Filed: 8/5/2025ACC: 0001424717-25-000008
📋 What this filing means
PLANTE MORAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 772 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
772
Positions
$1.42B
Total AUM (reported)
7.21M
Total Shares
Allocation by class
ETF$1.31B92.0%
STOCK$112.28M7.9%
ADR$733.3K0.1%
REIT$537.7K0.0%
CEF$245.9K0.0%
Portfolio Concentration
Top 3$1.05B73.7%
4–10$205.60M14.4%
11–25$63.57M4.5%
Rest$104.54M7.3%
Top 3 weight
73.7%
Top 10 weight
88.2%
Voting Authority Distribution
Total shares with voting rights: 7.21M
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
7.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole772
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings772
Rows:
VANGUARD S&P 500 ETF
SOLEShares1.41M
TypeSH
Market value$802.32M
56.37%
Sole
0.00
Shared
0.00
None
1.41M
VANGUARD EXTENDED MARKET ETF
SOLEShares707.88K
TypeSH
Market value$136.41M
9.58%
Sole
0.00
Shared
0.00
None
707.88K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.94M
TypeSH
Market value$110.86M
7.79%
Sole
0.00
Shared
0.00
None
1.94M
VANGUARD LARGE-CAP ETF
SOLEShares329.51K
TypeSH
Market value$94.01M
6.61%
Sole
0.00
Shared
0.00
None
329.51K
ISHARES NATIONAL MUNI BOND ETF
SOLEShares261K
TypeSH
Market value$27.27M
1.92%
Sole
0.00
Shared
0.00
None
261K
VANGUARD SMALL CAP VALUE ETF
SOLEShares115K
TypeSH
Market value$22.43M
1.58%
Sole
0.00
Shared
0.00
None
115K
SPDR S&P 500 ETF TRUST
SOLEShares28.51K
TypeSH
Market value$17.61M
1.24%
Sole
0.00
Shared
0.00
None
28.51K
SCHWAB U.S. MID-CAP ETF
SOLEShares626.18K
TypeSH
Market value$17.56M
1.23%
Sole
0.00
Shared
0.00
None
626.18K
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares346.67K
TypeSH
Market value$14.04M
0.99%
Sole
0.00
Shared
0.00
None
346.67K
APPLE INC COM
SOLEShares61.79K
TypeSH
Market value$12.68M
0.89%
Sole
0.00
Shared
0.00
None
61.79K
MICROSOFT CORP COM
SOLEShares20.25K
TypeSH
Market value$10.07M
0.71%
Sole
0.00
Shared
0.00
None
20.25K
ISHARES CORE S&P 500 ETF
SOLEShares12.37K
TypeSH
Market value$7.68M
0.54%
Sole
0.00
Shared
0.00
None
12.37K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares19.48K
TypeSH
Market value$5.92M
0.42%
Sole
0.00
Shared
0.00
None
19.48K
AMAZON COM INC COM
SOLEShares23.99K
TypeSH
Market value$5.26M
0.37%
Sole
0.00
Shared
0.00
None
23.99K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares9.76K
TypeSH
Market value$4.74M
0.33%
Sole
0.00
Shared
0.00
None
9.76K
VANGUARD GROWTH ETF
SOLEShares10.25K
TypeSH
Market value$4.50M
0.32%
Sole
0.00
Shared
0.00
None
10.25K
JPMORGAN CHASE & CO. COM
SOLEShares12.63K
TypeSH
Market value$3.66M
0.26%
Sole
0.00
Shared
0.00
None
12.63K
PEPSICO INC COM
SOLEShares27.29K
TypeSH
Market value$3.60M
0.25%
Sole
0.00
Shared
0.00
None
27.29K
STRYKER CORPORATION COM
SOLEShares8.30K
TypeSH
Market value$3.28M
0.23%
Sole
0.00
Shared
0.00
None
8.30K
ALPHABET INC CAP STK CL A
SOLEShares16.75K
TypeSH
Market value$2.95M
0.21%
Sole
0.00
Shared
0.00
None
16.75K
COMMERCE BANCSHARES INC COM
