.1% |
| V Visa Inc. Class A | 0.07% | 3,006 | $1.1M | Reduce -2.5% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 7,439 | $1.0M | Add +1.5% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 8,480 | $927K | Add +17.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.06% | 9,695 | $924K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 7,215 | $895K | Add +8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,019 | $890K | Reduce -23.8% |
| IWD iShares Russell 1000 Value E | 0.06% | 4,510 | $876K | Reduce -12.4% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 9,437 | $868K | Add +7.0% |
| TD Toronto-Dominion Bank | 0.06% | 11,578 | $850K | No change |
| MAR Marriott International Class A | 0.06% | 2,960 | $809K | Add +8.6% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 12,796 | $794K | Add +33.7% |
| TILT NT Mstar US Ftilt ETF | 0.06% | 3,538 | $793K | No change |
| SCHX Schwab US Large-Cap ETF | 0.06% | 32,118 | $785K | Add +1.8% |
| DFAT Dimensional US Target Value | 0.05% | 14,347 | $774K | Add +2.2% |
| DFUV Dimensional US Marketwide Va | 0.05% | 18,289 | $773K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,622 | $741K | Add +18.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $729K | No change |
| CVX Chevron Corp. | 0.05% | 5,025 | $720K | Add +13.2% |
| IWV iShares Russell 3000 ETF | 0.05% | 2,006 | $704K | Add +305.3% |
| PM Philip Morris International | 0.05% | 3,843 | $700K | Reduce -32.7% |
| IVE iShares S&P 500 Value ETF | 0.05% | 3,525 | $689K | Reduce -19.6% |
| AON Aon PLC Class A | 0.05% | 1,895 | $676K | No change |
| YUM Yum! Brands Inc. | 0.05% | 4,330 | $642K | Add +217.7% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,875 | $637K | Add +25.9% |
| AVGO Broadcom Inc. | 0.04% | 2,275 | $627K | Reduce -16.8% |
| DHR Danaher Corp. | 0.04% | 3,091 | $611K | Add +9.6% |
| TSLA Tesla Inc. | 0.04% | 1,846 | $586K | Reduce -0.9% |
| AMGN Amgen Inc. | 0.04% | 2,091 | $584K | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.04% | 8,286 | $575K | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 0.04% | 989 | $560K | Reduce -9.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 7,662 | $557K | Reduce -9.0% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 18,727 | $547K | Reduce -1.7% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 4,888 | $538K | No change |
| IWM iShares Russell 2000 ETF | 0.04% | 2,479 | $535K | Reduce -3.9% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 7,861 | $530K | Reduce -12.2% |
| CSCO Cisco Systems Inc. | 0.04% | 7,624 | $529K | Reduce -3.5% |
| SCHW Schwab (charles) Corp. | 0.04% | 5,778 | $527K | Reduce -14.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 5,629 | $512K | Add +80.1% |
| DTM DT Midstream Inc. | 0.04% | 4,639 | $510K | Reduce -9.1% |
| ABT Abbott Laboratories | 0.04% | 3,691 | $502K | Add +12.7% |
| WMT Walmart Inc. | 0.03% | 5,064 | $495K | Add +1.6% |
| ABBV Abbvie Inc. | 0.03% | 2,574 | $478K | Add +12.1% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 3,582 | $478K | Add +11.1% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 3,501 | $475K | Add +6.7% |
| CMS CMS Energy Corp. | 0.03% | 6,825 | $473K | Reduce -4.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.03% | 11,687 | $468K | Add +56.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 3,492 | $465K | No change |
| NFLX Netflix Inc. | 0.03% | 342 | $458K | Reduce -13.6% |
| RPG Invesco S&P 500 Pure Growth | 0.03% | 9,750 | $446K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 3,541 | $437K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.03% | 1,285 | $419K | No change |
| MA Mastercard Inc. Class A | 0.03% | 743 | $418K | Reduce -7.1% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,291 | $403K | Reduce -0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 2,437 | $401K | Add +0.9% |
| SO The Southern Co. | 0.03% | 4,350 | $399K | Add +0.3% |
Lines left out (2) · $77 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DPZ Domino's Pizza Inc. | COM | 0 | $75 |
| ENZL iShares MSCI New Zealand ETF | NEW ZEALAND ETF | 0 | $2 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Reduce -11.0% | 1.92% | −0.74 |
| AAPL Apple Inc. | Reduce -25.6% | 0.89% | −0.70 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.1% | 0.33% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 1.24% | −0.14 |
| GNTX Gentex Corp. | Reduce -96.7% | 0.00% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -17.6% | 0.12% | −0.07 |
| JNJ Johnson & Johnson | Reduce -16.0% | 0.11% | −0.06 |
| FMB First Trust Managed Municipa | Reduce -66.2% | 0.02% | −0.06 |
| BR Broadridge Financial Solutio | Reduce -84.3% | 0.01% | −0.04 |
| DTE DTE Energy Company | Reduce -7.1% | 0.11% | −0.04 |
| BF.A Brown-Forman Corp. Class A | Sold out | 0.00% | −0.04 |
| ADP Automatic Data Processing | Reduce -49.7% | 0.03% | −0.04 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.03 |
| ARM Arm Holdings PLC-ADR | Reduce -89.1% | 0.01% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -6.3% | 0.21% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.03% | −0.03 |
| PM Philip Morris International | Reduce -32.7% | 0.05% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -10.8% | 0.16% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.37% | −0.03 |
| EMR Emerson Electric Co. | Reduce -87.8% | 0.00% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -79.0% | 0.01% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -6.8% | 0.15% | −0.02 |
