Relyea Zuckerberg Hanson LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Relyea Zuckerberg Hanson LLC reported 259 stock positions worth $853.3 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 12.6% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.5%) and iShares Russell 1000 Growth (IWF, 6.0%). Compared with Q1 2025, it opened 21 new positions, sold out of 14, added to 124 and reduced 97. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001793691
- Portfolio Value
- $853.3M (Q2 2025)
- SEC Filing
- 0001793691-25-000003 ↗ filed Jul 22, 2025
Holdings Value
Holdings 259 stocks · $853.3M
| VUG Vanguard Mrngstar GR ETF-Sui | 12.62% | 245,688 | $107.7M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.49% | 458,404 | $81.0M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 6.00% | 120,556 | $51.2M | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 4.91% | 215,741 | $41.9M | Reduce -0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.99% | 371,421 | $34.1M | Add +3.1% |
| MSFT Microsoft Corp. | 3.23% | 55,441 | $27.6M | Add +3.6% |
| VEA Vanguard Ftse Developed ETF | 3.09% | 462,926 | $26.4M | Add +0.4% |
| AAPL Apple Inc. | 2.76% | 114,757 | $23.5M | Add +34.8% |
| NVDA Nvidia Corp. | 2.36% | 127,444 | $20.1M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.12% | 29,327 | $18.1M | Add +8.7% |
| IDEV iShares Core MSCI Dev MKTS | 1.77% | 199,086 | $15.1M | Add +15.3% |
| VOOG Vanguard S&P 500 Growth ETF | 1.52% | 32,605 | $12.9M | Reduce -2.8% |
| SGOV iShares 0-3 Month Treasury B | 1.40% | 118,463 | $11.9M | Add +18.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.37% | 21,143 | $11.7M | Add +24.5% |
| ESGU iShares ESG Aware MSCI USA | 1.27% | 79,912 | $10.8M | Reduce -2.5% |
| XLK SS Technology Select Sector | 1.18% | 39,680 | $10.0M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.18% | 33,047 | $10.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.15% | 17,211 | $9.8M | Add +21.7% |
| VOOV Vanguard S&P 500 Value ETF | 1.13% | 50,973 | $9.6M | Reduce -8.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.99% | 88,631 | $8.4M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.96% | 28,212 | $8.2M | Add +23.5% |
| ARKW ARK Next Generation Technolo | 0.96% | 55,345 | $8.2M | Reduce -0.4% |
| IWB iShares Russell 1000 ETF | 0.92% | 23,019 | $7.8M | Add +7.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.88% | 38,399 | $7.5M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 0.85% | 33,176 | $7.3M | Add +6.1% |
| ESGV Vanguard ESG US Stock ETF | 0.84% | 65,602 | $7.2M | Reduce -3.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.81% | 82,985 | $6.9M | Add +0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.81% | 24,944 | $6.9M | Reduce -5.8% |
| XLI SS Industrial Select Sector | 0.70% | 40,532 | $6.0M | Add +47.4% |
| AVUV Avantis US Small Cap Value | 0.64% | 60,239 | $5.5M | Add +0.5% |
| ESGD iShares Trust iShares ESG Aw | 0.64% | 61,398 | $5.5M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 11,141 | $5.4M | Add +36.3% |
| META Meta Platforms Inc. Class A | 0.63% | 7,326 | $5.4M | Add +6.5% |
| V Visa Inc. Class A | 0.62% | 14,881 | $5.3M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 0.60% | 28,868 | $5.1M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.60% | 28,868 | $5.1M | Add +3.5% |
| ABBV Abbvie Inc. | 0.54% | 24,705 | $4.6M | Add +1.6% |
| JNJ Johnson & Johnson | 0.51% | 28,245 | $4.3M | Reduce -13.2% |
| AVGO Broadcom Inc. | 0.49% | 15,121 | $4.2M | Add +9.5% |
| PG The Procter & Gamble Co. | 0.48% | 25,782 | $4.1M | Add +3.0% |
| VONG Vanguard Russell 1000 Growth | 0.48% | 37,180 | $4.1M | Add +199.7% |
| ADP Automatic Data Processing | 0.47% | 13,033 | $4.0M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.44% | 34,536 | $3.7M | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.42% | 11,691 | $3.6M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.40% | 27,110 | $3.4M | Reduce -4.0% |
| VONV Vanguard Russell 1000 Value | 0.40% | 39,966 | $3.4M | Add +80.2% |
| ABT Abbott Laboratories | 0.38% | 24,076 | $3.3M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.36% | 3,898 | $3.0M | Add +23.9% |
| XLY SS Consumer Disc Select Sect | 0.35% | 13,757 | $3.0M | Add +0.0% |
| LPTH Lightpath Technologies Inc. Class A | 0.34% | 947,405 | $2.9M | No change |
| TTEK Tetra Tech Inc. | 0.33% | 77,632 | $2.8M | Reduce -0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 13,584 | $2.8M | Add +28.9% |
| HD Home Depot Inc. | 0.30% | 7,078 | $2.6M | Add +3.1% |
