Q2 2026 13F · SEC CIK 1793691

Relyea Zuckerberg Hanson LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 302
Top holdings a year, 3 yrs: +18.3%
Assets under management: $2.4B

Relyea Zuckerberg Hanson LLC is a wealth manager that reported 302 positions worth $1.2B in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Vanguard Indx Fd (VUG, 10.7%), Vanguard Value ETF (VTV, 8.4%), Ishares Russell 1000 Growth ETF (IWF, 4.8%). A portfolio copying its top holdings returned 18.3% a year over the last 3 years, against 19.6% for the S&P 500.

Relyea Zuckerberg Hanson LLC holdings largest 50 of 302 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Relyea Zuckerberg Hanson LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	10.7%	10.8%	1,495,364	+506.6%	$128.8M
VTVVanguard Value ETF	8.4%	9.1%	463,300	-0.1%	$101.0M
IWFIshares Russell 1000 Growth ETF	4.8%	5.0%	462,126	+296.3%	$57.4M
IWDIshares Russell 1000 Value ETF	4.4%	4.4%	215,569	+4.4%	$52.3M
BILSPDR Brcy1-3 Ser	4.0%	4.7%	527,732	+4.4%	$48.4M
VEAVanguard Tax-Managed Fds	3.9%	3.9%	662,188	+9.2%	$47.2M
AAPLApple Inc	3.0%	2.1%	123,702	+52.5%	$35.8M
SGOViShares 0-3 Month Treasury Bon	2.9%	3.3%	343,341	+3.9%	$34.6M
SPYSpdr S&p 500 ETF Tr	2.2%	1.9%	36,007	+21.0%	$26.9M
AAUSEa Series Trust	2.2%	2.4%	446,173	+0.0%	$26.7M
NVDANvidia Corporation Com	1.9%	2.1%	114,089	-2.8%	$22.8M
AVTMAmerican Centy ETF Tr	1.7%	1.8%	371,216	+0.0%	$20.2M
IDEVIshares Tr	1.6%	1.8%	221,366	+3.9%	$19.7M
AAUAEa Series Trust	1.6%	1.7%	339,700	+0.0%	$19.3M
MSFTMicrosoft Corp	1.6%	1.9%	51,645	-1.1%	$19.3M
XLKState Street Technology Select Sector Sp	1.6%	1.0%	100,169	+37.6%	$19.1M
VTIVanguard Index Fds	1.3%	1.3%	41,644	+4.2%	$15.4M
VOOVanguard S&p 500 ETF	1.2%	1.1%	20,998	+20.1%	$14.4M
VOOGVanguard S&P 500 Growth ETF Total	1.2%	1.2%	173,917	+496.7%	$14.4M
QQQInvesco Qqq Tr	1.1%	1.1%	18,421	+1.7%	$13.6M
ESGUIshares Msci Usa Esg	1.1%	1.1%	78,634	+0.3%	$12.9M
LPTHLightpath Technologies Inc	1.0%	0.8%	765,605	+0.0%	$12.5M
VBKVanguard Small Cap Growth ETF	1.0%	0.7%	33,370	+36.4%	$12.2M
GOOGLAlphabet Inc	1.0%	0.8%	33,216	+16.1%	$11.9M
GOOGAlphabet Inc	1.0%	0.8%	32,887	+19.9%	$11.6M
VBRVanguard Small Cap Value ETF	0.9%	0.8%	46,253	+25.2%	$11.2M
VONGVanguard Russell 1000 Growth ETF	0.9%	0.8%	85,822	+25.2%	$11.0M
VOOVVanguard S&P 500 Value ETF Total	0.9%	1.0%	49,919	-0.6%	$10.9M
SPYGSpdr Series Trust	0.8%	0.8%	83,862	-1.1%	$10.0M
IEFAIshares Core Msci Eafe ETF	0.8%	0.8%	99,318	+6.8%	$9.6M
IWBIshares Russell 1000 ETF	0.8%	0.8%	23,035	+0.0%	$9.4M
AMZNAmazon Com Inc Com	0.8%	0.7%	37,807	+13.5%	$9.0M
JNJJohnson & Johnson	0.7%	0.8%	34,711	+0.9%	$8.8M
ESGVVanguard World Fd	0.7%	0.8%	66,573	-3.7%	$8.8M
JPMJpmorgan Chase & Co	0.7%	0.7%	26,260	+10.8%	$8.6M
ARKWArk ETF Tr	0.7%	0.7%	55,394	-0.1%	$8.0M
AVUVAvantis US Small Cap Value ETF	0.6%	0.7%	61,542	+3.6%	$7.7M
XLISelect Sector Spdr Tr	0.6%	—	40,511	—	$7.5M
ESGDIshares Msci Eafe Esg	0.6%	0.7%	68,476	-0.5%	$7.0M
ABBVAbbvie Inc	0.6%	0.6%	27,498	-1.2%	$6.9M
AVGOBroadcom Inc	0.5%	0.5%	15,086	+3.9%	$5.7M
VONVVanguard Russell 1000 Value ETF	0.4%	0.5%	48,423	-0.1%	$5.1M
GLDMWorld Gold Tr	0.4%	0.6%	63,878	+0.8%	$5.1M
XLFSelect Sector Spdr Tr	0.4%	—	91,576	—	$4.9M
AMATApplied Matls Inc	0.4%	—	6,736	—	$4.9M
FSLYFastly Inc	0.4%	0.8%	257,338	-1.0%	$4.7M
VVisa Inc Com Cl A	0.4%	0.4%	13,525	+4.4%	$4.6M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	8,934	+16.6%	$4.5M
XOMExxon Mobil Corp	0.4%	0.6%	32,647	-2.0%	$4.5M
NYMAB Active Etfs Inc	0.4%	0.4%	173,759	+7.3%	$4.4M

