Relyea Zuckerberg Hanson LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Relyea Zuckerberg Hanson LLC reported 276 stock positions worth $994.6 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 10.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.1%) and iShares Russell 1000 Growth (IWF, 5.0%). Compared with Q4 2025, it opened 22 new positions, sold out of 8, added to 123 and reduced 105. The biggest buy was a new position in Avantis Total Equity ETF (AVTM) and the biggest sale Alpha Architect US Eqy ETF (AAUS, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001793691
- Portfolio Value
- $994.6M (Q1 2026)
- SEC Filing
- 0001793691-26-000002 ↗ filed Apr 30, 2026
Holdings Value
Holdings 276 stocks · $994.6M
| VUG Vanguard Mrngstar GR ETF-Sui | 10.83% | 246,527 | $107.7M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.15% | 463,695 | $91.0M | Add +0.6% |
| IWF iShares Russell 1000 Growth | 5.00% | 116,600 | $49.7M | Reduce -1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.66% | 505,482 | $46.3M | Add +9.3% |
| IWD iShares Russell 1000 Value E | 4.44% | 206,484 | $44.1M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 3.91% | 606,648 | $38.9M | Add +5.6% |
| SGOV iShares 0-3 Month Treasury B | 3.35% | 330,578 | $33.3M | Add +99.0% |
| AAUS Alpha Architect US Eqy ETF | 2.35% | 446,173 | $23.4M | Reduce -25.8% |
| AAPL Apple Inc. | 2.07% | 81,130 | $20.6M | Reduce -15.2% |
| NVDA Nvidia Corp. | 2.06% | 117,385 | $20.5M | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.95% | 29,749 | $19.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.94% | 52,233 | $19.3M | Reduce -6.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.79% | 213,030 | $17.8M | Add +2.7% |
| AVTM Avantis Total Equity ETF | 1.75% | 371,216 | $17.5M | New |
| AAUA Alpha Architect US Equ 3 ETF | 1.67% | 339,700 | $16.6M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.29% | 39,947 | $12.8M | Add +20.2% |
| VOOG Vanguard S&P 500 Growth ETF | 1.19% | 29,145 | $11.9M | Reduce -0.3% |
| ESGU iShares ESG Aware MSCI USA | 1.11% | 78,418 | $11.1M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.05% | 18,120 | $10.5M | Add +5.3% |
| VOO Vanguard S&P 500 ETF | 1.05% | 17,484 | $10.4M | Add +0.5% |
| VOOV Vanguard S&P 500 Value ETF | 1.03% | 50,197 | $10.2M | Reduce -0.3% |
| XLK SS Technology Select Sector | 0.97% | 72,777 | $9.7M | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.85% | 92,951 | $8.4M | Add +4.0% |
| JNJ Johnson & Johnson | 0.85% | 34,418 | $8.4M | Add +9.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.83% | 84,816 | $8.3M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.83% | 28,619 | $8.2M | Reduce -1.6% |
| IWB iShares Russell 1000 ETF | 0.83% | 23,032 | $8.2M | Add +0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.81% | 36,948 | $8.0M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.79% | 27,427 | $7.9M | Reduce -5.6% |
| ESGV Vanguard ESG US Stock ETF | 0.78% | 69,148 | $7.8M | Reduce -0.5% |
| LPTH Lightpath Technologies Inc. Class A | 0.77% | 765,605 | $7.7M | No change |
| FSLY Fastly Inc. Class A | 0.76% | 259,838 | $7.6M | Reduce -5.1% |
| VONG Vanguard Russell 1000 Growth | 0.76% | 68,575 | $7.5M | Add +53.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.74% | 24,464 | $7.4M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.70% | 23,699 | $7.0M | Reduce -14.0% |
| AMZN Amazon.com Inc. | 0.70% | 33,308 | $6.9M | Reduce -0.6% |
