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CIK: 0001424717
Total reported value
$2.1B
$2.1B
811 檔
60.9%
In Q4 2025, Plante Moran Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $2.1B, distributed across 811 disclosed stock positions.
Plante Moran Financial Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 23 positions.
Showing top 200 holdings (of 811 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 55.86% | -9.18% | -6.78% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 10.12% | +0.42% | +4.25% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.03% | -1.73% | +8.03% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 6.12% | -1.21% | -3.70% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.83% | -0.53% | +15.48% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 1.61% | -0.37% | -2.48% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | -0.25% | -0.35% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.20% | -0.24% | -0.40% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.98% | -0.22% | -2.37% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.21% | -7.71% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.09% | +0.27% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.12% | -4.01% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.02% | +1.28% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.04% | +4.41% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.02% | -5.70% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | -0.02% | -12.58% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | -0.02% | +43.89% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.02% | -6.94% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.10% | -3.28% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.06% | -6.55% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | — | -15.77% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.17% | -0.04% | +49.88% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.17% | -0.02% | -1.70% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.01% | +1.88% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.14% | — | +537.33% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | -0.01% | +1.37% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | -0.01% | +3.55% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.10% | -0.02% | +18.35% | |
| 29 | DTE | Dte Energy Company | Stock-Utilities | 0.09% | -0.03% | -0.09% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.09% | -0.03% | +237.10% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | -10.59% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | -0.04% | -63.36% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.02% | +17.44% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.02% | +1.43% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.10% | EXIT | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | -0.01% | +36.13% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.08% | -0.01% | +94.03% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.08% | -0.01% | +0.17% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.08% | -0.02% | +7.36% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | -0.04% | +6.42% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.07% | — | EXIT | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | — | -7.57% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | -0.02% | -7.71% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | -0.01% | +27.39% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.07% | -0.02% | -1.88% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.02% | +17.88% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.07% | -0.02% | -12.70% | |
| 48 | TD | Toronto-dominion Bank | Stock-Financials | 0.07% | -0.07% | EXIT | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | — | +4.78% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | -0.02% | -63.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.1% | +8.03% | Add |
| 2 | VXF | Vanguard Extended Market ETF | +0.5% | +4.25% | Add |
| 3 | VBR | Vanguard Small-cap Value ETF | +0.3% | +15.48% | Add |
| 4 | IAU | Ishares Gold Trust | +0.1% | +537.33% | Add |
| 5 | IWF | Ishares Russell 1000 Growth | +0.1% | +43.89% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +237.10% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.70% | Trim |
| 8 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +49.88% | Add |
| 9 | GOOG | Alphabet Inc-cl C | 0% | -6.94% | Trim |
| 10 | LLY | Eli Lilly & Co | 0% | +1.37% | Add |
| 11 | AMZN | Amazon.com Inc | 0% | +4.41% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | 0% | +133.19% | Add |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +74.76% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.35% | Trim |
| 15 | SCHM | Schwab US Mid Cap ETF | 0% | -0.40% | Trim |
| 16 | IWM | Ishares Russell 2000 ETF | 0% | +58.78% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | 0% | +36.13% | Add |
| 18 | PRF | Invesco Rafi US 1000 ETF | 0% | +18.35% | Add |
| 19 | IBM | Intl Business Machines CORP | 0% | +27.39% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | +0.27% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +49.85% | Add |
| 22 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | +333.74% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | -3.28% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.28% | Add |
| 25 | IJS | Ishares S&p Small-cap 600 Va | 0% | +101.19% | Add |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -2.37% | Trim |
| 27 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 28 | TXN | Texas Instruments Inc | 0% | +186.77% | Add |
| 29 | QQQM | Invesco Nasdaq 100 ETF | 0% | +342.22% | Add |
| 30 | CVX | Chevron CORP | 0% | +17.88% | Add |
| 31 | AAPL | Apple Inc | 0% | -7.71% | Trim |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 0% | -95.27% | Trim |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -58.78% | Trim |
| 34 | SYK | Stryker CORP | 0% | -1.70% | Trim |
| 35 | RPM | Rpm International Inc | 0% | -86.47% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -6.55% | Trim |
| 37 | MUB | Ishares National Muni Bond E | 0% | -2.48% | Trim |
| 38 | PG | Procter & Gamble Co/the | 0% | -10.59% | Trim |
| 39 | ORCL | Oracle CORP | 0% | -1.88% | Trim |
| 40 | VUG | Vanguard Growth ETF | 0% | -12.58% | Trim |
| 41 | WM | Waste Management Inc | 0% | -89.52% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -15.77% | Trim |
| 43 | VV | Vanguard Large-cap ETF | -0.1% | -3.70% | Trim |
| 44 | MSFT | Microsoft CORP | -0.1% | -4.01% | Trim |
| 45 | NVDA | Nvidia CORP | -0.1% | -63.09% | Trim |
| 46 | PEP | Pepsico Inc | -0.2% | -63.36% | Trim |
| 47 | VOO | Vanguard S&p 500 ETF | -2.2% | -6.78% | Trim |
| 48 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 50 | KEL | Kellanova | — | EXIT | Sold out |
According to official SEC Form 13F filings, Plante Moran Financial Advisors, LLC reported a total U.S. public equity portfolio value of $2.1B across 811 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, VEA) accounted for 60.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AGG
市值: $1.2M
Top Position Liquidated / Trimmed
VTEB
前期市值: $322.1K
During Q4 2025, Plante Moran Financial Advisors, LLC's top holdings by market value included VOO (55.9%)、VXF (10.1%)、VEA (9.0%). The largest single position, VOO, represented 55.9% of total portfolio value.
In Q4 2025, Plante Moran Financial Advisors, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 23 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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