Rehmann Capital Advisory Group
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Rehmann Capital Advisory Group reported 610 stock positions worth $1.7 billion. Its top holding was iShares S&P 500 Growth ETF (IVW) at 7.8% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 7.4%) and iShares Core MSCI Eafe ETF (IEFA, 4.2%). Compared with Q1 2025, it opened 49 new positions, sold out of 41, added to 291 and reduced 225. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +8%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- LANSING, MI
- CIK
- 0001633037
- Portfolio Value
- $1.7B (Q2 2025)
- SEC Filing
- 0001633037-25-000004 ↗ filed Jul 30, 2025
Holdings Value
Holdings 610 stocks · $1.7B
| IVW iShares S&P 500 Growth ETF | 7.81% | 1,171,070 | $128.9M | Add +8.2% |
| IVE iShares S&P 500 Value ETF | 7.41% | 626,003 | $122.3M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.21% | 831,851 | $69.4M | Add +2.8% |
| FBND Fidelity Total Bond ETF | 2.62% | 947,253 | $43.3M | Add +61.7% |
| VOO Vanguard S&P 500 ETF | 2.48% | 72,158 | $41.0M | Add +2.6% |
| AAPL Apple Inc. | 2.48% | 199,693 | $41.0M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 2.41% | 64,061 | $39.8M | Reduce -1.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.83% | 328,561 | $30.1M | Add +53.1% |
| ITOT iShares Core S&P Total U.S. | 1.78% | 217,400 | $29.4M | Reduce -5.2% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.67% | 316,642 | $27.5M | Add +9.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.63% | 217,678 | $26.9M | Add +3.1% |
| USMV iShares MSCI USA Min Vol Fac | 1.62% | 284,803 | $26.7M | Reduce -1.0% |
| MSFT Microsoft Corp. | 1.52% | 50,351 | $25.0M | Add +6.9% |
| SYK Stryker Corp. | 1.46% | 61,126 | $24.2M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 1.41% | 212,997 | $23.3M | Add +0.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.28% | 417,158 | $21.2M | Add +210.9% |
| DFAC Dimensional US Core Equity 2 | 1.28% | 590,085 | $21.1M | Add +15.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 43,200 | $21.0M | Reduce -3.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.25% | 285,043 | $20.7M | Add +5.2% |
| NVDA Nvidia Corp. | 1.25% | 130,844 | $20.7M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 1.10% | 301,746 | $18.1M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 0.92% | 68,948 | $15.1M | Add +1.7% |
| HTRB Hartford TTL RTRN BND ETF | 0.88% | 429,178 | $14.5M | Add +2.7% |
| MUNI PIMCO Intermediate Municipal | 0.78% | 250,424 | $12.9M | Add +125.6% |
| FVD First Trust Value Line DVD | 0.77% | 283,463 | $12.7M | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.74% | 59,835 | $12.2M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.69% | 15,412 | $11.4M | Reduce -4.0% |
| UCON First Trust Smith Unconstrai | 0.65% | 430,203 | $10.7M | Reduce -61.2% |
| DFUS Dimensional US Eq MKT ETF | 0.64% | 157,609 | $10.6M | Reduce -0.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.61% | 44,215 | $10.0M | Add +5.0% |
| GOOG Alphabet Inc. Class C | 0.61% | 56,569 | $10.0M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.59% | 33,381 | $9.7M | Add +4.3% |
| VTIP Vanguard Short-Term Tips | 0.58% | 190,439 | $9.6M | Add +73.5% |
| DFIC Dimensional International Co. | 0.56% | 296,971 | $9.2M | Reduce -2.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.54% | 106,642 | $9.0M | Reduce -5.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.52% | 269,490 | $8.6M | Reduce -0.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.50% | 197,713 | $8.3M | Add +13.1% |
| AGG iShares Core U.S. Aggregate | 0.50% | 82,730 | $8.2M | Reduce -16.4% |
| IWF iShares Russell 1000 Growth | 0.48% | 18,782 | $8.0M | Add +4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 12,783 | $7.9M | Add +8.7% |
| IAU iShares Gold Trust | 0.46% | 121,484 | $7.6M | Reduce -6.7% |
| COST Costco Wholesale Corp. | 0.45% | 7,536 | $7.5M | Reduce -2.7% |
| GLD SPDR Gold Shares | 0.45% | 24,159 | $7.4M | Add +49.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 30,746 | $7.3M | Reduce -3.1% |
| WMT Walmart Inc. | 0.43% | 72,993 | $7.1M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 15,981 | $7.0M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.42% | 39,174 | $6.9M | Add +10.9% |
| FIIG FT Intermed Dur Ig Corp. ETF | 0.40% | 316,785 | $6.6M | Add +5.3% |
| ERIE Erie Indemnity Company Class A | 0.38% | 18,058 | $6.3M | No change |
| PG The Procter & Gamble Co. | 0.37% | 38,458 | $6.1M | Add +0.2% |
