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 $2 Billions to $10 Billions
