Plante Moran Financial Advisors
SOUTHFIELD, MIfiles as Plante Moran Financial Advisors, LLC
$2.1bn in 1,589 US stocks at the end of 30 June 2026. The top 10 are 90.9% of the money. It changed about 16.6% of the portfolio this quarter.
Value
$2.1bn
Stocks
1,589
Top 10 share
90.9%
Turnover
16.6%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM<0.1% of the fund
- Invesco Exch Traded FD TR IIIDMO<0.1% of the fund
- Global X FDSQYLD<0.1% of the fund
- J P Morgan Exchange Traded FJEPI<0.1% of the fund
- ExelonEXC<0.1% of the fund
- First TR Exchange Traded FDRDVY<0.1% of the fund
- Vanguard Whitehall FDSVYMI<0.1% of the fund
- Vaneck ETF TrustNLR<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- J P Morgan Exchange Traded FJPST<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Wisdomtree TRWQTM<0.1% of the fund
- Schwab Strategic TRFNDC<0.1% of the fund
- the Alger ETF TrustCNEQ<0.1% of the fund
- Constellation EnergyCEG<0.1% of the fund
- First TR Exchange Traded FDAIRR<0.1% of the fund
- Roundhill ETF TrustDRAM<0.1% of the fund
- IsharesRING<0.1% of the fund
- American Centy ETF TRAVXC<0.1% of the fund
- Ishares TRSMLF<0.1% of the fund
- Series Portfolios TRHEDG<0.1% of the fund
- Vaneck ETF TrustRAAX<0.1% of the fund
- Janus Detroit STR TRJAAA<0.1% of the fund
- Sprott Asset Management LPPHYS<0.1% of the fund
- Ishares TRSOXX<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVXF11.5% of the fund+21%
- Ishares TRIWP9.0% of the fund+556461%
- Vanguard Tax-Managed FDSVEA7.8% of the fund+3%
- American Centy ETF TRAVUV6.5% of the fund+278286%
- Ishares TRMUB1.2% of the fund+5%
- Ishares TRIVV0.5% of the fund+4%
- Vanguard Index FDSVTI0.4% of the fund+15%
- Berkshire HathawayBRK-B0.2% of the fund+30%
- Invesco QQQ TRQQQ0.2% of the fund+11%
- Ishares TREFA<0.1% of the fund+9%
- DTE EnergyDTE<0.1% of the fund+4%
- Vanguard World FDVGT<0.1% of the fund+6%
- Schwab Strategic TRSCHX<0.1% of the fund+33%
- Vanguard Index FDSVO<0.1% of the fund+6%
- Vanguard Index FDSVTV<0.1% of the fund+76%
- Spdr Series TrustSPYG<0.1% of the fund+5%
- BroadcomAVGO<0.1% of the fund+29%
- Procter & GamblePG<0.1% of the fund+5%
- Ishares TRIWM<0.1% of the fund+5%
- Schwab Strategic TRSCHF<0.1% of the fund+26%
- Ishares TRIWB<0.1% of the fund+5%
- Applied MaterialsAMAT<0.1% of the fund+1032%
- Schwab Strategic TRFNDF<0.1% of the fund+28%
- Ishares TREFV<0.1% of the fund+56%
- General ElectricGE<0.1% of the fund+3%
Cut
Sold some of their stake.