| ARKW ARK Next Generation Technolo | 0.67% | 55,476 | $6.7M | Reduce -1.0% |
| ESGD iShares Trust iShares ESG Aw | 0.66% | 68,826 | $6.6M | Add +0.4% |
| AVUV Avantis US Small Cap Value | 0.66% | 59,425 | $6.6M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.61% | 27,837 | $6.1M | Reduce -1.2% |
| GLDM SPDR Gold Minishares Trust | 0.59% | 63,400 | $5.9M | Add +14.4% |
| XOM Exxon Mobil Corp. | 0.57% | 33,319 | $5.7M | Reduce -5.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.54% | 108,095 | $5.4M | Add +16.4% |
| GLD SPDR Gold Shares | 0.50% | 11,669 | $5.0M | Reduce -0.2% |
| VONV Vanguard Russell 1000 Value | 0.46% | 48,456 | $4.5M | Add +7.1% |
| AVGO Broadcom Inc. | 0.45% | 14,518 | $4.5M | Add +2.8% |
| NYM AB New York Inter Muni ETF filed as AB ACTIVE ETFS INC | 0.41% | 162,010 | $4.0M | Add +25.8% |
| META Meta Platforms Inc. Class A | 0.40% | 6,978 | $4.0M | Reduce -1.7% |
| V Visa Inc. Class A | 0.39% | 12,956 | $3.9M | Reduce -18.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 7,661 | $3.7M | Reduce -10.4% |
| SUSA iShares ESG Optimized MSCI U | 0.32% | 23,860 | $3.2M | No change |
| PG The Procter & Gamble Co. | 0.31% | 21,572 | $3.1M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.29% | 3,183 | $2.9M | Reduce -2.1% |
| MRSH Marsh & McLennan Cos | 0.29% | 16,875 | $2.9M | Add +157.8% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 13,361 | $2.9M | Add +0.1% |
| IAU iShares Gold Trust | 0.28% | 31,820 | $2.8M | Add +1.0% |
| XLY SS Consumer Disc Select Sect | 0.25% | 22,717 | $2.5M | Add +0.0% |
| ABT Abbott Laboratories | 0.25% | 23,884 | $2.5M | Reduce -7.8% |
| TSLA Tesla Inc. | 0.24% | 6,466 | $2.4M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.24% | 2,411 | $2.4M | Add +15.6% |
| KO The Coca-Cola Co. | 0.24% | 31,037 | $2.4M | Reduce -15.9% |
| IVV iShares Core S&P 500 ETF | 0.24% | 3,612 | $2.4M | No change |
| IWO iShares Russell 2000 Growth | 0.24% | 7,499 | $2.4M | Reduce -5.5% |
| XLI SS Industrial Select Sector | 0.24% | 14,455 | $2.3M | Reduce -47.5% |
| AMAT Applied Materials Inc. | 0.23% | 6,728 | $2.3M | Add +5.5% |
| ADP Automatic Data Processing | 0.23% | 11,189 | $2.3M | Reduce -23.0% |
| SCHX Schwab US Large-Cap ETF | 0.23% | 88,562 | $2.3M | No change |
| CSCO Cisco Systems Inc. | 0.22% | 28,002 | $2.2M | Reduce -16.6% |
| WMT Walmart Inc. | 0.22% | 17,309 | $2.2M | Reduce -5.6% |
| ESML iShares ESG Aware MSCI USA S | 0.21% | 45,308 | $2.1M | Add +0.1% |
| TTEK Tetra Tech Inc. | 0.21% | 70,468 | $2.1M | Reduce -14.8% |
| HD Home Depot Inc. | 0.21% | 6,219 | $2.0M | Reduce -16.7% |
| MCD McDonald's Corp. | 0.19% | 6,133 | $1.9M | Reduce -5.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.19% | 33,518 | $1.9M | Add +1.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 25,049 | $1.9M | Add +10.6% |
| MA Mastercard Inc. Class A | 0.18% | 3,555 | $1.8M | Reduce -3.7% |
| IWM iShares Russell 2000 ETF | 0.17% | 6,927 | $1.7M | Add +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 34,406 | $1.7M | Add +21.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 7,007 | $1.7M | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.16% | 8,519 | $1.6M | Add +1.6% |
| MS Morgan Stanley | 0.15% | 9,212 | $1.5M | Add +11.0% |
| SBLK Star Bulk Carriers Corp. | 0.15% | 64,390 | $1.5M | Reduce -48.6% |
| CB Chubb Ltd. | 0.15% | 4,454 | $1.5M | Add +6.3% |
| ORCL Oracle Corp. | 0.14% | 9,711 | $1.4M | Reduce -14.1% |
| GS Goldman Sachs Group Inc. | 0.14% | 1,648 | $1.4M | Reduce -12.7% |
