Relyea Zuckerberg Hanson LLC Top Holdings and 13F Report (2026)

About Relyea Zuckerberg Hanson LLC

Investment Activity

Relyea Zuckerberg Hanson LLC has $1.20 billion in total holdings as of June 30, 2026.
Relyea Zuckerberg Hanson LLC owns shares of 302 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 21.24% of the portfolio was purchased this quarter.
About 1.12% of the portfolio was sold this quarter.
This quarter, Relyea Zuckerberg Hanson LLC has purchased 276 new stocks and bought additional shares in 161 stocks.
Relyea Zuckerberg Hanson LLC sold shares of 71 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $128,810,668
Vanguard Value ETF: $100,966,965
iShares Russell 1000 Growth ETF: $57,382,208
iShares Russell 1000 Value ETF: $52,260,458
SPDR Bloomberg 1-3 Month T-Bill ETF: $48,361,402

Largest New Holdings this Quarter

81369Y209 - Health Care Select Sector SPDR Fund: $2,232,321 Holding
78467Y107 - SPDR S&P MidCap 400 ETF Trust: $1,657,069 Holding
464287168 - iShares Select Dividend ETF: $1,396,621 Holding
874039100 - Taiwan Semiconductor Manufacturing: $794,080 Holding
922042858 - Vanguard FTSE Emerging Markets ETF: $789,234 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 1,248,837 shares (about $107.57M)
iShares Russell 1000 Growth ETF: 345,526 shares (about $42.90M)
Apple: 42,572 shares (about $12.32M)
Vanguard S&P 500 Growth ETF: 144,772 shares (about $11.96M)
Technology Select Sector SPDR Fund: 27,392 shares (about $5.22M)

