StockDriftsStockDriftsTop 50 Rehmann Capital Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 8.21% | 1.30M | $179.3M | +11.86%(+138.13K) | $67.43(+106.59%) | 2026-06-30 | |
| IVE | ISHARES TR | 7.7% | 740.6K | $168.2M | +3.33%(+23.85K) | $158.74(+48.24%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.54% | 1.03M | $99.2M | +2.63%(+26.32K) | $67.43(+47.55%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.75% | 119.4K | $82.0M | +7.85%(+8.69K) | $548.70(+28.04%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.84% | 1.36M | $62.1M | +5.21%(+67.50K) | $45.63(-3.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.81% | 212.2K | $61.4M | +1.83%(+3.81K) | $102.81(+223.19%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.91% | 55.7K | $41.7M | +0.06%(+34) | $243.43(+215.45%) | 2026-06-30 | |
| MDYG | SPDR SERIES TRUST | 1.82% | 353.9K | $39.7M | +0.36%(+1.27K) | $76.89(+38.40%) | 2026-06-30 | |
| IJJ | ISHARES TR | 1.7% | 250.7K | $37.0M | -0.62%(-1.55K) | $106.65(+36.15%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.52% | 223.8K | $33.2M | -4.19%(-9.78K) | $91.24(+55.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.40% | +7.41% | +42.95% |
| Top 20 Holdings Unweighted | +11.40% | +38.25% | +6.17% | +34.89% |
Rehmann Capital Advisory Group reports $2.18B in US-listed equity holdings across 702 positions in its most recent 13F filing. Its largest disclosed positions are IVW (8.2%), IVE (7.7%) and IEFA (4.5%). The top 20 holdings account for 48.52% of reported assets. Its disclosed equity book has returned +45.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rehmann Capital Advisory Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633037). View Rehmann Capital Advisory Group’s 13F filings on SEC