| IAU iShares Gold Trust | Reduce -60.9% | 0.01% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -19.6% | 0.05% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -23.8% | 0.06% | −0.02 |
| KO The Coca-Cola Co. | Reduce -54.3% | 0.01% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -12.4% | 0.06% | −0.02 |
| CLX Clorox Company | Reduce -85.5% | 0.00% | −0.02 |
| DOV Dover Corp. | Sold out | 0.00% | −0.02 |
| OLO Olo Inc. Class A | Reduce -88.6% | 0.00% | −0.02 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -31.6% | 0.02% | −0.02 |
| V Visa Inc. Class A | Reduce -2.5% | 0.07% | −0.02 |
| NOW ServiceNow Inc. | Reduce -81.5% | 0.00% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -1.9% | 0.09% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.8% | 0.04% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.2% | 0.04% | −0.01 |
| DAL Delta Air Lines Inc. | Reduce -66.7% | 0.01% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -14.8% | 0.12% | −0.01 |
| OKE Oneok Inc. | Reduce -33.8% | 0.01% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -4.2% | 0.08% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.26% | −0.01 |
| CMS CMS Energy Corp. | Reduce -4.0% | 0.03% | −0.01 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -9.8% | 0.04% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.4% | 0.04% | −0.01 |
| CMA Comerica Inc. | Reduce -26.7% | 0.02% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.7% | 0.03% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.1% | 0.15% | −0.01 |
| FISV Fiserv Inc. | Reduce -22.7% | 0.01% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +113.5% | 6.61% | +3.19 |
| SCHM Schwab US Mid Cap ETF | Add +289.9% | 1.23% | +0.87 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +49.1% | 1.58% | +0.34 |
| CBSH Commerce Bancshares Inc. | New | 0.20% | +0.20 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +288.1% | 0.14% | +0.10 |
| IWV iShares Russell 3000 ETF | Add +305.3% | 0.05% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +93.7% | 0.10% | +0.04 |
| SYK Stryker Corp. | Add +34.6% | 0.23% | +0.03 |
| YUM Yum! Brands Inc. | Add +217.7% | 0.05% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +16.0% | 0.54% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +52.0% | 0.08% | +0.02 |
| YUMC Yum China Holdings Inc. | Add +517.2% | 0.02% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +36.1% | 0.08% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +80.1% | 0.04% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +360.3% | 0.02% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +56.3% | 0.03% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +33.7% | 0.06% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +167.9% | 0.01% | +0.01 |
| DLN Wisdomtree US Largecap Divid | Add +441.4% | 0.01% | +0.01 |
| DIS The Walt Disney Co. | Add +8.8% | 0.06% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +25.9% | 0.04% | +0.01 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | New | 0.00% | +0.00 |
| BND Vanguard Total Bond Market | Add +166.0% | 0.01% | +0.00 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | New | 0.00% | +0.00 |
| RSG Republic Services Inc. | Add +90.7% | 0.01% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +22.8% | 0.02% | +0.00 |
| HLT Hilton Worldwide Holdings Inc. | Add +396.2% | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.8% | 0.32% | +0.00 |
| APH Amphenol Corp. Class A | Add +83.2% | 0.01% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +44.5% | 0.01% | +0.00 |
| AVUS Avantis U.S. Equity ETF | New | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | Add +5.2% | 0.03% | +0.00 |
| GEV GE Vernova Inc. | Add +0.4% | 0.01% | +0.00 |
| WDC Western Digital Corp. | Add +1225.0% | 0.00% | +0.00 |
| SHW The Sherwin-Williams Co. | New | 0.00% | +0.00 |
| NOC Northrop Grumman Corp. | Add +126.6% | 0.01% | +0.00 |
| BIV Vanguard Intermediate-Term B | New | 0.00% | +0.00 |
| BA The Boeing Co. | Add +22.9% | 0.01% | +0.00 |
| HSY The Hershey Co. | Add +190.4% | 0.00% | +0.00 |
| ROST Ross Stores Inc. | Add +2870.0% | 0.00% | +0.00 |
| UMBF Umb Financial Corp. | New | 0.00% | +0.00 |
| JCI Johnson Controls Internation | Add +632.7% | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +124.9% | 0.01% | +0.00 |
| PH Parker Hannifin Corp. | Add +17.9% | 0.02% | +0.00 |
| ICE Intercontinental Exchange Inc. | Add +1640.0% | 0.00% | +0.00 |
| EDV Vanguard Extended Dur Treas | New | 0.00% | +0.00 |
| BLK BlackRock Inc. | Add +39.6% | 0.01% | +0.00 |
| FDX FedEx Corp. | Add +180.7% | 0.00% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +80.4% | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| BNY Bank of New York Mellon Corp. | COM | Sold out | 0 | $0before exit |
| LRCX Lam Research Corp. | COM NEW | Sold out | 0 | $0before exit |
| NWG Natwest Group PLC -Spon ADR | SPONS ADR | Sold out | 0 | $0before exit |
| NDSN Nordson Corp. | COM | Sold out | 0 | $0before exit |
| OMC Omnicom Group | COM | Sold out | 0 | $0before exit |
| SPGI S&P Global Inc. | COM | Sold out | 0 | $0before exit |
| SCHY Schwab International DVD ETF | INTERNL DIVID | Sold out | 0 | $0before exit |
| SCHK Schwab 1000 Index ETF | 1000 INDEX ETF | Sold out | 0 | $0before exit |
| TXT Textron Inc. | COM | Sold out | 0 | $0before exit |
| ALLE Allegion PLC | ORD SHS | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |