Plante Moran Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Plante Moran Financial Advisors, LLC reported 782 stock positions worth $1.6 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 58.0% of the portfolio, followed by Vanguard Extended Market ETF (VXF, 9.6%) and Vanguard Ftse Developed ETF (VEA, 8.0%). Compared with Q2 2025, it opened 103 new positions, sold out of 91, added to 152 and reduced 160. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +7%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001424717
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001424717-25-000013 ↗ filed Nov 5, 2025
Holdings Value
Holdings 782 stocks · $1.6B
| VOO Vanguard S&P 500 ETF | 58.05% | 1,508,900 | $924.0M | Add +6.8% |
| VXF Vanguard Extended Market ETF | 9.64% | 733,430 | $153.5M | Add +3.6% |
| VEA Vanguard Ftse Developed ETF | 7.95% | 2,112,981 | $126.6M | Add +8.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.17% | 318,832 | $98.2M | Reduce -3.2% |
| MUB iShares National Muni Bond E | 1.63% | 243,446 | $25.9M | Reduce -6.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.55% | 118,432 | $24.7M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.21% | 28,832 | $19.2M | Add +1.1% |
| SCHM Schwab US Mid Cap ETF | 1.17% | 631,026 | $18.7M | Add +0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.96% | 358,084 | $15.3M | Add +3.3% |
| AAPL Apple Inc. | 0.96% | 59,782 | $15.2M | Reduce -3.3% |
| IVV iShares Core S&P 500 ETF | 0.61% | 14,509 | $9.7M | Add +17.3% |
| MSFT Microsoft Corp. | 0.54% | 16,529 | $8.6M | Reduce -18.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 19,352 | $6.4M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.31% | 22,798 | $5.0M | Reduce -5.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 9,411 | $4.5M | Reduce -8.2% |
| GOOGL Alphabet Inc. Class A | 0.24% | 15,815 | $3.8M | Reduce -5.6% |
| PEP Pepsico Inc. | 0.24% | 27,310 | $3.8M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 6,856 | $3.4M | Reduce -29.7% |
| JPM JPMorgan Chase & Co. | 0.21% | 10,434 | $3.3M | Reduce -17.4% |
| JNJ Johnson & Johnson | 0.19% | 16,417 | $3.0M | Add +65.0% |
| GOOG Alphabet Inc. Class C | 0.18% | 12,067 | $2.9M | Reduce -2.7% |
| SYK Stryker Corp. | 0.18% | 7,710 | $2.9M | Reduce -7.1% |
| NVDA Nvidia Corp. | 0.18% | 15,232 | $2.8M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.16% | 5,291 | $2.5M | Reduce -3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 3,983 | $2.4M | Add +0.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 6,556 | $1.9M | Reduce -3.4% |
| PG The Procter & Gamble Co. | 0.11% | 11,247 | $1.7M | Add +1.8% |
| ORCL Oracle Corp. | 0.10% | 5,853 | $1.6M | Reduce -14.9% |
| DTE DTE Energy Company | 0.10% | 11,630 | $1.6M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.10% | 2,102 | $1.5M | Reduce -6.1% |
| EFA iShares MSCI Eafe ETF | 0.09% | 16,176 | $1.5M | Reduce -1.9% |
| HD Home Depot Inc. | 0.09% | 3,526 | $1.4M | Reduce -5.6% |
| XOM Exxon Mobil Corp. | 0.09% | 12,145 | $1.4M | Add +0.1% |
| XLK SS Technology Select Sector | 0.08% | 4,607 | $1.3M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.08% | 28,135 | $1.3M | Reduce -4.5% |
| MCD McDonald's Corp. | 0.08% | 4,118 | $1.3M | Reduce -7.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 4,188 | $1.2M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 4,241 | $1.2M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.08% | 1,638 | $1.2M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.08% | 1,308 | $1.2M | Reduce -13.6% |
| LLY Eli Lilly & Co. | 0.07% | 1,538 | $1.2M | Reduce -12.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 4,362 | $1.1M | Reduce -6.8% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 8,648 | $1.0M | Add +2.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.06% | 9,621 | $1.0M | Reduce -0.8% |
| CVX Chevron Corp. | 0.06% | 6,204 | $963K | Add +23.5% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 14,739 | $962K | Add +15.2% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 6,595 | $961K | Reduce -11.3% |
| IWD iShares Russell 1000 Value E | 0.06% | 4,668 | $950K | Add +3.5% |
| V Visa Inc. Class A | 0.06% | 2,715 | $927K | Reduce -9.7% |
| TD Toronto-Dominion Bank | 0.06% | 11,578 | $926K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 9,496 | $917K | Add +0.6% |
| TILT NT Mstar US Ftilt ETF | 0.05% | 3,538 | $857K | No change |
| SCHX Schwab US Large-Cap ETF | 0.05% | 32,119 | $846K | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 2,972 | $839K | Reduce -1.6% |
| DFAT Dimensional US Target Value | 0.05% | 14,349 | $835K | Add +0.0% |
| DFUV Dimensional US Marketwide Va | 0.05% | 18,289 | $817K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 7,060 | $808K | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,564 | $769K | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $754K | No change |
| MAR Marriott International Class A | 0.04% | 2,687 | $700K | Reduce -9.2% |
| WM Waste Management Inc. | 0.04% | 3,159 | $698K | Add +547.3% |
| IWB iShares Russell 1000 ETF | 0.04% | 1,875 | $685K | No change |
| AON Aon PLC Class A | 0.04% | 1,915 | $683K | Add +1.1% |
| IVE iShares S&P 500 Value ETF | 0.04% | 3,304 | $682K | Reduce -6.3% |
| AVGO Broadcom Inc. | 0.04% | 2,065 | $681K | Reduce -9.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 3,630 | $677K | Reduce -53.6% |
| YUM Yum! Brands Inc. | 0.04% | 4,330 | $658K | No change |
| PM Philip Morris International | 0.04% | 3,843 | $623K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 7,905 | $619K | Add +3.2% |
| IWM iShares Russell 2000 ETF | 0.04% | 2,516 | $609K | Add +1.5% |
| NEE Nextera Energy Inc. | 0.04% | 7,997 | $604K | Reduce -3.5% |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.04% | 19,692 | $600K | New |
| SCHG Schwab US Large-Cap Growth | 0.04% | 18,727 | $598K | No change |
| TSLA Tesla Inc. | 0.04% | 1,336 | $594K | Reduce -27.6% |
| AMGN Amgen Inc. | 0.04% | 2,092 | $590K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 4,888 | $590K | No change |
| MDY State Street SPDR S&P Midcap | 0.04% | 989 | $589K | No change |
| DHR Danaher Corp. | 0.04% | 2,965 | $588K | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 0.04% | 8,406 | $575K | Add +10.3% |
| UNP Union Pacific Corp. | 0.04% | 2,395 | $566K | Add +55.4% |
| SCHW Schwab (charles) Corp. | 0.03% | 5,766 | $550K | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.03% | 2,345 | $543K | Reduce -8.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 5,629 | $540K | No change |
| DTM DT Midstream Inc. | 0.03% | 4,639 | $525K | No change |
| SCHF Schwab Intl Equity ETF | 0.03% | 22,321 | $520K | Add +131.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 3,563 | $515K | Add +0.6% |
| ABT Abbott Laboratories | 0.03% | 3,771 | $505K | Add +2.2% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 7,982 | $499K | Add +1.5% |
| CMS CMS Energy Corp. | 0.03% | 6,759 | $495K | Reduce -1.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 3,492 | $494K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.03% | 11,112 | $477K | Reduce -4.9% |
| RTX RTX Corp. | 0.03% | 2,811 | $470K | Add +3.2% |
| CAT Caterpillar Inc. | 0.03% | 977 | $466K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.03% | 9,750 | $465K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 3,209 | $449K | Reduce -8.3% |
| SO The Southern Co. | 0.03% | 4,538 | $430K | Add +4.3% |
| ETN Eaton Corp. PLC | 0.03% | 1,149 | $430K | Add +3.1% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 3,032 | $427K | Reduce -15.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 2,432 | $425K | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 2,223 | $422K | Add +21.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | 150 | $3 | No change |
Lines left out (3) · $89 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DPZ Domino's Pizza Inc. | COM | 0 | $72 |
| HEFA Isha Curr Hedged MSCI Eafe | HDG MSCI EAFE | 0 | $15 |
| 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: $1.6B.
Portfolio Sells Q2 2025 → Q3 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.2% | 6.17% | −0.44 |
| MUB iShares National Muni Bond E | Reduce -6.7% | 1.63% | −0.29 |
| CBSH Commerce Bancshares Inc. | Sold out | 0.00% | −0.20 |
| MSFT Microsoft Corp. | Reduce -18.4% | 0.54% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -29.7% | 0.22% | −0.12 |
| VCIT Vanguard Int-Term Corporate | Reduce -92.7% | 0.01% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 0.31% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -53.6% | 0.04% | −0.05 |
| SYK Stryker Corp. | Reduce -7.1% | 0.18% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -17.4% | 0.21% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -75.3% | 0.01% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.2% | 0.28% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -13.6% | 0.08% | −0.03 |
| XPO Xpo Inc. | Reduce -97.3% | 0.00% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -12.4% | 0.07% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 0.10% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.40% | −0.02 |
| WMT Walmart Inc. | Reduce -45.7% | 0.02% | −0.02 |
| V Visa Inc. Class A | Reduce -9.7% | 0.06% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.4% | 0.12% | −0.01 |
| MAR Marriott International Class A | Reduce -9.2% | 0.04% | −0.01 |
| MCD McDonald's Corp. | Reduce -7.3% | 0.08% | −0.01 |
| DIS The Walt Disney Co. | Reduce -2.1% | 0.05% | −0.01 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -50.4% | 0.02% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -11.3% | 0.06% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.6% | 0.05% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -1.9% | 0.09% | −0.01 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -20.7% | 0.01% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.8% | 0.07% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -3.4% | 0.16% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -4.5% | 0.08% | −0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -40.6% | 0.01% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -81.5% | 0.00% | −0.01 |
| ADP Automatic Data Processing | Reduce -13.8% | 0.02% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -15.3% | 0.03% | −0.01 |
| NFLX Netflix Inc. | Reduce -0.9% | 0.03% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -72.5% | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -5.6% | 0.09% | −0.01 |
| KO The Coca-Cola Co. | Reduce -39.1% | 0.01% | −0.01 |
| MMM 3M Co. | Reduce -66.9% | 0.00% | −0.01 |
| DHR Danaher Corp. | Reduce -4.1% | 0.04% | −0.01 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -6.3% | 0.04% | −0.01 |
| BLK BlackRock Inc. | Reduce -55.1% | 0.00% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -8.3% | 0.03% | −0.01 |
| DTE DTE Energy Company | Reduce -0.1% | 0.10% | −0.01 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -8.6% | 0.01% | −0.00 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Add +6.8% | 58.05% | +1.68 |
| VEA Vanguard Ftse Developed ETF | Add +8.7% | 7.95% | +0.16 |
| JNJ Johnson & Johnson | Add +65.0% | 0.19% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +17.3% | 0.61% | +0.07 |
| VXF Vanguard Extended Market ETF | Add +3.6% | 9.64% | +0.06 |
| BHB Bar Harbor Bankshares | New | 0.04% | +0.04 |
| WM Waste Management Inc. | Add +547.3% | 0.04% | +0.04 |
| AEP American Electric Power | Add +990.7% | 0.02% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.02% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +131.7% | 0.03% | +0.02 |
| WSBC Wesbanco Inc. | New | 0.01% | +0.01 |
| UNP Union Pacific Corp. | Add +55.4% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +0.5% | 0.18% | +0.01 |
| CVX Chevron Corp. | Add +23.5% | 0.06% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Add +117.9% | 0.02% | +0.01 |
| AROW Arrow Financial Corp. | New | 0.01% | +0.01 |
| IQLT iShares MSCI International Q | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | Add +50.1% | 0.02% | +0.01 |
| ETHE Grayscale Ethereum Staking E | Add +805.9% | 0.01% | +0.01 |
| VLUE iShares MSCI USA Value Facto | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1171.2% | 0.01% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +89.4% | 0.02% | +0.01 |
| CEFZ Rivernorth Active Income ETF | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +74.8% | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | Add +85.4% | 0.01% | +0.01 |
| TLT iShares 20+ Year Treasury BD | New | 0.00% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +15.2% | 0.06% | +0.00 |
| DE Deere & Co. | Add +49.3% | 0.03% | +0.00 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.00% | +0.00 |
| VMC Vulcan Materials Co. | Add +152.2% | 0.01% | +0.00 |
| FENI Fidelity Enhanced Intl ETF | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +160.6% | 0.01% | +0.00 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.00% | +0.00 |
| DGRW Wisdomtree U.S. Quality Divi | Add +30.1% | 0.02% | +0.00 |
| FBNC First Bancorp | New | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +21.1% | 0.03% | +0.00 |
| EDOW First Trust Dow 30 Eql WGHT | New | 0.00% | +0.00 |
| AVEM Avantis Emerging Markets Eq | New | 0.00% | +0.00 |
| DD Dupont DE Nemours Inc. | Add +46.9% | 0.01% | +0.00 |
| GE General Electric | Add +7.3% | 0.02% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +92.3% | 0.00% | +0.00 |
| FEX First Trust Large Cap Core A | Add +16.5% | 0.02% | +0.00 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.00% | +0.00 |
| AGGY Wisdomtree Yield Enhanced US | New | 0.00% | +0.00 |
| JQUA JPMorgan US Quality Factor | New | 0.00% | +0.00 |
| IYW iShares Ustechnology ETF | Add +7.5% | 0.02% | +0.00 |
| DFIV Dimensional International Va | Add +209.8% | 0.00% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +126.4% | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.8% | 0.01% | +0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Add +44.6% | 0.01% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| HEFA Isha Curr Hedged MSCI Eafe | HDG MSCI EAFE | New | 0 | $15 |
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 |