Relyea Zuckerberg Hanson LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Relyea Zuckerberg Hanson LLC reported 302 stock positions worth $1.2 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 10.7% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.4%) and iShares Russell 1000 Growth (IWF, 4.8%). Compared with Q1 2026, it opened 36 new positions, sold out of 11, added to 158 and reduced 75. The biggest buy was Apple (AAPL, shares +52%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001793691
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001793691-26-000005 ↗ filed Jul 16, 2026
Holdings Value
Holdings 302 stocks · $1.2B
| VUG Vanguard Mrngstar GR ETF-Sui | 10.74% | 1,495,364 | $128.8M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.42% | 463,300 | $101.0M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 4.78% | 462,126 | $57.4M | Reduce -0.9% |
| IWD iShares Russell 1000 Value E | 4.36% | 215,569 | $52.3M | Add +4.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.03% | 527,732 | $48.4M | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 3.93% | 662,188 | $47.2M | Add +9.2% |
| AAPL Apple Inc. | 2.98% | 123,702 | $35.8M | Add +52.5% |
| SGOV iShares 0-3 Month Treasury B | 2.88% | 343,341 | $34.6M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.24% | 36,007 | $26.9M | Add +21.0% |
| AAUS Alpha Architect US Eqy ETF | 2.22% | 446,173 | $26.7M | No change |
| NVDA Nvidia Corp. | 1.90% | 114,089 | $22.8M | Reduce -2.8% |
| AVTM Avantis Total Equity ETF | 1.68% | 371,216 | $20.2M | No change |
| IDEV iShares Core MSCI Dev MKTS | 1.64% | 221,366 | $19.7M | Add +3.9% |
| AAUA Alpha Architect US Equ 3 ETF | 1.61% | 339,700 | $19.3M | No change |
| MSFT Microsoft Corp. | 1.61% | 51,645 | $19.3M | Reduce -1.1% |
| XLK SS Technology Select Sector | 1.59% | 100,169 | $19.1M | Add +37.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.28% | 41,644 | $15.4M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 1.20% | 20,998 | $14.4M | Add +20.1% |
| VOOG Vanguard S&P 500 Growth ETF | 1.20% | 173,917 | $14.4M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.13% | 18,421 | $13.6M | Add +1.7% |
| ESGU iShares ESG Aware MSCI USA | 1.07% | 78,634 | $12.9M | Add +0.3% |
| LPTH Lightpath Technologies Inc. Class A | 1.04% | 765,605 | $12.5M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.02% | 33,370 | $12.2M | Add +36.4% |
| GOOGL Alphabet Inc. Class A | 0.99% | 33,216 | $11.9M | Add +16.1% |
| GOOG Alphabet Inc. Class C | 0.97% | 32,887 | $11.6M | Add +19.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.94% | 46,253 | $11.2M | Add +25.2% |
| VONG Vanguard Russell 1000 Growth | 0.91% | 85,822 | $11.0M | Add +25.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.91% | 49,919 | $10.9M | Reduce -0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.83% | 83,862 | $10.0M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.80% | 99,318 | $9.6M | Add +6.8% |
| IWB iShares Russell 1000 ETF | 0.79% | 23,035 | $9.4M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.75% | 37,807 | $9.0M | Add +13.5% |
| JNJ Johnson & Johnson | 0.73% | 34,711 | $8.8M | Add +0.8% |
| ESGV Vanguard ESG US Stock ETF | 0.73% | 66,573 | $8.8M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.72% | 26,260 | $8.6M | Add +10.8% |
| ARKW ARK Next Generation Technolo | 0.67% | 55,394 | $8.0M | Reduce -0.1% |
| AVUV Avantis US Small Cap Value | 0.64% | 61,542 | $7.7M | Add +3.6% |
| XLI SS Industrial Select Sector | 0.63% | 40,511 | $7.5M | Add +180.3% |
