Plante Moran Financial Advisors, LLC
CIK 1424717
13F filing for Q2 2026・No. 1,565
- Holdings
- US$2.15B
- Quarter change
- +US$603.83M
- Entries
- 1,589
- Net bought (estimate)
- +US$379.82M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 942
- Sold out 70
- Cut 174
- Added 250
- Corporate actions 4
- Unchanged 223
Largest holdings
1,589 stocks worth US$2.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFETF | Added | 1,477,660 | US$1.01B | 47.21% |
| VANGUARD EXTENDED MARKET ETFETF | Added | 1,002,829 | US$246.91M | 11.49% |
| ISHARES RUSSELL MID-CAP GROWTH ETFETF | Added | 1,324,615 | US$193.94M | 9.02% |
| VANGUARD FTSE DEVELOPED MARKETS ETFETF | Added | 2,363,851 | US$168.42M | 7.83% |
| AVANTIS U.S. SMALL CAP VALUE ETFETF | Added | 1,119,113 | US$139.62M | 6.49% |
| VANGUARD LARGE-CAP ETFETF | Cut | 271,224 | US$93.28M | 4.34% |
| VANGUARD SMALL CAP VALUE ETFETF | Cut | 116,033 | US$28.19M | 1.31% |
| MUBISHARES NATIONAL MUNI BOND ETFETF | Added | 236,723 | US$25.48M | 1.19% |
| SPYSTATE STREET SPDR S&P 500 ETFETF | Cut | 29,487 | US$22.02M | 1.02% |
| SCHWAB U.S. MID-CAP ETFETF | Cut | 565,591 | US$20.85M | 0.97% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.