Plante Moran Financial Advisors, LLC
All 13F Filings
- Location
- Southfield, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,149,816
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 1,589 | 2,149,816 | 13F-HR | Plante Moran Financial Advisors, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.22 K | 4.0% | 0 | 400 | -400 |
| ETFs | 2.065 M | 96.0% | 604.1 K | 0 | 604.1 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
2,149,816
Holdings
1589
QoQ value change ($000)
603,775
(39.1%)
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.