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CIK: 0001793691
Total reported value
$1.2B
$1.2B
302 檔
32.1%
In Q2 2026, Relyea Zuckerberg Hanson LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 302 disclosed stock positions.
In Q2 2026, Relyea Zuckerberg Hanson LLC displayed an active expansion posture, initiating 38 new positions and adding to 99 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IWF) accounted for 32.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
XLV
市值: $2.2M
Top Position Liquidated / Trimmed
HON
前期市值: $852.0K
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.74% | +0.24% | +506.57% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.42% | -0.25% | -0.09% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.78% | -0.02% | +296.33% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.36% | -0.14% | +4.40% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.03% | +0.38% | +4.40% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.93% | +0.14% | +9.16% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.24% | +52.47% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.88% | -0.24% | +3.86% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.24% | -0.07% | +21.04% | |
| 10 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 2.22% | +0.01% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.06% | -2.81% | |
| 12 | AVTM | Avantis Total Equity ETF | ETF-Other | 1.68% | -0.01% | — | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.64% | +0.09% | +3.91% | |
| 14 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 1.61% | +0.04% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | +0.35% | -1.13% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.59% | +0.03% | +37.64% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.01% | +4.25% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.02% | +20.10% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | +0.02% | +496.73% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | -0.05% | +1.66% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.07% | +0.08% | +0.28% | |
| 22 | LPTH | Lightpath Technologies Inc-a | Stock-Other | 1.04% | -0.39% | — | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.02% | -0.16% | +36.40% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | -0.11% | +16.06% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | -0.16% | +19.91% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.94% | -0.13% | +25.18% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.91% | — | +25.15% | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | — | -0.55% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | — | -1.12% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.01% | +6.85% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.79% | — | +0.01% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | -0.01% | +13.51% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | +0.01% | +0.85% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.73% | +0.11% | -3.72% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.05% | +10.81% | |
| 36 | ARKW | Ark Next Generation Internet | ETF-Other | 0.67% | +0.05% | -0.15% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.64% | — | +3.56% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-Other | 0.63% | -0.07% | +180.26% | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.59% | — | -0.51% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.02% | -1.22% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | -0.05% | +3.91% | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.43% | +0.02% | -0.07% | |
| 43 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.42% | +0.01% | +0.75% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | -0.01% | +232.09% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | -0.13% | +0.12% | |
| 46 | FSLY | Fastly Inc - Class A | Stock-Tech | 0.39% | +0.16% | -0.96% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.03% | +4.39% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.03% | +16.62% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.37% | EXIT | |
| 50 | NYM | AB New York Inter Muni ETF | ETF-Other | 0.36% | -0.09% | +7.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +52.47% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.6% | +37.64% | Add |
| 3 | XLI | Ss Industrial Select Sector | +0.4% | +180.26% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +21.04% | Add |
| 5 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | +36.40% | Add |
| 6 | LPTH | Lightpath Technologies Inc-a | +0.3% | — | Unchanged |
| 7 | XLF | Ss Financial Select Sector | +0.3% | +232.09% | Add |
| 8 | INTC | Intel CORP | +0.2% | +11.25% | Add |
| 9 | XLV | Ss Health Care Select Sector | +0.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +19.91% | Add |
| 11 | AMAT | Applied Materials Inc | +0.2% | +0.12% | Add |
| 12 | MU | Micron Technology Inc | +0.2% | +8.23% | Add |
| 13 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +236.39% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +16.06% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.2% | +20.10% | Add |
| 16 | VONG | Vanguard Russell 1000 Growth | +0.2% | +25.15% | Add |
| 17 | MDY | State Street Spdr S&p Midcap | +0.1% | NEW | New buy |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | +25.18% | Add |
| 19 | STX | Seagate Technology Holdings plc | +0.1% | +141.02% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | +2.80% | Add |
| 21 | DVY | Ishares Select Dividend ETF | +0.1% | NEW | New buy |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.66% | Add |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +63.46% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +2.04% | Add |
| 27 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 28 | AMZN | Amazon.com Inc | +0.1% | +13.51% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | +7.10% | Add |
| 30 | LRCX | Lam Research CORP | +0.1% | +2.30% | Add |
| 31 | ✓ | +0.1% | NEW | New buy | |
| 32 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | NEW | New buy |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | New buy |
| 35 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | 0% | +10.47% | Add |
| 37 | CAT | Caterpillar Inc | 0% | +2.37% | Add |
| 38 | GLW | Corning Inc | 0% | -8.70% | Trim |
| 39 | KLAC | Kla CORP | 0% | +976.83% | Add |
| 40 | ABNB | Airbnb Inc-class A | 0% | NEW | New buy |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | +75.99% | Add |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | 0% | NEW | New buy |
| 43 | AVGO | Broadcom Inc | 0% | +3.91% | Add |
| 44 | PANW | Palo Alto Networks Inc | 0% | +38.80% | Add |
| 45 | FLEX | Flex Ltd. | 0% | NEW | New buy |
| 46 | ✓ | 0% | NEW | New buy | |
| 47 | ✓ | 0% | NEW | New buy | |
| 48 | CDE | Coeur Mining Inc | 0% | NEW | New buy |
| 49 | WDC | Western Digital CORP | 0% | -6.78% | Trim |
| 50 | SCHB | Schwab US Broad Market ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, Relyea Zuckerberg Hanson LLC reported a total U.S. public equity portfolio value of $1.2B across 302 disclosed positions in Q2 2026.
During Q2 2026, Relyea Zuckerberg Hanson LLC's top holdings by market value included VUG (10.7%)、VTV (8.4%)、IWF (4.8%). The largest single position, VUG, represented 10.7% of total portfolio value.
In Q2 2026, Relyea Zuckerberg Hanson LLC made 187 total portfolio adjustments, initiating 38 new buys, adding to 99 positions, trimming 38 holdings, and fully liquidating 12 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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