Relyea Zuckerberg Hanson LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Relyea Zuckerberg Hanson LLC reported 262 stock positions worth $990.0 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 12.0% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.9%) and iShares Russell 1000 Growth (IWF, 5.6%). Compared with Q3 2025, it opened 7 new positions, sold out of 15, added to 118 and reduced 107. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +15%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001793691
- Portfolio Value
- $990.0M (Q4 2025)
- SEC Filing
- 0001793691-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 262 stocks · $990.0M
| VUG Vanguard Mrngstar GR ETF-Sui | 11.99% | 243,326 | $118.7M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.89% | 460,805 | $88.0M | Add +1.0% |
| IWF iShares Russell 1000 Growth | 5.64% | 117,900 | $55.8M | Reduce -1.0% |
| IWD iShares Russell 1000 Value E | 4.42% | 207,859 | $43.7M | Reduce -0.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.27% | 462,338 | $42.2M | Add +10.5% |
| VEA Vanguard Ftse Developed ETF | 3.62% | 574,332 | $35.9M | Add +14.8% |
| AAUS Alpha Architect US Eqy ETF | 3.35% | 601,072 | $33.1M | Reduce -0.3% |
| MSFT Microsoft Corp. | 2.74% | 56,123 | $27.1M | Reduce -0.3% |
| AAPL Apple Inc. | 2.63% | 95,637 | $26.0M | Reduce -2.9% |
| NVDA Nvidia Corp. | 2.34% | 123,954 | $23.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.05% | 29,789 | $20.3M | Add +0.5% |
| IDEV iShares Core MSCI Dev MKTS | 1.73% | 207,406 | $17.1M | Add +1.7% |
| SGOV iShares 0-3 Month Treasury B | 1.68% | 166,113 | $16.7M | Add +17.8% |
| VOOG Vanguard S&P 500 Growth ETF | 1.31% | 29,238 | $13.0M | Add +0.2% |
| ESGU iShares ESG Aware MSCI USA | 1.18% | 78,217 | $11.7M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.13% | 33,235 | $11.1M | Add +1.3% |
| XLK SS Technology Select Sector | 1.11% | 76,241 | $11.0M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 1.10% | 17,402 | $10.9M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.07% | 17,211 | $10.6M | Add +0.4% |
| VOOV Vanguard S&P 500 Value ETF | 1.04% | 50,360 | $10.3M | Add +1.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.95% | 87,756 | $9.4M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.92% | 29,048 | $9.1M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.92% | 29,069 | $9.1M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.90% | 27,562 | $8.9M | Reduce -0.8% |
| IWB iShares Russell 1000 ETF | 0.87% | 23,028 | $8.6M | Add +0.0% |
| ESGV Vanguard ESG US Stock ETF | 0.85% | 69,459 | $8.4M | Add +12.2% |
| ARKW ARK Next Generation Technolo | 0.84% | 56,039 | $8.3M | Reduce -0.1% |
| LPTH Lightpath Technologies Inc. Class A | 0.84% | 765,605 | $8.3M | Reduce -3.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.81% | 89,347 | $8.0M | Add +7.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.79% | 36,767 | $7.8M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 0.78% | 33,500 | $7.7M | Reduce -0.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.73% | 23,935 | $7.2M | Reduce -3.8% |
| JNJ Johnson & Johnson | 0.66% | 31,528 | $6.5M | Add +0.1% |
| ESGD iShares Trust iShares ESG Aw | 0.66% | 68,524 | $6.5M | Add +3.2% |
| ABBV Abbvie Inc. | 0.65% | 28,168 | $6.4M | Add +14.3% |
| AVUV Avantis US Small Cap Value | 0.61% | 59,589 | $6.1M | Add +0.2% |
| V Visa Inc. Class A | 0.56% | 15,899 | $5.6M | Reduce -1.5% |
| VONG Vanguard Russell 1000 Growth | 0.55% | 44,753 | $5.4M | Add +7.7% |
| AVGO Broadcom Inc. | 0.49% | 14,123 | $4.9M | Reduce -2.8% |
| GLDM SPDR Gold Minishares Trust | 0.48% | 55,428 | $4.7M | Add +34.9% |
| META Meta Platforms Inc. Class A | 0.47% | 7,101 | $4.7M | Reduce -3.5% |
| GLD SPDR Gold Shares | 0.47% | 11,691 | $4.6M | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.47% | 92,906 | $4.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 8,547 | $4.3M | Reduce -11.4% |
| XLI SS Industrial Select Sector | 0.43% | 27,553 | $4.3M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.43% | 35,123 | $4.2M | Add +0.8% |
| VONV Vanguard Russell 1000 Value | 0.42% | 45,237 | $4.2M | Add +5.4% |
| ADP Automatic Data Processing | 0.38% | 14,539 | $3.7M | Add +0.3% |
| XLF SS Financial Select Sector | 0.36% | 64,926 | $3.6M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.35% | 3,253 | $3.5M | Add +2.2% |
| SUSA iShares ESG Optimized MSCI U | 0.34% | 23,860 | $3.3M | Reduce -9.4% |
| ABT Abbott Laboratories | 0.33% | 25,898 | $3.2M | Add +12.0% |
