Rehmann Capital Advisory Group
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 20, 2026), Rehmann Capital Advisory Group reported 702 stock positions worth $2.2 billion. Its top holding was iShares S&P 500 Growth ETF (IVW) at 8.2% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 7.7%) and iShares Core MSCI Eafe ETF (IEFA, 4.5%). Compared with Q1 2026, it opened 52 new positions, sold out of 27, added to 357 and reduced 232. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +12%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- LANSING, MI
- CIK
- 0001633037
- Portfolio Value
- $2.2B (Q2 2026)
- SEC Filing
- 0001633037-26-000003 ↗ filed Aug 20, 2026
Holdings Value
Holdings 702 stocks · $2.2B
| IVW iShares S&P 500 Growth ETF | 8.21% | 1,303,025 | $179.3M | Add +11.9% |
| IVE iShares S&P 500 Value ETF | 7.70% | 740,561 | $168.2M | Add +3.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.54% | 1,027,001 | $99.2M | Add +2.6% |
| VOO Vanguard S&P 500 ETF | 3.75% | 119,369 | $82.0M | Add +7.8% |
| FBND Fidelity Total Bond ETF | 2.84% | 1,363,514 | $62.1M | Add +5.2% |
| AAPL Apple Inc. | 2.81% | 212,153 | $61.4M | Add +1.8% |
| IVV iShares Core S&P 500 ETF | 1.91% | 55,728 | $41.7M | Add +0.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.82% | 353,924 | $39.7M | Add +0.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.70% | 250,706 | $37.0M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 1.52% | 223,806 | $33.2M | Reduce -4.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.50% | 356,604 | $32.8M | Reduce -8.9% |
| NVDA Nvidia Corp. | 1.38% | 150,653 | $30.1M | Add +1.8% |
| ITOT iShares Core S&P Total U.S. | 1.28% | 170,453 | $28.0M | Reduce -1.4% |
| DFAC Dimensional US Core Equity 2 | 1.28% | 630,644 | $28.0M | Reduce -1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.18% | 293,692 | $25.8M | Add +8.4% |
| USMV iShares MSCI USA Min Vol Fac | 1.14% | 257,439 | $24.8M | Reduce -21.6% |
| IEMG iShares Core MSCI Emerging | 1.08% | 284,296 | $23.6M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 43,690 | $21.9M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.98% | 60,768 | $21.5M | Add +5.0% |
| MSFT Microsoft Corp. | 0.90% | 52,985 | $19.8M | Add +1.6% |
| SYK Stryker Corp. | 0.87% | 60,357 | $19.0M | Reduce -5.0% |
| JAAA Janus Henderson Aaa Clo ETF | 0.80% | 343,929 | $17.4M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 22,885 | $16.9M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.76% | 70,007 | $16.7M | Reduce -6.5% |
| HTRB Hartford TTL RTRN BND ETF | 0.73% | 469,691 | $15.8M | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 0.68% | 41,416 | $14.8M | Add +2.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.67% | 48,169 | $14.6M | Add +5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 60,707 | $14.4M | Reduce -0.9% |
| VTIP Vanguard Short-Term Tips | 0.61% | 263,775 | $13.3M | Add +3.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.60% | 268,982 | $13.1M | Add +5.7% |
| DFUS Dimensional US Eq MKT ETF | 0.58% | 155,554 | $12.7M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.55% | 36,423 | $11.9M | Add +6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 24,704 | $11.8M | Add +1.5% |
| JAVA JPMorgan Active Value ETF | 0.51% | 138,442 | $11.2M | Add +12.4% |
| UCON First Trust Smith Unconstrai | 0.51% | 445,374 | $11.1M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 14,119 | $10.5M | Add +1.9% |
| DFAS Dimensional US Small Cap ETF | 0.48% | 127,129 | $10.5M | Add +301.2% |
| META Meta Platforms Inc. Class A | 0.47% | 18,094 | $10.2M | Add +12.1% |
