Plante Moran Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Plante Moran Financial Advisors, LLC reported 789 stock positions worth $1.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 57.0% of the portfolio, followed by Vanguard Extended Market ETF (VXF, 9.9%) and Vanguard Ftse Developed ETF (VEA, 7.8%). Compared with Q4 2024, it opened 87 new positions, sold out of 194, added to 116 and reduced 224. The biggest buy was Vanguard Extended Market ETF (VXF, shares +23%) and the biggest sale Apple (AAPL, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001424717
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001424717-25-000006 ↗ filed May 8, 2025
Holdings Value
Holdings 789 stocks · $1.2B
| VOO Vanguard S&P 500 ETF | 57.05% | 1,290,723 | $663.3M | Add +2.5% |
| VXF Vanguard Extended Market ETF | 9.94% | 671,010 | $115.6M | Add +23.0% |
| VEA Vanguard Ftse Developed ETF | 7.79% | 1,782,166 | $90.6M | Reduce -6.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.41% | 154,372 | $39.7M | Reduce -4.0% |
| MUB iShares National Muni Bond E | 2.66% | 293,332 | $30.9M | Reduce -13.5% |
| AAPL Apple Inc. | 1.59% | 83,015 | $18.4M | Reduce -13.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 28,699 | $16.1M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.24% | 77,145 | $14.4M | Reduce -0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.06% | 337,496 | $12.3M | Reduce -15.0% |
| MSFT Microsoft Corp. | 0.70% | 21,625 | $8.1M | Reduce -15.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 12,208 | $6.5M | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 0.52% | 10,659 | $6.0M | Reduce -16.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 18,878 | $5.2M | Add +10.1% |
| AMZN Amazon.com Inc. | 0.40% | 24,203 | $4.6M | Add +1.6% |
| SCHM Schwab US Mid Cap ETF | 0.36% | 160,601 | $4.2M | Add +27.8% |
| PEP Pepsico Inc. | 0.35% | 26,966 | $4.0M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 9,781 | $3.6M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.27% | 12,815 | $3.1M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 0.24% | 17,866 | $2.8M | Reduce -7.0% |
| SYK Stryker Corp. | 0.20% | 6,167 | $2.3M | Reduce -16.9% |
| PG The Procter & Gamble Co. | 0.20% | 13,411 | $2.3M | Reduce -2.5% |
| IWF iShares Russell 1000 Growth | 0.19% | 6,139 | $2.2M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.18% | 13,308 | $2.1M | Reduce -9.5% |
| NVDA Nvidia Corp. | 0.18% | 18,953 | $2.1M | Reduce -40.1% |
| JNJ Johnson & Johnson | 0.17% | 11,844 | $2.0M | Reduce -20.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 4,039 | $1.9M | Add +5.2% |
| DTE DTE Energy Company | 0.15% | 12,532 | $1.7M | Reduce -12.9% |
| GNTX Gentex Corp. | 0.14% | 68,800 | $1.6M | No change |
| META Meta Platforms Inc. Class A | 0.13% | 2,626 | $1.5M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.11% | 11,111 | $1.3M | Reduce -57.3% |
| HD Home Depot Inc. | 0.11% | 3,565 | $1.3M | Add +2.7% |
| COST Costco Wholesale Corp. | 0.11% | 1,338 | $1.3M | Add +8.8% |
| EFA iShares MSCI Eafe ETF | 0.11% | 15,182 | $1.2M | Reduce -8.9% |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 30,037 | $1.2M | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 6,926 | $1.2M | Add +15.0% |
| LLY Eli Lilly & Co. | 0.10% | 1,376 | $1.1M | Add +6.0% |
| MCD McDonald's Corp. | 0.10% | 3,568 | $1.1M | Reduce -64.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 4,349 | $1.1M | Add +0.1% |
| V Visa Inc. Class A | 0.09% | 3,084 | $1.1M | Reduce -24.3% |
| ORCL Oracle Corp. | 0.09% | 7,609 | $1.1M | Add +15.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,962 | $985K | Reduce -32.8% |
| IWD iShares Russell 1000 Value E | 0.08% | 5,147 | $968K | Add +1.6% |
| XLK SS Technology Select Sector | 0.08% | 4,532 | $936K | Reduce -19.7% |
| PM Philip Morris International | 0.08% | 5,708 | $906K | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 7,328 | $894K | Add +4.0% |
