Plante Moran Financial Advisors, LLC Portfolio Holdings

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025

Plante Moran Financial Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.59 Billion distributed in 786 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $924M, Vanguard Extended Market ETF with a value of $154M, Vanguard Ftse Developed Market with a value of $127M, Vanguard Large Cap ETF with a value of $98.2M, and Ishares National Muni Bond ETF with a value of $25.9M.

Examining the 13F form we can see an increase of $168M in the current position value, from $1.42B to 1.59B.

Below you can find more details about Plante Moran Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.59 Billion
ETFs: $1.48 Billion
Technology: $34.8 Million
Financial Services: $17.2 Million
Consumer Cyclical: $12.9 Million
Healthcare: $11.7 Million
Communication Services: $10.2 Million
Consumer Defensive: $9.32 Million
Industrials: $7.29 Million
Other: $9.69 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$924 Million 58.13% of portfolio
1,508,900
Q3 2025 Added 6.83%
$0
$154 Million 9.66% of portfolio
733,430
Q3 2025 Added 3.61%
$0
$127 Million 7.96% of portfolio
2,112,981
Q3 2025 Added 8.66%
$0
$98.2 Million 6.17% of portfolio
318,832
Q3 2025 Reduced 3.24%
$0
$25.9 Million 1.63% of portfolio
243,446
Q3 2025 Reduced 6.73%
$0
$24.7 Million 1.55% of portfolio
118,432
Q3 2025 Added 2.98%
$0
$19.2 Million 1.21% of portfolio
28,832
Q3 2025 Added 1.14%
$0
$18.7 Million 1.18% of portfolio
631,026
Q3 2025 Added 0.77%
$4.3T
$15.2 Million 0.96% of portfolio
59,782
Q3 2025 Reduced 3.25%
$0
$15.3 Million 0.96% of portfolio
358,084
Q3 2025 Added 3.29%
$0
$9.71 Million 0.61% of portfolio
14,509
Q3 2025 Added 17.33%
$3.78T
$8.56 Million 0.54% of portfolio
16,529
Q3 2025 Reduced 18.39%
$0
$6.35 Million 0.4% of portfolio
19,352
Q3 2025 Reduced 0.66%
$2.39T
$5.01 Million 0.31% of portfolio
22,798
Q3 2025 Reduced 4.98%
$0
$4.51 Million 0.28% of portfolio
9,411
Q3 2025 Reduced 8.21%
$204B
$3.84 Million 0.24% of portfolio
27,310
Q3 2025 Added 0.08%
$662B
$3.45 Million 0.22% of portfolio
6,856
Q3 2025 Reduced 29.72%
$881B
$3.29 Million 0.21% of portfolio
10,434
Q3 2025 Reduced 17.42%
$522B
$3.04 Million 0.19% of portfolio
16,417
Q3 2025 Added 65.04%
$465B
$2.84 Million 0.18% of portfolio
15,232
Q3 2025 Added 0.51%
$1.74T
$2.94 Million 0.18% of portfolio
12,067
Q3 2025 Reduced 2.73%
$136B
$2.85 Million 0.18% of portfolio
7,710
Q3 2025 Reduced 7.11%
$0
$2.48 Million 0.16% of portfolio
5,291
Q3 2025 Reduced 3.4%
$0
$2.39 Million 0.15% of portfolio
3,983
Q3 2025 Added 0.73%
$0
$1.93 Million 0.12% of portfolio
6,556
Q3 2025 Reduced 3.4%
$346B
$1.73 Million 0.11% of portfolio
11,247
Q3 2025 Added 1.76%
$26.6B
$1.64 Million 0.1% of portfolio
11,630
Q3 2025 Reduced 0.08%
$1.37T
$1.54 Million 0.1% of portfolio
2,102
Q3 2025 Reduced 6.08%
$593B
$1.65 Million 0.1% of portfolio
5,853
Q3 2025 Reduced 14.94%
$490B
$1.37 Million 0.09% of portfolio
12,145
Q3 2025 Added 0.1%
$367B
$1.43 Million 0.09% of portfolio
3,526
Q3 2025 Reduced 5.57%
$0
$1.51 Million 0.09% of portfolio
16,176
Q3 2025 Reduced 1.9%
$224B
$1.25 Million 0.08% of portfolio
4,118
Q3 2025 Reduced 7.29%
$0
$1.3 Million 0.08% of portfolio
4,607
Q2 2025 Added 1.65%
$0
$1.22 Million 0.08% of portfolio
1,638
Q3 2025 Reduced 0.36%
$0
$1.25 Million 0.08% of portfolio
4,241
Q3 2025 Added 0.83%
$0
$1.27 Million 0.08% of portfolio
28,135
Q3 2025 Reduced 4.47%
$404B
$1.21 Million 0.08% of portfolio
1,308
Q3 2025 Reduced 13.61%
$0
$1.25 Million 0.08% of portfolio
4,188
Q3 2025 Added 0.48%
$971B
$1.17 Million 0.07% of portfolio
1,538
Q3 2025 Reduced 12.41%
$0
$1.11 Million 0.07% of portfolio
4,362
Q3 2025 Reduced 6.76%
$533B
$926,000 0.06% of portfolio
2,715
Q3 2025 Reduced 9.68%
$0
$950,000 0.06% of portfolio
4,668
Q3 2025 Added 3.5%
$303B
$963,000 0.06% of portfolio
6,204
Q3 2025 Added 23.46%
$148B
$925,000 0.06% of portfolio
11,578
Q4 2023 Reduced 0.71%
$0
$961,000 0.06% of portfolio
14,739
Q3 2025 Added 15.18%
$0
$1.01 Million 0.06% of portfolio
9,621
Q3 2025 Reduced 0.76%
$0
$1.03 Million 0.06% of portfolio
8,648
Q3 2025 Added 1.98%
$0
$916,000 0.06% of portfolio
9,496
Q3 2025 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 786
  • Current Value $1.59 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 109 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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