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Plante Moran Financial Advisors, LLC

Concentrated strategyMomentum followerLong-term holder

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 718

Plante Moran Financial Advisors, LLC disclosed 718 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 6.0%.

Personality snowflake

Concentration
100
Portfolio Stability
5.95
Momentum/Contrarian
100
Sector conviction
47.93
Diversification
100
Sizing Uniformity
0

Recent moves

  • Add VXF

    +8.7%　$11.1M

  • Trim VV

    -6.5%　-$10.9M

  • Add VOO

    +3.7%　-$10.3M

  • Add VEA

    +1.0%　$5.1M

  • Trim AMZN

    -40.8%　-$2.6M

  • Trim AAPL

    -11.1%　-$2.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth56.39%+0.53%+3.73%
2VXFVanguard Extended Market ETFETF-Other11.06%+0.94%+8.66%
3VEAVanguard Ftse Developed ETFETF-Other9.56%+0.53%+1.00%
4VVVanguard Large-cap ETFETF-Other5.55%-0.57%-6.51%
5VBRVanguard Small-cap Value ETFETF-Other1.84%+0.01%-4.38%
6MUBIshares National Muni Bond EETF-Other1.55%-0.06%-4.79%
7SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.27%—+5.17%
8SCHMSchwab US Mid Cap ETFETF-Other1.21%—-3.78%
9SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.95%-0.03%-8.35%
10AAPLApple INCStock-Tech0.81%-0.14%-11.10%
11IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.61%-0.02%-1.18%
12VTIVanguard Total Stock Mkt ETFETF-Other0.43%—+6.92%
13MSFTMicrosoft CORPStock-Tech0.36%-0.13%-4.58%
14JNJJohnson & JohnsonStock-Healthcare0.21%—-14.50%
15VUGVanguard Growth ETFETF-Other0.21%-0.04%-7.68%
16AMZNAmazon.com INCStock-Consumer Disc0.19%-0.16%-40.84%
17GOOGLAlphabet Inc-cl AStock-Comm Services0.18%-0.12%-34.71%
18BRK-BBerkshire Hathaway Inc-cl BStock-Other0.17%—-2.96%
19JPMJpmorgan Chase & CoStock-Financials0.17%-0.03%-8.06%
20QQQInvesco Qqq Trust Series 1ETF-Tech0.16%—+7.61%
21IWFIshares Russell 1000 GrowthETF-Other0.14%-0.09%-31.08%
22GOOGAlphabet Inc-cl CStock-Comm Services0.14%-0.08%-32.33%
23VYMVanguard High Dvd Yield ETFETF-Other0.11%—+11.45%
24DTEDte Energy CompanyStock-Utilities0.11%—-1.71%
25XOMExxon Mobil CORPStock-Energy0.10%+0.02%-13.86%
26EFAIshares Msci Eafe ETFETF-Other0.10%—-2.50%
27COSTCostco Wholesale CORPStock-Consumer Staples0.10%+0.02%+14.30%
28PRFInvesco Rafi US 1000 ETFETF-Other0.10%—-0.19%
29VOTVanguard Mid-cap Growth ETFETF-Other0.10%-0.07%-38.32%
30PEPPepsico INCStock-Consumer Staples0.10%—-1.97%
31BMOPBny Meln Munipl Opp ETFETF-Other0.08%+0.08%NEW
32VBVanguard Small-cap ETFETF-Other0.08%—+1.41%
33METAMeta Platforms Inc-class AStock-Comm Services0.08%—+1.74%
34XLKSs Technology Select SectorETF-Tech0.08%—+0.40%
35VOVanguard Mid-cap ETFETF-Other0.08%—+4.04%
36VBKVanguard Small-cap Grwth ETFETF-Other0.08%—+5.72%
37ESGDIshares Trust Ishares Esg AwETF-Other0.08%+0.06%+303.81%
38NVDANvidia CORPStock-Tech0.07%—+13.39%
39SCHDSchwab US Dvd Equity ETFETF-Other0.07%+0.02%+20.16%
40TDToronto-dominion BankStock-Financials0.07%——
41IJRIshares Core S&p Small-cap EETF-Small Cap0.07%—+0.29%
42IJKIshares S&p Mid-cap 400 GrowETF-Other0.07%—+7.85%
43VGTVanguard Info Tech ETFETF-Tech0.07%——
44DFUVDimensional US Marketwide VaETF-Other0.07%—+17.54%
45IJHIshares Core S&p Midcap ETFETF-Other0.06%-0.02%-26.51%
46PGProcter & Gamble Co/theStock-Consumer Staples0.06%-0.03%-33.00%
47SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.06%—-2.20%
48SCHXSchwab US Large-cap ETFETF-Other0.06%—+0.00%
49IWRIshares Russell Mid-cap ETFETF-Other0.06%——
50SYKStryker CORPStock-Healthcare0.06%-0.11%-63.57%
1–50 of 718

Holding changes this quarter

Plante Moran Financial Advisors, LLC's most significant position changes for 2026-03-31: New buy: Bny Meln Munipl Opp ETF (BMOP); Sold out: First Solar INC (FSLR); Sold out: Comerica INC (CMA); Add: Vanguard Extended Market ETF (VXF) — shares +8.66%; Trim: Vanguard Large-cap ETF (VV) — shares -6.51%.

