Relyea Zuckerberg Hanson LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Relyea Zuckerberg Hanson LLC reported 252 stock positions worth $742.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 12.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 10.6%) and iShares Russell 1000 Growth (IWF, 5.9%). Compared with Q4 2024, it opened 10 new positions, sold out of 12, added to 123 and reduced 94. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +10921%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001793691
- Portfolio Value
- $742.2M (Q1 2025)
- SEC Filing
- 0001793691-25-000002 ↗ filed Apr 16, 2025
Holdings Value
Holdings 252 stocks · $742.2M
| VUG Vanguard Mrngstar GR ETF-Sui | 12.18% | 243,812 | $90.4M | Add +2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 10.64% | 457,300 | $79.0M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 5.88% | 120,965 | $43.7M | Add +0.2% |
| IWD iShares Russell 1000 Value E | 5.49% | 216,465 | $40.7M | Reduce -2.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.45% | 360,402 | $33.1M | Add +10921.5% |
| VEA Vanguard Ftse Developed ETF | 3.16% | 460,971 | $23.4M | Add +0.6% |
| MSFT Microsoft Corp. | 2.71% | 53,524 | $20.1M | Reduce -6.5% |
| AAPL Apple Inc. | 2.55% | 85,127 | $18.9M | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.03% | 26,991 | $15.1M | Add +0.2% |
| NVDA Nvidia Corp. | 1.81% | 124,151 | $13.5M | Add +1.2% |
| IDEV iShares Core MSCI Dev MKTS | 1.60% | 172,663 | $11.9M | Add +0.4% |
| VOOG Vanguard S&P 500 Growth ETF | 1.51% | 33,545 | $11.2M | Add +0.3% |
| VOOV Vanguard S&P 500 Value ETF | 1.38% | 55,451 | $10.2M | Reduce -2.2% |
| SGOV iShares 0-3 Month Treasury B | 1.36% | 99,926 | $10.1M | Add +23.4% |
| ESGU iShares ESG Aware MSCI USA | 1.35% | 81,946 | $10.0M | Add +9.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 33,016 | $9.1M | Reduce -0.4% |
| XLK SS Technology Select Sector | 1.10% | 39,698 | $8.2M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.07% | 16,988 | $8.0M | Reduce -4.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.99% | 91,007 | $7.3M | Add +0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.98% | 39,240 | $7.3M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 0.98% | 14,147 | $7.3M | Add +1.4% |
| ESGV Vanguard ESG US Stock ETF | 0.90% | 68,191 | $6.7M | Add +3.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.90% | 26,493 | $6.7M | Reduce -3.5% |
| IWB iShares Russell 1000 ETF | 0.89% | 21,420 | $6.6M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.84% | 82,516 | $6.2M | Add +2.5% |
| AMZN Amazon.com Inc. | 0.80% | 31,278 | $6.0M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.75% | 22,837 | $5.6M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.73% | 32,556 | $5.4M | Reduce -4.5% |
| ARKW ARK Next Generation Technolo | 0.71% | 55,588 | $5.3M | Reduce -6.7% |
| AVUV Avantis US Small Cap Value | 0.70% | 59,942 | $5.2M | Add +2.2% |
| ABBV Abbvie Inc. | 0.69% | 24,314 | $5.1M | Add +0.9% |
| V Visa Inc. Class A | 0.68% | 14,419 | $5.1M | Reduce -3.3% |
| ESGD iShares Trust iShares ESG Aw | 0.64% | 58,086 | $4.7M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.60% | 28,641 | $4.5M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 8,177 | $4.4M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 0.58% | 27,892 | $4.3M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.57% | 25,032 | $4.3M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.56% | 35,005 | $4.2M | Add +1.9% |
