Plante Moran Financial Advisors, LLC holds a concentrated book of 1589 stocks worth $2.1B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Vanguard Large-Cap ETF. Their largest long position is Vanguard S&P 500 ETF at 47% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+21.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Plante Moran Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Plante Moran Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 79 / 80 | $761.0B |
| MORGAN STANLEY | 79 / 80 | $599.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $487.0B |
| NORTHERN TRUST CORP | 79 / 80 | $301.3B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $200.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $166.3B |
| UBS Group AG | 79 / 80 | $160.8B |
| AMERIPRISE FINANCIAL INC | 79 / 80 | $132.9B |
Ranked by how many of Plante Moran Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF ETF | $1.0B | 1.48M | 47.2% | ▲+1.3% Added · +19K sh | |
| 2 | Vanguard Extended Market ETF ETF | $246.9M | 1.00M | 11.5% | ▲+21% Added · +172K sh | |
| 3 | Ishares Russell Mid-Cap Growth ETF ETF | $193.9M | 1.32M | 9.0% | ▲6k× Added · +1.3M sh | |
| 4 | Vanguard Ftse Developed Markets ETF ETF | $168.4M | 2.36M | 7.8% | ▲+2.5% Added · +58K sh | |
| 5 | Avantis U.S. Small Cap Value ETF ETF | $139.6M | 1.12M | 6.5% | ▲3k× Added · +1.1M sh | |
| 6 | Vanguard Large-Cap ETF ETF | $93.3M | 271.2K | 4.3% | ▼−5.5% Reduced · −16K sh | |
| 7 | Vanguard Small Cap Value ETF ETF | $28.2M | 116.0K | 1.3% | ▼−11% Reduced · −15K sh | |
| 8 | Ishares National Muni Bond ETF ETF | $25.5M | 236.7K | 1.2% | ▲+4.7% Added · +11K sh | |
| 9 | State Street SPDR S&P 500 ETF ETF | $22.0M | 29.5K | 1.0% | ▼−2.4% Reduced · −729 sh | |
| 10 | Schwab U.S. Mid-Cap ETF ETF | $20.9M | 565.6K | 1.0% | ▼−6.5% Reduced · −39K sh | |
| 11 | State Street SPDR Portfolio Developed World Ex-US ETF ETF | $15.8M | 313.3K | 0.7% | ▼−2.2% Reduced · −7K sh | |
| 12 | Apple Inc Com Stock | $12.9M | 44.7K | 0.6% | ▼−8.9% Reduced · −4K sh | |
| 13 | Ishares Core S&P 500 ETF ETF | $11.2M | 15.0K | 0.5% | ▲+4.3% Added · +615 sh | |
| 14 | Vanguard Total Stock Market ETF ETF | $8.9M | 24.1K | 0.4% | ▲+15% Added · +3K sh | |
| 15 | Microsoft Corp Com Stock | $5.1M | 13.7K | 0.2% | ▼−9.6% Reduced · −1K sh | |
| 16 | Vanguard Growth ETF ETF | $4.0M | 46.2K | 0.2% | ▲+509% Added · +39K sh | |
| 17 | Berkshire Hathaway Inc Del CL B New Stock | $3.6M | 7.3K | 0.2% | ▲+30% Added · +2K sh | |
| 18 | Invesco QQQ Trust Series I ETF | $3.6M | 4.8K | 0.2% | ▲+11% Added · +470 sh | |
| 19 | Alphabet Inc Cap STK CL A Stock | $3.4M | 9.6K | 0.2% | ▼−1.7% Reduced · −166 sh | |
| 20 | Amazon Com Inc Com Stock | $3.2M | 13.4K | 0.1% | ▼−4.9% Reduced · −690 sh | |
| 21 | Ishares Russell 1000 Growth ETF ETF | $2.6M | 20.7K | 0.1% | ▲+295% Added · +15K sh | |