| FIIG FT Intermed Dur Ig Corp. ETF | 0.46% | 488,337 | $10.1M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.45% | 38,703 | $9.8M | Add +0.2% |
| DFIC Dimensional International Co. | 0.43% | 250,908 | $9.4M | Reduce -3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.42% | 30,310 | $9.2M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 103,365 | $8.9M | Add +1.8% |
| AVGO Broadcom Inc. | 0.40% | 23,382 | $8.8M | Add +8.2% |
| IWF iShares Russell 1000 Growth | 0.40% | 69,976 | $8.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 23,474 | $8.7M | Add +2.2% |
| AIRR First Trust Rba American Ind | 0.36% | 59,059 | $7.9M | Add +7.0% |
| GLD SPDR Gold Shares | 0.36% | 21,175 | $7.8M | Reduce -27.3% |
| FVD First Trust Value Line DVD | 0.35% | 160,466 | $7.7M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 100,125 | $7.7M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.35% | 18,329 | $7.7M | Add +6.6% |
| XLK SS Technology Select Sector | 0.34% | 39,063 | $7.4M | Add +88.3% |
| SDVY First Trust Smid Cap Rising | 0.33% | 169,145 | $7.3M | Add +6.4% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 77,931 | $7.2M | Add +17.4% |
| AMD Advanced Micro Devices | 0.33% | 12,346 | $7.2M | Add +6.3% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 98,688 | $7.0M | Add +2.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.32% | 59,748 | $7.0M | Add +24.3% |
| MUNI PIMCO Intermediate Municipal | 0.31% | 130,139 | $6.8M | Reduce -16.5% |
| COST Costco Wholesale Corp. | 0.31% | 7,276 | $6.8M | Reduce -1.7% |
| WMT Walmart Inc. | 0.30% | 58,207 | $6.6M | Add +0.4% |
| IAU iShares Gold Trust | 0.30% | 87,075 | $6.6M | Reduce -18.1% |
| IWM iShares Russell 2000 ETF | 0.29% | 21,314 | $6.4M | Add +5.2% |
| LLY Eli Lilly & Co. | 0.29% | 5,246 | $6.3M | Add +3.7% |
| VGT Vanguard Info Tech ETF | 0.28% | 51,190 | $6.1M | Add +1.5% |
| V Visa Inc. Class A | 0.28% | 17,503 | $6.0M | Add +3.8% |
| XLI SS Industrial Select Sector | 0.27% | 31,977 | $5.9M | Add +41.0% |
| IWB iShares Russell 1000 ETF | 0.27% | 14,442 | $5.9M | Add +3.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.27% | 17,112 | $5.9M | Add +6.7% |
| IWD iShares Russell 1000 Value E | 0.27% | 24,249 | $5.9M | Reduce -2.4% |
| ESCA Escalade Inc. | 0.27% | 309,213 | $5.8M | No change |
| PG The Procter & Gamble Co. | 0.26% | 39,105 | $5.7M | Reduce -14.1% |
| MU Micron Technology Inc. | 0.26% | 4,927 | $5.7M | Add +26.8% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 35,849 | $5.7M | Add +0.9% |
| CTVA Corteva Inc. | 0.26% | 66,683 | $5.6M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.25% | 47,340 | $5.6M | Add +9.4% |
| Q Qnity Electronics Inc. | 0.25% | 33,546 | $5.5M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 24,902 | $5.4M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 0.23% | 7,025 | $5.1M | Add +3.7% |
| ERIE Erie Indemnity Company Class A | 0.22% | 19,886 | $4.8M | Reduce -0.0% |
| HD Home Depot Inc. | 0.22% | 13,487 | $4.8M | Add +4.8% |
| DFEM Dimensional Emrg MRKT Core | 0.22% | 116,936 | $4.8M | Reduce -1.7% |
| IWO iShares Russell 2000 Growth | 0.21% | 11,774 | $4.6M | Add +3.5% |
| VCRM Vanguard Core Tax-Ex Bond | 0.21% | 60,033 | $4.6M | Add +17.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.21% | 43,667 | $4.5M | Reduce -2.0% |
| INTC Intel Corp. | 0.21% | 32,368 | $4.5M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 0.20% | 8,446 | $4.3M | Add +2.7% |
| EFA iShares MSCI Eafe ETF | 0.19% | 40,980 | $4.3M | Add +2.0% |
| UNH Unitedhealth Group Inc. | 0.19% | 10,202 | $4.2M | Add +3.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 15,057 | $4.2M | Add +5.6% |
| LRCX Lam Research Corp. | 0.19% | 9,408 | $4.1M | Add +7.4% |