| ADP Automatic Data Processing | 0.54% | 13,003 | $4.0M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.53% | 6,881 | $4.0M | Add +1.7% |
| XLI SS Industrial Select Sector | 0.49% | 27,502 | $3.6M | Reduce -9.6% |
| GLD SPDR Gold Shares | 0.45% | 11,691 | $3.4M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.44% | 28,233 | $3.2M | No change |
| ABT Abbott Laboratories | 0.42% | 23,717 | $3.1M | Add +0.5% |
| ACN Accenture PLC Class A | 0.37% | 8,802 | $2.7M | Reduce -5.7% |
| XLY SS Consumer Disc Select Sect | 0.37% | 13,756 | $2.7M | Add +0.0% |
| KO The Coca-Cola Co. | 0.36% | 37,065 | $2.7M | Add +4.2% |
| LLY Eli Lilly & Co. | 0.35% | 3,146 | $2.6M | Add +3.7% |
| HD Home Depot Inc. | 0.34% | 6,866 | $2.5M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.31% | 13,807 | $2.3M | Add +4.0% |
| TTEK Tetra Tech Inc. | 0.31% | 77,665 | $2.3M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.30% | 4,216 | $2.2M | Reduce -8.2% |
| IWO iShares Russell 2000 Growth | 0.30% | 8,591 | $2.2M | Reduce -3.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.29% | 39,632 | $2.2M | Reduce -35.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.28% | 10,773 | $2.1M | Reduce -5.5% |
| MA Mastercard Inc. Class A | 0.28% | 3,770 | $2.1M | Add +2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 10,541 | $2.0M | Add +0.0% |
| SBLK Star Bulk Carriers Corp. | 0.26% | 125,377 | $2.0M | No change |
| SCHX Schwab US Large-Cap ETF | 0.26% | 88,328 | $2.0M | Add +0.3% |
| MCD McDonald's Corp. | 0.26% | 6,192 | $1.9M | Add +1.7% |
| COST Costco Wholesale Corp. | 0.26% | 2,037 | $1.9M | Add +4.3% |
| LPTH Lightpath Technologies Inc. Class A | 0.26% | 947,405 | $1.9M | Reduce -5.0% |
| IAU iShares Gold Trust | 0.25% | 31,505 | $1.9M | No change |
| CSCO Cisco Systems Inc. | 0.25% | 29,729 | $1.8M | Add +1.2% |
| VONV Vanguard Russell 1000 Value | 0.25% | 22,181 | $1.8M | Add +3.9% |
| MRSH Marsh & McLennan Cos | 0.24% | 7,353 | $1.8M | Reduce -0.0% |
| VGT Vanguard Info Tech ETF | 0.24% | 3,284 | $1.8M | Reduce -1.0% |
| FSLY Fastly Inc. Class A | 0.23% | 273,838 | $1.7M | Reduce -7.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 33,018 | $1.7M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 32,583 | $1.6M | Reduce -6.2% |
| IWM iShares Russell 2000 ETF | 0.21% | 7,959 | $1.6M | Add +0.0% |
| PEP Pepsico Inc. | 0.21% | 10,442 | $1.6M | Reduce -9.5% |
| BSX Boston Scientific Corp. | 0.20% | 14,923 | $1.5M | Add +0.5% |
| ORCL Oracle Corp. | 0.20% | 10,453 | $1.5M | Add +0.9% |
| WMT Walmart Inc. | 0.19% | 15,843 | $1.4M | Add +0.3% |
| XLF SS Financial Select Sector | 0.19% | 27,576 | $1.4M | No change |
| TSLA Tesla Inc. | 0.18% | 5,203 | $1.3M | Reduce -13.7% |
| CB Chubb Ltd. | 0.18% | 4,389 | $1.3M | Reduce -1.1% |
| ESML iShares ESG Aware MSCI USA S | 0.18% | 34,392 | $1.3M | Add +2.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 21,304 | $1.3M | Add +3.5% |
| IWN iShares Russell 2000 Value E | 0.17% | 8,476 | $1.3M | Reduce -6.6% |
| UNP Union Pacific Corp. | 0.16% | 4,892 | $1.2M | Add +1.1% |
| VONG Vanguard Russell 1000 Growth | 0.16% | 12,405 | $1.2M | Add +30.3% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 8,887 | $1.1M | Reduce -17.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.15% | 11,044 | $1.1M | No change |
