EdgeMarket › What Plante Moran Financial Advisors, Llc reported owning
What Plante Moran Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
718Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 871.9M | 56.4% | 1.5M | 703.71 | +20.0% |
| VXF Vanguard Extended Market ETF | 171.0M | 11.1% | 830.8K | 245.53 | +23.5% |
| VEA Vanguard FTSE Developed Markets ETF | 147.7M | 9.6% | 2.3M | 73.42 | +24.7% |
| VV Vanguard Morningstar Large-Cap ETF | 85.8M | 5.5% | 287.1K | 352.60 | +19.8% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 28.4M | 1.8% | 130.8K | 249.18 | +22.7% |
| MUB iShares National Muni Bond ETF | 24.0M | 1.6% | 226.0K | 105.34 | +1.2% |
| SPY SPDR S&P 500 ETF TRUST | 19.7M | 1.3% | 30.2K | 765.72 | +20.0% |
| SCHM Schwab U.S. Mid Cap ETF | 18.7M | 1.2% | 604.8K | 36.16 | +25.4% |
| SPDW State Street SPDR Portfolio Developed World ex | 14.6M | 0.9% | 320.4K | 52.02 | +24.4% |
| AAPL Apple Inc. | 12.4M | 0.8% | 49.0K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 9.4M | 0.6% | 14.4K | 769.31 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.7M | 0.4% | 21.0K | 378.24 | +20.5% |
| MSFT MICROSOFT CORP | 5.6M | 0.4% | 15.1K | 483.24 | -4.4% |
| JNJ JOHNSON & JOHNSON | 3.3M | 0.2% | 13.6K | 270.24 | +51.1% |
| VUG Vanguard Morningstar Growth ETF | 3.3M | 0.2% | 7.6K | 87.50 | +15.9% |
| AMZN AMAZON COM INC | 2.9M | 0.2% | 14.1K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 2.8M | 0.2% | 9.7K | 344.82 | +73.0% |
| unmapped CUSIP 084670702 | 2.7M | 0.2% | 5.6K | — | — |
| JPM JPMORGAN CHASE & CO | 2.6M | 0.2% | 9.0K | 351.58 | +20.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 2.5M | 0.2% | 4.4K | 713.44 | +26.1% |
| IWF iShares Russell 1000 Growth Fund | 2.2M | 0.1% | 5.2K | 122.39 | +11.2% |
| GOOG Alphabet Inc. | 2.2M | 0.1% | 7.6K | 341.75 | +70.7% |
| VYM Vanguard High Dividend Yield ETF | 1.7M | 0.1% | 11.4K | 164.97 | +19.9% |
| DTE DTE ENERGY CO | 1.7M | 0.1% | 11.4K | 135.22 | -3.8% |
| XOM ExxonMobil Holdings Corp | 1.6M | 0.1% | 9.6K | 165.11 | +52.1% |
| EFA iShares MSCI EAFE ETF | 1.6M | 0.1% | 16.3K | 108.24 | +17.1% |
| COST COSTCO WHOLESALE CORP /NEW | 1.6M | 0.1% | 1.6K | 947.74 | -4.7% |
| PRF Invesco RAFI US 1000 ETF | 1.6M | 0.1% | 33.2K | 56.10 | +28.7% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 1.6M | 0.1% | 6.1K | 305.46 | +7.4% |
| PEP PEPSICO INC | 1.5M | 0.1% | 9.8K | 143.48 | -4.8% |
| BMOP BNY Mellon Municipal Opportunities ETF | 1.3M | 0.1% | 53.3K | 24.68 | — |
| VB Vanguard Morningstar Small-Cap ETF | 1.2M | 0.1% | 4.7K | 304.76 | +24.4% |
| META Meta Platforms, Inc. | 1.2M | 0.1% | 2.2K | 549.90 | -26.5% |
| XLK State Street Technology Select Sector SPDR ETF | 1.2M | 0.1% | 9.0K | 183.31 | +41.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 1.2M | 0.1% | 4.1K | 82.97 | +15.9% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 1.2M | 0.1% | 3.9K | 358.65 | +26.5% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 1.2M | 0.1% | 12.2K | 107.31 | +17.0% |
| NVDA NVIDIA CORP | 1.1M | 0.1% | 6.4K | 214.72 | +22.4% |
| SCHD Schwab US Dividend Equity ETF | 1.1M | 0.1% | 35.5K | 35.11 | +27.6% |
| TD TORONTO DOMINION BANK | 1.1M | 0.1% | 11.6K | 117.15 | +58.9% |
| IJR iShares Core S&P Small-Cap ETF | 1.1M | 0.1% | 8.6K | 147.31 | +29.0% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 1.1M | 0.1% | 10.6K | 115.45 | +24.2% |
| VGT Vanguard Information Tech ETF | 1.1M | 0.1% | 1.5K | 118.42 | +38.5% |
| DFUV Dimensional US Marketwide Value ETF | 1.0M | 0.1% | 21.5K | 57.43 | +31.9% |
| IJH iShares Core S&P Mid-Cap ETF | 995.7K | 0.1% | 14.7K | 76.77 | +20.8% |
| PG PROCTER & GAMBLE Co | 973.2K | 0.1% | 6.7K | 144.68 | -9.3% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 965.3K | 0.1% | 9.9K | 120.21 | +22.2% |
| SCHX Schwab U.S. Large-Cap ETF | 946.6K | 0.1% | 36.9K | 30.21 | +19.6% |
| IWR iShares Russell Mid-Cap ETF | 923.3K | 0.1% | 9.5K | 113.44 | +20.4% |
| SYK STRYKER CORP | 907.2K | 0.1% | 2.8K | 329.45 | -15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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