Funds › Plante Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC
13F for Q3 2026, filed Nov 4, 2026. 744 positions worth $2.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$2.2B
+$46.3M (2.2%) vs Q2 2026
Positions
744
1,589 in Q2 2026
Top 10 share
91.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds S&P 500 Etf Shs | 1.50M | $1.1B | 48.0% | +1.8% | 13F ↗ |
| 2 | Vanguard Index Fds Extend Mkt Etf | 1.04M | $241.4M | 11.0% | +3.9% | 13F ↗ |
| 3 | iShares Tr Rus Md Cp Gr Etf | 1.57M | $216.1M | 9.8% | +18.5% | 13F ↗ |
| 4 | Vanguard Tax-Managed Fds | 2.40M | $169.7M | 7.7% | +1.7% | 13F ↗ |
| 5 | American Centy ETF Tr Us Sml Cp Valu | 1.27M | $149.5M | 6.8% | +13.4% | 13F ↗ |
| 6 | Vanguard Index Fds Mrngstr Lrg Cap | 261,268 | $91.9M | 4.2% | -3.7% | 13F ↗ |
| 7 | Vanguard Index Fds Mrngstr Sml Cp V | 114,135 | $26.4M | 1.2% | -1.6% | 13F ↗ |
| 8 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 29,663 | $22.6M | 1.0% | +0.6% | 13F ↗ |
| 9 | Schwab Strategic Tr Us MID-CAP Etf | 553,636 | $18.8M | 0.9% | -2.1% | 13F ↗ |
| 10 | iShares Tr National Mun Etf | 166,211 | $16.8M | 0.8% | -29.8% | 13F ↗ |
| 11 | Spdr Index Shs Fds St Str Po Ex Etf | 293,187 | $14.7M | 0.7% | -6.4% | 13F ↗ |
| 12 | AAPL Apple Inc. | 39,498 | $13.2M | 0.6% | -11.6% | 13F ↗ |
| 13 | iShares Tr Core S&P500 Etf | 14,761 | $11.3M | 0.5% | -1.5% | 13F ↗ |
| 14 | Vanguard Index Fds Mrngstr Ttl Stk | 21,911 | $8.2M | 0.4% | -9.1% | 13F ↗ |
| 15 | NPB Northpointe Bancshares, Inc. | 515,140 | $7.5M | 0.3% | New | 13F ↗ |
| 16 | MSFT Microsoft Corporation | 9,282 | $4.8M | 0.2% | -32.2% | 13F ↗ |
| 17 | Vanguard Index Fds Mrngstr Grwt Etf | 45,545 | $4.1M | 0.2% | -1.5% | 13F ↗ |
| 18 | Invesco Qqq Tr | 4,949 | $3.7M | 0.2% | +2.3% | 13F ↗ |
| 19 | AMZN Amazon.com, Inc. | 12,216 | $3.0M | 0.1% | -8.8% | 13F ↗ |
| 20 | iShares Tr Rus 1000 Grw Etf | 21,769 | $2.7M | 0.1% | +4.9% | 13F ↗ |
| 21 | JPM JPMorgan Chase & Co. | 7,080 | $2.3M | 0.1% | -2.7% | 13F ↗ |
| 22 | GOOGL Alphabet Inc. Class A | 6,502 | $2.2M | 0.1% | -32.1% | 13F ↗ |
| 23 | iShares Tr Msci Eafe Etf | 18,252 | $1.9M | 0.1% | +2.1% | 13F ↗ |
| 24 | Vanguard Whitehall Fds High Div Yld | 11,735 | $1.8M | 0.1% | +1.6% | 13F ↗ |
