Relyea Zuckerberg Hanson LLC

Registered adviser

CIK

1793691

Location

STAMFORD, CT

Portfolio Value

Mid $1,127,822,703

Diversification

Diversified

Filing Date

Global Rank

#2,213 / 8,816 ▲ 96 · as of Jun 2026

Top Industry

Semiconductors 13.3%

Period ended 26 days ago

Filed Oct 20, 2026 · 6d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 125696

Roster of Oct 1, 2026

Regulatory AUM

$2,448,559,106

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$2,448,559,106	Individuals and high net worth (100%)
Jun 2025 to Jan 2026	$2,113,150,489	Individuals and high net worth (100%)
Apr 2025 to May 2025	$2,121,082,609	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$1,718,028,015	Individuals and high net worth (100%)
May 2023 to Mar 2024	$1,401,647,765	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$1,401,647,765	Individuals and high net worth (100%)

6 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.9% of the book (60%+)

Turnover

Low turnover

9.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.8 quarters (12+), a floor since 64.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 66.6%; sector active share 61.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

295 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.2%

+1.4 pts

Top 5

58.7%

+4.2 pts

Top 10

70.8%

+3.8 pts

HHI

1,159

Diversified+136

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.6%	$830,107,577	110
Technology	12.5%	$141,157,762	45
Financial Services	3.2%	$36,266,099	32
Healthcare	2.7%	$30,643,088	21
Communication Services	2.5%	$27,689,764	7
Industrials	1.6%	$18,238,489	29
Consumer Cyclical	1.6%	$17,976,030	16
Consumer Defensive	1.0%	$11,637,017	10
Energy	0.7%	$7,987,550	8
Basic Materials	0.3%	$3,122,954	7
Utilities	0.2%	$1,880,737	6
Real Estate	0.1%	$1,115,636	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SUB	iShares Short-Term National Muni Bond ETF	+66,384	75,992	$7,944,203
—		+53,360	581,092	$0
BLNE	Beeline Holdings, Inc.	+50,100	100,100	$84,084
VEA	Vanguard FTSE Developed Markets ETF	+34,862	697,050	$49,218,700
IBIT	iShares Bitcoin Trust ETF	+12,173	25,978	$1,229,798
IDEV	iShares Core MSCI International Developed Markets ETF	+11,733	233,099	$20,857,698
ESGV	VANGUARD ESG U.S. STOCK ETF	+8,466	75,039	$10,170,035
BINC		+5,894	14,856	$754,536
ESGU	iShares ESG Aware MSCI USA ETF	+4,636	83,270	$13,889,436
AVUV	Avantis U.S. Small Cap Value ETF	+3,872	65,414	$7,703,806
APH	Amphenol Corp	+3,397	7,055	$594,736
CRWD	CrowdStrike Holdings, Inc.	+2,799	3,730	$987,517
IEFA	iShares Core MSCI EAFE ETF	+1,701	101,019	$9,786,720
T	At&T Inc.	+1,638	27,631	$674,196
SCHF	Schwab International Equity ETF	+1,380	10,557	$290,000
KMI	Kinder Morgan, Inc.	+1,359	11,215	$338,132
ESGD	iShares ESG Aware MSCI EAFE ETF	+1,166	69,642	$7,176,608
SCHB	Schwab U.S. Broad Market ETF	+1,113	15,072	$441,760
CSX	Csx Corp	+1,085	10,721	$498,633
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+1,085	49,508	$5,381,519
BAC	Bank Of America Corp	+823	19,779	$1,076,570
CDE	Coeur Mining, Inc.	+721	25,972	$457,107
PLTR	Palantir Technologies Inc.	+694	6,315	$1,181,220
IAU	Ishares Gold Trust	+656	33,972	$2,653,213