| XLF SS Financial Select Sector | 0.14% | 27,576 | $1.4M | Reduce -57.5% |
| VGT Vanguard Info Tech ETF | 0.13% | 1,843 | $1.3M | No change |
| MRK Merck & Co. Inc. | 0.13% | 10,344 | $1.2M | Reduce -24.0% |
| CAT Caterpillar Inc. | 0.12% | 1,731 | $1.2M | Add +2.5% |
| CVX Chevron Corp. | 0.12% | 5,878 | $1.2M | Add +13.0% |
| RTX RTX Corp. | 0.12% | 6,180 | $1.2M | Add +5.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 11,044 | $1.1M | No change |
| IVW iShares S&P 500 Growth ETF | 0.11% | 9,996 | $1.1M | Add +128.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 14,286 | $1.1M | Reduce -54.6% |
| NFLX Netflix Inc. | 0.11% | 11,469 | $1.1M | Add +15.3% |
| PEP Pepsico Inc. | 0.11% | 7,092 | $1.1M | Reduce -27.1% |
| UNP Union Pacific Corp. | 0.11% | 4,423 | $1.1M | Reduce -3.5% |
| AIQ Global X Art Intel & Tech | 0.11% | 22,980 | $1.1M | No change |
| ACN Accenture PLC Class A | 0.11% | 5,341 | $1.1M | Reduce -42.2% |
| UNH Unitedhealth Group Inc. | 0.10% | 3,629 | $982K | Reduce -0.2% |
Portfolio Sells Q4 2025 → Q1 2026
| AAUS Alpha Architect US Eqy ETF | Reduce -25.8% | 2.35% | −1.00 |
| MSFT Microsoft Corp. | Reduce -6.9% | 1.94% | −0.80 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 5.00% | −0.64 |
| AAPL Apple Inc. | Reduce -15.2% | 2.07% | −0.56 |
| NVDA Nvidia Corp. | Reduce -5.3% | 2.06% | −0.28 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.24 |
| XLF SS Financial Select Sector | Reduce -57.5% | 0.14% | −0.22 |
| XLI SS Industrial Select Sector | Reduce -47.5% | 0.24% | −0.20 |
| JPM JPMorgan Chase & Co. | Reduce -14.0% | 0.70% | −0.20 |
| V Visa Inc. Class A | Reduce -18.5% | 0.39% | −0.17 |
| ARKW ARK Next Generation Technolo | Reduce -1.0% | 0.67% | −0.16 |
| ADP Automatic Data Processing | Reduce -23.0% | 0.23% | −0.15 |
| ACN Accenture PLC Class A | Reduce -42.2% | 0.11% | −0.14 |
| XLK SS Technology Select Sector | Reduce -4.5% | 0.97% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -5.6% | 0.79% | −0.13 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -0.3% | 1.19% | −0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -54.6% | 0.11% | −0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.4% | 0.83% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.95% | −0.11 |
| SBLK Star Bulk Carriers Corp. | Reduce -48.6% | 0.15% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 0.83% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.70% | −0.08 |
| ABT Abbott Laboratories | Reduce -7.8% | 0.25% | −0.08 |
| ORCL Oracle Corp. | Reduce -14.1% | 0.14% | −0.08 |
| BLK BlackRock Inc. | Reduce -46.9% | 0.07% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.40% | −0.07 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.5% | 0.78% | −0.07 |
| TTEK Tetra Tech Inc. | Reduce -14.8% | 0.21% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.4% | 0.37% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 0.29% | −0.06 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.24% | −0.06 |
| ARES Ares Management Corp. Class A | Reduce -37.1% | 0.04% | −0.05 |
| HD Home Depot Inc. | Reduce -16.7% | 0.21% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -16.6% | 0.22% | −0.04 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Reduce -1.2% | 0.61% | −0.04 |
| MMM 3M Co. | Reduce -48.6% | 0.04% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Reduce -33.1% | 0.04% | −0.04 |
| EMR Emerson Electric Co. | Reduce -35.7% | 0.07% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.18% | −0.03 |
