Plante Moran Financial Advisors, LLC: 13F holdings
CIK 14247172026Q2
| Positions | 1,589 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 1,589 (+871 vs prior quarter) |
|---|
| Reported value | $2.1bn (+39.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P 500 ETF | 1,477,660 | $1.0bn | 47.2% |
| VXF VANGUARD EXTENDED MARKET ETF | 1,002,829 | $246.9m | 11.5% |
| IWP ISHARES RUSSELL MID-CAP GROWTH ETF | 1,324,615 | $193.9m | 9.0% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 2,363,851 | $168.4m | 7.8% |
| AVUV AVANTIS U.S. SMALL CAP VALUE ETF | 1,119,113 | $139.6m | 6.5% |
| VV VANGUARD LARGE-CAP ETF | 271,224 | $93.3m | 4.3% |
| VBR VANGUARD SMALL CAP VALUE ETF | 116,033 | $28.2m | 1.3% |
| MUB ISHARES NATIONAL MUNI BOND ETF | 236,723 | $25.5m | 1.2% |
| SPY STATE STREET SPDR S&P 500 ETF | 29,487 | $22.0m | 1.0% |
| SCHM SCHWAB U.S. MID-CAP ETF | 565,591 | $20.9m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1424717")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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