| 22 | Alphabet Inc Cap STK CL C Stock | $2.5M | 7.2K | 0.1% | ▼−5.3% Reduced · −402 sh | |
| 23 | JPMorgan Chase & Co Com Stock | $2.4M | 7.3K | 0.1% | ▼−19% Reduced · −2K sh | |
| 24 | Johnson & Johnson Com Stock | $2.3M | 8.9K | 0.1% | ▼−34% Reduced · −5K sh | |
| 25 | Ishares Msci Eafe ETF ETF | $1.9M | 17.9K | 0.1% | ▲+9.5% Added · +2K sh | |
| 26 | Vanguard High Dividend Yield Index ETF ETF | $1.8M | 11.5K | 0.1% | ▲+1.4% Added · +158 sh | |
| 27 | Dte Energy Co Com Stock | $1.8M | 11.9K | 0.1% | ▲+4.0% Added · +461 sh | |
| 28 | Invesco Rafi US 1000 ETF ETF | $1.8M | 33.0K | 0.1% | ▼−0.6% Reduced · −192 sh | |
| 29 | Vanguard Information Technology ETF ETF | $1.5M | 12.8K | 0.1% | ▲+746% Added · +11K sh | |
| 30 | State Street Technology Select Sector SPDR ETF ETF | $1.5M | 8.0K | 0.1% | ▼−11% Reduced · −976 sh | |
| 31 | Schwab U.S. Large-Cap ETF ETF | $1.4M | 49.0K | 0.1% | ▲+33% Added · +12K sh | |
| 32 | Vanguard Small-Cap ETF ETF | $1.4M | 4.6K | 0.1% | ▼−3.0% Reduced · −141 sh | |
| 33 | Vanguard Mid-Cap ETF ETF | $1.4M | 17.3K | 0.1% | ▲+325% Added · +13K sh | |
| 34 | Vanguard Mid-Cap Growth ETF ETF | $1.4M | 4.5K | 0.1% | ▼−26% Reduced · −2K sh | |
| 35 | Costco Wholesale Corporation Com Stock | $1.3M | 1.4K | 0.1% | ▼−13% Reduced · −199 sh | |
| 36 | Vanguard Value ETF ETF | $1.3M | 5.9K | 0.1% | ▲+76% Added · +3K sh | |
| 37 | Vanguard Small-Cap Growth ETF ETF | $1.3M | 3.5K | 0.1% | ▼−9.9% Reduced · −384 sh | |
| 38 | Ishares Esg Aware Msci Eafe ETF ETF | $1.3M | 12.2K | 0.1% | ▲~0% Added · +4 sh | |
| 39 | Ishares Core S&P Small Cap ETF ETF | $1.2M | 8.3K | 0.1% | ▼−4.1% Reduced · −352 sh | |
| 40 | State Street SPDR Portfolio S&P 500 Growth ETF ETF | $1.2M | 10.3K | 0.1% | ▲+4.5% Added · +445 sh | |
| 41 | Pepsico Inc Com Stock | $1.2M | 8.9K | 0.1% | ▼−8.8% Reduced · −861 sh | |
| 42 | Ishares S&P Mid-Cap 400 Growth ETF ETF | $1.2M | 10.2K | 0.1% | ▼−3.4% Reduced · −361 sh | |
| 43 | Meta Platforms Inc CL A Stock | $1.2M | 2.1K | 0.1% | ▼−1.6% Reduced · −35 sh | |
| 44 | Dimensional US Marketwide Value ETF ETF | $1.2M | 21.5K | 0.1% | —Held | |
| 45 | Broadcom Inc Com Stock | $1.1M | 2.9K | 0.1% | ▲+29% Added · +657 sh | |
| 46 | Schwab US Dividend Equity ETF ETF | $1.1M | 34.5K | 0.1% | ▼−2.8% Reduced · −1K sh | |
| 47 | Nvidia Corporation Com Stock | $1.1M | 5.4K | 0.1% | ▼−16% Reduced · −998 sh | |
| 48 | Ishares Core S&P Mid-Cap ETF ETF | $1.1M | 13.7K | 0.0% | ▼−7.1% Reduced · −1K sh | |
| 49 | Ishares Russell Midcap ETF ETF | $1.1M | 9.5K | 0.0% | ▲+0.3% Added · +28 sh | |
| 50 | Procter & Gamble Co Com Stock | $1.0M | 7.1K | 0.0% | ▲+5.3% Added · +356 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1424717/holdings"
Use Arkolith to show Plante Moran Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.