Institutional Investor · CIK 0001633037
REHMANN CAPITAL ADVISORY GROUP
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
703
Total Value
$2.13B
Total Shares
19.82M
Latest Filing
Aug 20, 2026
CIK
0001633037
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 1,303,025 | $179.28M | 0.2386% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 740,561 | $168.18M | 0.3503% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 119,369 | $81.98M | 0.0049% | SH | — | View |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 1,363,514 | $62.09M | 0.2289% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-20 | 212,153 | $61.40M | 0.0014% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 55,728 | $41.75M | 0.0048% | SH | — | View | |
State Street SPDR S&P…(MDYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 353,924 | $39.69M | 1.2923% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 250,706 | $37.05M | 0.4203% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 223,806 | $33.20M | 0.0297% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 356,604 | $32.75M | 0.0694% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 150,653 | $30.13M | 0.0006% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 150,653 | $30.13M | 0.0006% | SH | — | View |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 170,453 | $28.00M | 0.0301% | SH | — | View |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 630,644 | $27.98M | 0.0592% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 293,692 | $25.79M | 0.0267% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 284,296 | $23.55M | 0.0139% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-20 | 43,690 | $21.86M | 0.0020% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 60,768 | $21.46M | 0.0005% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 52,985 | $19.77M | 0.0007% | SH | — | View |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-08-20 | 60,357 | $19.00M | 0.0157% | SH | — | View |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 343,929 | $17.38M | 0.0611% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 22,885 | $16.85M | 0.0032% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-20 | 70,007 | $16.68M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 469,691 | $15.84M | 0.7041% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 41,416 | $14.80M | 0.0003% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 48,169 | $14.58M | 0.0178% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 60,707 | $14.37M | 0.0112% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 263,775 | $13.26M | 0.0184% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 268,982 | $13.08M | 0.1900% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 155,554 | $12.68M | 0.0603% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 36,423 | $11.92M | 0.0014% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 36,423 | $11.92M | 0.0014% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 24,704 | $11.80M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 138,442 | $11.25M | 0.1690% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 445,374 | $11.08M | 0.3322% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 14,119 | $10.54M | 0.0013% | SH | — | View | |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 127,129 | $10.47M | 0.0676% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 18,094 | $10.19M | 0.0007% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 18,094 | $10.19M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 488,337 | $10.13M | 1.5093% | SH | — | View | |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 38,703 | $9.83M | 0.0016% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 38,703 | $9.83M | 0.0016% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 30,310 | $9.19M | 0.0047% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 103,365 | $8.90M | 0.0023% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 23,382 | $8.83M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 69,976 | $8.69M | 0.0064% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 23,474 | $8.68M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 59,059 | $7.86M | 0.0679% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 21,175 | $7.79M | 0.0060% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 160,466 | $7.73M | 0.1001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 100,125 | $7.72M | 0.0062% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-20 | 18,329 | $7.71M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 39,063 | $7.44M | 0.0060% | SH | — | View | |
First Trust SMID Cap…(SDVY) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 169,145 | $7.29M | 0.0652% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 77,931 | $7.18M | 0.2135% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 12,346 | $7.17M | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 98,688 | $7.03M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 59,748 | $7.02M | 0.0380% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 130,139 | $6.85M | 0.2179% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-20 | 7,276 | $6.81M | 0.0016% | SH | — | View |
Walmart Inc.(WMT.SW) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-20 | 58,207 | $6.59M | 0.0004% | SH | — | View |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 87,075 | $6.58M | 0.0110% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 21,314 | $6.40M | 0.0077% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 5,246 | $6.29M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 51,190 | $6.12M | 0.0044% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-20 | 17,503 | $6.01M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 31,977 | $5.92M | 0.0175% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 14,442 | $5.91M | 0.0124% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 17,112 | $5.89M | 0.0081% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 24,249 | $5.87M | 0.0077% | SH | — | View | |
Escalade, Incorporated(ESCA) | Consumer Cyclical | Leisure | 2026-06-30 | 2026-08-20 | 309,213 | $5.81M | 2.2462% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-20 | 39,105 | $5.73M | 0.0017% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 4,927 | $5.68M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 35,849 | $5.67M | 0.0060% | SH | — | View | |
Corteva Inc(2X0.DE) | Basic Materials | Agricultural Inputs | 2026-06-30 | 2026-08-20 | 66,683 | $5.65M | 0.0100% | SH | — | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-08-20 | 47,340 | $5.56M | 0.0012% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-08-20 | 47,340 | $5.56M | 0.0012% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 33,546 | $5.48M | 0.0160% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 24,902 | $5.43M | 0.0022% | SH | — | View | |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 7,025 | $5.08M | 0.0009% | SH | — | View |
Erie Indemnity Company(ERIE) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-08-20 | 19,886 | $4.77M | 0.0431% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-08-20 | 13,487 | $4.75M | 0.0014% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 116,936 | $4.75M | 0.0483% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 11,774 | $4.64M | 0.0305% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 32,368 | $4.49M | 0.0006% | SH | — | View |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 32,368 | $4.49M | 0.0006% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-20 | 8,446 | $4.34M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 40,980 | $4.26M | 0.0056% | SH | — | View | |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-08-20 | 10,202 | $4.24M | 0.0011% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-08-20 | 10,202 | $4.24M | 0.0011% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-08-20 | 15,057 | $4.24M | 0.0016% | SH | — | View | |
Lam Research Corp. R(LAR0.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 9,408 | $4.07M | 0.0008% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-08-20 | 3,730 | $3.97M | 0.0008% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-20 | 19,422 | $3.90M | 0.0032% | SH | — | View | |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-08-20 | 146,490 | $3.87M | 1.0765% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-20 | 28,284 | $3.87M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 17,900 | $3.82M | 0.0040% | SH | — | View | |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 29,611 | $3.81M | 0.0012% | SH | — | View |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-20 | 17,496 | $3.79M | 0.0022% | SH | — | View |
Pfizer Inc.(PFE.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 152,066 | $3.66M | 0.0027% | SH | — | View |
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