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Relyea Zuckerberg Hanson LLC

Q2 2026 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    302

  • Value ($000)

    $1,199,615

  • Date Filed
    07/16/2026
  • Form type
    restatement
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$128.81M
11 %

1,495,364

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$100.97M
8 %

463,300

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$57.38M
5 %

462,126

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$52.26M
4 %

215,569

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$48.36M
4 %

527,732

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$47.18M
4 %

662,188

A
AAPL

APPLE INC

COM
037833100
$35.79M
3 %

123,702

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$34.56M
3 %

343,341

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$26.89M
2 %

36,007

---

EA SERIES TRUST

ALPHA ARCHITECT
02072Q853
$26.66M
2 %

446,173

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