1y return+16.5%S&P 500 +20.9%
3y return+46.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $161 against $195 in the S&P 500.2
Rehmann Capital Advisory GroupS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVWIshares Tr | $179.3M | 8.2% | +11.9% |
| IVEIshares Tr | $168.2M | 7.7% | +3.3% |
| IEFAIshares Tr | $99.2M | 4.5% | +2.6% |
| VOOVanguard Index Fds | $82.0M | 3.8% | +7.8% |
| FBNDFidelity Merrimack Str Tr | $62.1M | 2.8% | +5.2% |
| AAPLApple Inc | $61.4M | 2.8% | +1.8% |
| IVVIshares Tr | $41.7M | 1.9% | |
| MDYGSpdr Series Trust | $39.7M | 1.8% | |
| IJJIshares Tr | $37.0M | 1.7% | |
| IJRIshares Tr | $33.2M | 1.5% | −4.2% |
| BILSpdr Series Trust | $32.8M | 1.5% | −8.9% |
| NVDANvidia Corporation | $30.1M | 1.4% | +1.8% |
| ITOTIshares Tr | $28.0M | 1.3% | −1.4% |
| Dimensional Etf TrustCUSIP 25434V708 | $28.0M | 1.3% | −1.2% |
| SPYMSpdr Series Trust | $25.8M | 1.2% | +8.4% |
| USMVIshares Tr | $24.8M | 1.1% | −21.6% |
| IEMGIshares Inc | $23.6M | 1.1% | |
| BRK/BBerkshire Hathaway Inc Del | $21.9M | 1.0% | |
| GOOGAlphabet Inc | $21.5M | 1.0% | +5.0% |
| MSFTMicrosoft Corp | $19.8M | 0.9% | +1.6% |
| SYKStryker Corporation | $19.0M | 0.9% | −5.0% |
| JAAAJanus Detroit Str Tr | $17.4M | 0.8% | +1.5% |
| QQQInvesco Qqq Tr | $16.9M | 0.8% | −1.2% |
| AMZNAmazon Com Inc | $16.7M | 0.8% | −6.5% |
| HTRBHartford Fds Exchange Traded | $15.8M | 0.7% | −4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $30.1M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $11.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $14.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $21.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $11.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $61.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $21.9M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $179.3M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $10.2M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $82.0M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $3.0M
- SIRISiriusxm Holdings Inc was $1.2M
- DBXDropbox Inc was $954K
- ACIAlbertsons Cos Inc was $876K
- Honeywell Intl IncCUSIP 438516106 was $763K
- VTWOVanguard Scottsdale Fds was $679K
- CTRACoterra Energy Inc was $409K
- INTUIntuit was $398K
- BPBp PLC was $385K
- SMMUPimco Etf Tr was $318K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rehmann Capital Advisory Group Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633037&type=13F-HR&dateb=&owner=include&count=40CIK 1633037
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633037/000163303726000003/Filed August 20, 2026 · accession 0001633037-26-000003