Filed: 5/8/2025ACC: 0001424717-25-000006
📋 What this filing means
PLANTE MORAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 801 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
801
Positions
$1.16B
Total AUM (reported)
6.39M
Total Shares
Allocation by class
ETF$1.04B89.8%
STOCK$117.22M10.1%
ADR$1.07M0.1%
REIT$632.2K0.1%
CEF$241.8K0.0%
Portfolio Concentration
Top 3$869.49M74.8%
4–10$139.88M12.0%
11–25$52.96M4.6%
Rest$100.36M8.6%
Top 3 weight
74.8%
Top 10 weight
86.8%
Voting Authority Distribution
Total shares with voting rights: 6.39M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.39M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole801
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings801
Rows:
VANGUARD S&P 500 ETF
SOLEShares1.29M
TypeSH
Market value$663.31M
57.05%
Sole
0.00
Shared
0.00
None
1.29M
VANGUARD EXTENDED MARKET ETF
SOLEShares671.01K
TypeSH
Market value$115.59M
9.94%
Sole
0.00
Shared
0.00
None
671.01K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.78M
TypeSH
Market value$90.59M
7.79%
Sole
0.00
Shared
0.00
None
1.78M
VANGUARD LARGE-CAP ETF
SOLEShares154.37K
TypeSH
Market value$39.68M
3.41%
Sole
0.00
Shared
0.00
None
154.37K
ISHARES NATIONAL MUNI BOND ETF
SOLEShares293.33K
TypeSH
Market value$30.93M
2.66%
Sole
0.00
Shared
0.00
None
293.33K
APPLE INC COM
SOLEShares83.02K
TypeSH
Market value$18.44M
1.59%
Sole
0.00
Shared
0.00
None
83.02K
SPDR S&P 500 ETF TRUST
SOLEShares28.70K
TypeSH
Market value$16.05M
1.38%
Sole
0.00
Shared
0.00
None
28.70K
VANGUARD SMALL CAP VALUE ETF
SOLEShares77.14K
TypeSH
Market value$14.37M
1.24%
Sole
0.00
Shared
0.00
None
77.14K
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares337.50K
TypeSH
Market value$12.29M
1.06%
Sole
0.00
Shared
0.00
None
337.50K
MICROSOFT CORP COM
SOLEShares21.63K
TypeSH
Market value$8.12M
0.70%
Sole
0.00
Shared
0.00
None
21.63K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares12.21K
TypeSH
Market value$6.50M
0.56%
Sole
0.00
Shared
0.00
None
12.21K
ISHARES CORE S&P 500 ETF
SOLEShares10.66K
TypeSH
Market value$5.99M
0.52%
Sole
0.00
Shared
0.00
None
10.66K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares18.88K
TypeSH
Market value$5.19M
0.45%
Sole
0.00
Shared
0.00
None
18.88K
AMAZON COM INC COM
SOLEShares24.20K
TypeSH
Market value$4.60M
0.40%
Sole
0.00
Shared
0.00
None
24.20K
SCHWAB U.S. MID-CAP ETF
SOLEShares160.60K
TypeSH
Market value$4.21M
0.36%
Sole
0.00
Shared
0.00
None
160.60K
PEPSICO INC COM
SOLEShares26.97K
TypeSH
Market value$4.04M
0.35%
Sole
0.00
Shared
0.00
None
26.96K
VANGUARD GROWTH ETF
SOLEShares9.78K
TypeSH
Market value$3.63M
0.31%
Sole
0.00
Shared
0.00
None
9.78K
JPMORGAN CHASE & CO. COM
SOLEShares12.81K
TypeSH
Market value$3.14M
0.27%
Sole
0.00
Shared
0.00
None
12.81K
ALPHABET INC CAP STK CL A
SOLEShares17.87K
TypeSH
Market value$2.76M
0.24%
Sole
0.00
Shared
0.00
None
17.86K
STRYKER CORPORATION COM
SOLEShares6.17K
TypeSH
Market value$2.30M
0.20%
Sole
0.00
Shared
0.00
None
6.17K
PROCTER AND GAMBLE CO COM
