Q1 2026 13F · SEC CIK 1633037

Rehmann Capital Advisory Group

Wealth managerFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 676
Top holdings a year, 3 yrs: +15.0%
Assets under management: $5.3B

Rehmann Capital Advisory Group is a wealth manager that reported 676 positions worth $1.9B in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Ishares S&p 500 Value ETF (IVE, 7.9%), Ishares (IVW, 6.9%), Ishares Core Msci Eafe ETF (IEFA, 4.7%). 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 676 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. 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	Q4 2025	Shares	Share change	Reported value
IVEIshares S&p 500 Value ETF	7.9%	7.6%	716,711	+4.7%	$151.3M
IVWIshares	6.9%	7.2%	1,164,899	+4.5%	$131.7M
IEFAIshares Core Msci Eafe ETF	4.7%	4.7%	1,000,681	-0.8%	$90.6M
VOOVanguard S&p 500 ETF	3.4%	3.3%	110,682	+9.2%	$66.1M
FBNDFidelity Merrimack Str Tr	3.1%	2.9%	1,296,014	+8.4%	$59.1M
AAPLApple Inc	2.8%	2.9%	208,343	+3.1%	$52.9M
IVVIshares Core S&p 500 ETF	1.9%	2.1%	55,694	-5.1%	$36.4M
BILSPDR Brcy1-3 Ser	1.8%	1.9%	391,273	-3.8%	$35.3M
MDYGSpdr Series Trust	1.8%	1.6%	352,653	+6.4%	$33.8M
IJJiShares S&P Midcap 400 Value	1.7%	1.6%	252,258	+6.1%	$33.4M
USMVIshares Msci USA Min Volfctr ETF	1.6%	1.5%	328,555	+6.6%	$30.5M
IJRIshares Core S&p Small Cap ETF	1.5%	1.4%	233,584	+1.8%	$29.0M
NVDANvidia Corporation Com	1.3%	1.3%	147,944	+10.5%	$25.8M
DFACDimensional U.s. Core Equity 2	1.3%	1.3%	638,492	-0.4%	$24.8M
ITOTIshares Total US Stock Market ETF	1.3%	1.5%	172,866	-8.3%	$24.6M
SYKStryker Corporation	1.1%	1.2%	63,548	-0.3%	$20.9M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.1%	43,382	-1.1%	$20.8M
SPLGSpdr Series Trust	1.1%	1.2%	270,819	-8.9%	$20.7M
IEMGIshares	1.0%	1.0%	283,937	-0.1%	$19.8M
MSFTMicrosoft Corp	1.0%	1.2%	52,134	+6.1%	$19.3M
JAAAJanus Detroit Str Tr	0.9%	0.9%	338,979	-0.3%	$17.1M
GOOGAlphabet Inc	0.9%	0.9%	57,870	+2.7%	$16.6M
HTRBHartford Fds Exchange Traded	0.9%	0.8%	490,715	+16.2%	$16.6M
AMZNAmazon Com Inc Com	0.8%	0.9%	74,867	+1.1%	$15.6M
QQQInvesco Qqq Tr	0.7%	0.7%	23,158	-0.8%	$13.4M
VIGVanguard Dividend Appreciation ETF	0.7%	0.7%	61,247	+0.8%	$13.2M
FDLFirst Tr Exchange-Traded Fd	0.7%	0.5%	254,424	+17.7%	$12.9M
VTIPVanguard Malvern Fds	0.7%	0.6%	255,610	+7.6%	$12.8M
GLDSpdr Gold Shares	0.7%	0.6%	29,130	+6.5%	$12.5M
GOOGLAlphabet Inc	0.6%	0.7%	40,409	-2.3%	$11.6M
UCONFirst Tr Exchng Traded Fd Vi	0.6%	0.5%	459,184	+10.3%	$11.4M
DFUSDimensional ETF Trust	0.6%	0.6%	156,704	-0.7%	$11.1M
QQQMInvesco Nasdaq 100 ETF	0.6%	0.6%	45,661	+1.0%	$10.9M
FIIGFirst Tr Exchange-Traded Fd	0.5%	0.4%	489,871	+31.9%	$10.2M
JPMJpmorgan Chase & Co	0.5%	0.6%	34,167	+2.4%	$10.0M
JNJJohnson & Johnson	0.5%	0.5%	38,637	-8.7%	$9.4M
IAUIshares Gold Trust	0.5%	0.5%	106,252	-8.9%	$9.4M
METAMeta Platforms Inc Class A	0.5%	0.5%	16,141	+7.5%	$9.2M
DFICDfa Dimensional Intl Core Equit	0.5%	0.5%	258,803	-3.5%	$9.2M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	13,855	-3.6%	$9.0M
JAVAJ P Morgan Exchange Traded F	0.5%	—	123,130	—	$8.8M
TSMTaiwan Semiconductor Manufac	0.4%	0.4%	24,332	-1.2%	$8.2M
MUNIInter Mun Bd Act	0.4%	0.4%	155,892	+4.6%	$8.1M
VBVanguard Indx Fd	0.4%	0.4%	30,536	-0.7%	$8.0M
FVDFirst Tr Exchange-Traded Fd	0.4%	0.7%	162,824	-41.8%	$7.6M
IWFIshares Russell 1000 Growth ETF	0.4%	0.6%	17,493	-23.6%	$7.5M
VUGVanguard Indx Fd	0.4%	0.4%	16,924	+3.3%	$7.4M
COSTCostco Whsl Corp New	0.4%	—	7,401	—	$7.4M
VTIVanguard Index Fds	0.4%	—	22,962	—	$7.4M
WMTWalmart Inc	0.4%	0.4%	57,969	-13.4%	$7.2M

What Rehmann Capital Advisory Group bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 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 and rebuilt each quarter on the day the filing became public. 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
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
Q2 2023	$1.1B	547

Questions about Rehmann Capital Advisory Group's portfolio

What stocks does Rehmann Capital Advisory Group own?

Rehmann Capital Advisory Group's latest 13F, for Q1 2026 and filed May 15, 2026, lists 676 positions worth $1.9B. The largest are Ishares S&p 500 Value ETF (IVE) at 7.9%, Ishares (IVW) at 6.9%, Ishares Core Msci Eafe ETF (IEFA) at 4.7%, Vanguard S&p 500 ETF (VOO) at 3.4% and Fidelity Merrimack Str Tr (FBND) at 3.1%.

What did Rehmann Capital Advisory Group buy last quarter?

In Q1 2026, Rehmann Capital Advisory Group added First Tr Exchange-Traded Fd (FIIG) (+31.9% shares), First Tr Exchange-Traded Fd (FDL) (+17.7% shares) and Hartford Fds Exchange Traded (HTRB) (+16.2% shares), compared with its Q4 2025 filing.

What did Rehmann Capital Advisory Group sell last quarter?

In Q1 2026, Rehmann Capital Advisory Group cut from its top 50 Ishares Russell 1000 Value ETF (IWD), cut from its top 50 Ft Vest Laddered Buffer ETF (BUFR), cut from its top 50 Tesla Inc Com (TSLA), First Tr Exchange-Traded Fd (FVD) (-41.8% shares), Ishares Russell 1000 Growth ETF (IWF) (-23.6% shares) and Walmart Inc (WMT) (-13.4% shares), compared with its Q4 2025 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 Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

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 $1.9B.