Q3 2026 13F · SEC CIK 1793691

Relyea Zuckerberg Hanson LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 296
Top holdings a year, 3 yrs: +18.3%
Assets under management: $2.4B

Relyea Zuckerberg Hanson LLC is a wealth manager that reported 296 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VUG, 11.0%), Vanguard Index Fds (VTV, 8.2%), Ishares Tr (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 296 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	11.0%	10.7%	1,472,264	-1.5%	$132.7M
VTVVanguard Index Fds	8.2%	8.4%	456,907	-1.4%	$98.7M
IWFIshares Tr	4.8%	4.8%	459,209	-0.6%	$57.5M
BILSpdr Series Trust	4.4%	4.0%	581,092	+10.1%	$53.3M
IWDIshares Tr	4.2%	4.4%	205,814	-4.5%	$51.0M
VEAVanguard Ftse Developed Markets Index Fu	4.1%	3.9%	697,050	+5.3%	$49.2M
AAPLApple Inc	3.2%	3.0%	116,699	-5.7%	$38.9M
SGOVIshares Tr	2.6%	2.9%	317,417	-7.6%	$32.0M
AAUSAlpha Architect US	2.2%	2.2%	437,528	-1.9%	$27.0M
SPYState Str Spdr S&p 500 ETF T	2.2%	2.2%	34,368	-4.6%	$26.2M
NVDANvidia Corporation	2.0%	1.9%	103,969	-8.9%	$23.7M
MSFTMicrosoft Corp	2.0%	1.6%	46,153	-10.6%	$23.7M
IDEVIshares Tr	1.7%	1.6%	233,099	+5.3%	$20.9M
AVTMAvantis Total Equity Markets ETF	1.7%	1.7%	369,711	-0.4%	$20.2M
AAUAEa Series Trust	1.6%	1.6%	338,303	-0.4%	$19.9M
XLKSelect Sector Spdr Tr	1.6%	1.6%	100,170	+0.0%	$19.6M
VTIVanguard Index Fds	1.3%	1.3%	41,697	+0.1%	$15.6M
VOOGVanguard Admiral Fds Inc	1.2%	1.2%	172,995	-0.5%	$14.8M
VOOVanguard Index Fds	1.2%	1.2%	21,073	+0.4%	$14.8M
ESGUIshares Tr	1.1%	1.1%	83,270	+5.9%	$13.9M
QQQInvesco Qqq Tr	1.1%	1.1%	17,694	-3.9%	$13.1M
AAUBEa Series Trust	1.0%	—	244,544	—	$12.5M
VOOVVanguard Admiral Fds Inc	0.9%	0.9%	49,650	-0.5%	$10.9M
VONGVanguard Scottsdale Fds	0.9%	0.9%	84,843	-1.1%	$10.9M
GOOGLAlphabet Inc	0.9%	1.0%	30,747	-7.4%	$10.6M
VBKVanguard Index Fds	0.9%	1.0%	30,753	-7.8%	$10.4M
ESGVVanguard World Fd	0.8%	0.7%	75,039	+12.7%	$10.2M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.8%	0.8%	81,735	-2.5%	$10.1M
IEFAIshares Tr	0.8%	0.8%	101,019	+1.7%	$9.8M
GOOGAlphabet Inc	0.8%	1.0%	28,628	-13.0%	$9.8M
VBRVanguard Index Fds	0.8%	0.9%	42,212	-8.7%	$9.8M
IWBIshares Tr	0.8%	0.8%	23,039	+0.0%	$9.6M
JNJJohnson & Johnson	0.7%	0.7%	33,923	-2.3%	$9.0M
AMZNAmazon Com Inc	0.7%	0.8%	35,775	-5.4%	$8.9M
ARKWARK Next Generation	0.7%	0.7%	54,648	-1.3%	$8.8M
JPMJpmorgan Chase & Co	0.7%	0.7%	24,624	-6.2%	$8.1M
SUBIshares Tr	0.7%	—	75,992	—	$7.9M
LPTHLightpath Technologies Inc	0.7%	1.0%	765,605	+0.0%	$7.9M
AVUVAmerican Centy ETF Tr	0.6%	0.6%	65,414	+6.3%	$7.7M
ESGDiShares ESG Aware MSCI EAFE ETF	0.6%	0.6%	69,642	+1.7%	$7.2M
ABBVAbbvie Inc	0.6%	0.6%	26,046	-5.3%	$6.8M
XLISelect Sector Spdr Tr	0.6%	0.6%	40,511	+0.0%	$6.8M
FSLYFastly Inc	0.5%	0.4%	257,338	+0.0%	$6.6M
VONVVanguard Scottsdale Fds	0.4%	0.4%	49,508	+2.2%	$5.4M
AVGOBroadcom Inc	0.4%	0.5%	14,933	-1.0%	$5.2M
GLDMWorld Gold Tr	0.4%	0.4%	62,979	-1.4%	$5.2M
METAMeta Platforms Inc	0.4%	—	6,988	—	$5.1M
XOMExxonmobil Holdings Corp	0.4%	—	30,706	—	$5.0M
XLFSelect Sector Spdr Tr	0.4%	0.4%	91,576	+0.0%	$4.9M
GLDSpdr Gold Tr	0.4%	—	11,696	—	$4.5M

What Relyea Zuckerberg Hanson LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

ESGV Vanguard World Fd+12.7% shares
BIL Spdr Series Trust+10.1% shares
AVUV American Centy ETF Tr+6.3% shares
ESGU Ishares Tr+5.9% shares
IDEV Ishares Tr+5.3% shares
VEA Vanguard Ftse Developed Markets Index Fu+5.3% shares

Reduced

Left the top 50

AMAT Applied Matls Incwas 0.4%
V Visa Incwas 0.4%
BRK-B Berkshire Hathaway Inc Delwas 0.4%
XOM Exxon Mobil Corpwas 0.4%
NYM AB New York Intermediate Muni ETFwas 0.4%

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$1.2B	296
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

Questions about Relyea Zuckerberg Hanson LLC's portfolio

What stocks does Relyea Zuckerberg Hanson LLC own?

Relyea Zuckerberg Hanson LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 296 positions worth $1.2B. The largest are Vanguard Index Fds (VUG) at 11.0%, Vanguard Index Fds (VTV) at 8.2%, Ishares Tr (IWF) at 4.8%, Spdr Series Trust (BIL) at 4.4% and Ishares Tr (IWD) at 4.2%.

What did Relyea Zuckerberg Hanson LLC buy last quarter?

In Q3 2026, Relyea Zuckerberg Hanson LLC added Vanguard World Fd (ESGV) (+12.7% shares), Spdr Series Trust (BIL) (+10.1% shares) and American Centy ETF Tr (AVUV) (+6.3% shares), compared with its Q2 2026 filing.

What did Relyea Zuckerberg Hanson LLC sell last quarter?

In Q3 2026, Relyea Zuckerberg Hanson LLC cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Visa Inc (V), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 AB New York Intermediate Muni ETF (NYM), Alphabet Inc (GOOG) (-13.0% shares), Microsoft Corp (MSFT) (-10.6% shares) and Nvidia Corporation (NVDA) (-8.9% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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.