| 25 | Invesco Exchange Traded Fd T Rafi Us 1000 Etf | 32,645 | $1.8M | 0.1% | -1.2% | 13F ↗ |
| 26 | Select Sector Spdr Tr St Str Techn Etf | 8,918 | $1.7M | 0.1% | +11.5% | 13F ↗ |
| 27 | JNJ Johnson & Johnson | 6,454 | $1.7M | 0.1% | -27.5% | 13F ↗ |
| 28 | BRK-B Berkshire Hathaway Inc. Class B | 3,326 | $1.7M | 0.1% | -54.2% | 13F ↗ |
| 29 | Vanguard World Fd Inf Tech Etf | 12,606 | $1.6M | 0.1% | -1.6% | 13F ↗ |
| 30 | GOOG Alphabet Inc. Class C | 4,491 | $1.5M | 0.1% | -37.6% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Mid Cap | 18,455 | $1.4M | 0.1% | +6.7% | 13F ↗ |
| 32 | NVDA NVIDIA Corporation | 6,170 | $1.4M | 0.1% | +14.7% | 13F ↗ |
| 33 | DTE DTE Energy Company | 11,399 | $1.4M | 0.1% | -4.1% | 13F ↗ |
| 34 | iShares Tr Equity Etf | 12,327 | $1.3M | 0.1% | +29.4% | 13F ↗ |
| 35 | Vanguard Index Fds Mrngstr Sml Cap | 4,584 | $1.3M | 0.1% | -0.5% | 13F ↗ |
| 36 | Vanguard Index Fds Mrngstr Val Etf | 5,943 | $1.3M | 0.1% | +0.9% | 13F ↗ |
| 37 | iShares Tr Esg Aw Msci Eafe | 12,207 | $1.3M | 0.1% | Unchanged | 13F ↗ |
| 38 | iShares Tr S&P 500 Grwt Etf | 8,810 | $1.3M | 0.1% | +18.5% | 13F ↗ |
| 39 | XOM ExxonMobil Holdings Corporation | 7,535 | $1.2M | 0.1% | -0.5% | 13F ↗ |
| 40 | COST Costco Wholesale Corporation | 1,342 | $1.2M | 0.1% | -3.6% | 13F ↗ |
| 41 | Dimensional ETF Trust Us Mktwide Value | 21,496 | $1.2M | 0.1% | Unchanged | 13F ↗ |
| 42 | Vanguard Index Fds Sml Cp Grw Etf | 3,482 | $1.2M | 0.1% | Unchanged | 13F ↗ |
| 43 | Spdr Series Trust St Str P500GRW | 9,490 | $1.2M | 0.1% | -7.9% | 13F ↗ |
| 44 | Vanguard Index Fds Mrngstr Md Cp Gr | 3,955 | $1.2M | 0.1% | -12.1% | 13F ↗ |
| 45 | iShares Tr Core S&P Mcp Etf | 15,769 | $1.1M | 0.1% | +15.1% | 13F ↗ |
| 46 | iShares Tr S&P Mc 400GR Etf | 10,248 | $1.1M | 0.1% | Unchanged | 13F ↗ |
| 47 | Schwab Strategic Tr Us Lrg Cap Etf | 37,103 | $1.1M | 0.1% | -24.3% | 13F ↗ |
| 48 | PEP PepsiCo, Inc. | 8,762 | $1.1M | 0.1% | -2.1% | 13F ↗ |
| 49 | LLY Eli Lilly and Company | 921 | $1.1M | <0.1% | +9.8% | 13F ↗ |
| 50 | META Meta Platforms, Inc. | 1,441 | $1.0M | <0.1% | -32.5% | 13F ↗ |
Showing the top 50 of 744 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
77 new, 157 added to, 292 trimmed, 922 exited, 218 unchanged. By estimated dollars.