Largest Sales this Quarter

Vanguard Ultra-Short Bond ETF: 72,564 shares (about $3.61M)
Abbott Laboratories: 7,605 shares (about $690.09K)
NVIDIA: 3,296 shares (about $659.50K)
Automatic Data Processing: 2,080 shares (about $465.80K)
Vanguard ESG U.S. Stock ETF: 2,575 shares (about $340.52K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$128,810,668	$107,574,830 â–²	506.6%	1,495,364	10.7%	ETF
VTV Vanguard Value ETF	$100,966,965	$86,082 â–¼	-0.1%	463,300	8.4%	ETF
IWF iShares Russell 1000 Growth ETF	$57,382,208	$42,903,980 â–²	296.3%	462,126	4.8%	ETF
IWD iShares Russell 1000 Value ETF	$52,260,458	$2,202,479 â–²	4.4%	215,569	4.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$48,361,402	$2,038,992 â–²	4.4%	527,732	4.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$47,180,907	$3,957,226 â–²	9.2%	662,188	3.9%	ETF
AAPL Apple	$35,794,384	$12,318,625 â–²	52.5%	123,702	3.0%	Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$34,564,090	$1,284,849 â–²	3.9%	343,341	2.9%	ETF
SPY SPDR S&P 500 ETF Trust	$26,889,140	$4,673,320 â–²	21.0%	36,007	2.2%	ETF
EA SERIES TRUST	$26,656,045		0.0%	446,173	2.2%	ALPHA ARCHITECT
NVDA NVIDIA	$22,828,080	$659,497 â–¼	-2.8%	114,089	1.9%	Technology
AMERICAN CENTY ETF TR	$20,210,670		0.0%	371,216	1.7%	AVAN TOTA EQ ETF
IDEV iShares Core MSCI International Developed Markets ETF	$19,703,768	$741,987 â–²	3.9%	221,366	1.6%	ETF
EA SERIES TRUST	$19,336,667		0.0%	339,700	1.6%	ALPHA ARCHITECT
MSFT Microsoft	$19,264,649	$219,336 â–¼	-1.1%	51,645	1.6%	Technology
XLK Technology Select Sector SPDR Fund	$19,084,133	$5,218,706 â–²	37.6%	100,169	1.6%	ETF
VTI Vanguard Total Stock Market ETF	$15,409,923	$627,957 â–²	4.2%	41,644	1.3%	ETF
VOO Vanguard S&P 500 ETF	$14,421,930	$2,413,499 â–²	20.1%	20,998	1.2%	ETF
VOOG Vanguard S&P 500 Growth ETF	$14,369,002	$11,961,046 â–²	496.7%	173,917	1.2%	ETF
QQQ Invesco QQQ	$13,565,486	$221,661 â–²	1.7%	18,421	1.1%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$12,870,062	$35,353 â–²	0.3%	78,634	1.1%	ETF
LPTH LightPath Technologies	$12,517,642		0.0%	765,605	1.0%	Technology
VBK Vanguard Small-Cap Growth ETF	$12,203,254	$3,256,883 â–²	36.4%	33,370	1.0%	ETF
GOOGL Alphabet	$11,870,531	$1,642,848 â–²	16.1%	33,216	1.0%	Communication Services
GOOG Alphabet	$11,619,913	$1,929,173 â–²	19.9%	32,887	1.0%	Communication Services
VBR Vanguard Small-Cap Value ETF	$11,238,943	$2,261,007 â–²	25.2%	46,253	0.9%	ETF
VONG Vanguard Russell 1000 Growth ETF	$10,968,877	$2,204,332 â–²	25.2%	85,822	0.9%	ETF
VOOV Vanguard S&P 500 Value ETF	$10,942,734	$60,940 â–¼	-0.6%	49,919	0.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$9,978,757	$113,517 â–¼	-1.1%	83,862	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$9,592,174	$614,928 â–²	6.8%	99,318	0.8%	ETF
IWB iShares Russell 1000 ETF	$9,432,907	$1,229 â–²	0.0%	23,035	0.8%	ETF
AMZN Amazon.com	$9,011,016	$1,072,303 â–²	13.5%	37,807	0.8%	Consumer Discretionary
JNJ Johnson & Johnson	$8,815,665	$74,414 â–²	0.9%	34,711	0.7%	Healthcare
ESGV Vanguard ESG U.S. Stock ETF	$8,803,621	$340,518 â–¼	-3.7%	66,573	0.7%	ETF
JPM JPMorgan Chase & Co.	$8,595,707	$838,294 â–²	10.8%	26,260	0.7%	Finance
ARK ETF TR	$8,024,430	$11,879 â–¼	-0.1%	55,394	0.7%	NEXT GNRTN INTER
AVUV Avantis U.S. Small Cap Value ETF	$7,677,956	$264,116 â–²	3.6%	61,542	0.6%	ETF
XLI Industrial Select Sector SPDR Fund	$7,503,853	$4,826,353 â–²	180.3%	40,511	0.6%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$7,039,974	$35,983 â–¼	-0.5%	68,476	0.6%	ETF
ABBV AbbVie	$6,919,580	$85,306 â–¼	-1.2%	27,498	0.6%	Healthcare
AVGO Broadcom	$5,698,720	$214,561 â–²	3.9%	15,086	0.5%	Technology
VONV Vanguard Russell 1000 Value ETF	$5,147,821	$3,508 â–¼	-0.1%	48,423	0.4%	ETF
GLDM SPDR Gold MiniShares Trust	$5,073,230	$37,963 â–²	0.8%	63,878	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$4,909,400	$3,431,047 â–²	232.1%	91,576	0.4%	ETF
AMAT Applied Materials	$4,870,174	$5,784 â–²	0.1%	6,736	0.4%	Technology
FSLY Fastly	$4,724,726	$45,900 â–¼	-1.0%	257,338	0.4%	Technology
V Visa	$4,640,198	$195,214 â–²	4.4%	13,525	0.4%	Finance
BRK.B Berkshire Hathaway	$4,470,484	$636,996 â–²	16.6%	8,934	0.4%	Finance
XOM ExxonMobil	$4,463,551	$91,877 â–¼	-2.0%	32,647	0.4%	Energy
AB ACTIVE ETFS INC	$4,366,469	$295,246 â–²	7.3%	173,759	0.4%	NEW YO INTER ETF