| NYM AB New York Inter Muni ETF filed as AB ACTIVE ETFS INC | 0.33% | 128,740 | $3.2M | New |
| PG The Procter & Gamble Co. | 0.32% | 22,192 | $3.2M | Reduce -6.7% |
| TSLA Tesla Inc. | 0.30% | 6,533 | $2.9M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 13,349 | $2.9M | Reduce -1.8% |
| FSLY Fastly Inc. Class A | 0.28% | 273,838 | $2.8M | No change |
| TTEK Tetra Tech Inc. | 0.28% | 82,656 | $2.8M | Add +0.0% |
| XLY SS Consumer Disc Select Sect | 0.27% | 22,716 | $2.7M | No change |
| CSCO Cisco Systems Inc. | 0.26% | 33,559 | $2.6M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.26% | 36,891 | $2.6M | Add +2.2% |
| HD Home Depot Inc. | 0.26% | 7,465 | $2.6M | Add +2.6% |
| IWO iShares Russell 2000 Growth | 0.26% | 7,937 | $2.6M | Reduce -4.5% |
| IAU iShares Gold Trust | 0.26% | 31,505 | $2.6M | No change |
| ACN Accenture PLC Class A | 0.25% | 9,243 | $2.5M | Add +5.5% |
| IVV iShares Core S&P 500 ETF | 0.25% | 3,612 | $2.5M | Add +8.6% |
| SBLK Star Bulk Carriers Corp. | 0.24% | 125,377 | $2.4M | No change |
| SCHX Schwab US Large-Cap ETF | 0.24% | 88,562 | $2.4M | No change |
| XLV SS Health Care Select Sector | 0.24% | 15,142 | $2.3M | Add +4.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.23% | 31,446 | $2.3M | Reduce -1.5% |
| ORCL Oracle Corp. | 0.22% | 11,299 | $2.2M | Add +3.4% |
| MA Mastercard Inc. Class A | 0.21% | 3,691 | $2.1M | Reduce -2.5% |
| ESML iShares ESG Aware MSCI USA S | 0.21% | 45,251 | $2.1M | Reduce -3.6% |
| WMT Walmart Inc. | 0.21% | 18,334 | $2.0M | Add +5.7% |
| MCD McDonald's Corp. | 0.20% | 6,507 | $2.0M | Add +1.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.19% | 33,119 | $1.9M | No change |
| COST Costco Wholesale Corp. | 0.18% | 2,085 | $1.8M | Reduce -10.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 7,000 | $1.8M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.17% | 6,896 | $1.7M | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 22,656 | $1.7M | Add +4.0% |
| GS Goldman Sachs Group Inc. | 0.17% | 1,887 | $1.7M | Reduce -5.4% |
| AMAT Applied Materials Inc. | 0.17% | 6,374 | $1.6M | Reduce -2.5% |
| IWN iShares Russell 2000 Value E | 0.15% | 8,384 | $1.5M | Reduce -0.4% |
| MS Morgan Stanley | 0.15% | 8,301 | $1.5M | Reduce -8.0% |
| MRK Merck & Co. Inc. | 0.14% | 13,607 | $1.4M | Add +40.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 28,281 | $1.4M | Add +8.9% |
| BLK BlackRock Inc. | 0.14% | 1,328 | $1.4M | Add +0.9% |
| PEP Pepsico Inc. | 0.14% | 9,724 | $1.4M | Add +2.5% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,843 | $1.4M | Reduce -2.4% |
| CB Chubb Ltd. | 0.13% | 4,191 | $1.3M | No change |
| BSX Boston Scientific Corp. | 0.13% | 13,527 | $1.3M | Reduce -11.4% |
| INTC Intel Corp. | 0.13% | 34,636 | $1.3M | Add +1.0% |
| MRSH Marsh & McLennan Cos | 0.12% | 6,545 | $1.2M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.12% | 3,635 | $1.2M | Reduce -9.9% |
| PM Philip Morris International | 0.12% | 7,456 | $1.2M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 2,040 | $1.2M | Add +5.2% |
| AIQ Global X Art Intel & Tech | 0.12% | 22,980 | $1.2M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 11,044 | $1.1M | No change |
| RTX RTX Corp. | 0.11% | 5,855 | $1.1M | Add +5.8% |
| UNP Union Pacific Corp. | 0.11% | 4,583 | $1.1M | Add +0.6% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.3% | 2.74% | −0.32 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 11.99% | −0.32 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 5.64% | −0.23 |
| ARKW ARK Next Generation Technolo | Reduce -0.1% | 0.84% | −0.19 |
| NVDA Nvidia Corp. | Reduce -1.3% | 2.34% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -3.5% | 0.47% | −0.09 |
| AAUS Alpha Architect US Eqy ETF | Reduce -0.3% | 3.35% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.4% | 0.43% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.1% | 0.79% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -6.7% | 0.32% | −0.06 |
| NFLX Netflix Inc. | Reduce -16.1% | 0.09% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.8% | 0.73% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -10.3% | 0.18% | −0.04 |
| NOW ServiceNow Inc. | Reduce -37.3% | 0.04% | −0.04 |
| SUSA iShares ESG Optimized MSCI U | Reduce -9.4% | 0.34% | −0.04 |
| NFJ Virtus DVD Intrst & PRM STR | Sold out | 0.00% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -0.0% | 4.42% | −0.03 |
| CI The Cigna Group | Sold out | 0.00% | −0.03 |
| XLK SS Technology Select Sector | Reduce -1.1% | 1.11% | −0.03 |
