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Vic Chen
Vic Chen

Posted on • Originally published at 13finsight.com

When the Top 5 Are All ETFs: Inside an RIA's Q4 2025 Portfolio Architecture

Rehmann Capital filed 500 positions in Q4 2025. Unlike the mega-cap stock concentration we’ve seen in today’s other filings, Rehmann’s top five are all ETFs.

The ETF Ladder

Metric Value
AUM $1.92T
Holdings 500
Top-5 IVE, IVW, IEFA, VOO, FBND
Top-5 weight 25.7%
WhaleScore 70.50

The IVE (Value) + IVW (Growth) pairing is textbook style-box construction. IEFA adds international. FBND adds bonds. VOO provides S&P 500 core. A full asset allocation model through ETFs.


Originally published at 13finsight.com

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