SOLEShares44.90K
TypeSH
Market value$2.79M
0.20%
Sole
0.00
Shared
0.00
None
44.90K
NVIDIA CORPORATION COM
SOLEShares15.15K
TypeSH
Market value$2.39M
0.17%
Sole
0.00
Shared
0.00
None
15.15K
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares5.48K
TypeSH
Market value$2.33M
0.16%
Sole
0.00
Shared
0.00
None
5.48K
ALPHABET INC CAP STK CL C
SOLEShares12.41K
TypeSH
Market value$2.20M
0.15%
Sole
0.00
Shared
0.00
None
12.41K
INVESCO QQQ TRUST SERIES I
SOLEShares3.95K
TypeSH
Market value$2.18M
0.15%
Sole
0.00
Shared
0.00
None
3.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 1.41M | SH | $802.32M 56.37% | 0.00 | 0.00 | 1.41M |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 707.88K | SH | $136.41M 9.58% | 0.00 | 0.00 | 707.88K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.94M | SH | $110.86M 7.79% | 0.00 | 0.00 | 1.94M |
VANGUARD LARGE-CAP ETFSOLE | ETF | 329.51K | SH | $94.01M 6.61% | 0.00 | 0.00 | 329.51K |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 261K | SH | $27.27M 1.92% | 0.00 | 0.00 | 261K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 115K | SH | $22.43M 1.58% | 0.00 | 0.00 | 115K |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 28.51K | SH | $17.61M 1.24% | 0.00 | 0.00 | 28.51K |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 626.18K | SH | $17.56M 1.23% | 0.00 | 0.00 | 626.18K |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 346.67K | SH | $14.04M 0.99% | 0.00 | 0.00 | 346.67K |
APPLE INC COMSOLE | Stock | 61.79K | SH | $12.68M 0.89% | 0.00 | 0.00 | 61.79K |
MICROSOFT CORP COMSOLE | Stock | 20.25K | SH | $10.07M 0.71% | 0.00 | 0.00 | 20.25K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 12.37K | SH | $7.68M 0.54% | 0.00 | 0.00 | 12.37K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 19.48K | SH | $5.92M 0.42% | 0.00 | 0.00 | 19.48K |
AMAZON COM INC COMSOLE | Stock | 23.99K | SH | $5.26M 0.37% | 0.00 | 0.00 | 23.99K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 9.76K | SH | $4.74M 0.33% | 0.00 | 0.00 | 9.76K |
VANGUARD GROWTH ETFSOLE | ETF | 10.25K | SH | $4.50M 0.32% | 0.00 | 0.00 | 10.25K |
JPMORGAN CHASE & CO. COMSOLE | Stock | 12.63K | SH | $3.66M 0.26% | 0.00 | 0.00 | 12.63K |
PEPSICO INC COMSOLE | Stock | 27.29K | SH | $3.60M 0.25% | 0.00 | 0.00 | 27.29K |
STRYKER CORPORATION COMSOLE | Stock | 8.30K | SH | $3.28M 0.23% | 0.00 | 0.00 | 8.30K |
ALPHABET INC CAP STK CL ASOLE | Stock | 16.75K | SH | $2.95M 0.21% | 0.00 | 0.00 | 16.75K |
COMMERCE BANCSHARES INC COMSOLE | Stock | 44.90K | SH | $2.79M 0.20% | 0.00 | 0.00 | 44.90K |
NVIDIA CORPORATION COMSOLE | Stock | 15.15K | SH | $2.39M 0.17% | 0.00 | 0.00 | 15.15K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 5.48K | SH | $2.33M 0.16% | 0.00 | 0.00 | 5.48K |
ALPHABET INC CAP STK CL CSOLE | Stock | 12.41K | SH | $2.20M 0.15% | 0.00 | 0.00 | 12.41K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 3.95K | SH | $2.18M 0.15% | 0.00 | 0.00 | 3.95K |
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