Relyea Zuckerberg Hanson LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Relyea Zuckerberg Hanson LLC 13F Holdings
CIK 0001793691 · STAMFORD, CT
As of Sep 30, 2025, Relyea Zuckerberg Hanson LLC reported
270 positions worth $933.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 244,092 |
|
17.1M12.54% |
| VANGUARD VALUE INDEX FUND | VTV | — | 456,131 | $85.1M | 9.11% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 119,053 | $55.8M | 5.97% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 207,936 | $42.3M | 4.53% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 418,366 | $38.4M | 4.11% |
| EA SERIES TRUST | AAUS | — | 602,937 | $32.6M | 3.49% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 500,335 | $30.0M | 3.21% |
| MICROSOFT CORP | MSFT | Technology | 56,284 | $29.2M | 3.12% |
| APPLE INC | AAPL | Technology | 98,474 | $25.1M | 2.69% |
| NVIDIA CORP | NVDA | Technology | 125,605 | $23.4M | 2.51% |
| SPDR S&P 500 ETF TRUST | SPY | — | 29,645 |
9.7M | 2.12% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 203,902 |
6.3M | 1.75% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 141,051 |
4.2M | 1.52% |
| VANGUARD S&P 500 GROWTH INDEX FUND | VOOG | — | 29,188 |
2.7M | 1.36% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 77,485 |
1.3M | 1.21% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 38,535 |
0.9M | 1.16% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 32,797 |
0.8M | 1.15% |
| VANGUARD 500 INDEX FUND | VOO | — | 17,360 |
0.6M | 1.14% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 17,143 |
0.3M | 1.10% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 49,747 | $9.9M | 1.06% |
| ARK NEXT GENERATION INTERNET ETF | ARKW | — | 56,091 | $9.8M | 1.05% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 88,072 | $9.2M | 0.99% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 27,788 | $8.8M | 0.94% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 23,023 | $8.4M | 0.90% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 38,733 | $8.1M | 0.87% |