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
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$117.07M
12 %

244,092

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$85.06M
9 %

456,131

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$55.77M
6 %

119,053

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$42.33M
5 %

207,936

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$38.39M
4 %

418,366

---

EA SERIES TRUST

ALPHA ARCHITECT
02072Q853
$32.55M
3 %

602,937

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$29.98M
3 %

500,335

M
MSFT

MICROSOFT CORP

COM
594918104
$29.15M
3 %

56,284

A
AAPL

APPLE INC

COM
037833100
$25.07M
3 %

98,474

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.44M
3 %

125,605

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