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CIK: 0001793691
Total reported value
$1.2B
$1.2B
259 檔
26.3%
According to the latest 13F quarterly dataset, Relyea Zuckerberg Hanson LLC managed an equity portfolio of $1.2B at the end of Q2 2025, spanning 259 distinct U.S. exchange-listed positions.
In Q2 2025, Relyea Zuckerberg Hanson LLC displayed an active expansion posture, initiating 3 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.62% | -0.09% | +0.77% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.49% | -0.73% | +0.24% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.00% | -0.22% | -0.34% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.91% | -0.08% | -0.33% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.99% | -0.63% | +3.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.33% | +3.58% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.09% | +0.02% | +0.42% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.91% | +34.81% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | -0.16% | +2.65% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | +0.29% | +8.65% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.77% | -0.15% | +15.30% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.52% | +0.01% | -2.80% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.40% | -0.47% | +18.55% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.08% | +24.46% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.27% | -0.05% | -2.48% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.18% | +0.62% | -0.05% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | -0.01% | +0.09% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.15% | +21.66% | |
| 19 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.13% | -0.12% | -8.08% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | -0.01% | -2.61% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.02% | +23.54% | |
| 22 | ARKW | Ark Next Generation Internet | ETF-Other | 0.96% | — | -0.44% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.92% | -0.04% | +7.46% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.88% | +0.13% | -2.14% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.05% | +6.07% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.84% | -0.05% | -3.80% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | -0.05% | +0.57% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.81% | +0.28% | -5.85% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.70% | +0.39% | +47.38% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.64% | -0.02% | +0.50% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.64% | -0.07% | +5.70% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | — | +36.25% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.06% | +6.47% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | — | +3.20% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.18% | +0.79% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.16% | +3.50% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.03% | +1.61% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.12% | -13.24% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.03% | +9.52% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.05% | +3.00% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.48% | +0.15% | +199.72% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.47% | -0.06% | +0.23% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.20% | -1.34% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.14% | — | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.40% | -0.01% | -3.98% | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.40% | -0.03% | +80.18% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.13% | +1.51% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.05% | +23.90% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.35% | -0.03% | +0.01% | |
| 50 | LPTH | Lightpath Technologies Inc-a | Stock-Other | 0.34% | +0.27% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +2.65% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +3.58% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.4% | +0.77% | Add |
| 4 | VONG | Vanguard Russell 1000 Growth | +0.3% | +199.72% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +24.46% | Add |
| 6 | ARKW | Ark Next Generation Internet | +0.3% | -0.44% | Trim |
| 7 | AAPL | Apple Inc | +0.2% | +34.81% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +23.54% | Add |
| 9 | XLI | Ss Industrial Select Sector | +0.2% | +47.38% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +9.52% | Add |
| 11 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +15.30% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +21.66% | Add |
| 13 | XLV | Ss Health Care Select Sector | +0.2% | NEW | New buy |
| 14 | VONV | Vanguard Russell 1000 Value | +0.2% | +80.18% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.34% | Trim |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +85.46% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +6.47% | Add |
| 18 | XLF | Ss Financial Select Sector | +0.1% | +72.77% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.65% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +135.00% | Add |
| 21 | BLK | Blackrock Inc | +0.1% | +84.10% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.1% | -0.05% | Trim |
| 23 | LPTH | Lightpath Technologies Inc-a | +0.1% | — | Unchanged |
| 24 | ORCL | Oracle CORP | +0.1% | +1.03% | Add |
| 25 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 26 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | NEW | New buy |
| 27 | TSLA | Tesla Inc | +0.1% | +25.60% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | +6.07% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +28.87% | Add |
| 30 | GLDM | Spdr Gold Minishares Trust | +0.1% | +48.04% | Add |
| 31 | SGOV | Ishares 0-3 Month Treasury B | 0% | +18.55% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +36.25% | Add |
| 33 | NFLX | Netflix Inc | 0% | +8.05% | Add |
| 34 | IWB | Ishares Russell 1000 ETF | 0% | +7.46% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | +3.50% | Add |
| 36 | TTEK | Tetra Tech Inc | 0% | -0.04% | Trim |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | 0% | -2.80% | Trim |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | -2.61% | Trim |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | — | +5.70% | Add |
| 40 | GOOG | Alphabet Inc-cl C | — | +0.79% | Add |
| 41 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.57% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.09% | Add |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.42% | Add |
| 44 | ESGU | Ishares Esg Aware Msci USA | -0.1% | -2.48% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -15.70% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -13.24% | Trim |
| 47 | VOOV | Vanguard S&p 500 Value ETF | -0.3% | -8.08% | Trim |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.5% | +3.06% | Add |
| 49 | IWD | Ishares Russell 1000 Value E | -0.6% | -0.33% | Trim |
| 50 | VTV | Vanguard Value ETF | -1.2% | +0.24% | Add |
According to official SEC Form 13F filings, Relyea Zuckerberg Hanson LLC reported a total U.S. public equity portfolio value of $1.2B across 259 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IWF) accounted for 26.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLV
市值: $1.5M
Top Position Liquidated / Trimmed
IWF
前期市值: $43.7M
During Q2 2025, Relyea Zuckerberg Hanson LLC's top holdings by market value included VUG (12.6%)、VTV (9.5%)、IWF (6.0%). The largest single position, VUG, represented 12.6% of total portfolio value.
In Q2 2025, Relyea Zuckerberg Hanson LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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