Relyea Zuckerberg Hanson LLC

CIK 0001793691 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Relyea Zuckerberg Hanson LLC reported 302 positions worth $1.20B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VUG (10.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.20B
2026 Q2
Positions
302
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.6%
Est. Net Flow (Q)
2026 Q2
10 / 302 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$128.8M10.74%1,495,364
2VTVVANGUARD INDEX FDSSH$101.0M8.42%463,300
3IWFISHARES TRSH$57.4M4.78%462,126
4IWDISHARES TRSH$52.3M4.36%215,569
5BILSPDR SERIES TRUSTSH$48.4M4.03%527,732
6VEAVANGUARD TAX-MANAGED FDSSH$47.2M3.93%662,188
7AAPLAPPLE INCSH$35.8M2.98%123,702
8SGOVISHARES TRSH$34.6M2.88%343,341
9SPYSTATE STR SPDR S&P 500 ETF TSH$26.9M2.24%36,007
10AAUSEA SERIES TRUSTSH$26.7M2.22%446,173

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Relyea Zuckerberg Hanson LLC hold as of Q2 2026?

Relyea Zuckerberg Hanson LLC reported 302 positions worth $1.20B in its Q2 2026 13F filing. Largest positions: VUG (10.7%), VTV (8.4%), IWF (4.8%), IWD (4.4%) and BIL (4.0%).

What did Relyea Zuckerberg Hanson LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Relyea Zuckerberg Hanson LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.