| PM Philip Morris International | 0.15% | 7,176 | $1.1M | Add +4.7% |
| MS Morgan Stanley | 0.15% | 9,538 | $1.1M | Reduce -16.2% |
| GS Goldman Sachs Group Inc. | 0.14% | 1,967 | $1.1M | Reduce -15.8% |
| GLDM SPDR Gold Minishares Trust | 0.14% | 16,804 | $1.0M | Add +50.3% |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,836 | $1.0M | No change |
| MCK McKesson Corp. | 0.14% | 1,518 | $1.0M | Add +1.3% |
| HON Honeywell International Inc. | 0.14% | 4,822 | $1.0M | Reduce -8.6% |
| NFLX Netflix Inc. | 0.14% | 1,081 | $1.0M | Add +3.6% |
| MRK Merck & Co. Inc. | 0.13% | 11,021 | $989K | Reduce -6.7% |
| SYK Stryker Corp. | 0.13% | 2,580 | $960K | Reduce -0.1% |
| CVX Chevron Corp. | 0.13% | 5,692 | $952K | Add +6.2% |
| AMAT Applied Materials Inc. | 0.13% | 6,547 | $950K | Add +0.7% |
| PULS Pgim Ultra Short Bond ETF | 0.12% | 18,214 | $906K | Add +0.1% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.12% | 10,731 | $901K | Add +0.4% |
| LIN Linde PLC | 0.12% | 1,865 | $869K | Add +15.7% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -6.5% | 2.71% | −0.54 |
| AAPL Apple Inc. | Reduce -2.4% | 2.55% | −0.39 |
| LPTH Lightpath Technologies Inc. Class A | Reduce -5.0% | 0.26% | −0.22 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -35.4% | 0.29% | −0.16 |
| ARKW ARK Next Generation Technolo | Reduce -6.7% | 0.71% | −0.16 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.9% | 1.07% | −0.15 |
| TSLA Tesla Inc. | Reduce -13.7% | 0.18% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 0.80% | −0.15 |
| FSLY Fastly Inc. Class A | Reduce -7.0% | 0.23% | −0.14 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.5% | 0.90% | −0.14 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.8% | 0.98% | −0.09 |
| ACN Accenture PLC Class A | Reduce -5.7% | 0.37% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 1.22% | −0.07 |
| XLI SS Industrial Select Sector | Reduce -9.6% | 0.49% | −0.05 |
| SPGI S&P Global Inc. | Reduce -44.7% | 0.06% | −0.05 |
| IWO iShares Russell 2000 Growth | Reduce -3.3% | 0.30% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -2.6% | 5.49% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -0.3% | 0.89% | −0.05 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -5.5% | 0.28% | −0.04 |
| MS Morgan Stanley | Reduce -16.2% | 0.15% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -1.0% | 0.24% | −0.04 |
| OZEM Roundhill GLP-1 & WGT LS ETF | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.04 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.04 |
| OMC Omnicom Group | Sold out | 0.00% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -15.8% | 0.14% | −0.04 |
| INDB Independent Bank Corp. | Sold out | 0.00% | −0.03 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -2.2% | 1.38% | −0.03 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -17.2% | 0.15% | −0.03 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.03 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -6.6% | 0.17% | −0.03 |
| GM General Motors Co. | Sold out | 0.00% | −0.03 |
| ARKK ARK Innovation ETF | Reduce -12.6% | 0.07% | −0.03 |
| PEP Pepsico Inc. | Reduce -9.5% | 0.21% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -6.7% | 0.13% | −0.02 |
| HD Home Depot Inc. | Reduce -1.1% | 0.34% | −0.02 |
| AXP American Express Co. | Reduce -19.1% | 0.06% | −0.02 |
| HON Honeywell International Inc. | Reduce -8.6% | 0.14% | −0.02 |