| CAT Caterpillar Inc. | 0.18% | 3,730 | $4.0M | Add +2.6% |
| COF Capital One Financial Corp. | 0.18% | 19,422 | $3.9M | Reduce -1.7% |
| GDLC Grayscale Coindesk 5 ETF | 0.18% | 146,490 | $3.9M | Add +35.0% |
| XOM Exxon Mobil Corp. | 0.18% | 28,284 | $3.9M | Reduce -5.6% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 17,900 | $3.8M | Add +6.6% |
| MRK Merck & Co. Inc. | 0.17% | 29,611 | $3.8M | Add +1.6% |
| BA The Boeing Co. | 0.17% | 17,496 | $3.8M | Add +1.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.17% | 43,093 | $3.8M | Add +5.8% |
| PFE Pfizer Inc. | 0.17% | 152,066 | $3.7M | Reduce -5.8% |
| GS Goldman Sachs Group Inc. | 0.17% | 3,600 | $3.6M | Add +5.4% |
Portfolio Sells Q1 2026 → Q2 2026
| USMV iShares MSCI USA Min Vol Fac | Reduce -21.6% | 1.14% | −0.45 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -8.9% | 1.50% | −0.34 |
| GLD SPDR Gold Shares | Reduce -27.3% | 0.36% | −0.30 |
| FREL Fidelity MSCI RL Est Indx | Reduce -80.0% | 0.06% | −0.27 |
| SYK Stryker Corp. | Reduce -5.0% | 0.87% | −0.22 |
| IAU iShares Gold Trust | Reduce -18.1% | 0.30% | −0.19 |
| BND Vanguard Total Bond Market | Reduce -81.6% | 0.03% | −0.17 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -4.3% | 0.73% | −0.14 |
| MUNI PIMCO Intermediate Municipal | Reduce -16.5% | 0.31% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -5.6% | 0.18% | −0.09 |
| UCON First Trust Smith Unconstrai | Reduce -3.0% | 0.51% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -14.1% | 0.26% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.31% | −0.07 |
| PFE Pfizer Inc. | Reduce -5.8% | 0.17% | −0.07 |
| FIIG FT Intermed Dur Ig Corp. ETF | Reduce -0.3% | 0.46% | −0.07 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.06 |
| DOW Dow Inc. | Reduce -1.8% | 0.08% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -79.4% | 0.01% | −0.06 |
| DFIC Dimensional International Co. | Reduce -3.0% | 0.43% | −0.05 |
| DBX Dropbox Inc. Class A | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -6.5% | 0.76% | −0.05 |
| ACI Albertsons Cos Inc. Class A | Sold out | 0.00% | −0.05 |
| REGN Regeneron Pharmaceuticals | Reduce -24.3% | 0.05% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.6% | 1.70% | −0.04 |
| IWS iShares Russell Mid-Cap Valu | Reduce -47.7% | 0.05% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -1.4% | 0.35% | −0.04 |
| ERIE Erie Indemnity Company Class A | Reduce -0.0% | 0.22% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -44.9% | 0.05% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -12.6% | 0.12% | −0.04 |
| PEP Pepsico Inc. | Reduce -6.8% | 0.09% | −0.04 |
| UTHR United Therapeutics Corp. | Reduce -25.2% | 0.05% | −0.04 |
| T AT&T Inc. | Reduce -8.8% | 0.05% | −0.04 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.04 |
| MCK McKesson Corp. | Reduce -3.8% | 0.10% | −0.03 |
| CTVA Corteva Inc. | Reduce -0.5% | 0.26% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.10% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 0.66% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -5.3% | 0.06% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -1.3% | 0.13% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -14.5% | 0.03% | −0.02 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -14.3% | 0.02% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -8.4% | 0.14% | −0.02 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.5% | 0.14% | −0.02 |
| GD General Dynamics Corp. | Reduce -5.4% | 0.12% | −0.02 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -9.5% | 0.07% | −0.02 |
| CRM Salesforce Inc. | Reduce -16.7% | 0.03% | −0.02 |
