Plante Moran Financial Advisors, LLC
All 13F Filings
- Location
- Southfield, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,546,041
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 718 | 1,546,041 | 13F-HR | Plante Moran Financial Advisors, LLC |
| Q4 2025 | 2/5/2026 | 811 | 1,579,294 | 13F-HR | Plante Moran Financial Advisors, LLC |
| Q3 2025 | 11/5/2025 | 786 | 1,591,872 | 13F-HR | Plante Moran Financial Advisors, LLC |
| Q2 2025 | 8/5/2025 | 772 | 1,423,295 | 13F-HR | Plante Moran Financial Advisors, LLC |
| Q2 2014 | 7/28/2014 | 848 | 111,605 | 13F-HR | Plante Moran Financial Advisors, LLC |
| Q1 2014 | 4/21/2014 | 629 | 91,858 | 13F-HR | Plante Moran Financial Advisors, LLC |
| Q4 2013 | 1/21/2014 | 700 | 177,788 | 13F-HR | Plante Moran Financial Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.62 K | 5.5% | 0 | 23.56 K | -23.56 K |
| ETFs | 1.46 M | 94.5% | 0 | 9.721 K | -9.721 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
1,546,041
Holdings
718
QoQ value change ($000)
-33,253
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.