Rehmann Capital Advisory Group

RIA/Wealth

Rehmann Capital Advisory Group is a RIA/Wealth based in Lansing, MI led by Ryan Sullivan, reporting $4.3B in AUM as of Q3 2025 with 65% ETF concentration.

CEORyan Sullivan

Portfolio Value: $1.8B
Positions: 633
Top Holding: IVE at 7.44%
Last Reported: Q3 2025

Address4086 Legacy Parkway, Lansing, MI, 48911-4261, United States

Top Holdings

Largest long holdings in Rehmann Capital Advisory Group's portfolio (35.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares S&P 500 Value IVE	ETF ETF	$135.6M	7.44%	+$6.3M Bought	— 656.3K shares	Q1 2020 Held for 5y 8m
2 iShares S&P 500 Growth ETF IVW	ETF ETF	$135.4M	7.43%	-$6.0M Sold	— 1.1M shares	Q1 2020 Held for 5y 8m
3 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$85.5M	4.69%	+$12.9M Bought	— 979.3K shares	Q1 2020 Held for 5y 8m
4 Apple AAPL	Consumer Electronics Technology	$51.2M	2.81%	+$332.8K Bought	0.00% 201.0K shares	Q1 2020 Held for 5y 8m
5 Vanguard S&P 500 ETF VOO	ETF ETF	$48.9M	2.68%	+$4.7M Bought	— 79.9K shares	Q1 2020 Held for 5y 8m
6 Fidelity Total Bond FBND	ETF ETF	$48.6M	2.67%	+$4.8M Bought	— 1.1M shares	Q1 2020 Held for 5y 8m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$41.3M	2.27%	-$1.6M Sold	— 61.7K shares	Q1 2020 Held for 5y 8m
8 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$33.6M	1.84%	+$3.4M Bought	— 365.8K shares	Q1 2024 Held for 1y 8m
9 IJJ iShares S&P Mid-Cap 400 Value ETF IJJ	ETF ETF	$29.5M	1.62%	+$1.2M Bought	— 227.3K shares	Q1 2020 Held for 5y 8m
10 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$29.5M	1.62%	-$2.2M Sold	— 202.2K shares	Q1 2020 Held for 5y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rehmann Capital Advisory Group's latest filing

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Market Value

$1.8B

Prior: $1.6B

Q/Q Change

+10.59%

+$174.6M

Net Flows % of MV

+1.54%

Turnover Ratio

4.88%

New Purchases

9 stocks

$7.3M

Added To

313 stocks

+$70.3M

Sold Out Of

37 stocks

$11.9M

Reduced Holdings

214 stocks

-$37.6M

Increased Positions

Position	Shares Δ	Change
1 GDLC Grayscale Digital Large Cap Fund GDLC	New	0 → 98.8K +$5.5M
2 RELX RELX RELX	New	0 → 5.5K +$260.8K
3 First Trust NASDAQ Cybersecurity ETF CIBR	New	0 → 3.3K +$253.5K
4 SIVR abrdn Physical Silver Shares SIVR	New	0 → 5.5K +$243.0K
5 VanEck Uranium and Nuclear NLR	New	0 → 1.8K +$238.4K

Decreased Positions

Position	Shares Δ	Change
1 Columbia Diversified Fixed Income Allocation DIAL	Sold	108.4K → 0 −$2.0M
2 Progress Software PRGS	Sold	13.7K → 0 −$874.3K
3 Fiserv FI	Sold	4.4K → 0 −$752.6K
4 Enstar Group ESGR	Sold	1.6K → 0 −$538.2K
5 VanEck Intermediate Muni ITM	Sold	8.4K → 0 −$382.4K

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Analytics

Portfolio insights and performance metrics for Rehmann Capital Advisory Group

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Sector Allocation

ETF

65.30%

Technology

9.00%

Financial Services

5.30%

Healthcare

4.00%

Industrials

3.00%

Communication Services

2.90%

Consumer Cyclical

2.80%

Consumer Defensive

1.80%

Basic Materials

0.90%

Energy

0.70%

Utilities

0.50%

Real Estate

0.30%

Market Cap Distribution

Mega Cap (> $200B)

17.46%

Large Cap ($10B - $200B)

12.25%

Mid Cap ($2B - $10B)

0.78%

Small Cap ($300M - $2B)

0.08%

Micro Cap ($50M - $300M)

0.21%

Nano Cap (< $50M)

0.12%

N/A (ETF or Unknown)

69.10%

Portfolio Concentration

Top 10 Holdings %

35.06%

Top 20 Holdings %

48.78%

Top 50 Holdings %

65.67%

Top 100 Holdings %

78.1%