Filed: 11/5/2025ACC: 0001424717-25-000013
📋 What this filing means
PLANTE MORAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 786 equity positions with a total reported market value of $1.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
786
Positions
$1.59B
Total AUM (reported)
7.45M
Total Shares
Allocation by class
ETF$1.48B92.8%
STOCK$113.01M7.1%
ADR$737.4K0.0%
REIT$504.9K0.0%
CEF$150.1K0.0%
Portfolio Concentration
Top 3$1.20B75.6%
4–10$217.25M13.6%
11–25$65.10M4.1%
Rest$105.35M6.6%
Top 3 weight
75.6%
Top 10 weight
89.3%
Voting Authority Distribution
Total shares with voting rights: 7.45M
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
7.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole786
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings786
Rows:
VANGUARD S&P 500 ETF
SOLEShares1.51M
TypeSH
Market value$924.02M
58.05%
Sole
0.00
Shared
0.00
None
1.51M
VANGUARD EXTENDED MARKET ETF
SOLEShares733.43K
TypeSH
Market value$153.54M
9.65%
Sole
0.00
Shared
0.00
None
733.43K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares2.11M
TypeSH
Market value$126.61M
7.95%
Sole
0.00
Shared
0.00
None
2.11M
VANGUARD LARGE-CAP ETF
SOLEShares318.83K
TypeSH
Market value$98.16M
6.17%
Sole
0.00
Shared
0.00
None
318.83K
ISHARES NATIONAL MUNI BOND ETF
SOLEShares243.45K
TypeSH
Market value$25.92M
1.63%
Sole
0.00
Shared
0.00
None
243.44K
VANGUARD SMALL CAP VALUE ETF
SOLEShares118.43K
TypeSH
Market value$24.72M
1.55%
Sole
0.00
Shared
0.00
None
118.43K
SPDR S&P 500 ETF TRUST
SOLEShares28.83K
TypeSH
Market value$19.21M
1.21%
Sole
0.00
Shared
0.00
None
28.83K
SCHWAB U.S. MID-CAP ETF
SOLEShares631.03K
TypeSH
Market value$18.70M
1.17%
Sole
0.00
Shared
0.00
None
631.02K
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares358.08K
TypeSH
Market value$15.32M
0.96%
Sole
0.00
Shared
0.00
None
358.08K
APPLE INC COM
SOLEShares59.78K
TypeSH
Market value$15.22M
0.96%
Sole
0.00
Shared
0.00
None
59.78K
ISHARES CORE S&P 500 ETF
SOLEShares14.51K
TypeSH
Market value$9.70M
0.61%
Sole
0.00
Shared
0.00
None
14.51K
MICROSOFT CORP COM
SOLEShares16.53K
TypeSH
Market value$8.56M
0.54%
Sole
0.00
Shared
0.00
None
16.53K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares19.35K
TypeSH
Market value$6.35M
0.40%
Sole
0.00
Shared
0.00
None
19.35K
AMAZON COM INC COM
SOLEShares22.80K
TypeSH
Market value$5.01M
0.31%
Sole
0.00
Shared
0.00
None
22.80K
VANGUARD GROWTH ETF
SOLEShares9.41K
TypeSH
Market value$4.51M
0.28%
Sole
0.00
Shared
0.00
None
9.41K
ALPHABET INC CAP STK CL A
SOLEShares15.81K
TypeSH
Market value$3.84M
0.24%
Sole
0.00
Shared
0.00
None
15.81K
PEPSICO INC COM
SOLEShares27.31K
TypeSH
Market value$3.84M
0.24%
Sole
0.00
Shared
0.00
None
27.31K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares6.86K
TypeSH
Market value$3.45M
0.22%
Sole
0.00
Shared
0.00
None
6.86K
JPMORGAN CHASE & CO. COM
SOLEShares10.43K
TypeSH
Market value$3.29M
0.21%
Sole
0.00
Shared
0.00
None
10.43K
JOHNSON & JOHNSON COM
SOLEShares16.42K
TypeSH
Market value$3.04M
0.19%
Sole
0.00
Shared
0.00
None
