Plante Moran Financial Advisors, LLC — 13F holdings

Plante Moran Financial Advisors, LLC reported 1,589 holdings worth $2.15B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $1.01B (47.2%)
  2. VXF VANGUARD INDEX FDS — $247M (11.5%)
  3. IWP ISHARES TR — $194M (9.0%)
  4. VEA VANGUARD TAX-MANAGED FDS — $168M (7.8%)
  5. AVUV AMERICAN CENTY ETF TR — $140M (6.5%)
  6. VV VANGUARD INDEX FDS — $93.3M (4.3%)
  7. VBR VANGUARD INDEX FDS — $28.2M (1.3%)
  8. MUB ISHARES TR — $25.5M (1.2%)
  9. SPY SPDR S&P 500 ETF TR — $22.0M (1.0%)
  10. SCHM SCHWAB STRATEGIC TR — $20.9M (1.0%)