| CRM Salesforce Inc. | Reduce -0.5% | 0.08% | −0.02 |
| SBCF Seacoast Banking Corp. | Reduce -16.2% | 0.07% | −0.02 |
| DIS The Walt Disney Co. | Reduce -10.0% | 0.07% | −0.02 |
| PPA Invesco Aerospace & Defense | Reduce -39.3% | 0.03% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.2% | 0.22% | −0.02 |
| BX Blackstone Inc. | Reduce -3.9% | 0.06% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -8.2% | 0.30% | −0.01 |
| PHO Invesco Water Resources ETF | Reduce -16.5% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +10921.5% | 4.45% | +4.41 |
| SGOV iShares 0-3 Month Treasury B | Add +23.4% | 1.36% | +0.26 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 3.16% | +0.21 |
| IDEV iShares Core MSCI Dev MKTS | Add +0.4% | 1.60% | +0.11 |
| ABBV Abbvie Inc. | Add +0.9% | 0.69% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 0.59% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.5% | 0.84% | +0.08 |
| ABT Abbott Laboratories | Add +0.5% | 0.42% | +0.06 |
| XOM Exxon Mobil Corp. | Add +1.9% | 0.56% | +0.06 |
| GLDM SPDR Gold Minishares Trust | Add +50.3% | 0.14% | +0.06 |
| KO The Coca-Cola Co. | Add +4.2% | 0.36% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +2.4% | 0.64% | +0.06 |
| ESGU iShares ESG Aware MSCI USA | Add +9.3% | 1.35% | +0.05 |
| PM Philip Morris International | Add +4.7% | 0.15% | +0.04 |
| AMT American Tower Corp. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +3.7% | 0.35% | +0.04 |
| ELV Elevance Health Inc. | New | 0.03% | +0.03 |
| HRTS Tema Heart & Health ETF | New | 0.03% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| MDLZ Mondelez International Inc. Class A | New | 0.03% | +0.03 |
| AJG Arthur J Gallagher & Co. | New | 0.03% | +0.03 |
| ICE Intercontinental Exchange Inc. | New | 0.03% | +0.03 |
| AEP American Electric Power | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| ADP Automatic Data Processing | Add +0.8% | 0.54% | +0.03 |
| LIN Linde PLC | Add +15.7% | 0.12% | +0.03 |
| PGR Progressive Corp. | Add +11.3% | 0.10% | +0.03 |
| BSX Boston Scientific Corp. | Add +0.5% | 0.20% | +0.02 |
| CVX Chevron Corp. | Add +6.2% | 0.13% | +0.02 |
| MCD McDonald's Corp. | Add +1.7% | 0.26% | +0.02 |
| MCK McKesson Corp. | Add +1.3% | 0.14% | +0.02 |
| VONG Vanguard Russell 1000 Growth | Add +30.3% | 0.16% | +0.02 |
| INTC Intel Corp. | Add +13.4% | 0.10% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +39.0% | 0.05% | +0.02 |
| COST Costco Wholesale Corp. | Add +4.3% | 0.26% | +0.02 |
| MA Mastercard Inc. Class A | Add +2.3% | 0.28% | +0.02 |
| UBER Uber Technologies Inc. | Add +29.4% | 0.05% | +0.02 |
| AMGN Amgen Inc. | Add +6.5% | 0.07% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.5% | 0.17% | +0.02 |
| MDT Medtronic PLC | Add +28.5% | 0.05% | +0.01 |
| PANL Pangaea Logistics Solutions | New | 0.01% | +0.01 |
| YUM Yum! Brands Inc. | Add +0.9% | 0.09% | +0.01 |
| GE General Electric | Add +4.8% | 0.07% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.2% | 0.25% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +3.9% | 0.25% | +0.01 |
| IBM Intl Business Machines Corp. | Add +6.7% | 0.08% | +0.01 |
| CI The Cigna Group | Add +8.0% | 0.05% | +0.01 |
| MMM 3M Co. | Add +1.1% | 0.09% | +0.01 |
| VZ Verizon Communications Inc. | Add +9.0% | 0.06% | +0.01 |
| TMUS T-Mobile US Inc. | Add +7.2% | 0.05% | +0.01 |
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 |