Relyea Zuckerberg Hanson LLC

CIK

1793691

Location

STAMFORD, CT

Portfolio Value

Mid $1,200,256,621

Diversification

Diversified

Filing Date

Global Rank

#2,217 / 8,798 ▲ 482 · as of Jun 2026

Top Industry

Semiconductors 12.7%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

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

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Portfolio Concentration

229 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.8%

+2.4 pts

Top 5

54.4%

+11.6 pts

Top 10

66.8%

+10.2 pts

HHI

1,019

Diversified+371

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.4%	$881,392,026	39
Technology	11.8%	$141,691,225	46
Financial Services	3.9%	$46,721,562	30
Healthcare	2.6%	$30,762,605	21
Communication Services	2.5%	$30,409,722	8
Industrials	1.8%	$21,304,497	35
Consumer Cyclical	1.7%	$20,635,002	16
Consumer Defensive	1.1%	$13,355,692	10
Energy	0.6%	$7,319,566	8
Basic Materials	0.3%	$3,080,956	6
Utilities	0.2%	$2,422,384	6
Real Estate	0.1%	$1,161,384	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+1,279,652	2,112,557	$285,131,726
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+400,190	1,686,068	$225,674,212
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+144,401	233,586	$26,537,548
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+67,550	182,447	$31,710,509
STT	State Street Corp	+64,080	96,580	$5,758,067
VEA	Vanguard FTSE Developed Markets ETF	+55,540	662,188	$47,180,895
AAPL	Apple Inc.	+42,572	123,702	$35,794,410
BNDW	Vanguard Total World Bond ETF	+25,063	142,094	$16,909,200
—		+22,250	527,732	$48,361,360
VCRM	Vanguard Core Tax-Exempt Bond ETF	+21,835	56,241	$2,844,669
SFL	SFL Corp Ltd.	+16,453	29,100	$296,820
VEU	Vanguard FTSE All-World Ex-US ETF	+15,407	40,456	$3,070,068
VIGI	Vanguard International Dividend Appreciation ETF	+13,361	19,013	$3,004,624
BUFC	AB Conservative Buffer ETF	+11,749	173,759	$4,366,389
EDV	Vanguard World Funds Extended Duration ETF	+10,330	81,321	$10,566,293
GOOGL	Alphabet Inc.	+10,057	66,103	$23,490,364
BLNE	Beeline Holdings, Inc.	+10,000	50,000	$61,000
IVZ	Invesco Ltd.	+9,751	16,758	$2,395,639
FNDA	Schwab Fundamental U.S. Small Company ETF	+6,860	153,356	$4,723,818
SPY	Spdr S&P 500 ETF Trust	+6,258	36,007	$26,888,947
ELDN	Eledon Pharmaceuticals, Inc.	+5,000	17,000	$66,980
AMZN	Amazon Com Inc	+4,499	37,807	$9,010,920
KLAC	Kla Corp	+3,077	3,392	$1,023,400
BKNG	Booking Holdings Inc.	+2,961	3,012	$536,858
JPM	Jpmorgan Chase & Co	+2,561	26,260	$8,595,685
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−72,564	35,531	$1,768,733
III	Information Services Group Inc.	−60,355	56,544	$232,395