SCHX	Schwab U.S. Large-Cap ETF	+594	89,156	$2,674,680
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NYM	AB New York Intermediate Municipal ETF	−38,904	134,855	$3,245,959
III	Information Services Group Inc.	−34,831	21,713	$120,072
SGOV	iShares 0-3 Month Treasury Bond ETF	−25,924	317,417	$31,957,543
VUG	VANGUARD GROWTH INDEX FUND	−23,100	1,472,264	$132,665,709
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−21,499	34,742	$1,645,381
VEU	Vanguard International Equity Index Funds	−18,169	9,065	$752,123
TTEK	Tetra Tech Inc	−10,930	59,544	$1,961,974
NVDA	Nvidia Corp	−10,120	103,969	$23,744,440
IWD	iShares Russell 1000 Value ETF	−9,755	205,814	$51,027,465
FBTC	Fidelity Wise Origin Bitcoin Fund	−8,711	6,534	$474,629
AAUS	Alpha Architect US Equity ETF	−8,645	437,528	$26,967,913
AAPL	Apple Inc.	−7,003	116,699	$38,863,100
—		−6,410	17,314	$0
VTV	VANGUARD VALUE INDEX FUND	−6,393	456,907	$98,728,464
MSFT	Microsoft Corp	−5,492	46,153	$23,671,873
GOOG	Alphabet Inc.	−4,259	28,628	$9,754,704
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−4,041	42,212	$9,752,238
PFE	Pfizer Inc	−3,402	10,548	$300,828
MRSH	Marsh & Mclennan Companies, Inc.	−3,214	13,282	$2,267,635
IWF	iShares Russell 1000 Growth ETF	−2,917	459,209	$57,520,519
KO	Coca Cola Co	−2,751	30,161	$2,596,258
WMT	Walmart Inc.	−2,656	15,585	$1,619,593
WOOF	Petco Health & Wellness Company, Inc.	−2,619	20,502	$46,539
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−2,617	30,753	$10,389,285
ABT	Abbott Laboratories	−2,515	13,764	$1,360,296
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
AAUB		244,544	$12,537,770
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	4,944	$471,385
ILMN	Illumina, Inc.	1,015	$277,785
NTRA	Natera, Inc.	662	$273,611
ITOT	iShares Core S&P Total U.S. Stock Market ETF	1,553	$258,232
NEM	NEWMONT Corp	2,098	$241,983
P	Everpure, Inc.	1,830	$239,327
NET	Cloudflare, Inc.	674	$234,066
IVES	Dan IVES Wedbush AI Revolution ETF	5,541	$227,458
RONB	Baron First Principles ETF	9,430	$220,944
VCTR	Victory Capital Holdings, Inc.	1,933	$213,789
MDT	Medtronic plc	2,362	$203,816
—		1,000	$0
ITA	iShares U.S. Aerospace & Defense ETF	1,370	$0
—		4,187	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
VUSB	VANGUARD ULTRA-SHORT BOND ETF	35,531	$1,768,733
APP	AppLovin Corp	765	$394,150
RKLB	Rocket Lab Corp	3,312	$336,664
MUB	iShares National Muni Bond ETF	2,847	$306,394
NOC	Northrop Grumman Corp	566	$288,269
COHR	Coherent Corp.	673	$265,478
CARR	CARRIER GLOBAL Corp	3,512	$257,605
ICF	iShares Select U.S. REIT ETF	3,800	$256,994
VRT	Vertiv Holdings Co	721	$241,405
VTWG	VANGUARD RUSSELL 2000 GROWTH INDEX FUND	825	$237,336
CVS	CVS HEALTH Corp	2,274	$235,245
ASML	Asml Holding NV	117	$232,764
TMUS	T-Mobile US, Inc.	1,351	$226,603
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	4,979	$225,747
GD	General Dynamics Corp	635	$224,942
USB	US Bancorp \De\	3,578	$216,111
CI	Cigna Group	766	$211,170
DOV	DOVER Corp	933	$209,253
ACV	Virtus Diversified Income & Convertible Fund	7,255	$205,606
TRMB	Trimble Inc.	3,994	$204,412
ELDN	Eledon Pharmaceuticals, Inc.	17,000	$66,980
SHLD	Global X Defense Tech ETF	3,372	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

