Institutional Fund
Plante Moran Financial Advisors, LLC
Southfield, MICIK 14247175 filings on record
Portfolio Value
$1.55B
Q1 2026
Holdings
717
Reported positions
New Buys
72
Opened this quarter
QoQ Change
-2.1%
from $1.58B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds56.4%
- Vanguard Index Fds11.1%
- Vanguard Tax-Managed Fds9.6%
- Vanguard Index Fds5.5%
- Vanguard Index Fds1.8%
- Ishares Tr1.6%
- Other14.1%
Portfolio Holdings
717 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.46M | $871.87M | 56.4% | +52.4K | Added |
| 2 | Vanguard Index Fds | 830.8K | $170.97M | 11.1% | +66.2K | Added |
| 3 | Vanguard Tax-Managed Fds | 2.31M | $147.73M | 9.6% | +22.8K | Added |
| 4 | Vanguard Index Fds | 287.1K | $85.79M | 5.5% | −20.0K | Reduced |
| 5 | Vanguard Index Fds | 130.8K | $28.41M | 1.8% | −6.0K | Reduced |
| 6 | Ishares Tr | 226.0K | $23.99M | 1.6% | −11.4K | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 30.2K | $19.65M | 1.3% | +1.5K | Added |
| 8 | Schwab Strategic Tr | 604.8K | $18.72M | 1.2% | −23.7K | Reduced |
| 9 | Spdr Index Shs Fds | 320.4K | $14.63M | 0.9% | −29.2K | Reduced |
| 10 | Apple Inc | 49.0K | $12.45M | 0.8% | −6.1K | Reduced |
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