Plante Moran Financial Advisors, LLC - Portfolio overview

Plante Moran Financial Advisors, LLC has 876 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 56.21%
2. VXF - VANGUARD EXTENDED MARKET ETF, 11.02%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 9.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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