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Showing Q3 2025 data
Rehmann Capital Advisory Group's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Rehmann Capital Advisory Group
•CIK: 1633037•Filing: Q3 2025
**Rehmann Capital Advisory Group** manages $1.8B across a diversified portfolio of 634 positions. The firm maintains significant exposure to international and technology sectors, evidenced by top holdings including IVE ($135.6M) and IVW ($135.4M). Notable allocations also include substantial positions in AAPL ($51.2M) and VOO ($48.9M). This structure suggests a tactical, multi-asset approach emphasizing global equity diversification.
Total AUM
$1.8B
QoQ Performance
+10.6%
Positions
431
Top 10 Concentration
39.8%
Latest Filing
Q3 2025
Top Holdings Allocation
IVE
IVW
IVE7.4%
IVW7.4%
IEFA4.7%
AAPL2.8%
VOO2.7%
FBND2.7%
IVV2.3%
BIL1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.9%
Technology10.1%
ETF6.2%
Financial3.8%
Consumer2.7%
Healthcare1.9%
Industrial0.9%
Communication0.7%
🚪 Exited Positionssold since Q2 2025
+415 more exited positions
Changes from Q2 2025
NEW10 new positions
↑126 increased
↓60 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023