Plante Moran Financial Advisors, LLC has disclosed its investment holdings in a recent filing, revealing a total value of approximately $2.2 billion as of September 30, 2026. This report is significant for understanding the firm's investment strategy and the sectors in which it is focusing its resources.

The filing, submitted on November 4, 2026, details the firm’s positions in various stocks and exchange-traded funds (ETFs), showcasing its approach to asset management. The report indicates a diverse portfolio, with substantial investments in prominent companies across technology and healthcare sectors, among others.

Background

Plante Moran Financial Advisors, LLC, incorporated in Michigan, is a financial advisory firm that provides a range of services, including investment management and financial planning. The firm operates under the Central Index Key (CIK) number 0001424717. The recent filings include multiple 13F-HR forms, with the latest being filed on November 4, 2026. The firm previously changed its name from Plante Moran Financial Advisors Ltd Partnership on January 23, 2008.

What the Filing Says

The 13F-HR filing provides a summary of the firm’s holdings, stating that the total value of its investments is approximately $2,196,094,947. The filing also lists a total of 744 entries in the investment portfolio. Notably, the report includes significant holdings in companies like Amazon, Prudential Financial, and various ETFs focused on growth and technology.

Impact

This filing may affect various stakeholders, including clients of Plante Moran Financial Advisors who rely on the firm's investment expertise. Additionally, competitors in the financial advisory sector will likely scrutinize these holdings to reassess their own strategies and investment choices in light of Plante Moran's positioning.

What's Next

The filing does not specify what actions will follow this report. However, it sets the stage for future investment decisions and potential shifts in strategy as the firm continues to navigate the financial landscape.