- Vanguard Index FDSVV4.3% of the fund-6%
- Vanguard Index FDSVBR1.3% of the fund-11%
- State STR Spdr S&P 500 ETF TSPY1.0% of the fund-2%
- Schwab Strategic TRSCHM1.0% of the fund-6%
- Spdr Index SHS FDSSPDW0.7% of the fund-2%
- AppleAAPL0.6% of the fund-9%
- MicrosoftMSFT0.2% of the fund-10%
- Amazon.comAMZN0.1% of the fund-5%
- AlphabetGOOG0.1% of the fund-5%
- JPMorgan ChaseJPM0.1% of the fund-19%
- Johnson & JohnsonJNJ0.1% of the fund-34%
- Select Sector Spdr TRXLK<0.1% of the fund-11%
- Vanguard Index FDSVB<0.1% of the fund-3%
- Vanguard Index FDSVOT<0.1% of the fund-26%
- Costco WholesaleCOST<0.1% of the fund-13%
- Vanguard Index FDSVBK<0.1% of the fund-10%
- Ishares TRIJR<0.1% of the fund-4%
- PepsiCoPEP<0.1% of the fund-9%
- Ishares TRIJK<0.1% of the fund-3%
- Schwab Strategic TRSCHD<0.1% of the fund-3%
- NvidiaNVDA<0.1% of the fund-16%
- Ishares TRIJH<0.1% of the fund-7%
- Eli LillyLLY<0.1% of the fund-13%
- Dimensional ETF TrustDFAT<0.1% of the fund-6%
- StrykerSYK<0.1% of the fund-6%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- BNY Mellon ETF Trust IIBMOP-100%
- Toronto Dominion BankTD-100%
- BAR Harbor BanksharesBHB-100%
- Proassurance-100%
- WesbancoWSBC-100%
- Vanguard Charlotte FDSBNDX-100%
- Honeywell InternationalHON-100%
- Columbia ETF TR IIXCEM-100%
- SprottSII-100%
- Proshares TRXPP-100%
- J P Morgan Exchange Traded FJEPQ-100%
- Elevation Series TrustCEFZ-100%
- Entrepreneurshares Series TRXOVR-100%
- DuPont de NemoursDD-100%
- Carnival-100%
- Schwab Strategic TRSCHH-100%
- First TR Exchange-Traded FDCIBR-100%
- Hecla MiningHL-100%
- J P Morgan Exchange Traded FJCPB-100%
- Enterprise Products Partners L.P.EPD-100%
- United RentalsURI-100%
- Murphy USAMUSA-100%
- Invesco Exchange Traded FD TPXJ-100%
- Topbuild COR-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 47.2%
- Value
- $1.0bn
- Shares
- 1,477,660
Held
- Vanguard Index FDSVXF
- Share
- 11.5%
- Value
- $247m
- Shares
- 1,002,829
+21%
- Ishares TRIWP
- Share
- 9.0%
- Value
- $194m
- Shares
- 1,324,615
+556461%
- Vanguard Tax-Managed FDSVEA
- Share
- 7.8%
- Value
- $168m
- Shares
- 2,363,851
+3%
- American Centy ETF TRAVUV
- Share
- 6.5%
- Value
- $140m
- Shares
- 1,119,113
+278286%
- Vanguard Index FDSVV
- Share
- 4.3%
- Value
- $93m
- Shares
- 271,224
-6%
- Vanguard Index FDSVBR
- Share
- 1.3%
- Value
- $28m
- Shares
- 116,033
-11%
- Ishares TRMUB
- Share
- 1.2%
- Value
- $25m
- Shares
- 236,723
+5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.0%
- Value
- $22m
- Shares
- 29,487
-2%
- Schwab Strategic TRSCHM
- Share
- 1.0%
- Value
- $21m
- Shares
- 565,591
-6%
- Spdr Index SHS FDSSPDW
- Share
- 0.7%
- Value
- $16m
- Shares
- 313,282
-2%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $11m
- Shares
- 14,992
+4%
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $9m
- Shares
- 24,094
+15%
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $4m
- Shares
- 46,235
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $4m
- Shares
- 4,837
+11%
- Ishares TRIWF
- Share
- 0.1%
- Value
- $3m
- Shares
- 20,745
Held
- Ishares TREFA
- Share
- <0.1%
- Value
- $2m
- Shares
- 17,883
+9%
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $2m
