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Relyea Zuckerberg Hanson LLC - Portfolio Stock Holdings

Relyea Zuckerberg Hanson LLC disclosed 320 stock positions in a recent SEC 13F filing. $1,403,161,503 of stock holdings were filed, with the largest holdings including VUG, VUG, and VTV. This filing represented positions held on June 30, 2026, and was filed on July 16, 2026.

We estimate the fund has a total AUM of $2,448,559,106 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

320

Est. Stock Holding Value:

$1,403,161,503

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Relyea Zuckerberg Hanson LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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