Institutional Manager · CIK 0001793691
Relyea Zuckerberg Hanson LLC
STAMFORD, CT · File #028-19656
Latest AUM
$990.0M
Positions
262
Top-10 Concentration
60.6%
Filings
16
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025262 pos · $990.0M
- 13F HOLDINGS REPORTQ/E Sep 2025270 pos · $951.2M
- 13F HOLDINGS REPORTQ/E Jun 2025259 pos · $853.3M
- 13F HOLDINGS REPORTQ/E Mar 2025252 pos · $742.2M
- 13F HOLDINGS REPORTQ/E Dec 2024254 pos · $743.6M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024194 pos · $438.4M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024236 pos · $570.7M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024235 pos · $596.2M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024232 pos · $512.5M
- 13F HOLDINGS REPORTQ/E Sep 2024246 pos · $657.2M
- 13F HOLDINGS REPORTQ/E Jun 2024235 pos · $596.2M
- 13F HOLDINGS REPORTQ/E Mar 2024236 pos · $570.7M
- 13F HOLDINGS REPORTQ/E Dec 2023194 pos · $434.1M
- 13F HOLDINGS REPORTQ/E Sep 2023196 pos · $445.3M
- 13F HOLDINGS REPORTQ/E Jun 2023184 pos · $409.8M
- 13F HOLDINGS REPORTQ/E Mar 2023169 pos · $350.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 243,326 | $118.7M | 14.56% |
| 2 | VANGUARD INDEX FDS | 922908744 | 460,805 | $88.0M | 10.80% |
| 3 | ISHARES TR | 464287614 | 117,900 | $55.8M | 6.85% |
| 4 | ISHARES TR | 464287598 | 207,859 | $43.7M | 5.36% |
| 5 | SPDR SERIES TRUST | 78468R663 | 462,338 | $42.2M | 5.18% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 574,332 | $35.9M | 4.40% |
| 7 | EA SERIES TRUST | 02072Q853 | 601,072 | $33.1M | 4.06% |
| 8 | MICROSOFT CORP | MSFT | 56,123 | $27.1M | 3.33% |
| 9 | APPLE INC | AAPL | 95,637 | $26.0M | 3.19% |
| 10 | NVIDIA CORPORATION | NVDA | 123,954 | $23.1M | 2.84% |
| 11 | SPDR S&P 500 ETF TR | SPY | 29,789 | $20.3M | 2.49% |
| 12 | ISHARES TR | 46435G326 | 207,406 | $17.1M | 2.10% |
| 13 | ISHARES TR | 46436E718 | 166,113 | $16.7M | 2.05% |
| 14 | VANGUARD ADMIRAL FDS INC | 921932505 | 29,238 | $13.0M | 1.59% |
| 15 | ISHARES TR | 46435G425 | 78,217 | $11.7M | 1.43% |
| 16 | VANGUARD INDEX FDS | 922908769 | 33,235 | $11.1M | 1.37% |
| 17 | SELECT SECTOR SPDR TR | 81369Y803 | 76,241 | $11.0M | 1.35% |
| 18 | VANGUARD INDEX FDS | 922908363 | 17,402 | $10.9M | 1.34% |
| 19 | INVESCO QQQ TR | IVZ | 17,211 | $10.6M | 1.30% |
| 20 | VANGUARD ADMIRAL FDS INC | 921932703 | 50,360 | $10.3M | 1.27% |