- Shares
- 11,549
Held
- Invesco Exchange Traded FD TPRF
- Share
- <0.1%
- Value
- $2m
- Shares
- 33,043
Held
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $2m
- Shares
- 12,809
+6%
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $2m
- Shares
- 7,999
-11%
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $1m
- Shares
- 48,983
+33%
- Vanguard Index FDSVB
- Share
- <0.1%
- Value
- $1m
- Shares
- 4,608
-3%
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $1m
- Shares
- 17,299
+6%
- Vanguard Index FDSVOT
- Share
- <0.1%
- Value
- $1m
- Shares
- 4,497
-26%
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $1m
- Shares
- 5,889
+76%
- Vanguard Index FDSVBK
- Share
- <0.1%
- Value
- $1m
- Shares
- 3,481
-10%
- Ishares TRESGD
- Share
- <0.1%
- Value
- $1m
- Shares
- 12,207
Held
- Ishares TRIJR
- Share
- <0.1%
- Value
- $1m
- Shares
- 8,289
-4%
- Spdr Series TrustSPYG
- Share
- <0.1%
- Value
- $1m
- Shares
- 10,304
+5%
- Ishares TRIJK
- Share
- <0.1%
- Value
- $1m
- Shares
- 10,248
-3%
- Dimensional ETF TrustDFUV
- Share
- <0.1%
- Value
- $1m
- Shares
- 21,496
Held
- Schwab Strategic TRSCHD
- Share
- <0.1%
- Value
- $1m
- Shares
- 34,489
-3%
- Ishares TRIJH
- Share
- <0.1%
- Value
- $1m
- Shares
- 13,699
-7%
- Ishares TRIWR
- Share
- <0.1%
- Value
- $1m
- Shares
- 9,524
Held
- Ishares TRIVW
- Share
- <0.1%
- Value
- $1m
- Shares
- 7,434
Held
- Ishares TRIWD
- Share
- <0.1%
- Value
- $1m
- Shares
- 4,135
Held
- Flexshares TRTILT
- Share
- <0.1%
- Value
- $976,731
- Shares
- 3,538
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $880,769
- Shares
- 2,931
+5%
- Dimensional ETF TrustDFAT
- Share
- <0.1%
- Value
- $877,070
- Shares
- 12,547
-6%
- Schwab Strategic TRSCHF
- Share
- <0.1%
- Value
- $836,789
- Shares
- 30,209
+26%
- Ishares TRESML
- Share
- <0.1%
- Value
- $819,822
- Shares
- 14,658
Held
- Ishares TRIWB
- Share
- <0.1%
- Value
- $809,991
- Shares
- 1,978
+5%
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $792,392
- Shares
- 3,349
-14%
- Schwab Strategic TRFNDF
- Share
- <0.1%
- Value
- $781,761
- Shares
- 14,817
+28%
- Ishares TREFV
- Share
- <0.1%
- Value
- $754,808
- Shares
- 9,860
+56%
- Ishares TRIVE
- Share
- <0.1%
- Value
- $750,206
- Shares
- 3,304
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- <0.1%
- Value
- $748,850
- Shares
- 1
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- <0.1%
- Value
- $695,603
- Shares
- 989
Held
- Ishares TRITOT
- Share
- <0.1%
- Value
- $684,185
- Shares
- 4,165
-18%
- Ishares TRIJS
- Share
- <0.1%
- Value
- $681,631
- Shares
- 4,987
Held
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $643,310
- Shares
- 19,010
-30%
- Ishares Gold TRIAU
- Share
- <0.1%
- Value
- $642,968
- Shares
- 8,515
+59%
- Ishares TRIJT
- Share
- <0.1%
- Value
- $623,671
- Shares
- 3,492
Held
- Invesco Exchange Traded FD TRPG
- Share
- <0.1%
- Value
- $622,538
- Shares
- 9,750
Held
- Spdr Series TrustSPYM
- Share
- <0.1%
- Value
- $598,274
- Shares
- 6,808
-17%
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $554,053
- Shares
- 2,604
Held
- Schwab Strategic TRFNDX
- Share
- <0.1%
- Value
- $531,344
- Shares
- 17,085
+73%
- Ishares TREFG
- Share
