REHMANN CAPITAL ADVISORY GROUP - Filing for Period Ending 12/31/2025

Key Takeaways

• 2,803 clients with $3.18B discretionary AUM
• Q4 2025 13F shows $1.92B securities
• Top‑10 holdings concentrate 35.82% of portfolio
• Largest position: iShares S&P 500 Value ETF
• Long‑term strategy with disciplined rebalancing

Summary

Rehmann Capital Advisory Group, based in Lansing, manages $3.18 billion in discretionary assets for 2,803 clients, bringing total regulatory assets to $4.27 billion as of January 1 2025. Its Q4 2025 13F filing disclosed $1.92 billion in managed securities, with a top‑ten holdings concentration of 35.82 %. The firm’s largest position is the iShares S&P 500 Value ETF, holding 684,489 shares. Rehmann emphasizes a long‑term, disciplined rebalancing approach while allowing occasional tactical sales.

Pulse Analysis

Rehmann Capital Advisory Group has emerged as a substantial player in the U.S. advisory landscape, overseeing more than $4 billion in client assets across Michigan and Florida. Its regulatory filings reveal a disciplined growth trajectory since 2001, with a client base exceeding 2,800 and a clear split between discretionary and non‑discretionary mandates. This scale positions Rehmann among the larger independent advisors, attracting institutional attention and providing a benchmark for mid‑size firms navigating compliance and fiduciary responsibilities.

The firm’s latest 13F filing for Q4 2025 highlights a $1.92 billion portfolio of publicly traded securities, with a notable 35.82 % concentration in its top ten holdings. Such a concentration level, anchored by a sizable stake in the iShares S&P 500 Value ETF, underscores Rehmann’s strategic tilt toward value‑oriented equity exposure. Investors and analysts monitor these filings to gauge advisory influence on market dynamics, as concentrated positions can amplify both upside potential and downside volatility, especially in sector‑specific shifts.

Rehmann’s investment philosophy blends long‑term orientation with tactical flexibility, employing disciplined rebalancing to maintain target asset‑class exposures while accommodating tax planning and opportunistic trades. This approach reflects broader industry trends where advisors balance steady growth objectives against the need for agility in volatile markets. By emphasizing risk tolerance parameters and systematic rebalancing, Rehmann aims to deliver consistent performance for its clients, reinforcing its reputation for prudent asset management in an increasingly competitive advisory sector.