Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Relyea Zuckerberg Hanson LLC (CIK 1793691) reported $994.6M across 275 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($107.7M, 10.83%), VTV ($91.0M, 9.15%), IWF ($49.7M, 5.00%), BIL ($46.3M, 4.66%), IWD ($44.1M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $107.7M | 10.83% | 246,527 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $91.0M | 9.15% | 463,695 | Added |
| 3 | IWF | ISHARES TR | $49.7M | 5.00% | 116,600 | Trimmed |
| 4 | BIL | SPDR SERIES TRUST | $46.3M | 4.66% | 505,482 | Added |
| 5 | IWD | ISHARES TR | $44.1M | 4.44% | 206,484 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $38.9M | 3.91% | 606,648 | Added |
| 7 | SGOV | ISHARES TR | $33.3M | 3.35% | 330,578 | Added |
| 8 | BOXA | EA SERIES TRUST | $23.4M | 2.35% | 446,173 | Trimmed |
| 9 | AAPL | APPLE INC | $20.6M | 2.07% | 81,130 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $20.5M | 2.06% | 117,385 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $19.3M | 1.95% | 29,749 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $19.3M | 1.94% | 52,233 | Trimmed |
| 13 | IDEV | ISHARES TR | $17.8M | 1.79% | 213,030 | Added |
| 14 | AVSCX | AMERICAN CENTY ETF TR | $17.5M | 1.75% | 371,216 | New |
| 15 | BOXA | EA SERIES TRUST | $16.6M | 1.67% | 339,700 | New |
| 16 | VTI | VANGUARD INDEX FDS | $12.8M | 1.29% | 39,947 | Added |
| 17 | VOOG | VANGUARD ADMIRAL FDS INC | $11.9M | 1.19% | 29,145 | Trimmed |
| 18 | ESGU | ISHARES TR | $11.1M | 1.12% | 78,418 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $10.4M | 1.05% | 17,484 | Added |
| 20 | QQQ | INVESCO QQQ TR | $10.5M | 1.05% | 18,120 | Added |
| 21 | VOOV | VANGUARD ADMIRAL FDS INC | $10.2M | 1.03% | 50,197 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $9.7M | 0.97% | 72,777 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $8.4M | 0.85% | 34,418 | Added |
| 24 | IEFA | ISHARES TR | $8.4M | 0.85% | 92,951 | Added |
| 25 | SPYG | SPDR SERIES TRUST | $8.3M | 0.83% | 84,816 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31