ABT	Abbott Laboratories	−7,605	16,279	$1,477,156
NVDA	Nvidia Corp	−3,296	114,089	$22,828,068
ACN	Accenture plc	−2,682	2,659	$330,885
FSLY	Fastly, Inc.	−2,500	257,338	$4,724,725
ADP	Automatic Data Processing Inc	−2,080	9,109	$2,039,960
HON	Honeywell International Inc	−1,911	1,858	$416,006
PFE	Pfizer Inc	−1,896	13,950	$335,916
NCLO	Nuveen AA-BBB CLO ETF	−1,727	26,530	$1,215,787
CRM	Salesforce, Inc.	−1,648	1,539	$241,099
WMB	Williams Companies, Inc.	−1,177	3,998	$297,211
MMM	3M Co	−1,142	1,300	$210,483
NEE	Nextera Energy Inc	−1,013	7,026	$616,672
ABI	VictoryShares Pioneer Asset-Based Income ETF	−1,000	6,741	$944,501
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−936	124,217	$12,617,133
PEP	Pepsico Inc	−908	6,184	$837,313
MCD	Mcdonalds Corp	−889	5,244	$1,417,505
BSX	Boston Scientific Corp	−725	12,942	$552,364
XOM	ExxonMobil Holdings Corp	−672	32,647	$4,463,497
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−622	2,049	$224,406
MSFT	Microsoft Corp	−588	51,645	$19,264,617
PLTR	Palantir Technologies Inc.	−539	5,621	$655,802
GLW	Corning Inc /Ny	−537	5,632	$1,438,581
EMR	Emerson Electric Co	−532	4,403	$630,289
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	2,356	$1,657,069
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,663	$794,198
SNDK	Sandisk Corp	317	$720,772
SPCX	Space Exploration Technologies Corp	3,689	$630,302
MRVL	Marvell Technology, Inc.	2,053	$611,568
ABNB	Airbnb, Inc.	3,762	$538,342
BCLO	iShares BBB-B CLO Active ETF	8,962	$469,071
FLEX	Flex Ltd.	2,582	$418,464
HONA	Honeywell Aerospace Inc.	1,868	$412,977
CDE	Coeur Mining, Inc.	25,251	$412,096
RKLB	Rocket Lab Corp	3,312	$336,664
COHR	Coherent Corp.	673	$265,478
CARR	CARRIER GLOBAL Corp	3,512	$257,605
WSM	Williams Sonoma Inc	1,039	$242,190
VRT	Vertiv Holdings Co	721	$241,405
CVS	CVS HEALTH Corp	2,274	$235,245
FTNT	Fortinet, Inc.	1,516	$232,887
ASML	Asml Holding NV	117	$232,764
HPE	Hewlett Packard Enterprise Co	5,100	$230,061
FCX	Freeport-Mcmoran Inc	3,634	$228,542
SHW	Sherwin Williams Co	657	$226,218
EBAY	Ebay Inc	2,001	$223,611
USB	US Bancorp De	3,578	$216,111
SNOW	Snowflake Inc.	825	$209,962
DOV	DOVER Corp	933	$209,253
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
ARES	Ares Management Corp	3,634	$396,469
INTU	Intuit Inc.	694	$300,071
MDT	Medtronic plc	2,816	$244,006
EPD	Enterprise Products Partners L.P.	6,300	$238,392
FDX	Fedex Corp	590	$210,146
BKR	Baker Hughes Co	3,363	$205,311
NBCE	Neuberger China Equity ETF	4,036	$204,665
VRSK	Verisk Analytics, Inc.	1,076	$204,171
AZO	Autozone Inc	60	$202,666
AGNC	AGNC Investment Corp.	16,002	$160,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