| INTC Intel Corp. | Reduce -36.2% | 0.10% | −0.03 |
| PEP Pepsico Inc. | Reduce -27.1% | 0.11% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.3% | 0.09% | −0.03 |
| DIS The Walt Disney Co. | Reduce -36.9% | 0.03% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -12.7% | 0.14% | −0.03 |
| PM Philip Morris International | Reduce -24.4% | 0.09% | −0.03 |
| MCK McKesson Corp. | Reduce -29.2% | 0.08% | −0.03 |
| ACV Virtus Divers Inc. & Convert | Sold out | 0.00% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.03 |
| APP AppLovin Corp. Class A | Reduce -9.0% | 0.03% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| AVTM Avantis Total Equity ETF | New | 1.75% | +1.75 |
| AAUA Alpha Architect US Equ 3 ETF | New | 1.67% | +1.67 |
| SGOV iShares 0-3 Month Treasury B | Add +99.0% | 3.35% | +1.66 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +9.3% | 4.66% | +0.39 |
| VEA Vanguard Ftse Developed ETF | Add +5.6% | 3.91% | +0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 9.15% | +0.26 |
| VONG Vanguard Russell 1000 Growth | Add +53.2% | 0.76% | +0.21 |
| JNJ Johnson & Johnson | Add +9.2% | 0.85% | +0.19 |
| MRSH Marsh & McLennan Cos | Add +157.8% | 0.29% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +20.2% | 1.29% | +0.16 |
| GLDM SPDR Gold Minishares Trust | Add +14.4% | 0.59% | +0.11 |
| NYM AB New York Inter Muni ETF | Add +25.8% | 0.41% | +0.08 |
| VUSB Vanguard Ultra Short Bond Et | Add +16.4% | 0.54% | +0.07 |
| AMAT Applied Materials Inc. | Add +5.5% | 0.23% | +0.07 |
| IDEV iShares Core MSCI Dev MKTS | Add +2.7% | 1.79% | +0.06 |
| COST Costco Wholesale Corp. | Add +15.6% | 0.24% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +128.6% | 0.11% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | Add +174.1% | 0.09% | +0.04 |
| CVX Chevron Corp. | Add +13.0% | 0.12% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.0% | 0.85% | +0.04 |
| WMB Williams Cos Inc. | New | 0.04% | +0.04 |
| VONV Vanguard Russell 1000 Value | Add +7.1% | 0.46% | +0.03 |
| GLW Corning Inc. | Add +2.4% | 0.08% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +21.7% | 0.17% | +0.03 |
| CI The Cigna Group | New | 0.03% | +0.03 |
| PSX Phillips 66 | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +2.5% | 0.12% | +0.03 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| SHLD Global X Defense Tech ETF | New | 0.02% | +0.02 |
| IAU iShares Gold Trust | Add +1.0% | 0.28% | +0.02 |
| MSI Motorola Solutions Inc. | New | 0.02% | +0.02 |
| TRV The Travelers Cos Inc. | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| QTUM Defiance Quantum ETF | New | 0.02% | +0.02 |
| EQIX Equinix Inc. | New | 0.02% | +0.02 |
| GD General Dynamics Corp. | New | 0.02% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| SCHD Schwab US DVD Equity ETF | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | Add +21.7% | 0.08% | +0.02 |
| ET Energy Transfer LP | New | 0.02% | +0.02 |
| JCI Johnson Controls Internation | New | 0.02% | +0.02 |
| FDX FedEx Corp. | New | 0.02% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +10.6% | 0.19% | +0.02 |
| BKR Baker Hughes Co. | New | 0.02% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.81% | +0.02 |
| AZO AutoZone Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +2.3% | 0.08% | +0.02 |
| DHR Danaher Corp. | Add +99.1% | 0.04% | +0.02 |
| NFLX Netflix Inc. | Add +15.3% | 0.11% | +0.02 |
| AGNC AGNC Investment Corp. | 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 |