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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.3M
$20,000 0.0% of portfolio
14,000
Q1 2021 New
$179M
$0 0.0% of portfolio
100
Q1 2024 New
$288M
$78,000 0.0% of portfolio
1,308
Q1 2025 Added 100.0%
$68.8M
$0 0.0% of portfolio
125
Q4 2021 Reduced 54.55%
$266M
$18,000 0.0% of portfolio
6,230
Q4 2024 New
$212M
$0 0.0% of portfolio
50
Q1 2022 Reduced 97.5%

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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