SOLEShares13.41K
TypeSH
Market value$2.29M
0.20%
Sole
0.00
Shared
0.00
None
13.41K
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares6.14K
TypeSH
Market value$2.22M
0.19%
Sole
0.00
Shared
0.00
None
6.14K
ALPHABET INC CAP STK CL C
SOLEShares13.31K
TypeSH
Market value$2.08M
0.18%
Sole
0.00
Shared
0.00
None
13.31K
NVIDIA CORPORATION COM
SOLEShares18.95K
TypeSH
Market value$2.05M
0.18%
Sole
0.00
Shared
0.00
None
18.95K
JOHNSON & JOHNSON COM
SOLEShares11.84K
TypeSH
Market value$1.96M
0.17%
Sole
0.00
Shared
0.00
None
11.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 1.29M | SH | $663.31M 57.05% | 0.00 | 0.00 | 1.29M |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 671.01K | SH | $115.59M 9.94% | 0.00 | 0.00 | 671.01K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.78M | SH | $90.59M 7.79% | 0.00 | 0.00 | 1.78M |
VANGUARD LARGE-CAP ETFSOLE | ETF | 154.37K | SH | $39.68M 3.41% | 0.00 | 0.00 | 154.37K |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 293.33K | SH | $30.93M 2.66% | 0.00 | 0.00 | 293.33K |
APPLE INC COMSOLE | Stock | 83.02K | SH | $18.44M 1.59% | 0.00 | 0.00 | 83.02K |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 28.70K | SH | $16.05M 1.38% | 0.00 | 0.00 | 28.70K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 77.14K | SH | $14.37M 1.24% | 0.00 | 0.00 | 77.14K |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 337.50K | SH | $12.29M 1.06% | 0.00 | 0.00 | 337.50K |
MICROSOFT CORP COMSOLE | Stock | 21.63K | SH | $8.12M 0.70% | 0.00 | 0.00 | 21.63K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 12.21K | SH | $6.50M 0.56% | 0.00 | 0.00 | 12.21K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 10.66K | SH | $5.99M 0.52% | 0.00 | 0.00 | 10.66K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 18.88K | SH | $5.19M 0.45% | 0.00 | 0.00 | 18.88K |
AMAZON COM INC COMSOLE | Stock | 24.20K | SH | $4.60M 0.40% | 0.00 | 0.00 | 24.20K |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 160.60K | SH | $4.21M 0.36% | 0.00 | 0.00 | 160.60K |
PEPSICO INC COMSOLE | Stock | 26.97K | SH | $4.04M 0.35% | 0.00 | 0.00 | 26.96K |
VANGUARD GROWTH ETFSOLE | ETF | 9.78K | SH | $3.63M 0.31% | 0.00 | 0.00 | 9.78K |
JPMORGAN CHASE & CO. COMSOLE | Stock | 12.81K | SH | $3.14M 0.27% | 0.00 | 0.00 | 12.81K |
ALPHABET INC CAP STK CL ASOLE | Stock | 17.87K | SH | $2.76M 0.24% | 0.00 | 0.00 | 17.86K |
STRYKER CORPORATION COMSOLE | Stock | 6.17K | SH | $2.30M 0.20% | 0.00 | 0.00 | 6.17K |
PROCTER AND GAMBLE CO COMSOLE | Stock | 13.41K | SH | $2.29M 0.20% | 0.00 | 0.00 | 13.41K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 6.14K | SH | $2.22M 0.19% | 0.00 | 0.00 | 6.14K |
ALPHABET INC CAP STK CL CSOLE | Stock | 13.31K | SH | $2.08M 0.18% | 0.00 | 0.00 | 13.31K |
NVIDIA CORPORATION COMSOLE | Stock | 18.95K | SH | $2.05M 0.18% | 0.00 | 0.00 | 18.95K |
JOHNSON & JOHNSON COMSOLE | Stock | 11.84K | SH | $1.96M 0.17% | 0.00 | 0.00 | 11.84K |
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