§ 13F · FUND PROFILE
Plante Moran Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 786Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 1.46M | $872M | 56.4% | +4% |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | 831K | $171M | 11.1% | +9% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.31M | $148M | 9.6% | +1% |
| 4 | VV | VANGUARD LARGE-CAP ETF | 287K | $86M | 5.5% | −7% |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | 131K | $28M | 1.8% | −4% |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 226K | $24M | 1.6% | −5% |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | 30K | $20M | 1.3% | +5% |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | 605K | $19M | 1.2% | −4% |
| 9 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 320K | $15M | 0.9% | −8% |
| 10 | AAPL | APPLE INC COM | 49K | $12M | 0.8% | −11% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 786 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed