Plante Moran Financial Advisors, LLC
•CIK: 1424717•Filing: Q4 2025
**Plante Moran Financial Advisors, LLC** manages $1.6B across a diversified portfolio of 810 positions. The fund exhibits a significant concentration in broad U.S. equity exposure, led by a substantial $882.1M allocation to VOO. Further notable holdings include $159.9M in VXF and $142.6M in VEA, indicating a strategic focus on core market indices and international diversification. The top ten holdings alone account for over $1.3 billion of the fund's total assets under management.
Total AUM
$1.6B
QoQ Performance
-0.8%
Positions
810
Top 10 Concentration
89.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VXF
VEA
VV
VOO55.9%
VXF10.1%
VEA9.0%
VV6.1%
VBR1.8%
MUB1.6%
SPY1.2%
SCHM1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
ETF58.4%
Other36.8%
Technology2.4%
Consumer0.7%
Healthcare0.6%
Financial0.4%
Industrial0.2%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+579 more exited positions
Changes from Q3 2025
NEW1 new position
↑78 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022