Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Plante Moran Financial Advisors, LLC (CIK 1424717) reported $2.15B across 1,588 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($1.01B, 47.21%), VXF ($246.9M, 11.49%), IWP ($193.9M, 9.02%), VEA ($168.4M, 7.83%), AVUV ($139.6M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $1.01B | 47.21% | 1.5M | Added |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | $246.9M | 11.49% | 1.0M | Added |
| 3 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $193.9M | 9.02% | 1.3M | Added |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $168.4M | 7.83% | 2.4M | Added |
| 5 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $139.6M | 6.49% | 1.1M | Added |
| 6 | VV | VANGUARD LARGE-CAP ETF | $93.3M | 4.34% | 271,224 | Trimmed |
| 7 | VBR | VANGUARD SMALL CAP VALUE ETF | $28.2M | 1.31% | 116,033 | Trimmed |
| 8 | MUB | ISHARES NATIONAL MUNI BOND ETF | $25.5M | 1.19% | 236,723 | Added |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF | $22.0M | 1.02% | 29,487 | Trimmed |
| 10 | SCHM | SCHWAB U.S. MID-CAP ETF | $20.9M | 0.97% | 565,591 | Trimmed |
| 11 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $15.8M | 0.73% | 313,282 | Trimmed |
| 12 | AAPL | APPLE INC COM | $12.9M | 0.60% | 44,692 | Trimmed |
| 13 | IVV | ISHARES CORE S&P 500 ETF | $11.2M | 0.52% | 14,992 | Added |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $8.9M | 0.41% | 24,094 | Added |
| 15 | MSFT | MICROSOFT CORP COM | $5.1M | 0.24% | 13,690 | Trimmed |
| 16 | VUG | VANGUARD GROWTH ETF | $4.0M | 0.19% | 46,235 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.6M | 0.17% | 7,258 | Added |
| 18 | QQQ | INVESCO QQQ TRUST SERIES I | $3.6M | 0.17% | 4,837 | Added |
| 19 | GOOGL | ALPHABET INC CAP STK CL A | $3.4M | 0.16% | 9,572 | Trimmed |
| 20 | AMZN | AMAZON COM INC COM | $3.2M | 0.15% | 13,393 | Trimmed |
| 21 | GOOG | ALPHABET INC CAP STK CL C | $2.5M | 0.12% | 7,197 | Trimmed |
| 22 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $2.6M | 0.12% | 20,745 | Added |
| 23 | JPM | JPMORGAN CHASE & CO COM | $2.4M | 0.11% | 7,276 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON COM | $2.3M | 0.11% | 8,905 | Trimmed |
| 25 | EFA | ISHARES MSCI EAFE ETF | $1.9M | 0.09% | 17,883 | Added |
Source: SEC Form 13F filings · as of 2026-06-30