| ABT Abbott Laboratories | Reduce -10.2% | 0.04% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| IVW iShares S&P 500 Growth ETF | Add +11.9% | 8.21% | +1.35 |
| DFAS Dimensional US Small Cap ETF | Add +301.2% | 0.48% | +0.36 |
| VOO Vanguard S&P 500 ETF | Add +7.8% | 3.75% | +0.31 |
| AMD Advanced Micro Devices | Add +6.3% | 0.33% | +0.21 |
| XLK SS Technology Select Sector | Add +88.3% | 0.34% | +0.20 |
| MU Micron Technology Inc. | Add +26.8% | 0.26% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 0.98% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 0.54% | +0.11 |
| AMAT Applied Materials Inc. | Add +3.7% | 0.23% | +0.11 |
| QQQM Invesco Nasdaq 100 ETF | Add +5.5% | 0.67% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +8.4% | 1.18% | +0.10 |
| LRCX Lam Research Corp. | Add +7.4% | 0.19% | +0.09 |
| XLI SS Industrial Select Sector | Add +41.0% | 0.27% | +0.08 |
| CSCO Cisco Systems Inc. | Add +9.4% | 0.25% | +0.08 |
| SOXX iShares Semiconductor ETF | Add +151.2% | 0.10% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.68% | +0.07 |
| SPCX Space Exploration Techn Class A | New | 0.07% | +0.07 |
| NBIX Neurocrine Biosciences Inc. | New | 0.07% | +0.07 |
| KLAC KLA Corp. | Add +32.9% | 0.11% | +0.06 |
| JPIE JPMorgan Income ETF | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +1.8% | 2.81% | +0.06 |
| AVGO Broadcom Inc. | Add +8.2% | 0.40% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +3.7% | 0.19% | +0.06 |
| JAVA JPMorgan Active Value ETF | Add +12.4% | 0.51% | +0.05 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +0.4% | 1.82% | +0.05 |
| RDVY First Trust Rising Dividend | Add +43.3% | 0.14% | +0.05 |
| MRVL Marvell Technology Inc. | Add +13.3% | 0.08% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +1.5% | 0.28% | +0.05 |
| HNI Hni Corp. | Add +117.3% | 0.09% | +0.05 |
| CAT Caterpillar Inc. | Add +2.6% | 0.18% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +0.1% | 1.08% | +0.05 |
| LLY Eli Lilly & Co. | Add +3.7% | 0.29% | +0.05 |
| STX Seagate Technology Holdings | New | 0.04% | +0.04 |
| AIRR First Trust Rba American Ind | Add +7.0% | 0.36% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.1% | 0.10% | +0.04 |
| SNA Snap-on Inc. | Add +50.3% | 0.13% | +0.04 |
| NVDA Nvidia Corp. | Add +1.8% | 1.38% | +0.04 |
| PHM Pultegroup Inc. | Add +49.2% | 0.10% | +0.04 |
| MAS Masco Corp. | Add +21.0% | 0.11% | +0.03 |
| TXN Texas Instruments Inc. | Add +18.5% | 0.09% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +5.1% | 0.07% | +0.03 |
| CMI Cummins Inc. | Add +16.0% | 0.13% | +0.03 |
| NTAP Netapp Inc. | Add +12.9% | 0.10% | +0.03 |
| JIVE JPM Interntl Value ETF | Add +17.4% | 0.33% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.4% | 0.10% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +5.2% | 0.29% | +0.03 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.03% | +0.03 |
| VONE Vanguard Russell 1000 | Add +24.5% | 0.14% | +0.03 |
| IWO iShares Russell 2000 Growth | Add +3.5% | 0.21% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +49.2% | 0.08% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 702 | $2.2B | IVW, IVE, IEFA, VOO, FBND |
| Q1 2026 | 676 | $1.9B | IVE, IVW, IEFA, VOO, FBND |
| Q4 2025 | 648 | $1.9B | IVE, IVW, IEFA, VOO, FBND |
| Q3 2025 | 634 | $1.8B | IVE, IVW, IEFA, AAPL, VOO |
| Q2 2025 | 610 | $1.7B | IVW, IVE, IEFA, FBND, VOO |
| Q1 2025 | 602 | $1.6B | IVE, IVW, IEFA, AAPL, IVV |
| Q4 2024 | 600 | $1.6B | IVW, IVE, IEFA, AAPL, IVV |
| Q3 2024 | 593 | $1.5B | IVE, IVW, IEFA, AAPL, IVV |
| Q2 2024 | 575 | $1.4B | IVW, IVE, IEFA, ITOT, AAPL |
| Q1 2024 | 571 | $1.3B | IVW, IVE, IEFA, ITOT, IVV |