§ 13F · FUND PROFILE
Plante Moran Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1423.3T (13F)Positions · 772Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 1.41M | $882.1T | 55.9% | −7% |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | 765K | $159.9T | 10.1% | +4% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.28M | $142.6T | 9.0% | +8% |
| 4 | VV | VANGUARD LARGE-CAP ETF | 307K | $96.7T | 6.1% | −4% |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | 137K | $29.0T | 1.8% | +15% |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 237K | $25.4T | 1.6% | −2% |
| 7 | SPY | SPDR S&P 500 ETF TRUST | 29K | $19.6T | 1.2% | ±0% |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | 628K | $18.9T | 1.2% | ±0% |
| 9 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 350K | $15.5T | 1.0% | −2% |
| 10 | AAPL | APPLE INC COM | 55K | $15.0T | 0.9% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANTE SIGNAL
AC read
Plante Moran Financial Advisors, LLC is a Other fund managing $1423294.6 trillion in assets. The fund runs a broad portfolio of 772 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed