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Plante Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC (PMFA) is a SEC-registered investment adviser headquartered in Southfield, MI. PMFA is a wholly owned affiliate of P&M Holding Group, LLP, operating as a subsidiary of one of the nation's largest public accounting and consulting firms. Founded in 1977 and employing approximately 146 professionals, PMFA provides comprehensive investment advisory, financial planning, and estate planning services to individuals (including high-net-worth clients), institutions, and not-for-profit entities throughout the U.S. and globally.
Investment Strategy
Plante Moran Financial Advisors delivers investment advisory and portfolio management services under both discretionary and non-discretionary models, emphasizing a client-focused, goals-based approach. The firm constructs diversified portfolios using a mix of actively managed and passive funds, ETFs, and securities tailored to each client’s investment objectives, risk tolerance, and time horizon. Their advisory philosophy integrates rigorous investment research, tax efficiency strategies, and long-term financial planning, serving individuals, institutions, and not-for-profits.
Latest 13F Filing Activity
Plante Moran Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 765 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard S&P 500 Etf, Vanguard Large-cap Etf, Vanguard Extended Market Etf among other positions. Plante Moran Financial Advisors, LLC reduced exposure to Apple Inc. Com, Ishares National Muni Bond Etf, Berkshire Hathaway Inc. Del CL B New among others.
Top Holdings
Equity Positions (765)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 56.37% | $802.3M | 1,412,471 | $436.42 | $568.03 | +$139.0M |
V VXF | VANGUARD EXTENDED MARKET ETF | 9.58% | $136.4M | 707,882 | $166.77 | $192.71 | +$20.8M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 7.79% | $110.9M | 1,944,613 | $43.90 | $57.01 | +$20.3M |
V VV | VANGUARD LARGE-CAP ETF | 6.61% | $94.0M | 329,513 | $234.92 | $285.30 | +$54.3M |
M MUB | ISHARES NATIONAL MUNI BOND ETF | 1.92% | $27.3M | 261,003 | $106.34 | $104.48 | -$3.7M |
Industry Allocation
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