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 51–100 of 811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES CORE S&P SMALL CAP ETF | 9K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 5K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 37K | $500K+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 7K | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 4K | $500K+ | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 10K | $500K+ | SH |
| V | VISA INC COM CL A | 3K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 9K | $500K+ | SH |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | 4K | $500K+ | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 14K | $500K+ | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 18K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 3K | $500K+ | SH |
| DIS | DISNEY WALT CO COM | 7K | $500K+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 30K | $500K+ | SH |
| ABBV | ABBVIE INC COM | 4K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 1 | $500K+ | SH |
| AVGO | BROADCOM INC COM | 2K | $500K+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 3K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 4K | $500K+ | SH |
| AMGN | AMGEN INC COM | 2K | $500K+ | SH |
| DHR | DANAHER CORPORATION COM | 3K | $500K+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 20K | $500K+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 8K | $500K+ | SH |
| YUM | YUM BRANDS INC COM | 4K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC COM | 8K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 8K | $500K+ | SH |
| BHB | BAR HBR BANKSHARES COM | 20K | $500K+ | SH |
| ABT | ABBOTT LABS COM | 5K | $500K+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 5K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 992 | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 6K | $500K+ | SH |
| AON | AON PLC SHS CL A | 2K | $500K+ | SH |
| CMS | CMS ENERGY CORP COM | 8K | $500K+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 23K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 977 | $500K+ | SH |
| UNP | UNION PAC CORP COM | 2K | $500K+ | SH |
| TJX | TJX COS INC NEW COM | 4K | $500K+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 12K | $500K+ | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 4K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 3K | $100K–$500K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 3K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 1K | $100K–$500K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 7K | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 1K | $100K–$500K | SH |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | 10K | $100K–$500K | SH |