Relyea Zuckerberg Hanson LLC Top Holdings and 13F Report (2026) About Relyea Zuckerberg Hanson LLCInvestment ActivityRelyea Zuckerberg Hanson LLC has $994.59 million in total holdings as of March 31, 2026.Relyea Zuckerberg Hanson LLC owns shares of 276 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 8.07% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, Relyea Zuckerberg Hanson LLC has purchased 262 new stocks and bought additional shares in 123 stocks.Relyea Zuckerberg Hanson LLC sold shares of 105 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $107,680,702Vanguard Value ETF $90,976,945iShares Russell 1000 Growth ETF $49,718,082SPDR Bloomberg 1-3 Month T-Bill ETF $46,322,352iShares Russell 1000 Value ETF $44,119,443 Largest New Holdings this Quarter 02507A606 - AMERICAN CENTY ETF TR $17,451,792 Holding02072Q275 - EA SERIES TRUST $16,625,149 Holding969457100 - Williams Companies $376,639 Holding125523100 - Cigna Group $259,735 Holding718546104 - Phillips 66 $255,599 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 371,216 shares (about $17.45M)EA SERIES TRUST 339,700 shares (about $16.63M)iShares 0-3 Month Treasury Bond ETF 164,465 shares (about $16.56M)SPDR Bloomberg 1-3 Month T-Bill ETF 43,144 shares (about $3.95M)Vanguard Russell 1000 Growth ETF 23,822 shares (about $2.61M) Largest Sales this Quarter EA SERIES TRUST 154,899 shares (about $8.11M)Apple 14,507 shares (about $3.68M)Industrial Select Sector SPDR Fund 13,098 shares (about $2.12M)Financial Select Sector SPDR Fund 37,350 shares (about $1.84M)Microsoft 3,890 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRelyea Zuckerberg Hanson LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$107,680,702$1,398,167 â–²1.3%246,52710.8%ETFVTVVanguard Value ETF$90,976,945$567,018 â–²0.6%463,6959.1%ETFIWFiShares Russell 1000 Growth ETF$49,718,082$554,318 â–¼-1.1%116,6005.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$46,322,352$3,953,715 â–²9.3%505,4824.7%ETFIWDiShares Russell 1000 Value ETF$44,119,443$293,796 â–¼-0.7%206,4844.4%ETFVEAVanguard FTSE Developed Markets ETF$38,873,993$2,070,809 â–²5.6%606,6483.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$33,275,992$16,555,052 â–²99.0%330,5783.3%ETFEA SERIES TRUST$23,371,947$8,114,097 â–¼-25.8%446,1732.3%ALPHA ARCHITECTAAPLApple$20,589,950$3,681,726 â–¼-15.2%81,1302.1%Computer and TechnologyNVDANVIDIA$20,471,890$1,145,631 â–¼-5.3%117,3852.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$19,347,061$26,014 â–¼-0.1%29,7491.9%FinanceMSFTMicrosoft$19,335,029$1,439,957 â–¼-6.9%52,2331.9%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$17,802,935$469,998 â–²2.7%213,0301.8%ETFAMERICAN CENTY ETF TR$17,451,792$17,451,792 â–²New Holding371,2161.8%AVANTIS TOTAL EQEA SERIES TRUST$16,625,149$16,625,149 â–²New Holding339,7001.7%ALPHA ARCHITECTVTIVanguard Total Stock Market ETF$12,815,472$2,153,289 â–²20.2%39,9471.3%ETFVOOGVanguard