Relyea Zuckerberg Hanson LLC

Q4 2025 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    262

  • Value ($000)

    $989,996

  • Date Filed
    01/20/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
$118.71 M
12 %

243,326

V
VTV

VANGUARD INDEX FDS

VALUE ETF
$88.01 M
9 %

460,805

I
IWF

ISHARES TR

RUS 1000 GRW ETF
$55.80 M
6 %

117,900

I
IWD

ISHARES TR

RUS 1000 VAL ETF
$43.72 M
4 %

207,859

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$42.25 M
4 %

462,338

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$35.88 M
4 %

574,332

---

EA SERIES TRUST

ALPHA ARCHITECT
$33.12 M
3 %

601,072

M
MSFT

MICROSOFT CORP

COM
$27.14 M
3 %

56,123

A
AAPL

APPLE INC

COM
$26.00 M
3 %

95,637

N
NVDA

NVIDIA CORPORATION

COM
$23.12 M
2 %

123,954

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