229 tracked positions · $1,200,256,621 total · filing declares 302 positions · $1,199,615,287 · as of Jun 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 229 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	2,112,557	+1,279,652	$285,131,726	+91.8%	23.76%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,686,068	+400,190	$225,674,212	—	18.80%
		Added	527,732	+22,250	$48,361,360	+4.4%	4.03%
VEA	Vanguard FTSE Developed Markets ETF	Added	662,188	+55,540	$47,180,895	+21.4%	3.93%
AAAA	Amplius Aggressive Asset Allocation ETF	Held	790,715	0	$46,558,832	+14.8%	3.88%
AAPL	Apple Inc. Technology	Added	123,702	+42,572	$35,794,410	+73.8%	2.98%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	182,447	+67,550	$31,710,509	+115.5%	2.64%
ACSG	American Century Small Cap Growth Insights ETF	Added	432,758	+2,117	$27,886,978	+16.1%	2.32%
SPY	Spdr S&P 500 ETF Trust	Added	36,007	+6,258	$26,888,947	+39.0%	2.24%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	233,586	+144,401	$26,537,548	+100.1%	2.21%
GOOGL	Alphabet Inc. Communication Services	Added	66,103	+10,057	$23,490,364	+45.9%	1.96%
NVDA	Nvidia Corp Technology	Reduced	114,089	-3,296	$22,828,068	+11.5%	1.90%
MSFT	Microsoft Corp Technology	Reduced	51,645	-588	$19,264,617	−0.4%	1.61%
BNDW	Vanguard Total World Bond ETF	Added	142,094	+25,063	$16,909,200	+40.2%	1.41%
QQQ	Invesco Qqq Trust, Series 1	Added	18,421	+301	$13,565,224	+29.7%	1.13%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	124,217	-936	$12,617,133	+17.7%	1.05%
LPTH	Lightpath Technologies Inc Technology	Held	765,605	0	$12,517,641	+63.0%	1.04%
EDV	Vanguard World Funds Extended Duration ETF	Added	81,321	+10,330	$10,566,293	+33.3%	0.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	37,807	+4,499	$9,010,920	+29.9%	0.75%
		Added	66,350	+18	$8,909,837	+20.0%	0.74%
JNJ	Johnson & Johnson Healthcare	Added	34,711	+293	$8,815,552	+4.8%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	26,260	+2,561	$8,595,685	+23.3%	0.72%
ABBV	AbbVie Inc. Healthcare	Reduced	27,498	-339	$6,919,596	+14.3%	0.58%
STT	State Street Corp Financial Services	Added	96,580	+64,080	$5,758,067	+190.1%	0.48%
AVGO	Broadcom Inc. Technology	Added	15,086	+568	$5,698,736	+26.8%	0.47%
		Added	32,476	+97	$5,596,555	+17.4%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,935	+1,273	$5,219,334	+18.9%	0.43%
GLDM	World Gold Trust	Added	63,878	+478	$5,073,190	−13.7%	0.42%
AMAT	Applied Materials Inc /De Technology	Added	6,736	+8	$4,870,128	+111.8%	0.41%
FSLY	Fastly, Inc. Technology	Reduced	257,338	-2,500	$4,724,725	−37.4%	0.39%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	153,356	+6,860	$4,723,818	+19.3%	0.39%
V	Visa Inc. Financial Services	Added	13,525	+569	$4,640,292	+18.5%	0.39%
XOM	ExxonMobil Holdings Corp Energy	Reduced	32,647	-672	$4,463,497	−21.0%	0.37%
BUFC	AB Conservative Buffer ETF	Added	173,759	+11,749	$4,366,389	+8.0%	0.36%
GLD	Spdr Gold Trust	Added	11,696	+27	$4,308,572	−14.2%	0.36%
META	Meta Platforms, Inc. Communication Services	Added	7,341	+363	$4,135,111	+3.6%	0.34%
LLY	ELI LILLY & Co Healthcare	Added	3,409	+226	$4,088,857	+39.7%	0.34%
VIG	Vanguard Dividend Appreciation ETF	Added	14,564	+1,203	$3,446,133	+19.9%	0.29%
INTC	Intel Corp Technology	Added	24,594	+2,488	$3,434,060	+252.0%	0.29%
CSCO	Cisco Systems, Inc. Technology	Added	28,572	+570	$3,356,067	+54.5%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	21,243	-329	$3,115,073	−0.0%	0.26%
MU	Micron Technology Inc Technology	Added	2,670	+203	$3,081,954	+269.8%	0.26%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	40,456	+15,407	$3,070,068	+63.2%	0.26%
VIGI	Vanguard International Dividend Appreciation ETF	Added	19,013	+13,361	$3,004,624	+258.9%	0.25%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	56,241	+21,835	$2,844,669	+65.7%	0.24%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,694	+228	$2,815,496	+17.1%	0.23%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	16,496	-379	$2,749,388	−6.1%	0.23%
KO	Coca Cola Co Consumer Defensive	Added	32,912	+1,875	$2,674,758	+13.3%	0.22%
IAU	Ishares Gold Trust	Added	33,316	+1,496	$2,515,691	−10.3%	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,957	+738	$2,453,594	+20.0%	0.20%

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.