1y return+21.8%S&P 500 +20.9%
3y return+57.6%S&P 500 +68.5%
5y return+62.1%S&P 500 +74.5%
10y return+200.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $300 against $357 in the S&P 500.2
Plante Moran Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard S&p 500 Etf | $1.0B | 47.2% | +1.3% |
| VXFVanguard Extended Market Etf | $246.9M | 11.5% | +20.7% |
| IWPIshares Russell Mid-cap Growth Etf | $193.9M | 9.0% | +556460.9% |
| VEAVanguard Ftse Developed Markets Etf | $168.4M | 7.8% | +2.5% |
| AVUVAvantis U.s. Small Cap Value Etf | $139.6M | 6.5% | +278286.3% |
| VVVanguard Large-cap Etf | $93.3M | 4.3% | −5.5% |
| VBRVanguard Small Cap Value Etf | $28.2M | 1.3% | −11.3% |
| MUBIshares National Muni Bond Etf | $25.5M | 1.2% | +4.7% |
| SPYState Street Spdr S&p 500 Etf | $22.0M | 1.0% | −2.4% |
| SCHMSchwab U.s. Mid-cap Etf | $20.9M | 1.0% | −6.5% |
| SPDWState Street Spdr Portfolio Developed World Ex-us Etf | $15.8M | 0.7% | −2.2% |
| AAPLApple Inc Com | $12.9M | 0.6% | −8.9% |
| IVVIshares Core S&p 500 Etf | $11.2M | 0.5% | +4.3% |
| VTIVanguard Total Stock Market Etf | $8.9M | 0.4% | +15.0% |
| MSFTMicrosoft Corp Com | $5.1M | 0.2% | −9.6% |
| VUGVanguard Growth Etf | $4.0M | 0.2% | +1.5% |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $3.6M | 0.2% | +29.5% |
| QQQInvesco Qqq Trust Series I | $3.6M | 0.2% | +10.8% |
| GOOGLAlphabet Inc Cap Stk Cl A | $3.4M | 0.2% | −1.7% |
| AMZNAmazon Com Inc Com | $3.2M | 0.1% | −4.9% |
| IWFIshares Russell 1000 Growth Etf | $2.6M | 0.1% | −1.2% |
| GOOGAlphabet Inc Cap Stk Cl C | $2.5M | 0.1% | −5.3% |
| JPMJpmorgan Chase & Co Com | $2.4M | 0.1% | −18.8% |
| JNJJohnson & Johnson Com | $2.3M | 0.1% | −34.4% |
| EFAIshares Msci Eafe Etf | $1.9M | 0.1% | +9.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $3.4M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $2.5M |
| XLKState Street Technology Select Sector Spdr Etf | June 30, 2020 | +264.7% | $1.5M |
| JPMJpmorgan Chase & Co Com | June 30, 2020 | +248.0% | $2.4M |
| VGTVanguard Information Technology Etf | June 30, 2020 | +243.1% | $1.5M |
| AAPLApple Inc Com | June 30, 2020 | +217.3% | $12.9M |
| COSTCostco Wholesale Corporation Com | June 30, 2020 | +208.5% | $1.3M |
| QQQInvesco Qqq Trust Series I | June 30, 2020 | +197.4% | $3.6M |
| BRK/BBerkshire Hathaway Inc Del Cl B New | June 30, 2020 | +180.3% | $3.6M |
| SPYGState Street Spdr Portfolio S&p 500 Growth Etf | June 30, 2020 | +164.9% | $1.2M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $1.6M
- BMOPBny Mellon Municipal Opportunities Etf was $1.3M
- TDToronto Dominion Bk Ont Com New was $1.1M
- BHBBar Hbr Bankshares Com was $639K
- Proassurance Corp ComCUSIP 74267C106 was $405K
- WSBCWesbanco Inc Com was $248K
- BNDXVanguard Total International Bond Etf was $198K
- Honeywell Intl Inc ComCUSIP 438516106 was $195K
- XCEMColumbia Em Core Ex-china Etf was $155K
- SIISprott Inc Com New was $143K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +8.7% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Plante Moran Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1424717&type=13F-HR&dateb=&owner=include&count=40CIK 1424717
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1424717/000142471726000009/Filed August 6, 2026 · accession 0001424717-26-000009