StockDriftsStockDriftsTop 50 Plante Moran Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 47.21% | 1.48M | $1.01B | +1.27%(+18.58K) | $445.09(+60.12%) | 2026-06-30 | |
| VXF | VANGUARD EXTENDED MARKET ETF | 11.49% | 1.00M | $246.9M | +20.71%(+172.06K) | $182.33(+35.94%) | 2026-06-30 | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 9.02% | 1.32M | $193.9M | +556460.92%(+1.32M) | $135.01(+9.57%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 7.83% | 2.36M | $168.4M | +2.54%(+58.48K) | $49.99(+48.05%) | 2026-06-30 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 6.49% | 1.12M | $139.6M | +278286.32%(+1.12M) | $116.51(+10.00%) | 2026-06-30 | |
| VV | VANGUARD LARGE-CAP ETF | 4.34% | 271.2K | $93.3M | -5.51%(-15.83K) | $230.46(+54.70%) | 2026-06-30 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 1.31% | 116.0K | $28.2M | -11.27%(-14.74K) | $178.41(+40.40%) | 2026-06-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 1.19% | 236.7K | $25.5M | +4.73%(+10.70K) | $107.71(-1.83%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.02% | 29.5K | $22.0M | -2.41%(-729) | $311.58(+148.85%) | 2026-06-30 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 0.97% | 565.6K | $20.9M | -6.48%(-39.16K) | $26.58(+38.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.69% | +58.90% | +10.61% | +65.54% |
| Top 20 Holdings Unweighted | +15.66% | +54.70% | +10.72% | +66.40% |
Plante Moran Financial Advisors, LLC reports $2.15B in US-listed equity holdings across 1,589 positions in its most recent 13F filing. Its largest disclosed positions are VOO (47.2%), VXF (11.5%) and IWP (9.0%). The top 20 holdings account for 94.21% of reported assets. Its disclosed equity book has returned +58.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Plante Moran Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1424717). View Plante Moran Financial Advisors, LLC’s 13F filings on SEC