| ESGD iShares Trust iShares ESG Aw | 0.59% | 68,476 | $7.0M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.58% | 27,498 | $6.9M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.47% | 15,086 | $5.7M | Add +3.9% |
| VONV Vanguard Russell 1000 Value | 0.43% | 48,423 | $5.1M | Reduce -0.1% |
| GLDM SPDR Gold Minishares Trust | 0.42% | 63,878 | $5.1M | Add +0.8% |
| XLF SS Financial Select Sector | 0.41% | 91,576 | $4.9M | Add +232.1% |
| AMAT Applied Materials Inc. | 0.41% | 6,736 | $4.9M | Add +0.1% |
| FSLY Fastly Inc. Class A | 0.39% | 257,338 | $4.7M | Reduce -1.0% |
| V Visa Inc. Class A | 0.39% | 13,525 | $4.6M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 8,934 | $4.5M | Add +16.6% |
| XOM Exxon Mobil Corp. | 0.37% | 32,647 | $4.5M | Reduce -2.0% |
| NYM AB New York Inter Muni ETF filed as AB ACTIVE ETFS INC | 0.36% | 173,759 | $4.4M | Add +7.3% |
| GLD SPDR Gold Shares | 0.36% | 11,696 | $4.3M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.34% | 7,341 | $4.1M | Add +5.2% |
| LLY Eli Lilly & Co. | 0.34% | 3,409 | $4.1M | Add +7.1% |
| SUSA iShares ESG Optimized MSCI U | 0.31% | 23,724 | $3.7M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 14,564 | $3.4M | Add +9.0% |
| INTC Intel Corp. | 0.29% | 24,594 | $3.4M | Add +11.3% |
| CSCO Cisco Systems Inc. | 0.28% | 28,572 | $3.4M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.26% | 21,243 | $3.1M | Reduce -1.5% |
| MU Micron Technology Inc. | 0.26% | 2,670 | $3.1M | Add +8.2% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 19,013 | $3.0M | Add +236.4% |
| IVV iShares Core S&P 500 ETF | 0.24% | 3,816 | $2.9M | Add +5.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 56,241 | $2.8M | Add +63.5% |
| TSLA Tesla Inc. | 0.23% | 6,694 | $2.8M | Add +3.5% |
| IWO iShares Russell 2000 Growth | 0.23% | 7,101 | $2.8M | Reduce -5.3% |
| MRSH Marsh & McLennan Cos | 0.23% | 16,496 | $2.7M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.22% | 32,912 | $2.7M | Add +6.0% |
| XLY SS Consumer Disc Select Sect | 0.22% | 22,718 | $2.7M | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.22% | 88,562 | $2.6M | No change |
| IAU iShares Gold Trust | 0.21% | 33,316 | $2.5M | Add +4.7% |
| ESML iShares ESG Aware MSCI USA S | 0.21% | 44,855 | $2.5M | Reduce -1.0% |
| HD Home Depot Inc. | 0.20% | 6,957 | $2.5M | Add +11.9% |
| AMD Advanced Micro Devices | 0.20% | 4,080 | $2.4M | Add +2.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 27,234 | $2.3M | Add +8.7% |
| COST Costco Wholesale Corp. | 0.19% | 2,424 | $2.3M | Add +0.5% |
| XLV SS Health Care Select Sector | 0.19% | 14,070 | $2.2M | New |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 7,013 | $2.1M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.17% | 6,946 | $2.1M | Add +0.3% |
| WMT Walmart Inc. | 0.17% | 18,241 | $2.1M | Add +5.4% |
| ADP Automatic Data Processing | 0.17% | 9,109 | $2.0M | Reduce -18.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.17% | 33,518 | $2.0M | No change |
| TTEK Tetra Tech Inc. | 0.17% | 70,474 | $2.0M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.17% | 3,866 | $2.0M | Add +8.8% |
| STX Seagate Technology Holdings | 0.16% | 2,027 | $2.0M | Add +141.0% |
| IWN iShares Russell 2000 Value E | 0.16% | 8,752 | $1.9M | Add +2.7% |
| CAT Caterpillar Inc. | 0.16% | 1,772 | $1.9M | Add +2.4% |
| MS Morgan Stanley | 0.16% | 8,969 | $1.9M | Reduce -2.6% |
| VUSB Vanguard Ultra Short Bond Et | 0.15% | 35,531 | $1.8M | Reduce -67.1% |