| KO The Coca-Cola Co. | 0.30% | 36,608 | $2.6M | Reduce -1.2% |
| ACN Accenture PLC Class A | 0.30% | 8,637 | $2.6M | Reduce -1.9% |
| XLF SS Financial Select Sector | 0.29% | 47,643 | $2.5M | Add +72.8% |
| IWO iShares Russell 2000 Growth | 0.29% | 8,516 | $2.4M | Reduce -0.9% |
| ORCL Oracle Corp. | 0.27% | 10,561 | $2.3M | Add +1.0% |
| MA Mastercard Inc. Class A | 0.27% | 4,039 | $2.3M | Add +7.1% |
| CSCO Cisco Systems Inc. | 0.26% | 31,697 | $2.2M | Add +6.6% |
| SCHX Schwab US Large-Cap ETF | 0.25% | 88,562 | $2.2M | Add +0.3% |
| SBLK Star Bulk Carriers Corp. | 0.25% | 125,377 | $2.2M | No change |
| COST Costco Wholesale Corp. | 0.25% | 2,149 | $2.1M | Add +5.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.25% | 33,589 | $2.1M | Reduce -15.3% |
| IVV iShares Core S&P 500 ETF | 0.25% | 3,405 | $2.1M | Add +85.5% |
| TSLA Tesla Inc. | 0.24% | 6,535 | $2.1M | Add +25.6% |
| IAU iShares Gold Trust | 0.23% | 31,505 | $2.0M | No change |
| FSLY Fastly Inc. Class A | 0.23% | 273,838 | $1.9M | No change |
| ESML iShares ESG Aware MSCI USA S | 0.21% | 44,198 | $1.8M | Add +28.5% |
| MCD McDonald's Corp. | 0.21% | 6,167 | $1.8M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.21% | 8,282 | $1.8M | Add +4.1% |
| WMT Walmart Inc. | 0.20% | 17,853 | $1.7M | Add +12.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.20% | 33,119 | $1.7M | Add +0.3% |
| BLK BlackRock Inc. | 0.20% | 1,598 | $1.7M | Add +84.1% |
| BSX Boston Scientific Corp. | 0.19% | 15,340 | $1.6M | Add +2.8% |
| GLDM SPDR Gold Minishares Trust | 0.19% | 24,876 | $1.6M | Add +48.0% |
| MRSH Marsh & McLennan Cos | 0.19% | 7,403 | $1.6M | Add +0.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.19% | 6,988 | $1.6M | Reduce -35.1% |
| PM Philip Morris International | 0.19% | 8,703 | $1.6M | Add +21.3% |
| NFLX Netflix Inc. | 0.18% | 1,168 | $1.6M | Add +8.1% |
| VGT Vanguard Info Tech ETF | 0.18% | 2,355 | $1.6M | Reduce -28.3% |
| XLV SS Health Care Select Sector | 0.17% | 11,052 | $1.5M | New |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 8,063 | $1.5M | Add +135.0% |
| GS Goldman Sachs Group Inc. | 0.17% | 2,039 | $1.4M | Add +3.7% |
| MS Morgan Stanley | 0.17% | 10,077 | $1.4M | Add +5.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 20,308 | $1.4M | Reduce -4.7% |
| IWN iShares Russell 2000 Value E | 0.16% | 8,525 | $1.3M | Add +0.6% |
| AMAT Applied Materials Inc. | 0.15% | 6,949 | $1.3M | Add +6.1% |
| CB Chubb Ltd. | 0.14% | 4,264 | $1.2M | Reduce -2.9% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 8,915 | $1.2M | Add +0.3% |
| PEP Pepsico Inc. | 0.14% | 8,921 | $1.2M | Reduce -14.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 23,976 | $1.2M | Reduce -26.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.13% | 11,044 | $1.1M | No change |
| UNH Unitedhealth Group Inc. | 0.13% | 3,554 | $1.1M | Reduce -15.7% |
| MCK McKesson Corp. | 0.13% | 1,484 | $1.1M | Reduce -2.2% |
| HON Honeywell International Inc. | 0.12% | 4,557 | $1.1M | Reduce -5.5% |
| SYK Stryker Corp. | 0.12% | 2,634 | $1.0M | Add +2.1% |
| UNP Union Pacific Corp. | 0.12% | 4,527 | $1.0M | Reduce -7.5% |
| AIQ Global X Art Intel & Tech | 0.12% | 22,578 | $986K | Add +1.1% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 33,116 | $967K | Add +0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 4.91% | −0.58 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -8.1% | 1.13% | −0.25 |
| JNJ Johnson & Johnson | Reduce -13.2% | 0.51% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -15.7% | 0.13% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.44% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.1% | 0.88% | −0.11 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -35.1% | 0.19% | −0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -5.8% | 0.81% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -26.4% | 0.14% | −0.08 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.5% | 1.27% | −0.08 |
| PEP Pepsico Inc. | Reduce -14.6% | 0.14% | −0.07 |
| ACN Accenture PLC Class A | Reduce -1.9% | 0.30% | −0.07 |
| NYF iShares New York Muni Bond E | Sold out | 0.00% | −0.06 |
| ESGV Vanguard ESG US Stock ETF | Reduce -3.8% | 0.84% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -28.3% | 0.18% | −0.06 |
| KO The Coca-Cola Co. | Reduce -1.2% | 0.30% | −0.05 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -45.6% | 0.05% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.21% | −0.05 |