| VGT Vanguard Info Tech ETF | 0.08% | 1,646 | $893K | Add +0.6% |
| FMB First Trust Managed Municipa | 0.08% | 17,526 | $884K | Reduce -2.6% |
| IVE iShares S&P 500 Value ETF | 0.07% | 4,382 | $835K | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 3,091 | $799K | Add +4.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $798K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.07% | 9,695 | $779K | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 7,241 | $757K | Add +3.7% |
| AON Aon PLC Class A | 0.07% | 1,895 | $756K | No change |
| DFUV Dimensional US Marketwide Va | 0.06% | 18,289 | $754K | Add +4.6% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 8,823 | $751K | Reduce -1.2% |
| CVX Chevron Corp. | 0.06% | 4,439 | $743K | Reduce -20.9% |
| ADP Automatic Data Processing | 0.06% | 2,409 | $736K | Reduce -4.5% |
| TILT NT Mstar US Ftilt ETF | 0.06% | 3,538 | $728K | No change |
| DFAT Dimensional US Target Value | 0.06% | 14,036 | $723K | Reduce -4.4% |
| SCHX Schwab US Large-Cap ETF | 0.06% | 31,563 | $697K | Reduce -21.8% |
| TD Toronto-Dominion Bank | 0.06% | 11,578 | $694K | No change |
| VCIT Vanguard Int-Term Corporate | 0.06% | 8,428 | $689K | Reduce -7.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 3,078 | $683K | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.06% | 1,293 | $677K | Reduce -39.3% |
| AMGN Amgen Inc. | 0.06% | 2,151 | $670K | Reduce -70.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 6,633 | $655K | Add +2.5% |
| MAR Marriott International Class A | 0.06% | 2,726 | $649K | Reduce -0.7% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 8,954 | $608K | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.05% | 8,403 | $596K | Reduce -15.7% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,069 | $595K | Reduce -15.7% |
| MDY State Street SPDR S&P Midcap | 0.05% | 1,096 | $585K | Reduce -0.6% |
| DHR Danaher Corp. | 0.05% | 2,820 | $578K | No change |
| IJH iShares Core S&P Midcap ETF | 0.05% | 9,568 | $558K | Reduce -25.7% |
| BR Broadridge Financial Solutio | 0.05% | 2,301 | $558K | Reduce -0.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 8,421 | $554K | Add +13.5% |
| CMS CMS Energy Corp. | 0.05% | 7,113 | $534K | Reduce -18.6% |
| SCHW Schwab (charles) Corp. | 0.05% | 6,769 | $530K | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.04% | 2,579 | $514K | Reduce -0.8% |
| DTM DT Midstream Inc. | 0.04% | 5,104 | $492K | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.04% | 7,899 | $487K | Add +9.8% |
| TRV The Travelers Cos Inc. | 0.04% | 1,828 | $483K | Reduce -9.5% |
| TSLA Tesla Inc. | 0.04% | 1,863 | $483K | Reduce -17.6% |
| ABBV Abbvie Inc. | 0.04% | 2,296 | $481K | Reduce -29.4% |
| SCHG Schwab US Large-Cap Growth | 0.04% | 19,049 | $477K | Reduce -29.1% |
| AVGO Broadcom Inc. | 0.04% | 2,733 | $458K | Add +33.5% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,489 | $457K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 4,888 | $454K | Reduce -3.9% |
| ARM Arm Holdings PLC-ADR | 0.04% | 4,210 | $450K | Add +42.2% |
| BF.A Brown-Forman Corp. Class A | 0.04% | 13,404 | $449K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 3,281 | $445K | No change |
| MA Mastercard Inc. Class A | 0.04% | 800 | $439K | Reduce -2.6% |
| WMT Walmart Inc. | 0.04% | 4,982 | $437K | Add +13.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 3,492 | $435K | Reduce -0.4% |
| ABT Abbott Laboratories | 0.04% | 3,275 | $434K | Reduce -22.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 3,541 | $431K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 1,749 | $428K | Reduce -8.1% |
| IAU iShares Gold Trust | 0.04% | 7,066 | $417K | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 3,224 | $416K | Reduce -15.1% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 14,776 | $413K | Add +4.8% |
| RTX RTX Corp. | 0.04% | 3,112 | $412K | Add +2.7% |
