PLANTE MORAN FINANCIAL ADVISORS LLC
Q3 2026 Form 13-F
SOUTHFIELD, MICHIGAN
CIK 0001424717
· CRD 112158
· SEC-registered investment adviser
$2.2B Reported Value Total
PLANTE MORAN FINANCIAL ADVISORS reports 19,176 total accounts under management (AUM). There are 11,803 discretionary accounts valued at $10,451,834,298, and 7,373 non-discretionary accounts valued at $16,475,327,405.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-28
Reported value
$2.2B
Quarter over quarter
-0.7%
Holdings
744
Top-10 concentration
91.4%
Key People
Form ADV owners & control persons
James Matthew Baird
CHIEF INVESTMENT OFFICER
Mark Daniel Corombos
DIRECTOR
David Timothy Doyle
CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | November 04, 2026 |
| Form | 13F-HR |
| Reported value | $2.2B |
| Positions | 744 |
| Change in reported value | +2.2% |
| New positions | 77 |
| Exited positions | 922 |
| Position turnover | 60.0% |
| Top-10 concentration | 91.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 4, 2026
|
744 | $2.2B |
|
Q2 2026 13F
Filed Aug 6, 2026
|
1,589 | $2.1B |
|
Q1 2026 13F
Filed May 5, 2026
|
718 | $1.5B |
|
Q4 2025 13F
Filed Feb 5, 2026
|
811 | $1.6B |
|
Q3 2025 13F
Filed Nov 5, 2025
|
786 | $1.6B |
|
Q2 2025 13F
Filed Aug 5, 2025
|
772 | $1.4B |
|
Q1 2025 13F
Filed May 8, 2025
|
791 | $1.2B |
|
Q4 2024 13F
Filed Feb 5, 2025
|
902 | $1.2B |
|
Q3 2024 13F
Filed Oct 30, 2024
|
871 | $1.2B |
|
Q2 2024 13F
Filed Aug 12, 2024
|
786 | $1.0B |
|
Q1 2024 13F
Filed May 9, 2024
|
840 | $930.7M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
817 | $956.6M |
|
Q3 2023 13F
Filed Nov 7, 2023
|
760 | $832.5M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
786 | $845.0M |
|
Q1 2023 13F
Filed May 8, 2023
|
787 | $732.0M |
|
Q4 2022 13F
Filed Feb 9, 2023
|
857 | $689.5M |
|
Q3 2022 13F
Filed Nov 2, 2022
|
805 | $584.2M |
|
Q2 2022 13F
Filed Aug 2, 2022
|
866 | $598.4M |
|
Q1 2022 13F
Filed May 6, 2022
|
760 | $535.4M |
|
Q4 2021 13F
Filed Feb 9, 2022
|
943 | $611.4M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD S&P 500 ETF | $1.1B | 48.02% |
| 2 | VXF VANGUARD EXTENDED MARKET ETF | $241.4M | 10.99% |
| 3 | IWP ISHARES RUSSELL MID-CAP GROWTH ETF | $216.1M | 9.84% |
| 4 | VEA VANGUARD FTSE DEVELOPED MARKETS ETF | $169.7M | 7.73% |
| 5 | AVUV AVANTIS U.S. SMALL CAP VALUE ETF | $149.5M | 6.81% |
| 6 | VV VANGUARD MORNINGSTAR LARGE-CAP ETF | $91.9M | 4.19% |
| 7 | VBR VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $26.4M | 1.2% |
| 8 | SPY STATE STREET SPDR S&P 500 ETF | $22.6M | 1.03% |
| 9 | SCHM SCHWAB U.S. MID-CAP ETF | $18.8M | 0.86% |
| 10 | MUB ISHARES NATIONAL MUNI BOND ETF | $16.8M | 0.77% |
| 11 | SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14.7M | 0.67% |
| 12 | AAPL APPLE INC COM | $13.2M | 0.6% |
| 13 | IVV ISHARES CORE S&P 500 ETF | $11.3M | 0.51% |
| 14 | VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $8.2M | 0.37% |
| 15 | NPB NORTHPOINTE BANCSHARES INC. COM SHS | $7.5M | 0.34% |
| 16 | MSFT MICROSOFT CORP COM | $4.8M | 0.22% |
| 17 | VUG VANGUARD MORNINGSTAR GROWTH ETF | $4.1M | 0.19% |
| 18 | QQQ INVESCO QQQ TRUST SERIES I | $3.7M | 0.17% |
| 19 | AMZN AMAZON COM INC COM | $3.0M | 0.14% |
| 20 | IWF ISHARES RUSSELL 1000 GROWTH ETF | $2.7M | 0.12% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.