16.42K
ALPHABET INC CAP STK CL C
SOLEShares12.07K
TypeSH
Market value$2.94M
0.18%
Sole
0.00
Shared
0.00
None
12.07K
STRYKER CORPORATION COM
SOLEShares7.71K
TypeSH
Market value$2.85M
0.18%
Sole
0.00
Shared
0.00
None
7.71K
NVIDIA CORPORATION COM
SOLEShares15.23K
TypeSH
Market value$2.84M
0.18%
Sole
0.00
Shared
0.00
None
15.23K
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares5.29K
TypeSH
Market value$2.48M
0.16%
Sole
0.00
Shared
0.00
None
5.29K
INVESCO QQQ TRUST SERIES I
SOLEShares3.98K
TypeSH
Market value$2.39M
0.15%
Sole
0.00
Shared
0.00
None
3.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 1.51M | SH | $924.02M 58.05% | 0.00 | 0.00 | 1.51M |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 733.43K | SH | $153.54M 9.65% | 0.00 | 0.00 | 733.43K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 2.11M | SH | $126.61M 7.95% | 0.00 | 0.00 | 2.11M |
VANGUARD LARGE-CAP ETFSOLE | ETF | 318.83K | SH | $98.16M 6.17% | 0.00 | 0.00 | 318.83K |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 243.45K | SH | $25.92M 1.63% | 0.00 | 0.00 | 243.44K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 118.43K | SH | $24.72M 1.55% | 0.00 | 0.00 | 118.43K |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 28.83K | SH | $19.21M 1.21% | 0.00 | 0.00 | 28.83K |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 631.03K | SH | $18.70M 1.17% | 0.00 | 0.00 | 631.02K |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 358.08K | SH | $15.32M 0.96% | 0.00 | 0.00 | 358.08K |
APPLE INC COMSOLE | Stock | 59.78K | SH | $15.22M 0.96% | 0.00 | 0.00 | 59.78K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 14.51K | SH | $9.70M 0.61% | 0.00 | 0.00 | 14.51K |
MICROSOFT CORP COMSOLE | Stock | 16.53K | SH | $8.56M 0.54% | 0.00 | 0.00 | 16.53K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 19.35K | SH | $6.35M 0.40% | 0.00 | 0.00 | 19.35K |
AMAZON COM INC COMSOLE | Stock | 22.80K | SH | $5.01M 0.31% | 0.00 | 0.00 | 22.80K |
VANGUARD GROWTH ETFSOLE | ETF | 9.41K | SH | $4.51M 0.28% | 0.00 | 0.00 | 9.41K |
ALPHABET INC CAP STK CL ASOLE | Stock | 15.81K | SH | $3.84M 0.24% | 0.00 | 0.00 | 15.81K |
PEPSICO INC COMSOLE | Stock | 27.31K | SH | $3.84M 0.24% | 0.00 | 0.00 | 27.31K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 6.86K | SH | $3.45M 0.22% | 0.00 | 0.00 | 6.86K |
JPMORGAN CHASE & CO. COMSOLE | Stock | 10.43K | SH | $3.29M 0.21% | 0.00 | 0.00 | 10.43K |
JOHNSON & JOHNSON COMSOLE | Stock | 16.42K | SH | $3.04M 0.19% | 0.00 | 0.00 | 16.42K |
ALPHABET INC CAP STK CL CSOLE | Stock | 12.07K | SH | $2.94M 0.18% | 0.00 | 0.00 | 12.07K |
STRYKER CORPORATION COMSOLE | Stock | 7.71K | SH | $2.85M 0.18% | 0.00 | 0.00 | 7.71K |
NVIDIA CORPORATION COMSOLE | Stock | 15.23K | SH | $2.84M 0.18% | 0.00 | 0.00 | 15.23K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 5.29K | SH | $2.48M 0.16% | 0.00 | 0.00 | 5.29K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 3.98K | SH | $2.39M 0.15% | 0.00 | 0.00 | 3.98K |
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