| OZEM Roundhill GLP-1 & WGT LS ETF | Sold out | 0.00% | −0.03 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -23.3% | 0.08% | −0.03 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -11.4% | 0.13% | −0.03 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -9.9% | 0.12% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.90% | −0.02 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.02 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.02 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -34.2% | 0.04% | −0.02 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.02 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.4% | 0.95% | −0.02 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.02 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.02 |
| IWO iShares Russell 2000 Growth | Reduce -4.5% | 0.26% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -2.9% | 0.12% | −0.02 |
| LIN Linde PLC | Reduce -8.4% | 0.07% | −0.02 |
| HON Honeywell International Inc. | Reduce -6.7% | 0.08% | −0.02 |
| V Visa Inc. Class A | Reduce -1.5% | 0.56% | −0.02 |
| T AT&T Inc. | Reduce -4.5% | 0.06% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.5% | 0.21% | −0.01 |
| VRSK Verisk Analytics Inc. | Reduce -22.2% | 0.02% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -3.6% | 0.21% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -6.5% | 0.04% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.8% | 0.30% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -15.9% | 0.03% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +14.8% | 3.62% | +0.47 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.47% | +0.47 |
| NYM AB New York Inter Muni ETF | New | 0.33% | +0.33 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +10.5% | 4.27% | +0.23 |
| SGOV iShares 0-3 Month Treasury B | Add +17.8% | 1.68% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 0.92% | +0.18 |
| GLDM SPDR Gold Minishares Trust | Add +34.9% | 0.48% | +0.15 |
| LLY Eli Lilly & Co. | Add +2.2% | 0.35% | +0.10 |
| ESGV Vanguard ESG US Stock ETF | Add +12.2% | 0.85% | +0.08 |
| MRK Merck & Co. Inc. | Add +40.4% | 0.14% | +0.06 |
| ABBV Abbvie Inc. | Add +14.3% | 0.65% | +0.05 |
| JNJ Johnson & Johnson | Add +0.1% | 0.66% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.4% | 0.81% | +0.04 |
| MU Micron Technology Inc. | Add +8.1% | 0.07% | +0.03 |
| DHR Danaher Corp. | New | 0.03% | +0.03 |
| XLV SS Health Care Select Sector | Add +4.3% | 0.24% | +0.02 |
| VONG Vanguard Russell 1000 Growth | Add +7.7% | 0.55% | +0.02 |
| ACN Accenture PLC Class A | Add +5.5% | 0.25% | +0.02 |
| UPS United Parcel Service Class B | New | 0.02% | +0.02 |
| BMY Bristol-Myers Squibb Co. | New | 0.02% | +0.02 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| DOL Wisdomtree TR DVLP Intnl-Usd | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +5.2% | 0.12% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +50.3% | 0.04% | +0.02 |
| VONV Vanguard Russell 1000 Value | Add +5.4% | 0.42% | +0.02 |
| WMT Walmart Inc. | Add +5.7% | 0.21% | +0.02 |
| CAT Caterpillar Inc. | Add +4.6% | 0.10% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +8.6% | 0.25% | +0.02 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +54.0% | 0.05% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.43% | +0.01 |
| SUB iShares Short-Term National | Add +29.1% | 0.07% | +0.01 |
| LRCX Lam Research Corp. | Add +0.9% | 0.06% | +0.01 |
| RTX RTX Corp. | Add +5.8% | 0.11% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.7% | 1.73% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +3.2% | 0.66% | +0.01 |
| KO The Coca-Cola Co. | Add +2.2% | 0.26% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +70.3% | 0.04% | +0.01 |
| INTC Intel Corp. | Add +1.0% | 0.13% | +0.01 |
| AMGN Amgen Inc. | Add +7.6% | 0.05% | +0.01 |
| C Citigroup Inc. | Add +0.9% | 0.07% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.9% | 0.14% | +0.01 |
| GLW Corning Inc. | Add +11.2% | 0.05% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +14.4% | 0.06% | +0.01 |
| PH Parker Hannifin Corp. | Add +1.1% | 0.06% | +0.01 |
| GEV GE Vernova Inc. | Add +8.8% | 0.06% | +0.01 |
| BAC Bank of America Corp. | Add +3.1% | 0.10% | +0.01 |
| MAR Marriott International Class A | Add +7.3% | 0.03% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.0% | 0.17% | +0.00 |
| GILD Gilead Sciences Inc. | Add +6.6% | 0.04% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +6.7% | 0.09% | +0.00 |
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 |