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Rehmann Capital Advisory Group

hedge fundUpdated 21 days ago

Managed by Rehmann Capital Advisory Group • Latest filing Q2 2026

Portfolio value
$2.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$1.1B
Q2 2023$1.1B
Q3 2023$1.1B
Q4 2023$1.2B
Q1 2024$1.3B
Q2 2024$1.4B
Q3 2024$1.5B
Q4 2024$1.6B
Q1 2025$1.6B
Q2 2025$1.7B
Q3 2025$1.8B
Q4 2025$1.9B
Q1 2026$1.9B
Q2 2026$2.2B

Top holdings

702 positions as of Q2 2026

View filing
E

ISHARES TR

Value
$179.3M
Shares
1.30M
% Port
8.21%
E

ISHARES TR

Value
$168.2M
Shares
740.6K
% Port
7.70%
E

ISHARES TR

Value
$99.2M
Shares
1.03M
% Port
4.54%
V

VANGUARD INDEX FDS

Value
$82M
Shares
119.4K
% Port
3.75%
F
5.FIS

FIDELITY MERRIMACK STR TR

Value
$62.1M
Shares
1.36M
% Port
2.84%
A

APPLE INC

Value
$61.4M
Shares
212.2K
% Port
2.81%
E

ISHARES TR

Value
$41.7M
Shares
55.7K
% Port
1.91%
S

SPDR SERIES TRUST

Value
$39.7M
Shares
353.9K
% Port
1.82%
I

ISHARES TR

Value
$37M
Shares
250.7K
% Port
1.70%
E
10.ETHA

ISHARES TR

Value
$33.2M
Shares
223.8K
% Port
1.52%
S

SPDR SERIES TRUST

Value
$32.8M
Shares
356.6K
% Port
1.50%
N
12.NVDA

NVIDIA CORPORATION

Value
$30.1M
Shares
150.7K
% Port
1.38%
E
13.ETHA

ISHARES TR

Value
$28M
Shares
170.5K
% Port
1.28%
?
14.N/A

DIMENSIONAL ETF TRUST

Value
$28M
Shares
630.6K
% Port
1.28%
S

SPDR SERIES TRUST

Value
$25.8M
Shares
293.7K
% Port
1.18%
E
16.ETHA

ISHARES TR

Value
$24.8M
Shares
257.4K
% Port
1.14%
E
17.ETHA

ISHARES INC

Value
$23.6M
Shares
284.3K
% Port
1.08%
B

BERKSHIRE HATHAWAY INC DEL

Value
$21.9M
Shares
43.7K
% Port
1.00%
G

ALPHABET INC

Value
$21.5M
Shares
60.8K
% Port
0.98%
M
20.MSFT

MICROSOFT CORP

Value
$19.8M
Shares
53.0K
% Port
0.90%

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