§ 13F · FUND PROFILE
Plante Moran Financial Advisors, LLC.
AUM · $2.1B (13F)Positions · 1589Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 1.48M | $1.0B | 47.2% | +1% |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | 1.00M | $247M | 11.5% | +21% |
| 3 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 1.32M | $194M | 9.0% | +556461% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.36M | $168M | 7.8% | +3% |
| 5 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 1.12M | $140M | 6.5% | +278286% |
| 6 | VV | VANGUARD LARGE-CAP ETF | 271K | $93M | 4.3% | −6% |
| 7 | VBR | VANGUARD SMALL CAP VALUE ETF | 116K | $28M | 1.3% | −11% |
| 8 | MUB | ISHARES NATIONAL MUNI BOND ETF | 237K | $25M | 1.2% | +5% |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF | 29K | $22M | 1.0% | −2% |
| 10 | SCHM | SCHWAB U.S. MID-CAP ETF | 566K | $21M | 1.0% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANTE SIGNAL
AC read
Plante Moran Financial Advisors, LLC is a Other fund managing $2.1 billion in assets. The fund runs a massive portfolio of 1,589 positions.
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