Sign In
test

David T. Doyle

Plante Moran Financial Advisors, Llc

Assets Managed
$1.546B
Holdings
718
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-2.1%(2Q avg: -1.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Plante Moran Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 718 positions.

Assets under management

The assets under management (AUM) of Plante Moran Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.546B in assets, with a quarterly growth rate of -2.1% and a 2-quarter average growth rate of -1.44%. The portfolio is managed by David T. Doyle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.73%
56.4%
$871.872M
1.459M shares@ $597.55 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 8.66%
11.06%
$170.973M
830,772 shares@ $205.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1%
9.56%
$147.728M
2.305M shares@ $64.09 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -6.5%
5.55%
$85.786M
287,055 shares@ $298.86 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -4.38%
1.84%
$28.411M
130,776 shares@ $217.25 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -4.79%
1.56%
$23.992M
226,022 shares@ $106.16 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.17%
1.28%
$19.651M
30,216 shares@ $650.35 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -3.77%
1.22%
$18.723M
604,751 shares@ $30.97 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -8.34%
0.95%
$14.627M
320,412 shares@ $45.66 avg price
AAPL
Apple Inc
Recent Activity
Decreased -11.09%
0.81%
$12.448M
49,049 shares@ $253.8 avg price

1-10 of 718