- <0.1%
- Value
- $503,030
- Shares
- 4,043
+118%
- Schwab Strategic TRSCHB
- Share
- <0.1%
- Value
- $486,677
- Shares
- 16,805
+18%
- Vanguard Intl Equity Index FVEU
- Share
- <0.1%
- Value
- $479,018
- Shares
- 5,720
+3%
- Vanguard Index FDSVOE
- Share
- <0.1%
- Value
- $476,414
- Shares
- 2,411
-30%
- Vanguard World FDMGC
- Share
- <0.1%
- Value
- $475,022
- Shares
- 1,736
-4%
- Vanguard Star FDSVXUS
- Share
- <0.1%
- Value
- $472,532
- Shares
- 5,527
-9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 47.2% | $1.0bn | 1,477,660 | Held |
| Vanguard Index FDSVXF | 11.5% | $247m | 1,002,829 | +21% |
| Ishares TRIWP | 9.0% | $194m | 1,324,615 | +556461% |
| Vanguard Tax-Managed FDSVEA | 7.8% | $168m | 2,363,851 | +3% |
| American Centy ETF TRAVUV | 6.5% | $140m | 1,119,113 | +278286% |
| Vanguard Index FDSVV | 4.3% | $93m | 271,224 | -6% |
| Vanguard Index FDSVBR | 1.3% | $28m | 116,033 | -11% |
| Ishares TRMUB | 1.2% | $25m | 236,723 | +5% |
| State STR Spdr S&P 500 ETF TSPY | 1.0% | $22m | 29,487 | -2% |
| Schwab Strategic TRSCHM | 1.0% | $21m | 565,591 | -6% |
| Spdr Index SHS FDSSPDW | 0.7% | $16m | 313,282 | -2% |
| AppleAAPL | 0.6% | $13m | 44,692 | -9% |
| Ishares TRIVV | 0.5% | $11m | 14,992 | +4% |
| Vanguard Index FDSVTI | 0.4% | $9m | 24,094 | +15% |
| MicrosoftMSFT | 0.2% | $5m | 13,690 | -10% |
| Vanguard Index FDSVUG | 0.2% | $4m | 46,235 | Held |
| Berkshire HathawayBRK-B | 0.2% | $4m | 7,258 | +30% |
| Invesco QQQ TRQQQ | 0.2% | $4m | 4,837 | +11% |
| AlphabetGOOGL | 0.2% | $3m | 9,572 | Held |
| Amazon.comAMZN | 0.1% | $3m | 13,393 | -5% |
| Ishares TRIWF | 0.1% | $3m | 20,745 | Held |
| AlphabetGOOG | 0.1% | $3m | 7,197 | -5% |
| JPMorgan ChaseJPM | 0.1% | $2m | 7,276 | -19% |
| Johnson & JohnsonJNJ | 0.1% | $2m | 8,905 | -34% |
| Ishares TREFA | <0.1% | $2m | 17,883 | +9% |
| Vanguard Whitehall FDSVYM | <0.1% | $2m | 11,549 | Held |
| DTE EnergyDTE | <0.1% | $2m | 11,882 | +4% |
| Invesco Exchange Traded FD TPRF | <0.1% | $2m | 33,043 | Held |
| Vanguard World FDVGT | <0.1% | $2m | 12,809 | +6% |
| Select Sector Spdr TRXLK | <0.1% | $2m | 7,999 | -11% |
| Schwab Strategic TRSCHX | <0.1% | $1m | 48,983 | +33% |
| Vanguard Index FDSVB | <0.1% | $1m | 4,608 | -3% |
| Vanguard Index FDSVO | <0.1% | $1m | 17,299 | +6% |
| Vanguard Index FDSVOT | <0.1% | $1m | 4,497 | -26% |
| Costco WholesaleCOST | <0.1% | $1m | 1,392 | -13% |
| Vanguard Index FDSVTV | <0.1% | $1m | 5,889 | +76% |
| Vanguard Index FDSVBK | <0.1% | $1m | 3,481 | -10% |
| Ishares TRESGD | <0.1% | $1m | 12,207 | Held |
| Ishares TRIJR | <0.1% | $1m | 8,289 | -4% |
| Spdr Series TrustSPYG | <0.1% | $1m | 10,304 | +5% |
| PepsiCoPEP | <0.1% | $1m | 8,949 | -9% |
| Ishares TRIJK | <0.1% | $1m | 10,248 | -3% |
| Meta PlatformsMETA | <0.1% | $1m | 2,134 | Held |
| Dimensional ETF TrustDFUV | <0.1% | $1m | 21,496 | Held |
| BroadcomAVGO | <0.1% | $1m | 2,914 | +29% |
| Schwab Strategic TRSCHD | <0.1% | $1m | 34,489 | -3% |
| NvidiaNVDA | <0.1% | $1m | 5,377 | -16% |
| Ishares TRIJH | <0.1% | $1m | 13,699 | -7% |
| Ishares TRIWR | <0.1% | $1m | 9,524 | Held |
| Procter & GamblePG | <0.1% | $1m | 7,094 | +5% |
| ExxonMobil HoldingsXOM | <0.1% | $1m | 7,574 | New |
