Relyea Zuckerberg Hanson LLC

Q3 2025 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    270

  • Value ($000)

    $951,225

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0001793691
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$117.07M
12 %

244,092

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$85.06M
9 %

456,131

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$55.77M
6 %

119,053

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$42.33M
5 %

207,936

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$38.39M
4 %

418,366

---

EA SERIES TRUST

ALPHA ARCHITECT
$32.55M
3 %

602,937

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$29.98M
3 %

500,335

MSFT
MSFT

MICROSOFT CORP

COM
$29.15M
3 %

56,284

AAPL
AAPL

APPLE INC

COM
$25.07M
3 %

98,474

NVDA
NVDA

NVIDIA CORPORATION

COM
$23.44M
3 %

125,605

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