13F Filings History of Plante Moran Financial Advisors, LLC
- Latest 13F filing
- Q2 2026 - 06 Aug 2026
- Latest reported 13F value
- $2,149,803,805
- Largest 13F holdings
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VOO VXF IWP VEA AVUV VV VBR MUB SPY SCHM SPDW AAPL
+8 more
IVV VTI MSFT VUG BRKB QQQ GOOGL AMZN - Form 13F summary
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- Plante Moran Financial Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Plante Moran Financial Advisors, LLC reported 1589 equity holdings with a total reported market value of $2,149,803,805 for Q2 2026. Top reported holdings included VOO, VXF, IWP, VEA, and AVUV.
- Manager signature
- David T. Doyle - Chief Compliance Officer
- Manager location
- Southfield, MI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$2,149,803,805
Quarter delta
+$603,762,940
Accepted
06 Aug 2026, 11:18
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,589 | $2,149,803,805 | +$420,496,672 | -$32,807,992 | +$387,688,680 | VOO, VXF, IWP, VEA, AVUV | 13F-HR | 06 Aug 2026, 11:18 |
| Q1 2026 | 717 | $1,546,040,865 | +$59,166,681 | -$42,223,451 | +$16,943,230 | VOO, VXF, VEA, VV, VBR | 13F-HR | 05 May 2026, 11:33 |
| Q4 2025 | 810 | $1,579,294,419 | +$36,122,640 | -$83,489,923 | -$47,367,283 | VOO, VXF, VEA, VV, VBR | 13F-HR | 05 Feb 2026, 11:55 |
| Q3 2025 | 783 | $1,591,871,460 | +$85,045,885 | -$23,380,205 | +$61,665,680 | VOO, VXF, VEA, VV, MUB | 13F-HR | 05 Nov 2025, 11:39 |
| Q2 2025 | 770 | $1,423,294,565 | +$171,582,569 | -$26,001,584 | +$145,580,985 | VOO, VXF, VEA, VV, MUB | 13F-HR | 05 Aug 2025, 13:50 |
| Q1 2025 | 789 | $1,162,694,336 | +$44,696,865 | -$40,417,418 | +$4,279,447 | VOO, VXF, VEA, VV, MUB | 13F-HR | 08 May 2025, 14:45 |
| Q4 2024 | 900 | $1,204,097,966 | +$59,126,848 | -$32,517,045 | +$26,609,803 | VOO, VXF, VEA, VV, MUB | 13F-HR | 05 Feb 2025, 16:07 |
| Q3 2024 | 869 | $1,172,562,431 | +$131,345,919 | -$16,255,727 | +$115,090,192 | VOO, VEA, VXF, VV, MUB | 13F-HR | 30 Oct 2024, 14:35 |
| Q2 2024 | 782 | $1,000,143,232 | +$76,455,785 | -$22,119,111 | +$54,336,674 | VOO, VEA, VXF, MUB, VV | 13F-HR | 12 Aug 2024, 11:28 |
| Q1 2024 | 838 | $930,677,911 | +$44,209,021 | -$144,514,137 | -$100,305,116 | VOO, VEA, VXF, MUB, VV | 13F-HR | 09 May 2024, 15:03 |
| Q4 2023 | 816 | $956,649,189 | +$54,025,310 | -$6,441,599 | +$47,583,711 | VOO, VEA, PEP, MUB, VXF | 13F-HR | 05 Feb 2024, 14:25 |
| Q3 2023 | 759 | $832,518,040 | +$35,403,081 | -$7,923,946 | +$27,479,135 | VOO, VEA, PEP, MUB, VXF | 13F-HR | 07 Nov 2023, 13:43 |
| Q2 2023 | 784 | $845,034,602 | +$87,762,742 | -$15,237,514 | +$72,525,228 | VOO, VEA, PEP, MUB, VXF | 13F-HR | 07 Aug 2023, 14:23 |
| Q1 2023 | 786 | $731,984,900 | +$37,014,941 | -$34,123,123 | +$2,891,818 | VOO, PEP, VEA, MUB, VXF | 13F-HR | 08 May 2023, 11:58 |
| Q4 2022 | 855 | $689,450,431 | +$66,178,931 | -$11,679,416 | +$54,499,515 | VOO, PEP, MUB, VEA, VXF | 13F-HR | 09 Feb 2023, 13:41 |
| Q3 2022 | 837 | $584,169,000 | +$53,752,605 | -$36,176,744 | +$17,575,861 | VOO, MUB, PEP, VEA, VXF | 13F-HR | 02 Nov 2022, 11:41 |
| Q2 2022 | 962 | $598,232,000 | +$169,097,647 | -$30,023,216 | +$139,074,431 | VOO, MUB, PEP, VEA, VXF | 13F-HR | 02 Aug 2022, 10:38 |
| Q1 2022 | 792 | $535,400,000 | +$52,823,198 | -$101,001,237 | -$48,178,039 | VOO, VEA, PEP, SYK, VXF | 13F-HR | 06 May 2022, 15:22 |
| Q4 2021 | 989 | $611,384,000 | +$149,156,605 | -$27,591,421 | +$121,565,184 | VOO, PEP, VEA, YUM, SYK | 13F-HR | 09 Feb 2022, 10:16 |
| Q3 2021 | 915 | $449,786,000 | +$54,843,369 | -$14,383,052 | +$40,460,317 | VOO, PEP, VEA, SYK, YUM | 13F-HR | 08 Nov 2021, 15:01 |
| Q2 2021 | 933 | $411,802,000 | +$45,041,010 | -$23,026,012 | +$22,014,998 | VOO, PEP, SYK, VEA, YUM | 13F-HR | 10 Aug 2021, 13:29 |
| Q1 2021 | 989 | $365,604,000 | +$58,704,136 | -$26,937,150 | +$31,766,986 | PEP, VOO, SYK, YUM, VEA | 13F-HR | 13 May 2021, 08:27 |
| Q4 2020 | 872 | $323,751,000 | +$36,472,940 | -$29,040,806 | +$7,432,134 | PEP, SYK, VOO, YUM, AAPL | 13F-HR | 09 Feb 2021, 08:28 |
| Q3 2020 | 832 | $284,525,000 | +$40,596,804 | -$17,576,040 | +$23,020,764 | PEP, SYK, YUM, AAPL, YUMC | 13F-HR | 12 Nov 2020, 08:27 |
| Q2 2020 | 736 | $249,777,000 | +$14,820,431 | -$16,043,121 | -$1,222,690 | PEP, SYK, YUM, AAPL, YUMC | 13F-HR | 10 Aug 2020, 13:46 |