S&P 500 Growth ETF$11,882,007$37,915 â–¼-0.3%29,1451.2%ETFESGUiShares ESG Aware MSCI USA ETF$11,089,830$28,425 â–²0.3%78,4181.1%ManufacturingQQQInvesco QQQ$10,458,707$524,667 â–²5.3%18,1201.1%FinanceVOOVanguard S&P 500 ETF$10,447,583$48,999 â–²0.5%17,4841.1%ETFVOOVVanguard S&P 500 Value ETF$10,229,698$33,218 â–¼-0.3%50,1971.0%ETFXLKTechnology Select Sector SPDR Fund$9,672,019$460,363 â–¼-4.5%72,7771.0%ETFIEFAiShares Core MSCI EAFE ETF$8,414,865$326,271 â–²4.0%92,9510.8%ETFJNJJohnson & Johnson$8,413,118$706,430 â–²9.2%34,4180.8%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$8,304,354$287,856 â–¼-3.4%84,8160.8%ETFGOOGLAlphabet$8,229,540$129,400 â–¼-1.5%28,6190.8%Computer and TechnologyIWBiShares Russell 1000 ETF$8,212,239$1,426 â–²0.0%23,0320.8%ETFVBRVanguard Small-Cap Value ETF$8,026,952$39,322 â–²0.5%36,9480.8%ETFGOOGAlphabet$7,867,720$465,001 â–¼-5.6%27,4270.8%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$7,763,193$34,916 â–¼-0.4%69,1480.8%ETFLPTHLightPath Technologies$7,679,0180.0%765,6050.8%Computer and TechnologyFSLYFastly$7,550,892$406,840 â–¼-5.1%259,8380.8%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$7,521,946$2,613,019 â–²53.2%68,5750.8%ETFVBKVanguard Small-Cap Growth ETF$7,394,310$159,892 â–²2.2%24,4640.7%ETFJPMJPMorgan Chase & Co.$6,971,244$1,136,331 â–¼-14.0%23,6990.7%FinanceAMZNAmazon.com$6,937,140$39,988 â–¼-0.6%33,3080.7%Retail/WholesaleARK ETF TR$6,691,014$67,904 â–¼-1.0%55,4760.7%NEXT GNRTN INTERESGDiShares ESG Aware MSCI EAFE ETF$6,581,157$28,877 â–²0.4%68,8260.7%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$6,564,710$18,117 â–¼-0.3%59,4250.7%ETFABBVAbbVie$6,054,365$71,990 â–¼-1.2%27,8370.6%MedicalGLDMSPDR Gold MiniShares Trust$5,876,591$738,930 â–²14.4%63,4000.6%FinanceXOMExxonMobil$5,652,949$306,069 â–¼-5.1%33,3190.6%EnergyVUSBVanguard Ultra-Short Bond ETF$5,381,531$756,187 â–²16.3%108,0950.5%ETFGLDSPDR Gold Shares$5,021,054$9,466 â–¼-0.2%11,6690.5%FinanceVONVVanguard Russell 1000 Value ETF$4,542,252$301,748 â–²7.1%48,4560.5%ETFAVGOBroadcom$4,493,606$122,260 â–²2.8%14,5180.5%Computer and TechnologyAB ACTIVE ETFS INC$4,042,148$830,086 â–²25.8%162,0100.4%NEW YORK INTERMEMETAMeta Platforms$3,992,373$70,373 â–¼-1.7%6,9780.4%Computer and TechnologyVVisa$3,915,762$889,479 â–¼-18.5%12,9560.4%Business ServicesBRK.BBerkshire Hathaway$3,671,151$424,571 â–¼-10.4%7,6610.4%FinanceSUSAiShares MSCI USA ESG Select ETF$3,151,8600.0%23,8600.3%ETFPGProcter & Gamble$3,115,814$89,551 â–¼-2.8%21,5720.3%Consumer StaplesLLYEli Lilly and Company$2,927,853$64,389 â–¼-2.2%3,1830.3%MedicalMARSH & MCLENNAN COS INC$2,926,911$1,791,703 â–²157.8%16,8750.3%COMVIGVanguard Dividend Appreciation ETF$2,873,508$2,581 â–²0.1%13,3610.3%ETFIAUiShares Gold Trust$2,805,251$27,770 â–²1.0%31,8200.3%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,475,685$109 â–²0.0%22,7170.2%FinanceABTAbbott Laboratories$2,452,218$206,781 â–¼-7.8%23,8840.2%MedicalTSLATesla$2,403,736$24,907 â–¼-1.0%6,4660.2%Auto/Tires/TrucksCOSTCostco Wholesale$2,402,355$324,831 â–²15.6%2,4110.2%Retail/WholesaleKOCocaCola$2,360,329$445,190 â–¼-15.9%31,0370.2%Consumer StaplesIVViShares Core S&P 500 ETF$2,359,5380.0%3,6120.2%ETFIWOiShares Russell 2000 Growth ETF$2,353,150$137,442 â–¼-5.5%7,4990.2%ETFXLIIndustrial Select Sector SPDR Fund$2,337,807$2,118,339 â–¼-47.5%14,4550.2%ETFAMATApplied Materials$2,299,582$120,995 â–²5.6%6,7280.2%Computer and TechnologyADPAutomatic Data Processing$2,273,334$680,639 â–¼-23.0%11,1890.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$2,270,7320.0%88,5620.2%ETFCSCOCisco Systems$2,172,668$431,166 â–¼-16.6%28,0020.2%Computer and TechnologyWALMART INC$2,151,141$127,386 â–¼-5.6%17,3090.2%COMESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,130,372$2,680 â–²0.1%45,3080.2%ETFTTEKTetra Tech$2,122,497$367,103 â–¼-14.7%70,4680.2%IndustrialsHDHome Depot$2,045,418$409,807 â–¼-16.7%6,2190.2%Retail/WholesaleMCDMcDonald's$1,905,926$116,226 â–¼-5.7%6,1330.2%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$1,896,445$22,575 â–²1.2%33,5180.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,881,195$179,716 â–²10.6%25,0490.2%ETFMAMastercard$1,776,322$67,955 â–¼-3.7%3,5550.2%Business ServicesIWMiShares Russell 2000 ETF$1,717,861$7,688 â–²0.4%6,9270.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,716,512$305,576 â–²21.7%34,4060.2%ETFQQQMInvesco NASDAQ 100 ETF$1,665,064$1,663 â–²0.1%7,0070.2%ETFIWNiShares Russell 2000 Value ETF$1,615,156$25,595 â–²1.6%8,5190.2%ETFMSMorgan Stanley$1,516,095$149,931 â–²11.0%9,2120.2%FinanceSBLKStar Bulk Carriers$1,479,050$1,400,882 â–¼-48.6%64,3900.1%TransportationCBChubb$1,451,545$85,711 â–²6.3%4,4540.1%FinanceORCLOracle$1,428,603$233,614 â–¼-14.1%9,7110.1%Computer and TechnologyGSThe Goldman Sachs Group$1,394,038$202,169 â–¼-12.7%1,6480.1%FinanceXLFFinancial Select Sector SPDR Fund$1,361,437$1,843,983 â–¼-57.5%27,5760.1%ETFVGTVanguard Information Technology ETF$1,286,2140.0%1,8430.1%ETFMRKMerck & Co., Inc.$1,244,222$392,488 â–¼-24.0%10,3440.1%MedicalCATCaterpillar$1,226,109$29,750 â–²2.5%1,7310.1%IndustrialsCVXChevron$1,216,244$140,081 â–²13.0%5,8780.1%EnergyRTXRTX$1,192,190$62,696 â–²5.6%6,1800.1%AerospaceSTIPiShares 0-5 Year TIPS Bond ETF$1,142,2810.0%11,0440.1%ETFIVWiShares S&P 500 Growth ETF$1,130,648$636,131 â–²128.6%9,9960.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,123,721$1,349,787 â–¼-54.6%14,2860.1%ManufacturingNFLXNetflix$1,102,744$146,436 â–²15.3%11,4690.1%Consumer DiscretionaryPEPPepsiCo$1,101,311$408,721 â–¼-27.1%7,0920.1%Consumer StaplesUNPUnion Pacific$1,073,177$38,822 â–¼-3.5%4,4230.1%TransportationAIQGlobal X Artificial Intelligence & Technology ETF$1,072,4770.0%22,9800.1%ETFACNAccenture$1,059,011$773,687 â–¼-42.2%5,3410.1%Computer and TechnologyUNHUnitedHealth Group$981,904$1,623 â–¼-0.2%3,6290.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