Lines left out (2) · $78 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DPZ Domino's Pizza Inc. | COM | 0 | $76 |
| ENZL iShares MSCI New Zealand ETF | NEW ZEALAND ETF | 0 | $2 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -13.1% | 1.59% | −0.40 |
| MUB iShares National Muni Bond E | Reduce -13.5% | 2.66% | −0.34 |
| MSFT Microsoft Corp. | Reduce -15.6% | 0.70% | −0.20 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.0% | 3.41% | −0.19 |
| NVDA Nvidia Corp. | Reduce -40.1% | 0.18% | −0.18 |
| MCD McDonald's Corp. | Reduce -64.2% | 0.10% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -57.3% | 0.11% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -16.8% | 0.52% | −0.11 |
| AMGN Amgen Inc. | Reduce -70.3% | 0.06% | −0.10 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -15.0% | 1.06% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -7.0% | 0.24% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -9.5% | 0.18% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.8% | 1.24% | −0.04 |
| TSLA Tesla Inc. | Reduce -17.6% | 0.04% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -39.3% | 0.06% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -71.9% | 0.01% | −0.03 |
| XLK SS Technology Select Sector | Reduce -19.7% | 0.08% | −0.03 |
| SYK Stryker Corp. | Reduce -16.9% | 0.20% | −0.02 |
| CME Cme Group Inc. | Reduce -82.2% | 0.01% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -84.4% | 0.01% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -32.8% | 0.08% | −0.02 |
| AEE Ameren Corporation | Reduce -88.7% | 0.00% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -29.1% | 0.04% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -86.8% | 0.00% | −0.02 |
| EPD Enterprise Products Partners | Reduce -65.0% | 0.01% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -25.7% | 0.05% | −0.02 |
| EBC Eastern Bankshares Inc. | Sold out | 0.00% | −0.02 |
| OLO Olo Inc. Class A | Reduce -30.9% | 0.02% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -21.8% | 0.06% | −0.02 |
| CMA Comerica Inc. | Reduce -38.1% | 0.03% | −0.02 |
| V Visa Inc. Class A | Reduce -24.3% | 0.09% | −0.01 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.01 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.01 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -44.4% | 0.01% | −0.01 |
| INTU Intuit Inc. | Reduce -56.1% | 0.01% | −0.01 |
| JNJ Johnson & Johnson | Reduce -20.5% | 0.17% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -15.7% | 0.05% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -15.7% | 0.05% | −0.01 |
| PAUG Innovator U.S. Equity Power | Sold out | 0.00% | −0.01 |
| MAR Marriott International Class A | Reduce -0.7% | 0.06% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -27.4% | 0.02% | −0.01 |
| AAL American Airlines Group Inc. | Reduce -72.9% | 0.00% | −0.01 |
| FSLR First Solar Inc. | Reduce -2.3% | 0.02% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -7.4% | 0.02% | −0.01 |
| ABBV Abbvie Inc. | Reduce -29.4% | 0.04% | −0.01 |
| CGBL Cap Group Core Balanced | Sold out | 0.00% | −0.01 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.01 |
| OCFC Oceanfirst Financial Corp. | Sold out | 0.00% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -37.9% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VXF Vanguard Extended Market ETF | Add +23.0% | 9.94% | +1.34 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 57.05% | +0.68 |
| SCHM Schwab US Mid Cap ETF | Add +27.8% | 0.36% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.1% | 0.45% | +0.03 |
| XPO Xpo Inc. | Add +3547.2% | 0.02% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +3672.5% | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +15.0% | 0.10% | +0.02 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +102.4% | 0.03% | +0.02 |
| NFLX Netflix Inc. | Add +77.6% | 0.03% | +0.02 |
| COST Costco Wholesale Corp. | Add +8.8% | 0.11% | +0.02 |
| GE General Electric | Add +69.1% | 0.03% | +0.01 |