| Ishares TRIVW | <0.1% | $1m | 7,434 | Held |
| Eli LillyLLY | <0.1% | $1m | 839 | -13% |
| Ishares TRIWD | <0.1% | $1m | 4,135 | Held |
| Marriott InternationalMAR | <0.1% | $981,579 | 2,649 | Held |
| Flexshares TRTILT | <0.1% | $976,731 | 3,538 | Held |
| Ishares TRIWM | <0.1% | $880,769 | 2,931 | +5% |
| Dimensional ETF TrustDFAT | <0.1% | $877,070 | 12,547 | -6% |
| Schwab Strategic TRSCHF | <0.1% | $836,789 | 30,209 | +26% |
| International Business MachinesIBM | <0.1% | $835,509 | 2,971 | Held |
| Ishares TRESML | <0.1% | $819,822 | 14,658 | Held |
| StrykerSYK | <0.1% | $817,954 | 2,598 | -6% |
| Ishares TRIWB | <0.1% | $809,991 | 1,978 | +5% |
| Vanguard Specialized FundsVIG | <0.1% | $792,392 | 3,349 | -14% |
| Cisco SystemsCSCO | <0.1% | $786,535 | 6,696 | -3% |
| Applied MaterialsAMAT | <0.1% | $785,895 | 1,087 | +1032% |
| Schwab Strategic TRFNDF | <0.1% | $781,761 | 14,817 | +28% |
| Home DepotHD | <0.1% | $775,426 | 2,199 | -16% |
| AmgenAMGN | <0.1% | $763,664 | 2,109 | Held |
| Ishares TREFV | <0.1% | $754,808 | 9,860 | +56% |
| Ishares TRIVE | <0.1% | $750,206 | 3,304 | Held |
| Berkshire Hathaway INC DELBRK-A | <0.1% | $748,850 | 1 | Held |
| State STR Spdr S&P Midcap 40MDY | <0.1% | $695,603 | 989 | Held |
| Ishares TRITOT | <0.1% | $684,185 | 4,165 | -18% |
| Ishares TRIJS | <0.1% | $681,631 | 4,987 | Held |
| General ElectricGE | <0.1% | $673,936 | 1,803 | +3% |
| Schwab Strategic TRSCHG | <0.1% | $643,310 | 19,010 | -30% |
| Ishares Gold TRIAU | <0.1% | $642,968 | 8,515 | +59% |
| GE VernovaGEV | <0.1% | $633,852 | 540 | +82% |
| OracleORCL | <0.1% | $632,803 | 4,318 | -17% |
| DT MidstreamDTM | <0.1% | $625,082 | 4,260 | -2% |
| Ishares TRIJT | <0.1% | $623,671 | 3,492 | Held |
| Invesco Exchange Traded FD TRPG | <0.1% | $622,538 | 9,750 | Held |
| Spdr Series TrustSPYM | <0.1% | $598,274 | 6,808 | -17% |
| Walt DisneyDIS | <0.1% | $595,989 | 6,192 | Held |
| AbbVieABBV | <0.1% | $592,526 | 2,355 | -19% |
| Invesco Exchange Traded FD TRSP | <0.1% | $554,053 | 2,604 | Held |
| CMS EnergyCMS | <0.1% | $547,435 | 7,156 | Held |
| DanaherDHR | <0.1% | $541,344 | 2,842 | Held |
| KLAKLAC | <0.1% | $534,087 | 1,770 | -13% |
| AonAON | <0.1% | $533,026 | 1,607 | Held |
| Schwab Strategic TRFNDX | <0.1% | $531,344 | 17,085 | +73% |
| Union PacificUNP | <0.1% | $512,992 | 1,886 | -17% |
| Ishares TREFG | <0.1% | $503,030 | 4,043 | +118% |
| Schwab Strategic TRSCHB | <0.1% | $486,677 | 16,805 | +18% |
| Vanguard Intl Equity Index FVEU | <0.1% | $479,018 | 5,720 | +3% |
| Vanguard Index FDSVOE | <0.1% | $476,414 | 2,411 | -30% |
| Vanguard World FDMGC | <0.1% | $475,022 | 1,736 | -4% |
| Advanced Micro DevicesAMD | <0.1% | $474,603 | 817 | +178% |
| Vanguard Star FDSVXUS | <0.1% | $472,532 | 5,527 | -9% |
Showing the largest 100 of 1,589.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 51.0% since 30 June 2025.
Where the money is
Technology1.3%
Financial services0.5%
Health care0.4%
Media & telecom0.4%
Retail & consumer0.4%
Industrials0.3%
Everyday goods0.2%
Utilities0.2%
Energy0.1%
Real estate0.0%
Materials0.0%
Other96.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.