GLD SPDR Gold Shares	$4,308,572	$9,946 â–²	0.2%	11,696	0.4%	ETF
META Meta Platforms	$4,135,230	$204,480 â–²	5.2%	7,341	0.3%	Communication Services
LLY Eli Lilly and Company	$4,089,162	$271,091 â–²	7.1%	3,409	0.3%	Healthcare
SUSA iShares MSCI USA ESG Select ETF	$3,660,560	$20,984 â–¼	-0.6%	23,724	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$3,446,144	$284,655 â–²	9.0%	14,564	0.3%	ETF
INTC Intel	$3,434,051	$347,399 â–²	11.3%	24,594	0.3%	Technology
CSCO Cisco Systems	$3,356,056	$66,952 â–²	2.0%	28,572	0.3%	Technology
PG Procter & Gamble	$3,115,072	$48,245 â–¼	-1.5%	21,243	0.3%	Consumer Staples
MU Micron Technology	$3,081,985	$234,323 â–²	8.2%	2,670	0.3%	Technology
VYM Vanguard High Dividend Yield ETF	$3,004,637	$2,111,448 â–²	236.4%	19,013	0.3%	ETF
IVV iShares Core S&P 500 ETF	$2,857,668	$152,768 â–²	5.6%	3,816	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,844,656	$1,104,409 â–²	63.5%	56,241	0.2%	ETF
TSLA Tesla	$2,815,496	$95,897 â–²	3.5%	6,694	0.2%	Consumer Discretionary
IWO iShares Russell 2000 Growth ETF	$2,797,380	$156,789 â–¼	-5.3%	7,101	0.2%	ETF
MARSH & MCLENNAN COS INC	$2,749,333	$63,167 â–¼	-2.2%	16,496	0.2%	COM
KO CocaCola	$2,674,721	$152,379 â–²	6.0%	32,912	0.2%	Consumer Staples
XLY Consumer Discretionary Select Sector SPDR Fund	$2,664,383	$117 â–²	0.0%	22,718	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$2,606,383		0.0%	88,562	0.2%	ETF
IAU iShares Gold Trust	$2,515,691	$112,963 â–²	4.7%	33,316	0.2%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$2,508,763	$25,337 â–¼	-1.0%	44,855	0.2%	ETF
HD Home Depot	$2,453,696	$260,289 â–²	11.9%	6,957	0.2%	Consumer Discretionary
AMD Advanced Micro Devices	$2,370,113	$64,481 â–²	2.8%	4,080	0.2%	Technology
VEU Vanguard FTSE All-World ex-US ETF	$2,280,831	$182,992 â–²	8.7%	27,234	0.2%	ETF
COST Costco Wholesale	$2,267,759	$12,162 â–²	0.5%	2,424	0.2%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$2,232,321	$2,232,321 â–²	New Holding	14,070	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$2,124,776	$1,818 â–²	0.1%	7,013	0.2%	ETF
IWM iShares Russell 2000 ETF	$2,086,841	$5,708 â–²	0.3%	6,946	0.2%	ETF
WALMART INC	$2,065,977	$105,558 â–²	5.4%	18,241	0.2%	COM
ADP Automatic Data Processing	$2,039,890	$465,800 â–¼	-18.6%	9,109	0.2%	Industrials
SPYV SPDR Portfolio S&P 500 Value ETF	$2,037,556		0.0%	33,518	0.2%	ETF
TTEK Tetra Tech	$2,036,006	$173 â–²	0.0%	70,474	0.2%	Industrials
MA Mastercard	$1,985,609	$159,732 â–²	8.7%	3,866	0.2%	Finance
STX Seagate Technology	$1,956,055	$1,144,490 â–²	141.0%	2,027	0.2%	Technology
IWN iShares Russell 2000 Value ETF	$1,936,013	$51,541 â–²	2.7%	8,752	0.2%	ETF
CAT Caterpillar	$1,886,649	$43,653 â–²	2.4%	1,772	0.2%	Industrials
MS Morgan Stanley	$1,874,976	$50,799 â–¼	-2.6%	8,969	0.2%	Finance
VUSB Vanguard Ultra-Short Bond ETF	$1,768,733	$3,612,236 â–¼	-67.1%	35,531	0.1%	ETF
VGT Vanguard Information Technology ETF	$1,762,636	$1,542,366 â–²	700.2%	14,748	0.1%	ETF
GS The Goldman Sachs Group	$1,717,123	$50,563 â–²	3.0%	1,698	0.1%	Finance
UNH UnitedHealth Group	$1,666,325	$157,945 â–²	10.5%	4,009	0.1%	Healthcare
MDY SPDR S&P MidCap 400 ETF Trust	$1,657,069	$1,657,069 â–²	New Holding	2,356	0.1%	ETF
SBLK Star Bulk Carriers	$1,607,831		0.0%	64,390	0.1%	Industrials
LAM RESEARCH CORP	$1,562,185	$35,100 â–²	2.3%	3,605	0.1%	COM NEW
AIQ Global X Artificial Intelligence & Technology ETF	$1,507,719		0.0%	22,980	0.1%	ETF
ABT Abbott Laboratories	$1,477,183	$690,090 â–¼	-31.8%	16,279	0.1%	Healthcare
ORCL Oracle	$1,461,632	$38,541 â–²	2.7%	9,974	0.1%	Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$1,450,859	$10,639 â–¼	-0.7%	14,182	0.1%	ETF
CB Chubb	$1,450,035	$67,459 â–¼	-4.4%	4,256	0.1%	Finance
GLW Corning	$1,438,585	$137,166 â–¼	-8.7%	5,632	0.1%	Technology
MCD McDonald's	$1,417,604	$240,322 â–¼	-14.5%	5,244	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Relyea Zuckerberg Hanson LLC Top Holdings and 13F Report (2026)

About Relyea Zuckerberg Hanson LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Relyea Zuckerberg Hanson LLC Top Holdings and 13F Report (2026)

About Relyea Zuckerberg Hanson LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRelyea Zuckerberg Hanson LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools