Institutions / Plante Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC
CIK 1424717 · Institution · as of Dec 31, 2025
Portfolio value
$1.58B
Positions
811
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 811 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 ETF | $882.14M | 55.9% |
| Vanguard Extended Market ETF | $159.89M | 10.1% |
| Vanguard Ftse Developed Markets ETF | $142.59M | 9.0% |
| Vanguard Large-Cap ETF | $96.66M | 6.1% |
| Vanguard Small Cap Value ETF | $28.97M | 1.8% |
| iShares National Muni Bond ETF | $25.43M | 1.6% |
| SPDR S&P 500 ETF Trust | $19.59M | 1.2% |
| Schwab U.S. Mid-Cap ETF | $18.90M | 1.2% |
| SPDR Portfolio Developed World Ex-Us ETF | $15.53M | 1.0% |
| Apple Inc. | $15.00M | 0.9% |
| iShares Core S&P 500 ETF | $9.96M | 0.6% |
| Microsoft Corp | $7.67M | 0.5% |
| Vanguard Total Stock Market ETF | $6.57M | 0.4% |
| Amazon.com Inc | $5.49M | 0.3% |
| Alphabet Inc. | $4.67M | 0.3% |
| Vanguard Growth ETF | $4.01M | 0.3% |
| iShares Russell 1000 Growth ETF | $3.60M | 0.2% |
| Alphabet Inc. | $3.52M | 0.2% |
| Johnson & Johnson | $3.29M | 0.2% |
| JPMORGAN CHASE & CO | $3.14M | 0.2% |
| Warren E. Buffett | $2.90M | 0.2% |
| Vanguard Mid-Cap Growth ETF | $2.74M | 0.2% |
| Stryker Corp | $2.66M | 0.2% |
| Invesco Qqq Trust Series I | $2.49M | 0.2% |
| iShares Gold Trust | $2.15M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.