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
VUG

VANGUARD INDEX FDS

GROWTH ETF
$118.71M
12 %

243,326

VTV

VANGUARD INDEX FDS

VALUE ETF
$88.01M
9 %

460,805

IWF

ISHARES TR

RUS 1000 GRW ETF
$55.8M
6 %

117,900

IWD

ISHARES TR

RUS 1000 VAL ETF
$43.72M
4 %

207,859

KRE

SPDR SERIES TRUST

STATE STREET SPD
$42.25M
4 %

462,338

VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$35.88M
4 %

574,332

---

EA SERIES TRUST

ALPHA ARCHITECT
$33.12M
3 %

601,072

MSFT

MICROSOFT CORP

COM
$27.14M
3 %

56,123

AAPL

APPLE INC

COM
$26M
3 %

95,637

NVDA

NVIDIA CORPORATION

COM
$23.12M
2 %

123,954

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