Relyea Zuckerberg Hanson LLC

Est. AUM

$994.2M

13F long equity, this entity only

Positions

275

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$107.7M	246527	10.83%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$91.0M	463695	9.15%	SOLE
3	ISHARES TR	RUS 1000 GRW ETF	$49.7M	116600	5.00%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$46.3M	505482	4.66%	SOLE
5	ISHARES TR	RUS 1000 VAL ETF	$44.1M	206484	4.44%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38.9M	606648	3.91%	SOLE
7	ISHARES TR	0-3 MNTH TREASRY	$33.3M	330578	3.35%	SOLE
8	EA SERIES TRUST	ALPHA ARCHITECT	$23.4M	446173	2.35%	SOLE
9	APPLE INC	COM	$20.6M	81130	2.07%	SOLE
10	NVIDIA CORPORATION	COM	$20.5M	117385	2.06%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.3M	29749	1.95%	SOLE
12	MICROSOFT CORP	COM	$19.3M	52233	1.94%	SOLE
13	ISHARES TR	CORE MSCI INTL	$17.8M	213030	1.79%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS TOTAL EQ	$17.5M	371216	1.76%	SOLE
15	EA SERIES TRUST	ALPHA ARCHITECT	$16.6M	339700	1.67%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$12.8M	39947	1.29%	SOLE
17	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$11.9M	29145	1.20%	SOLE
18	ISHARES TR	ESG AWR MSCI USA	$11.1M	78418	1.12%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$10.5M	18120	1.05%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.4M	17484	1.05%	SOLE
21	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$10.2M	50197	1.03%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.7M	72777	0.97%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$8.4M	92951	0.85%	SOLE
24	JOHNSON & JOHNSON	COM	$8.4M	34418	0.85%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$8.3M	84816	0.84%	SOLE
26	ALPHABET INC	CAP STK CL A	$8.2M	28619	0.83%	SOLE
27	ISHARES TR	RUS 1000 ETF	$8.2M	23032	0.83%	SOLE
28	VANGUARD INDEX FDS	SM CP VAL ETF	$8.0M	36948	0.81%	SOLE
29	ALPHABET INC	CAP STK CL C	$7.9M	27427	0.79%	SOLE
30	VANGUARD WORLD FD	ESG US STK ETF	$7.8M	69148	0.78%	SOLE
31	LIGHTPATH TECHNOLOGIES INC	COM CL A	$7.7M	765605	0.77%	SOLE
32	FASTLY INC	CL A	$7.6M	259838	0.76%	SOLE
33	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$7.5M	68575	0.76%	SOLE
34	VANGUARD INDEX FDS	SML CP GRW ETF	$7.4M	24464	0.74%	SOLE
35	JPMORGAN CHASE & CO	COM	$7.0M	23699	0.70%	SOLE
36	AMAZON COM INC	COM	$6.9M	33308	0.70%	SOLE
37	ARK ETF TR	NEXT GNRTN INTER	$6.7M	55476	0.67%	SOLE
38	ISHARES TR	ESG AW MSCI EAFE	$6.6M	68826	0.66%	SOLE
39	AMERICAN CENTY ETF TR	US SML CP VALU	$6.6M	59425	0.66%	SOLE
40	ABBVIE INC	COM	$6.1M	27837	0.61%	SOLE
41	WORLD GOLD TR	SPDR GLD MINIS	$5.9M	63400	0.59%	SOLE
42	EXXON MOBIL CORP	COM	$5.7M	33319	0.57%	SOLE
43	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$5.4M	108095	0.54%	SOLE
44	SPDR GOLD TR	GOLD SHS	$5.0M	11669	0.51%	SOLE
45	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$4.5M	48456	0.46%	SOLE
46	BROADCOM INC	COM	$4.5M	14518	0.45%	SOLE
47	AB ACTIVE ETFS INC	NEW YORK INTERME	$4.0M	162010	0.41%	SOLE
48	META PLATFORMS INC	CL A	$4.0M	6978	0.40%	SOLE
49	VISA INC	COM CL A	$3.9M	12956	0.39%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	7661	0.37%	SOLE

1–50 of 275

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.