Position changes disclosed by Plante Moran Financial Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VXFVanguard Extended Market ETF+0.9%+8.66%Add
2VOOVanguard S&p 500 ETF+0.5%+3.73%Add
3VEAVanguard Ftse Developed ETF+0.5%+1.00%Add
4ESGDIshares Trust Ishares Esg Aw+0.1%+303.81%Add
5ESMLIshares Esg Aware Msci USA S0%+3466.42%Add
6WMTWalmart INC0%+152.56%Add
7BNDVanguard Total Bond Market0%+12052.17%Add
8COSTCostco Wholesale CORP0%+14.30%Add
9VXUSVanguard Total Intl Stock0%+227.69%Add
10LOWLowe's Cos INC0%+401.49%Add
11XOMExxon Mobil CORP0%-13.86%Trim
12SCHDSchwab US Dvd Equity ETF0%+20.16%Add
13VBRVanguard Small-cap Value ETF0%-4.38%Trim
14TJXTjx Companies INC0%-58.38%Trim
15ITOTIshares Core S&p Total U.s.0%-24.08%Trim
16IVVIshares Core S&p 500 ETF0%-1.18%Trim
17IBMIntl Business Machines CORP0%-20.87%Trim
18ORCLOracle CORP0%-9.44%Trim
19MDLZMondelez International Inc-a0%-79.30%Trim
20TRVTravelers Cos Inc/the0%-92.25%Trim
21IJHIshares Core S&p Midcap ETF0%-26.51%Trim
22SCHWSchwab (charles) CORP0%-51.47%Trim
23IWMIshares Russell 2000 ETF0%-30.14%Trim
24YUMCYum China Holdings INC0%-85.05%Trim
25SPDWSte Str Spdr Pt Dw EU ETF0%-8.35%Trim
26HDHome Depot INC0%-36.75%Trim
27JPMJpmorgan Chase & Co0%-8.06%Trim
28PGProcter & Gamble Co/the0%-33.00%Trim
29CVXChevron CORP0%-57.17%Trim
30YUMYum! Brands INC0%-70.14%Trim
31VUGVanguard Growth ETF0%-7.68%Trim
32VVisa Inc-class A Shares0%-66.11%Trim
33PMPhilip Morris International0%-91.27%Trim
34MCDMcdonald's CORP-0.1%-64.61%Trim
35LLYEli Lilly & Co-0.1%-38.49%Trim
36MUBIshares National Muni Bond E-0.1%-4.79%Trim
37VOTVanguard Mid-cap Growth ETF-0.1%-38.32%Trim
38AGGIshares Core U.s. Aggregate-0.1%-99.53%Trim
39GOOGAlphabet Inc-cl C-0.1%-32.33%Trim
40IWFIshares Russell 1000 Growth-0.1%-31.08%Trim
41SYKStryker CORP-0.1%-63.57%Trim
42IAUIshares Gold Trust-0.1%-79.75%Trim
43GOOGLAlphabet Inc-cl A-0.1%-34.71%Trim
44MSFTMicrosoft CORP-0.1%-4.58%Trim
45AAPLApple INC-0.1%-11.10%Trim
46AMZNAmazon.com INC-0.2%-40.84%Trim
47VVVanguard Large-cap ETF-0.6%-6.51%Trim
48BMOPBny Meln Munipl Opp ETF—NEWNew buy
49FSLRFirst Solar INC—EXITSold out
50CMAComerica INC—EXITSold out

FAQ

What is Plante Moran Financial Advisors, LLC and what type of investor is it?
Plante Moran Financial Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 718 disclosed positions.
What are Plante Moran Financial Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Plante Moran Financial Advisors, LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $871.9M (56.4%) 2. Vanguard Extended Market ETF (VXF) — $171.0M (11.1%) 3. Vanguard Ftse Developed ETF (VEA) — $147.7M (9.6%) 4. Vanguard Large-cap ETF (VV) — $85.8M (5.5%) 5. Vanguard Small-cap Value ETF (VBR) — $28.4M (1.8%)
What changes did Plante Moran Financial Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Plante Moran Financial Advisors, LLC made 50 notable position adjustments: 1 new positions were initiated, 11 existing holdings were added to, 36 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Bny Meln Munipl Opp ETF (BMOP); Sold out: First Solar INC (FSLR); Sold out: Comerica INC (CMA); Add: Vanguard Extended Market ETF (VXF) — shares +8.66%; Trim: Vanguard Large-cap ETF (VV) — shares -6.51%
What sectors does Plante Moran Financial Advisors, LLC focus on?
Plante Moran Financial Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.9% • Financials: 13.5% • Health Care: 11.7% • Communication Services: 9.4% • Consumer Discretionary: 9.3% • Industrials: 7.3%