Plante Moran Financial Advisors, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001424717 · SOUTHFIELD, MI

As of Sep 30, 2025, Plante Moran Financial Advisors, LLC reported 786 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	1,508,900	$924.0M	58.71%
VANGUARD EXTENDED MARKET INDEX FUND	VXF	—	733,430	53.5M	9.76%
VANGUARD TAX-MANAGED FUNDS	VEA	—	2,112,981	26.6M	8.04%
VANGUARD LARGE-CAP INDEX FUND	VV	—	318,832	$98.2M	6.24%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	243,446	$25.9M	1.65%
VANGUARD SMALL-CAP VALUE INDEX FUND	VBR	—	118,432	$24.7M	1.57%
SPDR S&P 500 ETF TRUST	SPY	—	28,832	9.2M	1.22%
SCHWAB US MID-CAP ETF	SCHM	Equity	631,026	8.7M	1.19%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF	SPDW	—	358,084	5.3M	0.97%
APPLE INC	AAPL	Technology	59,782	5.2M	0.97%
ISHARES CORE S&P 500 ETF	IVV	—	14,509	$9.7M	0.62%
MICROSOFT CORP	MSFT	Technology	16,529	$8.6M	0.54%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	19,352	$6.4M	0.40%
AMAZON.COM INC	AMZN	Equity	22,798	$5.0M	0.32%
VANGUARD GROWTH INDEX FUND	VUG	—	9,411	$4.5M	0.29%
ALPHABET INC	GOOGL	Equity	15,815	$3.8M	0.24%
PEPSICO INC	PEP	Consumer Defensive	27,310	$3.8M	0.24%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	6,856	$3.4M	0.22%
JPMORGAN CHASE & CO	JPM	Financial Services	10,434	$3.3M	0.21%
JOHNSON & JOHNSON	JNJ	Healthcare	16,417	$3.0M	0.19%
ALPHABET INC	GOOG	Equity	12,067	$2.9M	0.19%
STRYKER CORP	SYK	Healthcare	7,710	$2.9M	0.18%
NVIDIA CORP	NVDA	Technology	15,232	$2.8M	0.18%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	5,291	$2.5M	0.16%
INVESCO QQQ TRUST SERIES 1	QQQ	—	3,983	$2.4M	0.15%