What Relyea Zuckerberg Hanson LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+506.6% shares
VOOG Vanguard S&P 500 Growth ETF Total+496.7% shares
IWF Ishares Russell 1000 Growth ETF+296.3% shares
AAPL Apple Inc+52.5% shares
XLK State Street Technology Select Sector Sp+37.6% shares
VBK Vanguard Small Cap Growth ETF+36.4% shares
VBR Vanguard Small Cap Value ETF+25.2% shares
VONG Vanguard Russell 1000 Growth ETF+25.2% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.0% /yr; S&P 500 +20.1%
3 years: +18.3% /yr; S&P 500 +19.6%
5 years: +6.0% /yr; S&P 500 +9.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	302
Q1 2026	$994.6M	276
Q4 2025	$990.0M	262
Q3 2025	$951.2M	270
Q2 2025	$853.3M	259
Q1 2025	$742.2M	252
Q4 2024	$743.6M	254
Q3 2024	$657.2M	246
Q2 2024	$596.2M	235
Q2 2023	$445.3M	196
Q1 2023	$409.8M	184
Q4 2022	$350.2M	169

Questions about Relyea Zuckerberg Hanson LLC's portfolio

What stocks does Relyea Zuckerberg Hanson LLC own?

Relyea Zuckerberg Hanson LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 302 positions worth $1.2B. The largest are Vanguard Indx Fd (VUG) at 10.7%, Vanguard Value ETF (VTV) at 8.4%, Ishares Russell 1000 Growth ETF (IWF) at 4.8%, Ishares Russell 1000 Value ETF (IWD) at 4.4% and SPDR Brcy1-3 Ser (BIL) at 4.0%.

What did Relyea Zuckerberg Hanson LLC buy last quarter?

In Q2 2026, Relyea Zuckerberg Hanson LLC added Vanguard Indx Fd (VUG) (+506.6% shares), Vanguard S&P 500 Growth ETF Total (VOOG) (+496.7% shares) and Ishares Russell 1000 Growth ETF (IWF) (+296.3% shares), compared with its Q1 2026 filing.

What did Relyea Zuckerberg Hanson LLC sell last quarter?

In Q2 2026, Relyea Zuckerberg Hanson LLC cut from its top 50 Vanguard Bd Index Fds (VUSB), cut from its top 50 Spdr Gold Shares (GLD) and cut from its top 50 Meta Platforms Inc Class A (META), compared with its Q1 2026 filing.

How has Relyea Zuckerberg Hanson LLC's portfolio performed?

A portfolio copying Relyea Zuckerberg Hanson LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.3% a year over the last 3 years, against +19.6% for the S&P 500. Over 1 year: +18.0% against +20.1%. Over 5 years: +6.0% a year against +9.7%.

When is Relyea Zuckerberg Hanson LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Relyea Zuckerberg Hanson LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Relyea Zuckerberg Hanson LLC manage?

Relyea Zuckerberg Hanson LLC reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.