Relyea Zuckerberg Hanson LLC Portfolio Holdings
Relyea Zuckerberg Hanson LLC
- $941 Million
- Q4 2025
Relyea Zuckerberg Hanson LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $941 Million distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $118M, Vanguard Value ETF with a value of $86.2M, Ishares Russell 1000 Gr ETF with a value of $55.5M, Ishares Russell 1000 Val ETF with a value of $42.6M, and Spdr Bloomberg 1 3 Month T Bil with a value of $42.4M.
Examining the 13F form we can see an increase of $29.5M in the current position value, from $912M to 941M.
Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$941 Million
ETFs: $676 Million
Technology: $112 Million
Financial Services: $36 Million
Healthcare: $29.4 Million
Communication Services: $23.5 Million
Industrials: $22 Million
Consumer Cyclical: $18.8 Million
Consumer Defensive: $13.3 Million
Other: $10.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 262
- Current Value $941 Million
- Prior Value $912 Million
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 7 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks