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CIK: 0001633037
Total reported value
$2.2B
$2.2B
648 檔
22.6%
In Q4 2025, Rehmann Capital Advisory Group's U.S. equity holdings reached a combined market value of $2.2B, distributed across 648 disclosed stock positions.
In Q4 2025, Rehmann Capital Advisory Group displayed an active expansion posture, initiating 39 new positions and adding to 83 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 648 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.59% | -0.18% | +4.29% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.19% | +1.35% | -0.59% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.72% | -0.18% | +3.02% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.31% | +0.31% | +26.82% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.87% | -0.24% | +13.83% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.06% | +0.54% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.02% | -4.88% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.94% | -0.34% | +11.20% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.64% | -0.04% | +4.60% | |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.60% | +0.06% | +3.58% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.53% | -0.45% | +3.23% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.46% | — | -6.74% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.45% | +0.01% | +3.43% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.32% | -0.01% | -1.35% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.04% | -1.08% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.10% | +2.28% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.10% | -0.75% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.17% | -0.22% | -0.00% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.08% | +0.97% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | +0.05% | -4.63% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.12% | -1.25% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.90% | -0.09% | -21.76% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.05% | +6.36% | |
| 24 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.75% | -0.13% | +0.66% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.07% | -1.69% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.03% | +0.66% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-Other | 0.69% | -0.05% | -2.82% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.08% | -1.71% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.61% | -0.05% | +14.57% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.61% | — | +0.70% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.60% | +0.11% | +1.63% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.01% | +21.55% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.29% | +8.04% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.03% | -0.30% | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.55% | -0.08% | -2.84% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.01% | -2.92% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.01% | +8.46% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.50% | -0.07% | +6.31% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.49% | -0.19% | -7.00% | |
| 40 | DFIC | Dimensional International Co | ETF-Other | 0.48% | -0.05% | -3.54% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.04% | +7.42% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.01% | +49.89% | |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.43% | -0.02% | -7.82% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.03% | +2.37% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | — | -1.50% | |
| 46 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.41% | -0.07% | +11.54% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.41% | -0.11% | -37.08% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.11% | +0.99% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.08% | -2.69% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.02% | -0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +26.82% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.2% | +13.83% | Add |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.2% | +4.29% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -1.25% | Trim |
| 5 | IWD | Ishares Russell 1000 Value E | +0.1% | +49.89% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.71% | Trim |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +11.20% | Add |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +58.07% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | +0.1% | +21.55% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | +8.04% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +2.66% | Add |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +179.33% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +0.54% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +7.42% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +6.36% | Add |
| 16 | BA | Boeing Co/the | +0.1% | +42.91% | Add |
| 17 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.02% | Add |
| 18 | GE | General Electric | 0% | +70.72% | Add |
| 19 | SUSA | Ishares Esg Optimized Msci U | 0% | +292.69% | Add |
| 20 | SCHF | Schwab Intl Equity ETF | 0% | +87.53% | Add |
| 21 | VGIT | Vanguard Intermediate-term T | 0% | +308.05% | Add |
| 22 | AMD | Advanced Micro Devices | 0% | +4.48% | Add |
| 23 | VTIP | Vanguard Short-term Tips | 0% | +14.57% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +8.46% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.74% | Add |
| 26 | CAT | Caterpillar Inc | 0% | +21.33% | Add |
| 27 | SUB | Ishares Short-term National | 0% | +35.55% | Add |
| 28 | GS | Goldman Sachs Group Inc | 0% | +11.43% | Add |
| 29 | REGN | Regeneron Pharmaceuticals | 0% | +10.38% | Add |
| 30 | EFV | Ishares Msci Eafe Value ETF | 0% | +165.55% | Add |
| 31 | PH | Parker Hannifin CORP | 0% | +61.53% | Add |
| 32 | EFG | Ishares Msci Eafe Growth ETF | 0% | +54.55% | Add |
| 33 | GEV | GE Vernova Inc | 0% | +49.09% | Add |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +4.60% | Add |
| 35 | FIIG | Ft Intermed Dur Ig CORP ETF | 0% | +11.54% | Add |
| 36 | FDL | First Trust Morn Dvd Lead In | 0% | +6.31% | Add |
| 37 | COF | Capital One Financial CORP | 0% | +2.72% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.99% | Add |
| 39 | WFC | Wells Fargo & Co | 0% | +6.11% | Add |
| 40 | RSP | Invesco S&p 500 Equal Weight | 0% | +32.90% | Add |
| 41 | EZU | Ishares Msci Eurozone ETF | 0% | +178.52% | Add |
| 42 | CSCO | Cisco Systems Inc | 0% | +4.70% | Add |
| 43 | CCK | Crown Holdings Inc | 0% | +48.20% | Add |
| 44 | MRK | Merck & Co. Inc. | 0% | -6.78% | Trim |
| 45 | TJX | Tjx Companies Inc | 0% | +18.73% | Add |
| 46 | AZNN | Astrazeneca Plc-spons Adr | 0% | +22.89% | Add |
| 47 | MU | Micron Technology Inc | 0% | +3.16% | Add |
| 48 | LKQ | Lkq CORP | 0% | +38.46% | Add |
| 49 | SLV | Ishares Silver Trust | 0% | -2.94% | Trim |
| 50 | LRCX | Lam Research CORP | 0% | +1.10% | 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 648 disclosed positions in Q4 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 22.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $2.7M
Top Position Liquidated / Trimmed
TTEN
前期市值: $619.9K
During Q4 2025, Rehmann Capital Advisory Group's top holdings by market value included IVE (7.6%)、IVW (7.2%)、IEFA (4.7%). The largest single position, IVE, represented 7.6% of total portfolio value.
In Q4 2025, Rehmann Capital Advisory Group made 199 total portfolio adjustments, initiating 39 new buys, adding to 83 positions, trimming 54 holdings, and fully liquidating 23 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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