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CIK: 0001633037
Total reported value
$2.2B
$2.2B
634 檔
20.9%
At the close of Q3 2025, Rehmann Capital Advisory Group disclosed equity holdings valued at approximately $2.2B, spread across 634 reported holdings.
In Q3 2025, Rehmann Capital Advisory Group displayed an active expansion posture, initiating 16 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 634 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.43% | -0.18% | +4.84% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.41% | +1.35% | -4.28% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.68% | -0.18% | +17.72% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.06% | +0.65% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | +0.31% | +10.71% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.66% | -0.24% | +10.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | +0.02% | -3.69% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.84% | -0.34% | +11.32% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.62% | -0.04% | +4.40% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.61% | — | -6.97% | |
| 11 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.60% | +0.06% | +1.02% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.55% | -0.45% | +4.79% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.44% | +0.01% | +4.12% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.10% | -1.71% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.04% | +3.41% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.37% | -0.01% | +10.14% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.29% | -0.22% | +4.27% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.10% | +1.92% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.21% | -0.09% | +4.19% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.08% | +0.55% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.08% | +0.05% | -1.20% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.05% | +0.94% | |
| 23 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.79% | -0.13% | -2.26% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.07% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.12% | +0.85% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.73% | -0.05% | +1.62% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.03% | +0.90% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.01% | +0.39% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.62% | — | -0.53% | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.60% | +0.11% | +0.59% | |
| 31 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.59% | -0.08% | -0.37% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.03% | +0.26% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | -0.05% | +8.85% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.08% | +7.36% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.50% | -0.19% | +3.19% | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.50% | -0.05% | -6.39% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.29% | +4.83% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.48% | -0.07% | +2.85% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.01% | +0.30% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.01% | +3.67% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | -0.02% | -3.71% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | — | +1.57% | |
| 43 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.43% | -0.11% | -5.44% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.03% | +0.16% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.02% | -0.28% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.04% | -1.50% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.08% | -5.71% | |
| 48 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.39% | -0.07% | +5.14% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.07% | -1.84% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.37% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.1% | -4.28% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +1% | +10.92% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +17.72% | Add |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.8% | +4.19% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +11.32% | Add |
| 6 | NVDA | Nvidia CORP | +0.5% | +3.41% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | +10.71% | Add |
| 8 | DFAC | Dimensional US Core Equity 2 | +0.3% | +10.14% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | -1.71% | Add |
| 10 | VTIP | Vanguard Short-term Tips | +0.2% | +8.85% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.36% | Add |
| 12 | GLD | Spdr Gold Shares | +0.2% | +4.83% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +0.85% | Trim |
| 14 | AVGO | Broadcom Inc | +0.2% | +4.21% | Add |
| 15 | VV | Vanguard Large-cap ETF | +0.2% | +3.78% | Add |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | +1.02% | Add |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1.92% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -0.28% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.41% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | +0.1% | +23.34% | Add |
| 21 | XLK | Ss Technology Select Sector | +0.1% | +13.63% | Add |
| 22 | VONE | Vanguard Russell 1000 | +0.1% | +0.25% | Add |
| 23 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.59% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.26% | Add |
| 25 | COF | Capital One Financial CORP | +0.1% | +10.20% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +40.71% | Trim |
| 27 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.30% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.67% | Add |
| 29 | MUNI | Pimco Intermediate Municipal | +0.1% | -5.44% | Add |
| 30 | AIRR | First Trust Rba American Ind | +0.1% | -0.35% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Trim |
| 32 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.22% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.12% | Add |
| 34 | GS | Goldman Sachs Group Inc | +0.1% | +9.02% | Add |
| 35 | SSNC | Ss&c Technologies Holdings | +0.1% | +26.60% | Add |
| 36 | META | Meta Platforms Inc-class A | 0% | +0.39% | Trim |
| 37 | VGT | Vanguard Info Tech ETF | 0% | -2.67% | Trim |
| 38 | AMD | Advanced Micro Devices | 0% | +12.84% | Add |
| 39 | UTHR | United Therapeutics CORP | 0% | +51.84% | Add |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +4.40% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | +0.94% | Add |
| 42 | SDVY | First Trust Smid Cap Rising | 0% | +3.44% | Add |
| 43 | BX | Blackstone Inc | 0% | -1.28% | Add |
| 44 | XLI | Ss Industrial Select Sector | 0% | +3.50% | Add |
| 45 | WFC | Wells Fargo & Co | 0% | +4.16% | Add |
| 46 | FTEC | Fidelity Msci Info Tech Indx | 0% | — | Add |
| 47 | NFLX | Netflix Inc | 0% | +1.26% | Add |
| 48 | SYY | Sysco CORP | 0% | +12.66% | Add |
| 49 | NTAP | Netapp Inc | 0% | +15.73% | Add |
| 50 | CAT | Caterpillar Inc | 0% | +0.14% | Add |
According to official SEC Form 13F filings, Rehmann Capital Advisory Group reported a total U.S. public equity portfolio value of $2.2B across 634 disclosed positions in Q3 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 20.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
GRAYSCALE DIGITAL LARGE CAP
市值: $5.5M
Top Position Liquidated / Trimmed
TLT
前期市值: $11.9M
During Q3 2025, Rehmann Capital Advisory Group's top holdings by market value included IVE (7.4%)、IVW (7.4%)、IEFA (4.7%). The largest single position, IVE, represented 7.4% of total portfolio value.
In Q3 2025, Rehmann Capital Advisory Group made 198 total portfolio adjustments, initiating 16 new buys, adding to 104 positions, trimming 63 holdings, and fully liquidating 15 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.
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