CIK 1424717
Plante Moran Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
811
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 1.4M | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 765K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.3M | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 307K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 137K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 237K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 29K | $1M+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 628K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 350K | $1M+ | SH |
| AAPL | APPLE INC COM | 55K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 15K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 16K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 20K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 24K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 15K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 8K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 8K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 11K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 16K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 10K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 10K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 8K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 4K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 26K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 2K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 17K | $1M+ | SH |
| PRF | INVESCO RAFI US 1000 ETF | 33K | $1M+ | SH |
| DTE | DTE ENERGY CO COM | 12K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 10K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 10K | $1M+ | SH |
| PEP | PEPSICO INC COM | 10K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 4K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 11K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 20K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 9K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 4K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 5K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 1K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 12K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 2K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 4K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 4K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 7K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 4K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 12K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 10K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 6K | $1M+ | SH |