| JNJ Johnson & Johnson | 0.37% | 39,987 | $6.1M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 19,737 | $6.0M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 104,766 | $6.0M | Add +0.9% |
| V Visa Inc. Class A | 0.34% | 15,993 | $5.7M | Add +2.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 24,040 | $5.4M | Reduce -1.2% |
| FREL Fidelity MSCI RL Est Indx | 0.33% | 198,454 | $5.4M | Add +1.6% |
| TSLA Tesla Inc. | 0.32% | 16,694 | $5.3M | Reduce -6.4% |
| AVGO Broadcom Inc. | 0.32% | 18,999 | $5.2M | Add +5.2% |
| AIRR First Trust Rba American Ind | 0.32% | 64,315 | $5.2M | Add +2.6% |
| IWB iShares Russell 1000 ETF | 0.31% | 15,283 | $5.2M | Add +0.0% |
| CTVA Corteva Inc. | 0.31% | 69,005 | $5.1M | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 0.31% | 26,248 | $5.1M | Add +16.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.31% | 42,385 | $5.0M | Reduce -59.1% |
| TMUS T-Mobile US Inc. | 0.28% | 19,735 | $4.7M | Add +0.4% |
| HD Home Depot Inc. | 0.28% | 12,600 | $4.6M | Reduce -6.3% |
| VGT Vanguard Info Tech ETF | 0.28% | 6,925 | $4.6M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.28% | 8,161 | $4.6M | Add +1.5% |
| DD Dupont DE Nemours Inc. | 0.28% | 66,434 | $4.6M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 25,660 | $4.5M | Add +0.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.27% | 46,840 | $4.4M | Add +2.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 15,208 | $4.3M | Add +119.7% |
| ESCA Escalade Inc. | 0.26% | 309,213 | $4.3M | No change |
| SDVY First Trust Smid Cap Rising | 0.26% | 122,183 | $4.3M | Add +13.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 14,279 | $4.2M | Reduce -0.9% |
| DFEM Dimensional Emrg MRKT Core | 0.25% | 140,347 | $4.2M | Reduce -9.1% |
| IWM iShares Russell 2000 ETF | 0.25% | 18,845 | $4.1M | Add +24.0% |
| PFE Pfizer Inc. | 0.24% | 164,902 | $4.0M | Add +6.3% |
| MCO Moody's Corp. | 0.23% | 7,640 | $3.8M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 0.23% | 51,904 | $3.8M | Reduce -0.9% |
| BX Blackstone Inc. | 0.23% | 25,236 | $3.8M | Add +11.0% |
| NFLX Netflix Inc. | 0.23% | 2,788 | $3.7M | Reduce -0.7% |
| XLI SS Industrial Select Sector | 0.22% | 24,809 | $3.7M | Add +5.6% |
| LLY Eli Lilly & Co. | 0.22% | 4,683 | $3.7M | Reduce -3.4% |
| COF Capital One Financial Corp. | 0.22% | 16,958 | $3.6M | Add +49.5% |
| EFA iShares MSCI Eafe ETF | 0.21% | 39,178 | $3.5M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.21% | 32,144 | $3.5M | Reduce -3.8% |
| XLK SS Technology Select Sector | 0.19% | 12,579 | $3.2M | Add +57.5% |
| VCIT Vanguard Int-Term Corporate | 0.19% | 37,859 | $3.1M | Reduce -90.0% |
| WFC Wells Fargo & Co. | 0.19% | 39,035 | $3.1M | Add +10.6% |
| AXP American Express Co. | 0.19% | 9,657 | $3.1M | Reduce -15.6% |
| DFAX Dimensional World Ex US Core | 0.18% | 103,624 | $3.0M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.18% | 42,864 | $3.0M | Reduce -21.4% |
| VCRM Vanguard Core Tax-Ex Bond | 0.18% | 39,745 | $2.9M | New |
| SMMV iShares MSCI USA Small-Cap M | 0.17% | 68,627 | $2.9M | Add +0.3% |
| XLF SS Financial Select Sector | 0.17% | 54,581 | $2.9M | Reduce -0.0% |
| HYD Vaneck High Yield Muni ETF | 0.17% | 55,395 | $2.8M | Add +119.4% |
| ABBV Abbvie Inc. | 0.17% | 14,880 | $2.8M | Add +1.0% |
| IWO iShares Russell 2000 Growth | 0.17% | 9,540 | $2.7M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.16% | 8,642 | $2.7M | Add +50.4% |
| MRK Merck & Co. Inc. | 0.16% | 33,204 | $2.6M | Add +1.3% |
Portfolio Sells Q1 2025 → Q2 2025
| VCIT Vanguard Int-Term Corporate | Reduce -90.0% | 0.19% | −1.76 |
| UCON First Trust Smith Unconstrai | Reduce -61.2% | 0.65% | −1.08 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.75 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.72 |
| MBB iShares MBS ETF | Reduce -96.0% | 0.02% | −0.55 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -59.1% | 0.31% | −0.47 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.38 |
| LEMB iShares JP Morgan Em Local C | Sold out | 0.00% | −0.36 |
| AAPL Apple Inc. | Reduce -1.3% | 2.48% | −0.35 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -87.0% | 0.05% | −0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.1% | 1.27% | −0.22 |
| IVE iShares S&P 500 Value ETF | Reduce -1.3% | 7.41% | −0.20 |
| MUB iShares National Muni Bond E | Reduce -60.0% | 0.11% | −0.18 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.15 |
| RTX RTX Corp. | Sold out | 0.00% | −0.14 |
| FMB First Trust Managed Municipa | Reduce -81.1% | 0.03% | −0.14 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.13 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -16.4% | 0.50% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.12 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.09 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.0% | 1.62% | −0.08 |
