§ 13F · FUND PROFILE
Relyea Zuckerberg Hanson LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $951M (13F)Positions · 270Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 247K | $108M | 10.8% | +1% |
| 2 | VTV | VANGUARD INDEX FDS | 464K | $91M | 9.1% | +1% |
| 3 | IWF | ISHARES TR | 117K | $50M | 5.0% | −1% |
| 4 | BIL | SPDR SERIES TRUST | 505K | $46M | 4.7% | +9% |
| 5 | IWD | ISHARES TR | 206K | $44M | 4.4% | −1% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 607K | $39M | 3.9% | +6% |
| 7 | SGOV | ISHARES TR | 331K | $33M | 3.3% | +99% |
| 8 | AAUS | EA SERIES TRUST | 446K | $23M | 2.3% | −26% |
| 9 | AAPL | APPLE INC | 81K | $21M | 2.1% | −15% |
| 10 | NVDA | NVIDIA CORPORATION | 117K | $20M | 2.1% | −5% |
§ 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 $951 million in assets. The fund runs a broad portfolio of 270 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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