Managers / Q4 2025 · view latest →
Plante Moran Financial Advisors, LLC
CIK 0001424717 · 3000 TOWN CENTER DR., SUITE 100, SOUTHFIELD, MI, 48075 · 248-223-3400
Reported Value
$1.6B
Q4 2025
Positions
811
Filings on Record
30
2019–present window
Filed
Feb 5, 2026
original filing
Summary
Plante Moran Financial Advisors, Llc reported $1.6B in U.S.-listed holdings across 811 positions for Q4 2025.
The portfolio is heavily concentrated: VOO alone accounts for 55.9% of reported value.
Compared with Q3 2025, the fund opened 122 new positions and exited 97.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 718 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 811 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.6B | 786 | Nov 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 772 | Aug 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 801 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 911 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 877 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.0B | 813 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $931M | 846 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $957M | 842 | Feb 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $833M | 781 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $845M | 794 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $732M | 839 | May 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $689.5B | 870 | Feb 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $584M | 880 | Nov 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $598M | 1,021 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $535M | 830 | May 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $611M | 1,023 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $450M | 947 | Nov 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $412M | 956 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $366M | 1,031 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $324M | 919 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $285M | 907 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $251M | 782 | Aug 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $219M | 790 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $287M | 764 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $343M | 862 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $326M | 794 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $323M | 780 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $288M | 919 | Jan 29, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.