| LLY Eli Lilly & Co. | Add +6.0% | 0.10% | +0.01 |
| BSX Boston Scientific Corp. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +22.4% | 0.03% | +0.01 |
| ARM Arm Holdings PLC-ADR | Add +42.2% | 0.04% | +0.01 |
| ACN Accenture PLC Class A | Add +143.9% | 0.02% | +0.01 |
| OKE Oneok Inc. | Add +46.4% | 0.02% | +0.01 |
| F Ford Motor Co. | Add +37.5% | 0.03% | +0.01 |
| TMUS T-Mobile US Inc. | Add +64.0% | 0.02% | +0.01 |
| AXON Axon Enterprise Inc. | Add +77.1% | 0.02% | +0.01 |
| DAL Delta Air Lines Inc. | Add +101.8% | 0.02% | +0.01 |
| IAU iShares Gold Trust | Add +0.5% | 0.04% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +37.7% | 0.03% | +0.01 |
| CSCO Cisco Systems Inc. | Add +9.8% | 0.04% | +0.01 |
| URI United Rentals Inc. | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +104.2% | 0.01% | +0.01 |
| RTX RTX Corp. | Add +2.7% | 0.04% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +42.6% | 0.02% | +0.01 |
| MCK McKesson Corp. | Add +37.6% | 0.01% | +0.01 |
| ORLY O'reilly Automotive Inc. | New | 0.01% | +0.01 |
| DFUV Dimensional US Marketwide Va | Add +4.6% | 0.06% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +1.6% | 0.08% | +0.01 |
| ALL Allstate Corp. | Add +18.1% | 0.02% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.5% | 0.05% | +0.01 |
| MTB M & T Bank Corp. | Add +103.2% | 0.01% | +0.00 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +13.7% | 0.04% | +0.00 |
| FISV Fiserv Inc. | Add +19.0% | 0.02% | +0.00 |
| RJF Raymond James Financial Inc. | New | 0.00% | +0.00 |
| TVAL T. Rowe Price Value ETF | New | 0.00% | +0.00 |
| DUOL Duolingo | New | 0.00% | +0.00 |
| FCNCA First Citizens Bcshs Class A | New | 0.00% | +0.00 |
| IRM Iron Mountain Inc. | New | 0.00% | +0.00 |
| NVR NVR Inc. | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +94.8% | 0.01% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +4.8% | 0.04% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.1% | 0.07% | +0.00 |
| SBUX Starbucks Corp. | Add +19.7% | 0.01% | +0.00 |
| SPOT Spotify Technology SA | New | 0.00% | +0.00 |
| ARES Ares Management Corp. Class A | Add +92.9% | 0.01% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 25 | $689before exit |
| CAKE The Cheesecake Factory Inc. | COM | Sold out | 0 | $17before exit |
| TXT Textron Inc. | COM | Reduce -100.0% | 0 | $0 |
| NDSN Nordson Corp. | COM | Reduce -100.0% | 0 | $0 |
| ALLE Allegion PLC | ORD SHS | Reduce -100.0% | 0 | $0 |
| NWG Natwest Group PLC -Spon ADR | SPONS ADR | Reduce -100.0% | 0 | $0 |
| OMC Omnicom Group | COM | Reduce -100.0% | 0 | $0 |
| BNY Bank of New York Mellon Corp. | COM | New | 0 | $0 |
| MQY BlackRock Muniyield Quality | COM | Sold out | 0 | $0before exit |
| FDL First Trust Morn DVD Lead Inc. | SHS | Sold out | 0 | $0before exit |
| FTA First Trust L C Val Alp | COM SHS | Sold out | 0 | $0before exit |
| EMLP First Trust North American E | NO AMER ENERGY | Sold out | 0 | $0before exit |
| HDV iShares Core High Dividend E | CORE HIGH DV ETF | Sold out | 0 | $0before exit |
| LRCX Lam Research Corp. | COM NEW | New | 0 | $0 |
| NOA North American Construction | COM | Sold out | 0 | $0before exit |
| SPGI S&P Global Inc. | COM | New | 0 | $0 |
| SCHY Schwab International DVD ETF | INTERNL DIVID | New | 0 | $0 |
| SCHK Schwab 1000 Index ETF | 1000 INDEX ETF | New | 0 | $0 |
| SRE Sempra | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,589 | $2.1B | VOO, VXF, IWP, VEA, AVUV |
| Q1 2026 | 717 | $1.5B | VOO, VXF, VEA, VV, VBR |
| Q4 2025 | 806 | $1.6B | VOO, VXF, VEA, VV, VBR |
| Q3 2025 | 782 | $1.6B | VOO, VXF, VEA, VV, MUB |
| Q2 2025 | 770 | $1.4B | VOO, VXF, VEA, VV, MUB |
| Q1 2025 | 789 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q4 2024 | 900 | $1.2B | VOO, VXF, VEA, VV, MUB |
| Q3 2024 | 871 | $1.2B | VOO, VEA, VXF, VV, MUB |
| Q2 2024 | 783 | $1.0B | VOO, VEA, VXF, MUB, VV |
| Q1 2024 | 840 | $930.7M | VOO, VEA, VXF, MUB, VV |