| FDMO Fidelity Momentum Factor ETF | Sold out | 0.00% | −0.07 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.07 |
| CVX Chevron Corp. | Reduce -17.5% | 0.14% | −0.07 |
| JNJ Johnson & Johnson | Reduce -2.8% | 0.37% | −0.06 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.05 |
| BCS Barclays PLC-Spons ADR | Sold out | 0.00% | −0.05 |
| SMB Vaneck Short Muni ETF | Reduce -70.5% | 0.02% | −0.05 |
| CVS CVS Health Corp. | Reduce -49.9% | 0.04% | −0.04 |
| FSMD Fidelity Small-Mid Multifact | Sold out | 0.00% | −0.04 |
| TGT Target Corp. | Sold out | 0.00% | −0.04 |
| LBRDA Liberty Broadband-A | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -3.8% | 0.21% | −0.04 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -0.9% | 0.28% | −0.04 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -21.4% | 0.18% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -3.4% | 0.22% | −0.03 |
| HD Home Depot Inc. | Reduce -6.3% | 0.28% | −0.03 |
| MCD McDonald's Corp. | Reduce -8.1% | 0.15% | −0.03 |
| COR Cencora Inc. | Sold out | 0.00% | −0.03 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -6.9% | 0.13% | −0.03 |
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.7% | 0.05% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.15% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| IVW iShares S&P 500 Growth ETF | Add +8.2% | 7.81% | +1.48 |
| FBND Fidelity Total Bond ETF | Add +61.7% | 2.62% | +0.94 |
| JAAA Janus Henderson Aaa Clo ETF | Add +210.9% | 1.28% | +0.85 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +53.1% | 1.83% | +0.59 |
| MUNI PIMCO Intermediate Municipal | Add +125.6% | 0.78% | +0.42 |
| NVDA Nvidia Corp. | Add +5.8% | 1.25% | +0.41 |
| MSFT Microsoft Corp. | Add +6.9% | 1.52% | +0.40 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.8% | 4.21% | +0.35 |
| VTIP Vanguard Short-Term Tips | Add +73.5% | 0.58% | +0.23 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +9.5% | 1.67% | +0.22 |
| DFAC Dimensional US Core Equity 2 | Add +15.0% | 1.28% | +0.22 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 2.48% | +0.21 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.18% | +0.18 |
| GLD SPDR Gold Shares | Add +49.7% | 0.45% | +0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +119.7% | 0.26% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.2% | 1.25% | +0.13 |
| AVGO Broadcom Inc. | Add +5.2% | 0.32% | +0.13 |
| VONE Vanguard Russell 1000 | Add +786.6% | 0.12% | +0.11 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.92% | +0.10 |
| QQQM Invesco Nasdaq 100 ETF | Add +5.0% | 0.61% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +4.3% | 0.59% | +0.09 |
| COF Capital One Financial Corp. | Add +49.5% | 0.22% | +0.09 |
| XLK SS Technology Select Sector | Add +57.5% | 0.19% | +0.09 |
| HYD Vaneck High Yield Muni ETF | Add +119.4% | 0.17% | +0.09 |
| IWF iShares Russell 1000 Growth | Add +4.9% | 0.48% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +10.9% | 0.42% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.7% | 0.48% | +0.06 |
| BIV Vanguard Intermediate-Term B | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +24.0% | 0.25% | +0.06 |
| SYK Stryker Corp. | Add +1.2% | 1.46% | +0.05 |
| AIRR First Trust Rba American Ind | Add +2.6% | 0.32% | +0.05 |
| CCK Crown Holdings Inc. | New | 0.04% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +16.9% | 0.31% | +0.04 |
| SSNC Ss&c Technologies Holdings | Add +269.0% | 0.06% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +13.2% | 0.14% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +3.1% | 1.63% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +1.8% | 0.10% | +0.04 |
| SDVY First Trust Smid Cap Rising | Add +13.2% | 0.26% | +0.03 |
| WFC Wells Fargo & Co. | Add +10.6% | 0.19% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 0.36% | +0.03 |
| BX Blackstone Inc. | Add +11.0% | 0.23% | +0.03 |
| XLI SS Industrial Select Sector | Add +5.6% | 0.22% | +0.03 |
| AMD Advanced Micro Devices | Add +12.5% | 0.08% | +0.03 |
| NGG National Grid PLC-SP ADR | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +10.0% | 0.16% | +0.03 |
| FDL First Trust Morn DVD Lead Inc. | Add +13.1% | 0.50% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +13.3% | 0.11% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.6% | 0.07% | +0.02 |
| NTAP Netapp Inc. | Add +37.3% | 0.06% | +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 |