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 $1.55B across 710 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($871.9M, 56.39%), VXF ($171.0M, 11.06%), VEA ($147.7M, 9.56%), VV ($85.8M, 5.55%), VBR ($28.4M, 1.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $871.9M | 56.39% | 1.5M | Added |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | $171.0M | 11.06% | 830,772 | Added |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $147.7M | 9.56% | 2.3M | Added |
| 4 | VV | VANGUARD LARGE-CAP ETF | $85.8M | 5.55% | 287,055 | Trimmed |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | $28.4M | 1.84% | 130,776 | Trimmed |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | $24.0M | 1.55% | 226,022 | Trimmed |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | $19.7M | 1.27% | 30,216 | Added |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | $18.7M | 1.21% | 604,751 | Trimmed |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14.6M | 0.95% | 320,412 | Trimmed |
| 10 | AAPL | APPLE INC COM | $12.4M | 0.81% | 49,049 | Trimmed |
| 11 | IVV | ISHARES CORE S&P 500 ETF | $9.4M | 0.61% | 14,377 | Trimmed |
| 12 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $6.7M | 0.43% | 20,955 | Added |
| 13 | MSFT | MICROSOFT CORP COM | $5.6M | 0.36% | 15,139 | Trimmed |
| 14 | VUG | VANGUARD GROWTH ETF | $3.3M | 0.21% | 7,595 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON COM | $3.3M | 0.21% | 13,577 | Trimmed |
| 16 | AMZN | AMAZON COM INC COM | $2.9M | 0.19% | 14,083 | Trimmed |
| 17 | GOOGL | ALPHABET INC CAP STK CL A | $2.8M | 0.18% | 9,738 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO COM | $2.6M | 0.17% | 8,965 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.7M | 0.17% | 5,604 | Trimmed |
| 20 | QQQ | INVESCO QQQ TRUST SERIES I | $2.5M | 0.16% | 4,367 | Added |
| 21 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $2.2M | 0.14% | 5,247 | Trimmed |
| 22 | GOOG | ALPHABET INC CAP STK CL C | $2.2M | 0.14% | 7,599 | Trimmed |
| 23 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.7M | 0.11% | 11,391 | Added |
| 24 | DTE | DTE ENERGY CO COM | $1.7M | 0.11% | 11,421 | Trimmed |
| 25 | VOT | VANGUARD MID-CAP GROWTH ETF | $1.6M | 0.10% | 6,061 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31