295 tracked positions · $1,127,822,703 total · filing declares 296 positions · $1,208,486,808 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 295 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Reduced	1,472,264	-23,100	$132,665,709	+3.0%	11.76%
VTV	VANGUARD VALUE INDEX FUND	Reduced	456,907	-6,393	$98,728,464	−2.2%	8.75%
IWF	iShares Russell 1000 Growth ETF	Reduced	459,209	-2,917	$57,520,519	+0.2%	5.10%
IWD	iShares Russell 1000 Value ETF	Reduced	205,814	-9,755	$51,027,465	−2.4%	4.52%
VEA	Vanguard FTSE Developed Markets ETF	Added	697,050	+34,862	$49,218,700	+4.3%	4.36%
AAPL	Apple Inc. Technology	Reduced	116,699	-7,003	$38,863,100	+8.6%	3.45%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	317,417	-25,924	$31,957,543	−7.5%	2.83%
AAUS	Alpha Architect US Equity ETF	Reduced	437,528	-8,645	$26,967,913	+1.2%	2.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	34,368	-1,639	$26,210,067	−2.5%	2.32%
NVDA	Nvidia Corp Technology	Reduced	103,969	-10,120	$23,744,440	+4.0%	2.11%
MSFT	Microsoft Corp Technology	Reduced	46,153	-5,492	$23,671,873	+22.9%	2.10%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	233,099	+11,733	$20,857,698	+5.9%	1.85%
AVTM	Avantis Total Equity Markets ETF	Reduced	369,711	-1,505	$20,234,283	+0.1%	1.79%
AAUA	Alpha Architect US Equity 3 ETF	Reduced	338,303	-1,397	$19,882,067	+2.8%	1.76%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	100,170	+1	$19,608,277	+2.7%	1.74%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	41,697	+53	$15,604,685	+1.3%	1.38%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Reduced	172,995	-922	$14,787,612	+2.9%	1.31%
VOO	VANGUARD 500 INDEX FUND	Added	21,073	+75	$14,769,222	+2.4%	1.31%
ESGU	iShares ESG Aware MSCI USA ETF	Added	83,270	+4,636	$13,889,436	+7.9%	1.23%
QQQ	Invesco Qqq Trust, Series 1	Reduced	17,694	-727	$13,089,490	−3.5%	1.16%
AAUB		NEW	244,544	NEW	$12,537,770	NEW	1.11%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Reduced	49,650	-269	$10,939,881	−0.0%	0.97%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	84,843	-979	$10,938,807	−0.3%	0.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	30,747	-2,469	$10,579,427	−10.9%	0.94%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	30,753	-2,617	$10,389,285	−14.9%	0.92%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	75,039	+8,466	$10,170,035	+15.5%	0.90%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	81,735	-2,127	$10,059,943	+0.8%	0.89%
IEFA	iShares Core MSCI EAFE ETF	Added	101,019	+1,701	$9,786,720	+2.0%	0.87%
GOOG	Alphabet Inc. Communication Services	Reduced	28,628	-4,259	$9,754,704	−16.1%	0.86%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	42,212	-4,041	$9,752,238	−13.2%	0.86%
IWB	iShares Russell 1000 ETF	Added	23,039	+4	$9,587,219	+1.6%	0.85%
JNJ	Johnson & Johnson Healthcare	Reduced	33,923	-788	$8,980,775	+1.9%	0.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	35,775	-2,032	$8,913,341	−1.1%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,624	-1,636	$8,146,357	−5.2%	0.72%
SUB	iShares Short-Term National Muni Bond ETF	Added	75,992	+66,384	$7,944,203	+676.6%	0.70%
LPTH	Lightpath Technologies Inc Technology	Held	765,605	0	$7,893,387	−36.9%	0.70%
AVUV	Avantis U.S. Small Cap Value ETF	Added	65,414	+3,872	$7,703,806	+0.3%	0.68%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	69,642	+1,166	$7,176,608	+1.9%	0.64%
ABBV	AbbVie Inc. Healthcare	Reduced	26,046	-1,452	$6,813,373	−1.5%	0.60%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Held	40,511	0	$6,764,526	−9.9%	0.60%
FSLY	Fastly, Inc. Technology	Held	257,338	0	$6,605,866	+39.8%	0.59%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	49,508	+1,085	$5,381,519	+4.5%	0.48%
AVGO	Broadcom Inc. Technology	Reduced	14,933	-153	$5,244,320	−8.0%	0.46%
GLDM	World Gold Trust	Reduced	62,979	-899	$5,175,614	+2.0%	0.46%
META	Meta Platforms, Inc. Communication Services	Reduced	6,988	-353	$5,067,557	+22.5%	0.45%
XOM	ExxonMobil Holdings Corp Energy	Reduced	30,706	-1,941	$4,997,401	+12.0%	0.44%
GLD	Spdr Gold Trust	Held	11,696	0	$4,454,304	+3.4%	0.39%
V	Visa Inc. Financial Services	Reduced	12,171	-1,354	$4,373,405	−5.8%	0.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,299	-635	$4,132,487	−7.6%	0.37%
LLY	ELI LILLY & Co Healthcare	Reduced	3,108	-301	$3,596,204	−12.0%	0.32%

Showing the top 50 of 295 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.