13F filer

Plante Moran Financial Advisors

As of Jun 30, 2026 Filed Aug 6, 2026 CIK 1424717 SEC filings ↗

13F Value

$2.15B

Positions

1,589

Top Position

VOO47.2%

Top 5

82.0%

Latest filing changes

vs Mar 31, 2026

1 IWP iShares Russell Mid-Cap Growth ETF >999%+$193.9M

2 AVUV Avantis U.S. Small Cap Value ETF >999%+$139.6M

3 VXF Vanguard Extended Market Index Fund — ETF Shares +20.7%+$42.4M

4 VOO Vanguard 500 Index Fund — ETF Shares +1.3%+$12.8M

5 VEA Vanguard Developed Markets Index Fund — ETF Shares +2.5%+$4.2M

Holdings1,589

#							Trend (4Q)
1	VOO Vanguard 500 Index Fund — ETF Shares	47.2%	$1.01B	+1.3%	1.48M	56.4%		ETF
2	VXF Vanguard Extended Market Index Fund — ETF Shares	11.5%	$246.9M	+20.7%	1.00M	11.1%		ETF
3	IWP iShares Russell Mid-Cap Growth ETF	9.0%	$193.9M	>999%	1.32M	<0.1%		ETF
4	VEA Vanguard Developed Markets Index Fund — ETF Shares	7.8%	$168.4M	+2.5%	2.36M	9.6%		ETF
5	AVUV Avantis U.S. Small Cap Value ETF	6.5%	$139.6M	>999%	1.12M	<0.1%		ETF
6	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	4.3%	$93.3M	-5.5%	271.2K	5.5%		ETF
7	VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares	1.3%	$28.2M	-11.3%	116.0K	1.8%		ETF
8	MUB iShares National Muni Bond ETF	1.2%	$25.5M	+4.7%	236.7K	1.6%		ETF
9	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.0%	$22.0M	-2.4%	29.5K	1.3%		ETF
10	SCHM Schwab U.S. Mid-Cap ETF	1.0%	$20.9M	-6.5%	565.6K	1.2%		ETF
11	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	0.7%	$15.8M	-2.2%	313.3K	0.9%		ETF
12	AAPL Apple	0.6%	$12.9M	-8.9%	44.7K	0.8%		Common Stock
13	IVV iShares Core S&P 500 ETF	0.5%	$11.2M	+4.3%	15.0K	0.6%		ETF
14	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	0.4%	$8.9M	+15.0%	24.1K	0.4%		ETF
15	MSFT Microsoft	0.2%	$5.1M	-9.6%	13.7K	0.4%		Common Stock
16	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	0.2%	$4.0M	—	46.2K	0.2%	—	ETF
17	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 7,258 reported quantity $3,631,831 reported value	0.2%	$3.6M	+29.5%	7.3K	0.2%		Common Stock
18	QQQ Invesco QQQ Trust, Series 1	0.2%	$3.6M	+10.8%	4.8K	0.2%		ETF
19	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 9,572 reported quantity $3,420,587 reported value	0.2%	$3.4M	-1.7%	9.6K	0.2%		Common Stock
20	AMZN Amazon	0.1%	$3.2M	-4.9%	13.4K	0.2%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing66

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.