New positions (77)
| NPB Northpointe Bancshares, Inc. | 515,140 | New | $7.5M |
| Dfa Invt Dimensions Group Inc U.S. Trgtd Etf | 12,551 | New | $833.9K |
| iShares Tr Core S&P Us Gwt | 2,615 | New | $506.7K |
| Dfa Invt Dimensions Group Inc U.S. Core Etf | 7,260 | New | $322.7K |
| ARW Arrow Electronics, Inc. | 1,071 | New | $243.1K |
| Dfa Invt Dimensions Group Inc U.S. Sml Etf | 3,116 | New | $241.2K |
| Capital Grp Fixed Incm ETF T Mun Inm Etf | 7,488 | New | $194.2K |
| Vanguard Mun Bd Fds Short Tax Exempt | 2,419 | New | $179.9K |
| Capital Group Dividend Value Units | 3,542 | New | $173.0K |
| Fidelity Covington Trust Msci Commntn Svc | 1,583 | New | $114.0K |
Added to (157)
| iShares Tr Rus Md Cp Gr Etf | 1.57M | +18.5% | $33.8M |
| Vanguard Index Fds S&P 500 Etf Shs | 1.50M | +1.8% | $18.9M |
| American Centy ETF Tr Us Sml Cp Valu | 1.27M | +13.4% | $17.7M |
| Vanguard Index Fds Extend Mkt Etf | 1.04M | +3.9% | $9.2M |
| Vanguard Tax-Managed Fds | 2.40M | +1.7% | $2.8M |
| iShares Tr Core S&P Us Vlu | 4,912 | +1865% | $514.1K |
| iShares Tr Equity Etf | 12,327 | +29.4% | $299.1K |
| iShares Tr S&P 500 Val Etf | 4,326 | +30.9% | $233.3K |
| Dimensional ETF Trust Us Equi Mark Etf | 6,363 | +73.3% | $223.4K |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | 3,658 | +40.5% | $219.3K |
Trimmed (292)
| iShares Tr National Mun Etf | 166,211 | -29.8% | -$7.1M |
| Vanguard Index Fds Mrngstr Lrg Cap | 261,268 | -3.7% | -$3.5M |
| MSFT Microsoft Corporation | 9,282 | -32.2% | -$2.3M |
| BRK-B Berkshire Hathaway Inc. Class B | 3,326 | -54.2% | -$2.0M |
| AAPL Apple Inc. | 39,498 | -11.6% | -$1.7M |
| GOOGL Alphabet Inc. Class A | 6,502 | -32.1% | -$1.1M |
| Spdr Index Shs Fds St Str Po Ex Etf | 293,187 | -6.4% | -$1.0M |
| GOOG Alphabet Inc. Class C | 4,491 | -37.6% | -$922.1K |
| Vanguard Index Fds Mrngstr Ttl Stk | 21,911 | -9.1% | -$817.0K |
| MAR Marriott International | 452 | -82.9% | -$780.9K |
Exited (922)
| Dimensional ETF Trust Us Targeted Vlu | 12,547 | Exited | -$877.1K |
| DHR Danaher Corporation | 2,842 | Exited | -$541.3K |
| Dimensional ETF Trust Us Cor Equ 2 Etf | 7,810 | Exited | -$346.4K |
| Invesco Exch Traded Fd Tr II S&P Intl Momnt | 4,944 | Exited | -$298.1K |
| Global X Fds Nasdaq 100 Cover | 15,975 | Exited | -$294.4K |
| Dimensional ETF Trust Us Small Cap Etf | 3,116 | Exited | -$256.6K |
| J P Morgan Exchange Traded F Equity Premium | 3,900 | Exited | -$220.3K |
| RLAY Relay Therapeutics, Inc. | 10,836 | Exited | -$202.7K |
| EXC Exelon Corporation | 3,842 | Exited | -$179.1K |
| Stellar Bancorp Inc | 2,985 | Exited | -$117.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 744 | $2.2B | Current | SEC ↗ |
| Q2 2026 | Aug 6, 2026 | 13F-HR | 1,589 | $2.1B | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 718 | $1.5B | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 811 | $1.6B | Current | SEC ↗ |
| Q3 2025 | Nov 5, 2025 | 13F-HR | 786 | $1.6B | Current | SEC ↗ |
| Q2 2025 | Aug 5, 2025 | 13F-HR | 772 | $1.4B | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 801 | $1.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer