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
$6,000 0.0% of portfolio
150
Q2 2024 Reduced 72.73%
$1.93B
$19,000 0.0% of portfolio
595
Q3 2024 Added 400.0%
$40.4B
$31,000 0.0% of portfolio
250
Q2 2024 Reduced 8.42%
$128B
$56,000 0.0% of portfolio
593
Q3 2025 Added 7.04%
$42.6B
$25,000 0.0% of portfolio
188
Q1 2022 Reduced 46.44%
Sandisk Corp Com
-
$0 0.0% of portfolio
-
Q1 2025 New
$19.9B
$48,000 0.0% of portfolio
546
Q1 2025 Reduced 10.78%
$703M
$62,000 0.0% of portfolio
3,897
Q4 2021 Reduced 11.37%
$16.9B
$0 0.0% of portfolio
3
Q3 2025 New
$9.59B
$0 0.0% of portfolio
1
Q3 2025 New
$26.1B
$18,000 0.0% of portfolio
117
Q2 2025 New
$12.8B
$30,000 0.0% of portfolio
247
Q3 2025 Reduced 9.19%
$18.3B
$0 0.0% of portfolio
18
Q2 2025 New
$9.38B
$38,000 0.0% of portfolio
1,233
Q1 2022 Reduced 1.6%
$6.46B
$26,000 0.0% of portfolio
144
Q3 2021 Reduced 71.98%
$1.36B
$3,000 0.0% of portfolio
300
Q4 2022 Reduced 86.88%
Jpmorgan U.S. Tech Leaders ETF
-
$0 0.0% of portfolio
-
Q3 2024 New
Fidelity Enhanced International ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
$73.7B
$15,000 0.0% of portfolio
190
Q3 2025 Reduced 33.1%
$123B
$24,000 0.0% of portfolio
86
Q3 2025 Added 50.88%
$172B
$60,000 0.0% of portfolio
1,382
Q3 2025 Reduced 33.4%
$388B
$49,000 0.0% of portfolio
303
Q2 2025 Reduced 18.55%
Fidelity Wise Origin Bitcoin Fund
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 40.62%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 74.78%
$0
$48,000 0.0% of portfolio
1,050
Q1 2020 Reduced 62.03%
$0
$1,000 0.0% of portfolio
100
Q4 2024 New
$0
$24,000 0.0% of portfolio
280
Q3 2025 Reduced 81.53%
$53.1B
$7,000 0.0% of portfolio
29
Q1 2024 Reduced 56.06%
$19.6B
$31,000 0.0% of portfolio
200
Q2 2024 Reduced 5.21%
$4.44B
$1,000 0.0% of portfolio
50
Q3 2025 New
$0
$6,000 0.0% of portfolio
140
Q1 2024 New
$44.4B
$0 0.0% of portfolio
3
Q3 2025 New
$9.92B
$30,000 0.0% of portfolio
536
Q4 2024 Reduced 77.19%
$6.8B
$5,000 0.0% of portfolio
107
Q1 2025 Reduced 33.13%
$18.9B
$10,000 0.0% of portfolio
103
Q4 2023 Reduced 22.56%
$26.8B
$9,000 0.0% of portfolio
35
Q3 2022 Reduced 49.28%
$0
$0 0.0% of portfolio
2
Q3 2025 New
$86.1B
$4,000 0.0% of portfolio
12
Q3 2025 Reduced 90.24%
$27B
$66,000 0.0% of portfolio
500
Q2 2024 Reduced 50.0%
Arm Holdings PLC Sponsored Ads
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 89.12%
$23.2B
$24,000 0.0% of portfolio
500
Q2 2025 Added 100.0%
$17.5B
$18,000 0.0% of portfolio
54
Q3 2025 Added 10.2%
$68.9B
$43,000 0.0% of portfolio
183
Q3 2025 Reduced 21.46%
Veralto Corp Com Shs
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.52%
$12.8B
$3,000 0.0% of portfolio
100
Q2 2025 Reduced 96.83%
$22B
$29,000 0.0% of portfolio
537
Q3 2025 Added 0.37%
$0
$20,000 0.0% of portfolio
338
Q2 2025 Reduced 24.55%
$0
$38,000 0.0% of portfolio
494
Q2 2025 New
$0
$68,000 0.0% of portfolio
1,185
Q3 2025 New

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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