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Rehmann Capital Advisory Group
Rehmann Capital Advisory Group is a registered investment adviser based in Michigan that provides investment management and advisory services to a range of clients, including individuals (high net worth and others), pension and profit-sharing plans, and corporations, primarily serving United States clients with discretionary and non-discretionary accounts.
Latest 13F Filing Activity
Rehmann Capital Advisory Group filed their most recent 13F report on Jun 30, 2025 disclosing 608 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Fidelity Merrimack STR TR, Janus Detroit STR TR among other positions. Rehmann Capital Advisory Group reduced exposure to Vanguard Scottsdale FDS, First TR Exchng Traded FD VI, Ishares TR among others.
Top Holdings
Equity Positions (608)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 7.81% | $128.9M | 1,171,070 | $60.01 | $110.10 | +$28.5M |
I IVE | ISHARES TR | 7.41% | $122.3M | 626,003 | $149.00 | $195.42 | +$1.5M |
I IEFA | ISHARES TR | 4.21% | $69.4M | 831,851 | $58.70 | $83.48 | +$8.2M |
F FBND | FIDELITY MERRIMACK STR TR | 2.62% | $43.3M | 947,253 | $45.25 | $45.75 | +$16.6M |
V VOO | VANGUARD INDEX FDS | 2.48% | $41.0M | 72,158 | $520.13 | $568.03 | +$4.9M |
Industry Allocation
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