Plante Moran Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Southfield, MI
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
811
Total value ($000)
$1,579,294
Net value change ($000)
-12,578 (-0.8%)
New positions
120
Sold out positions
97
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 15,985 12.6%
VXF 6,351 4.1%
VBR 4,248 17.2%
IAU 1,843 610.3%
AGG 1,173 NEW
IWF 1,125 45.4%
VYM 1,040 243.6%
GOOGL 823 21.4%
VOT 817 42.4%
GOOGL 585 19.9%
Top Reduces (Value $000, Stocks/ETFs)
VOO -41,876 -4.5%
PEP -2,399 -62.6%
NVDA -1,794 -63.1%
VV -1,498 -1.5%
MSFT -888 -10.4%
WM -625 -89.5%
BRK-B -544 -15.8%
ORCL -527 -32.0%
VUG -501 -11.1%
MUB -497 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type