Plante Moran Financial Advisors
Plante Moran Financial Advisors reported 1,589 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VOO (47.2%), VXF (11.5%) and IWP (9.0%). Compared with Q1 2026, the fund opened new positions in XOM, added to VOO, VXF and IWP, trimmed VV, VBR and SPY and sold out of XOM, BMOP and TD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $1B | 47.2% | 1.5M | +19K (+1%) | 8 of 8 | |
| 2 |  VXF Vanguard Index Fds | $247M | 11.5% | 1M | +172K (+21%) | 8 of 8 | |
| 3 |  IWP Ishares TR | $194M | 9.0% | 1.3M | +1.3M (+556461%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $168M | 7.8% | 2.4M | +58K (+3%) | 8 of 8 | |
| 5 |  AVUV American Centy ETF TR | $140M | 6.5% | 1.1M | +1.1M (+278286%) | 8 of 8 | |
| 6 |  VV Vanguard Large Cap ETF | $93.3M | 4.3% | 271K | −16K (−6%) | 8 of 8 | |
| 7 |  VBR Vanguard Index Fds | $28.2M | 1.3% | 116K | −15K (−11%) | 8 of 8 | |
| 8 |  MUB Ishares TR | $25.5M | 1.2% | 237K | +11K (+5%) | 8 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $22M | 1.0% | 29K | −729 (−2%) | 8 of 8 | |
| 10 |  SCHM Schwab Strategic TR | $20.9M | 1.0% | 566K | −39K (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.6M | 9,561 |
 BMOP BNY Mellon ETF Trust II | $1.3M | 53K |
 TD Toronto Dominion BK Ont | $1.1M | 12K |
 BHB Bar Hbr Bankshares | $639K | 20K |
PROASSURANCE CORP | $405K | 16K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Plante Moran Financial Advisors 13F FAQ
What does Plante Moran Financial Advisors own?
Plante Moran Financial Advisors reported 1,589 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VOO (47.2%), VXF (11.5%) and IWP (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Plante Moran Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 942 new positions, 250 added to, 173 trimmed and 70 sold out. New positions include XOM. It sold all of XOM, BMOP and TD.
When will Plante Moran Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Plante Moran Financial Advisors's portfolio worth?
The Q2 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.