Q2 2026 13F · SEC CIK 1633037

Rehmann Capital Advisory Group

Wealth managerFiled 2026-08-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 702
Top holdings a year, 3 yrs: +15.0%
Assets under management: $5.3B

Rehmann Capital Advisory Group is a wealth manager that reported 702 positions worth $2.2B in its Q2 2026 13F, filed 2026-08-20. Its largest holdings were Ishares Tr (IVW, 8.2%), Ishares Tr (IVE, 7.7%), Ishares Tr (IEFA, 4.5%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.

Rehmann Capital Advisory Group holdings largest 50 of 702 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rehmann Capital Advisory Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVWIshares Tr	8.2%	6.9%	1,303,025	+11.9%	$179.3M
IVEIshares Tr	7.7%	7.9%	740,561	+3.3%	$168.2M
IEFAIshares Tr	4.5%	4.7%	1,027,001	+2.6%	$99.2M
VOOVanguard Index Fds	3.8%	3.4%	119,369	+7.8%	$82.0M
FBNDFidelity Merrimack Str Tr	2.8%	3.1%	1,363,514	+5.2%	$62.1M
AAPLApple Inc	2.8%	2.8%	212,153	+1.8%	$61.4M
IVVIshares Tr	1.9%	1.9%	55,728	+0.1%	$41.7M
MDYGSpdr Ser Tr	1.8%	1.8%	353,924	+0.4%	$39.7M
IJJIshares Tr	1.7%	1.7%	250,706	-0.6%	$37.0M
IJRIshares Tr	1.5%	1.5%	223,806	-4.2%	$33.2M
BILSpdr Series Trust	1.5%	1.8%	356,604	-8.9%	$32.8M
NVDANvidia Corporation	1.4%	1.3%	150,653	+1.8%	$30.1M
ITOTIshares Tr	1.3%	1.3%	170,453	-1.4%	$28.0M
DFACDimensional ETF Trust	1.3%	1.3%	630,644	-1.2%	$28.0M
SPLGSpdr Series Trust	1.2%	1.1%	293,692	+8.4%	$25.8M
USMVIshares Tr	1.1%	1.6%	257,439	-21.6%	$24.8M
IEMGIshares Inc	1.1%	1.0%	284,296	+0.1%	$23.6M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	43,690	+0.7%	$21.9M
GOOGAlphabet Inc	1.0%	0.9%	60,768	+5.0%	$21.5M
MSFTMicrosoft Corp	0.9%	1.0%	52,985	+1.6%	$19.8M
SYKStryker Corporation	0.9%	1.1%	60,357	-5.0%	$19.0M
JAAAJanus Detroit Str Tr	0.8%	0.9%	343,929	+1.5%	$17.4M
QQQInvesco Qqq Tr	0.8%	0.7%	22,885	-1.2%	$16.9M
AMZNAmazon Com Inc	0.8%	0.8%	70,007	-6.5%	$16.7M
HTRBHartford Fds Exchange Traded	0.7%	0.9%	469,691	-4.3%	$15.8M
GOOGLAlphabet Inc	0.7%	0.6%	41,416	+2.5%	$14.8M
QQQMInvesco Exch Traded Fd Tr II	0.7%	0.6%	48,169	+5.5%	$14.6M
VIGVanguard Specialized Funds	0.7%	0.7%	60,707	-0.9%	$14.4M
VTIPVanguard Malvern Fds	0.6%	0.7%	263,775	+3.2%	$13.3M
FDLFirst Tr Exchange-Traded Fd	0.6%	0.7%	268,982	+5.7%	$13.1M
DFUSDimensional ETF Trust	0.6%	0.6%	155,554	-0.7%	$12.7M
JPMJpmorgan Chase & Co	0.5%	0.5%	36,423	+6.6%	$11.9M
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	24,704	+1.5%	$11.8M
JAVAJ P Morgan Exchange Traded F	0.5%	0.5%	138,442	+12.4%	$11.2M
UCONFirst Tr Exchng Traded Fd Vi	0.5%	0.6%	445,374	-3.0%	$11.1M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	14,119	+1.9%	$10.5M
DFASDimensional ETF Trust	0.5%	—	127,129	—	$10.5M
METAMeta Platforms Inc	0.5%	0.5%	18,094	+12.1%	$10.2M
FIIGFirst Tr Exchange-Traded Fd	0.5%	0.5%	488,337	-0.3%	$10.1M
JNJJohnson & Johnson	0.5%	0.5%	38,703	+0.2%	$9.8M
DFICDimensional ETF Trust	0.4%	0.5%	250,908	-3.1%	$9.4M
VBVanguard Index Fds	0.4%	0.4%	30,310	-0.7%	$9.2M
VUGVanguard Index Fds	0.4%	0.4%	103,365	+510.8%	$8.9M
AVGOBroadcom Inc	0.4%	—	23,382	—	$8.8M
IWFIshares Tr	0.4%	0.4%	69,976	+300.0%	$8.7M
VTIVanguard Index Fds	0.4%	0.4%	23,474	+2.2%	$8.7M
AIRRFirst Tr Exchange Traded Fd	0.4%	—	59,059	—	$7.9M
GLDSpdr Gold Tr	0.4%	0.7%	21,175	-27.3%	$7.8M
FVDFirst Tr Exchange-Traded Fd	0.4%	0.4%	160,466	-1.4%	$7.7M
IJHIshares Tr	0.4%	—	100,125	—	$7.7M

What Rehmann Capital Advisory Group bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +20.4%
5 years: +7.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.2B	702
Q1 2026	$1.9B	676
Q4 2025	$1.9B	648
Q3 2025	$1.8B	634
Q2 2025	$1.7B	610
Q1 2025	$1.6B	602
Q4 2024	$1.6B	600
Q3 2024	$1.5B	593
Q2 2024	$1.4B	575
Q1 2024	$1.3B	571
Q4 2023	$1.2B	550
Q3 2023	$1.1B	531

Questions about Rehmann Capital Advisory Group's portfolio

What stocks does Rehmann Capital Advisory Group own?

Rehmann Capital Advisory Group's latest 13F, for Q2 2026 and filed Aug 20, 2026, lists 702 positions worth $2.2B. The largest are Ishares Tr (IVW) at 8.2%, Ishares Tr (IVE) at 7.7%, Ishares Tr (IEFA) at 4.5%, Vanguard Index Fds (VOO) at 3.8% and Fidelity Merrimack Str Tr (FBND) at 2.8%.

What did Rehmann Capital Advisory Group buy last quarter?

In Q2 2026, Rehmann Capital Advisory Group added Vanguard Index Fds (VUG) (+510.8% shares), Ishares Tr (IWF) (+300.0% shares) and J P Morgan Exchange Traded F (JAVA) (+12.4% shares), compared with its Q1 2026 filing.

What did Rehmann Capital Advisory Group sell last quarter?

In Q2 2026, Rehmann Capital Advisory Group cut from its top 50 Ishares Gold Tr (IAU), cut from its top 50 Pimco ETF Tr (MUNI), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Walmart Inc (WMT), Spdr Gold Tr (GLD) (-27.3% shares), Ishares Tr (USMV) (-21.6% shares) and Spdr Series Trust (BIL) (-8.9% shares), compared with its Q1 2026 filing.

How has Rehmann Capital Advisory Group's portfolio performed?

A portfolio copying Rehmann Capital Advisory Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +7.9% a year against +11.6%.

When is Rehmann Capital Advisory Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Rehmann Capital Advisory Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Rehmann Capital Advisory Group manage?

Rehmann Capital Advisory Group reported $5.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.2B.