§ 13F · FUND PROFILE
Relyea Zuckerberg Hanson LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $853.3T (13F)Positions · 259Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 243K | $118.7T | 12.0% | ±0% |
| 2 | VTV | VANGUARD INDEX FDS | 461K | $88.0T | 8.9% | +1% |
| 3 | IWF | ISHARES TR | 118K | $55.8T | 5.6% | −1% |
| 4 | IWD | ISHARES TR | 208K | $43.7T | 4.4% | ±0% |
| 5 | BIL | SPDR SERIES TRUST | 462K | $42.2T | 4.3% | +11% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 574K | $35.9T | 3.6% | +15% |
| 7 | AAUS | EA SERIES TRUST | 601K | $33.1T | 3.3% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 56K | $27.1T | 2.7% | ±0% |
| 9 | AAPL | APPLE INC | 96K | $26.0T | 2.6% | −3% |
| 10 | NVDA | NVIDIA CORPORATION | 124K | $23.1T | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RELYEA SIGNAL
AC read
Relyea Zuckerberg Hanson LLC is a Other fund managing $853275.1 trillion in assets. The fund runs a broad portfolio of 259 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed