13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633037
Total reported value
$2.2B
$2.2B
602 檔
16.7%
In Q1 2025, Rehmann Capital Advisory Group's U.S. equity holdings reached a combined market value of $2.2B, distributed across 602 disclosed stock positions.
In Q1 2025, Rehmann Capital Advisory Group displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 602 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.61% | -0.18% | +12.72% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.33% | +1.35% | +0.46% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.85% | -0.18% | -15.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.06% | -0.64% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | +0.02% | -1.30% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | +0.31% | +17.03% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.95% | -0.02% | +5.01% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.76% | — | -9.89% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.73% | -0.08% | +13.79% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.70% | -0.45% | +9.04% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.68% | -0.24% | -1.04% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.59% | -0.04% | +6.29% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | -0.08% | +1.23% | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.45% | +0.06% | +10.77% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.42% | -0.22% | -3.77% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.39% | +0.01% | +7.84% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.24% | -0.34% | +32.32% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.10% | +20.53% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.10% | +3.25% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.07% | -0.01% | +1.40% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | +0.05% | -6.69% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.89% | -0.13% | +18.43% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.04% | +5.57% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.05% | +4.64% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-Other | 0.77% | -0.05% | +2.38% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.77% | +0.02% | +14.50% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.75% | — | +1.48% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.03% | -0.54% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.07% | +7.88% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.62% | -0.04% | -12.75% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.60% | — | +2.91% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.01% | -2.52% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.57% | -0.01% | -0.97% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.12% | +4.80% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.56% | -0.02% | -6.43% | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.53% | -0.05% | -0.72% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.51% | +0.11% | +3.57% | |
| 38 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.51% | -0.02% | -4.66% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.03% | +6.77% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.19% | -5.60% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.48% | -0.07% | +19.12% | |
| 42 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.48% | -0.04% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.07% | +2.50% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | — | +8.43% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.04% | -6.97% | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.43% | -0.09% | -4.62% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.01% | -1.68% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.08% | +1.63% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.08% | +3.58% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | +0.01% | +21.15% |
According to official SEC Form 13F filings, Rehmann Capital Advisory Group reported a total U.S. public equity portfolio value of $2.2B across 602 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVE, IVW, IEFA) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVE
市值: $120.8M
During Q1 2025, Rehmann Capital Advisory Group's top holdings by market value included IVE (7.6%)、IVW (6.3%)、IEFA (3.9%). The largest single position, IVE, represented 7.6% of total portfolio value.
In Q1 2025, Rehmann Capital Advisory Group made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.