| VGT Vanguard Info Tech ETF | 0.15% | 14,748 | $1.8M | No change |
| GS Goldman Sachs Group Inc. | 0.14% | 1,698 | $1.7M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.14% | 4,009 | $1.7M | Add +10.5% |
| MDY State Street SPDR S&P Midcap | 0.14% | 2,356 | $1.7M | New |
| SBLK Star Bulk Carriers Corp. | 0.13% | 64,390 | $1.6M | No change |
| LRCX Lam Research Corp. | 0.13% | 3,605 | $1.6M | Add +2.3% |
| AIQ Global X Art Intel & Tech | 0.13% | 22,980 | $1.5M | No change |
| ABT Abbott Laboratories | 0.12% | 16,279 | $1.5M | Reduce -31.8% |
| ORCL Oracle Corp. | 0.12% | 9,974 | $1.5M | Add +2.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.12% | 14,182 | $1.5M | Reduce -0.7% |
| CB Chubb Ltd. | 0.12% | 4,256 | $1.5M | Reduce -4.5% |
| GLW Corning Inc. | 0.12% | 5,632 | $1.4M | Reduce -8.7% |
| MCD McDonald's Corp. | 0.12% | 5,244 | $1.4M | Reduce -14.5% |
Portfolio Sells Q1 2026 → Q2 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 8.42% | −0.73 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -67.1% | 0.15% | −0.39 |
| FSLY Fastly Inc. Class A | Reduce -1.0% | 0.39% | −0.37 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.61% | −0.34 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 4.78% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 0.37% | −0.20 |
| NVDA Nvidia Corp. | Reduce -2.8% | 1.90% | −0.16 |
| ABT Abbott Laboratories | Reduce -31.8% | 0.12% | −0.12 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -0.6% | 0.91% | −0.12 |
| ACN Accenture PLC Class A | Reduce -50.2% | 0.03% | −0.08 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.5% | 0.59% | −0.07 |
| MCD McDonald's Corp. | Reduce -14.5% | 0.12% | −0.07 |
| MRSH Marsh & McLennan Cos | Reduce -2.3% | 0.23% | −0.07 |
| ADP Automatic Data Processing | Reduce -18.6% | 0.17% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.26% | −0.05 |
| HON Honeywell International Inc. | Reduce -1.4% | 0.03% | −0.05 |
| ESGV Vanguard ESG US Stock ETF | Reduce -3.7% | 0.73% | −0.05 |
| PEP Pepsico Inc. | Reduce -12.8% | 0.07% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -5.3% | 0.05% | −0.04 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -51.7% | 0.02% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.8% | 0.05% | −0.04 |
| ABBV Abbvie Inc. | Reduce -1.2% | 0.58% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| VONV Vanguard Russell 1000 Value | Reduce -0.1% | 0.43% | −0.03 |
| III Information Services Group | Reduce -51.6% | 0.02% | −0.03 |
| CB Chubb Ltd. | Reduce -4.5% | 0.12% | −0.03 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.02 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.5% | 0.07% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -12.6% | 0.05% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -3.8% | 0.06% | −0.02 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.02 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.02 |
| NBSD Neuberger Short Duration Inc. | Sold out | 0.00% | −0.02 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.02 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.02 |
| MMM 3M Co. | Reduce -46.8% | 0.02% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.4% | 0.11% | −0.02 |
| PFE Pfizer Inc. | Reduce -12.0% | 0.03% | −0.02 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -15.6% | 0.02% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -1.9% | 0.02% | −0.02 |
| AON Aon PLC Class A | Reduce -15.4% | 0.03% | −0.01 |