| CVX Chevron Corp. | Reduce -16.6% | 0.08% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -15.3% | 0.25% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -11.4% | 0.09% | −0.04 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.04 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.04 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -25.3% | 0.08% | −0.04 |
| CLX Clorox Company | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.8% | 0.07% | −0.04 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| HRTS Tema Heart & Health ETF | Sold out | 0.00% | −0.03 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -30.5% | 0.06% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -4.0% | 0.40% | −0.03 |
| SBUX Starbucks Corp. | Reduce -37.5% | 0.04% | −0.03 |
| CB Chubb Ltd. | Reduce -2.9% | 0.14% | −0.03 |
| UNP Union Pacific Corp. | Reduce -7.5% | 0.12% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -53.5% | 0.02% | −0.03 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.03 |
| AEP American Electric Power | Sold out | 0.00% | −0.03 |
| FIW First Trust Water ETF | Reduce -37.8% | 0.04% | −0.03 |
| PHO Invesco Water Resources ETF | Reduce -38.1% | 0.04% | −0.03 |
| USB US Bancorp | Sold out | 0.00% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -26.3% | 0.06% | −0.03 |
| DHR Danaher Corp. | Reduce -41.1% | 0.03% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -8.9% | 0.05% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -8.9% | 0.07% | −0.02 |
| INTC Intel Corp. | Reduce -9.1% | 0.08% | −0.02 |
| SBCF Seacoast Banking Corp. | Reduce -28.5% | 0.04% | −0.02 |
| MDT Medtronic PLC | Reduce -31.1% | 0.03% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2.6% | 2.36% | +0.55 |
| MSFT Microsoft Corp. | Add +3.6% | 3.23% | +0.52 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 12.62% | +0.44 |
| VONG Vanguard Russell 1000 Growth | Add +199.7% | 0.48% | +0.32 |
| QQQ Invesco QQQ Trust Series 1 | Add +24.5% | 1.37% | +0.29 |
| XLI SS Industrial Select Sector | Add +47.4% | 0.70% | +0.22 |
| AAPL Apple Inc. | Add +34.8% | 2.76% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +23.5% | 0.96% | +0.20 |
| AVGO Broadcom Inc. | Add +9.5% | 0.49% | +0.18 |
| XLV SS Health Care Select Sector | New | 0.17% | +0.17 |
| IDEV iShares Core MSCI Dev MKTS | Add +15.3% | 1.77% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +21.7% | 1.15% | +0.17 |
| VONV Vanguard Russell 1000 Value | Add +80.2% | 0.40% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +85.5% | 0.25% | +0.11 |
| XLF SS Financial Select Sector | Add +72.8% | 0.29% | +0.11 |
| META Meta Platforms Inc. Class A | Add +6.5% | 0.63% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +135.0% | 0.17% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.7% | 2.12% | +0.09 |
| BLK BlackRock Inc. | Add +84.1% | 0.20% | +0.09 |
| ORCL Oracle Corp. | Add +1.0% | 0.27% | +0.07 |
| COF Capital One Financial Corp. | New | 0.07% | +0.07 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | Add +25.6% | 0.24% | +0.06 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.06% | +0.06 |
| CVLC Calvert US L-C CR Resp Index | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +6.1% | 0.85% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +48.0% | 0.19% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +28.9% | 0.33% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +36.3% | 0.63% | +0.05 |
| NFLX Netflix Inc. | Add +8.1% | 0.18% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | Add +136.6% | 0.09% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +18.6% | 1.40% | +0.04 |
| ESML iShares ESG Aware MSCI USA S | Add +28.5% | 0.21% | +0.04 |
| AMP Ameriprise Financial Inc. | New | 0.03% | +0.03 |
| PM Philip Morris International | Add +21.3% | 0.19% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.03% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +7.5% | 0.92% | +0.03 |
| BA The Boeing Co. | New | 0.03% | +0.03 |
| OZEM Roundhill GLP-1 & WGT LS ETF | New | 0.03% | +0.03 |
| P Everpure Inc. Class A | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +34.5% | 0.10% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +18.3% | 0.07% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +32.7% | 0.08% | +0.03 |
| NKE Nike Inc. Class B | New | 0.03% | +0.03 |
| AXP American Express Co. | Add +38.0% | 0.09% | +0.03 |
| CDNS Cadence Design SYS Inc. | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | New | 0.03% | +0.03 |
| MAR Marriott International Class A | 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 |