| WMB Williams Cos Inc. | Reduce -22.7% | 0.02% | −0.01 |
| EMR Emerson Electric Co. | Reduce -10.8% | 0.05% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.6% | 0.31% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -1.1% | 0.03% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.9% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +52.5% | 2.98% | +0.91 |
| XLK SS Technology Select Sector | Add +37.6% | 1.59% | +0.62 |
| XLI SS Industrial Select Sector | Add +180.3% | 0.63% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +21.0% | 2.24% | +0.30 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +36.4% | 1.02% | +0.27 |
| XLF SS Financial Select Sector | Add +232.1% | 0.41% | +0.27 |
| INTC Intel Corp. | Add +11.3% | 0.29% | +0.19 |
| XLV SS Health Care Select Sector | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +19.9% | 0.97% | +0.18 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.41% | +0.17 |
| MU Micron Technology Inc. | Add +8.2% | 0.26% | +0.17 |
| VYM Vanguard High DVD Yield ETF | Add +236.4% | 0.25% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +16.1% | 0.99% | +0.16 |
| VONG Vanguard Russell 1000 Growth | Add +25.1% | 0.91% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +20.1% | 1.20% | +0.15 |
| MDY State Street SPDR S&P Midcap | New | 0.14% | +0.14 |
| STX Seagate Technology Holdings | Add +141.0% | 0.16% | +0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +25.2% | 0.94% | +0.13 |
| AMD Advanced Micro Devices | Add +2.8% | 0.20% | +0.12 |
| DVY iShares Select Dividend ETF | New | 0.12% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 1.13% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.07% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | New | 0.07% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +63.5% | 0.24% | +0.06 |
| CSCO Cisco Systems Inc. | Add +2.0% | 0.28% | +0.06 |
| SNDK Sandisk Corp. | New | 0.06% | +0.06 |
| LRCX Lam Research Corp. | Add +2.3% | 0.13% | +0.05 |
| AMZN Amazon.com Inc. | Add +13.5% | 0.75% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +7.1% | 0.34% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.05% | +0.05 |
| ABNB Airbnb Inc. Class A | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +10.5% | 0.14% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +7.7% | 0.09% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +76.0% | 0.06% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +38.8% | 0.06% | +0.04 |
| FLEX Flex Ltd. | New | 0.03% | +0.03 |
| CDE Coeur Mining Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +2.4% | 0.16% | +0.03 |
| SCHB Schwab US Broad Market ETF | New | 0.03% | +0.03 |
| RKLB Rocket Lab Corp. | New | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +9.2% | 3.93% | +0.02 |
| BLK BlackRock Inc. | Add +63.0% | 0.09% | +0.02 |
| BKNG Booking Holdings Inc. | Add +136.2% | 0.04% | +0.02 |
| AVGO Broadcom Inc. | Add +3.9% | 0.47% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 302 | $1.2B | VUG, VTV, IWF, IWD, BIL |
| Q1 2026 | 276 | $994.6M | VUG, VTV, IWF, BIL, IWD |
| Q4 2025 | 262 | $990.0M | VUG, VTV, IWF, IWD, BIL |
| Q3 2025 | 270 | $951.2M | VUG, VTV, IWF, IWD, BIL |
| Q2 2025 | 259 | $853.3M | VUG, VTV, IWF, IWD, BIL |
| Q1 2025 | 252 | $742.2M | VUG, VTV, IWF, IWD, BIL |
| Q4 2024 | 254 | $743.6M | VUG, VTV, IWF, IWD, MSFT |
| Q3 2024 | 246 | $657.2M | VUG, VTV, IWF, IWD, VEA |
| Q2 2024Amended | 235 | $596.2M | VUG, VTV, IWF, IWD, VEA |
| Q1 2024Amended | 236 | $570.7M | VUG, VTV, IWD, IWF, VEA |