Relyea Zuckerberg Hanson LLC holds a focused book of 302 reported positions worth $1.2B as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened SS Health Care Select Sector and trimmed Vanguard Value ETF. Their largest long position is Vanguard Growth ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +37% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Relyea Zuckerberg Hanson LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Relyea Zuckerberg Hanson LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 29 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Marest Capital, LLC | 15 / 80 | $179.9M |
| Ebert Capital Management Inc. | 17 / 80 | $93.1M |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| Emerald Advisors, LLC | 34 / 80 | $684.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Relyea Zuckerberg Hanson LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $128.8M | 1.50M | 10.7% | ▲+507% Added · +1.2M sh | |
| 2 | Vanguard Index FDS VALUE ETF | $101.0M | 463.3K | 8.4% | ▼−0.1% Reduced · −395 sh | |
| 3 | Ishares TR RUS 1000 GRW ETF | $57.4M | 462.1K | 4.8% | ▲+296% Added · +346K sh | |
| 4 | Ishares TR RUS 1000 VAL ETF | $52.3M | 215.6K | 4.4% | ▲+4.4% Added · +9K sh | |
| 5 | SPDR Series Trust ST STR BLO 1 ETF | $48.4M | 527.7K | 4.0% | ▲+4.4% Added · +22K sh | |
| 6 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $47.2M | 662.2K | 3.9% | ▲+9.2% Added · +56K sh | |
| 7 | Apple Inc COM | $35.8M | 123.7K | 3.0% | ▲+52% Added · +43K sh | |
| 8 | Ishares TR 0-3 MTH TREASURY | $34.6M | 343.3K | 2.9% | ▲+3.9% Added · +13K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $26.9M | 36.0K | 2.2% | ▲+21% Added · +6K sh | |
| 10 | Ea Series Trust ALPHA ARCHITECT | $26.7M | 446.2K | 2.2% | —Held | |
| 11 | Nvidia Corporation COM | $22.8M | 114.1K | 1.9% | ▼−2.8% Reduced · −3K sh | |
| 12 | American Centy ETF TR AVAN TOTA EQ ETF | $20.2M | 371.2K | 1.7% | —Held | |
| 13 | Ishares TR CORE MSCI INTL | $19.7M | 221.4K | 1.6% | ▲+3.9% Added · +8K sh | |
| 14 | Ea Series Trust ALPHA ARCHITECT | $19.3M | 339.7K | 1.6% | —Held | |
| 15 | Microsoft Corp COM | $19.3M | 51.6K | 1.6% | ▼−1.1% Reduced · −588 sh | |
| 16 | Select Sector SPDR TR ST STR TECHN ETF | $19.1M | 100.2K | 1.6% | ▲+38% Added · +27K sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $15.4M | 41.6K | 1.3% | ▲+4.2% Added · +2K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $14.4M | 21.0K | 1.2% | ▲+20% Added · +4K sh | |
| 19 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $14.4M | 173.9K | 1.2% | ▲+497% Added · +145K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $13.6M | 18.4K | 1.1% | ▲+1.7% Added · +301 sh | |
| 21 | Ishares TR ESG AWR MSCI USA | $12.9M | 78.6K | 1.1% | ▲+0.3% Added · +216 sh | |
| 22 | Lightpath Technologies Inc COM CL A | $12.5M | 765.6K | 1.0% | —Held | |
| 23 | Vanguard Index FDS SML CP GRW ETF | $12.2M | 33.4K | 1.0% | ▲+36% Added · +9K sh | |
| 24 | Alphabet Inc CAP STK CL A | $11.9M | 33.2K | 1.0% | ▲+16% Added · +5K sh | |
| 25 | Alphabet Inc CAP STK CL C | $11.6M | 32.9K | 1.0% | ▲+20% Added · +5K sh | |
| 26 | Vanguard Index FDS SM CP VAL ETF | $11.2M | 46.3K | 0.9% | ▲+25% Added · +9K sh | |
| 27 | Vanguard Scottsdale FDS VNG RUS1000GRW | $11.0M | 85.8K | 0.9% | ▲+25% Added · +17K sh | |
| 28 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $10.9M | 49.9K | 0.9% | ▼−0.6% Reduced · −278 sh | |
| 29 | SPDR Series Trust ST STR P500GRW | $10.0M | 83.9K | 0.8% | ▼−1.1% Reduced · −954 sh | |
| 30 | Ishares TR CORE MSCI EAFE | $9.6M | 99.3K | 0.8% | ▲+6.8% Added · +6K sh | |
| 31 | Ishares TR RUS 1000 ETF | $9.4M | 23.0K | 0.8% | ▲~0% Added · +3 sh | |
| 32 | Amazon Com Inc COM | $9.0M | 37.8K | 0.8% | ▲+14% Added · +4K sh | |
| 33 | Johnson & Johnson COM | $8.8M | 34.7K | 0.7% | ▲+0.8% Added · +293 sh | |
| 34 | Vanguard World FD ESG US STK ETF | $8.8M | 66.6K | 0.7% | ▼−3.7% Reduced · −3K sh | |
| 35 | JPMorgan Chase & Co COM | $8.6M | 26.3K | 0.7% | ▲+11% Added · +3K sh | |
| 36 | Ark ETF TR NEXT GNRTN INTER | $8.0M | 55.4K | 0.7% | ▼−0.1% Reduced · −82 sh | |
| 37 | American Centy ETF TR US SML CP VALU | $7.7M | 61.5K | 0.6% | ▲+3.6% Added · +2K sh | |
| 38 | Select Sector SPDR TR ST STR INDL ETF | $7.5M | 40.5K | 0.6% | ▲+180% Added · +26K sh | |
| 39 | Ishares TR ESG AW MSCI EAFE | $7.0M | 68.5K | 0.6% | ▼−0.5% Reduced · −350 sh | |
| 40 | Abbvie Inc COM | $6.9M | 27.5K | 0.6% | ▼−1.2% Reduced · −339 sh | |
| 41 | Broadcom Inc COM | $5.7M | 15.1K | 0.5% | ▲+3.9% Added · +568 sh | |
| 42 | Vanguard Scottsdale FDS VNG RUS1000VAL | $5.1M | 48.4K | 0.4% | ▼−0.1% Reduced · −33 sh | |
| 43 | World Gold TR SPDR GLD MINIS | $5.1M | 63.9K | 0.4% | ▲+0.8% Added · +478 sh | |
| 44 | Select Sector SPDR TR ST STR FINL ETF | $4.9M | 91.6K | 0.4% | ▲+232% Added · +64K sh | |
| 45 | Applied Matls Inc COM | $4.9M | 6.7K | 0.4% | ▲+0.1% Added · +8 sh | |
| 46 | Fastly Inc CL A | $4.7M | 257.3K | 0.4% | ▼−1.0% Reduced · −3K sh | |
| 47 | Visa Inc COM CL A | $4.6M | 13.5K | 0.4% | ▲+4.4% Added · +569 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $4.5M | 8.9K | 0.4% | ▲+17% Added · +1K sh | |
| 49 | Exxon Mobil Corp COM | $4.5M | 32.6K | 0.4% | ▼−2.0% Reduced · −672 sh | |
| 50 | AB Active Etfs Inc NEW YO INTER ETF | $4.4M | 173.8K | 0.4% | ▲+7.3% Added · +12K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1793691/holdings"
Use Arkolith to show Relyea Zuckerberg Hanson LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 302 | $1.2B | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 276 | $994.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 262 | $990.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 270 | $951.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 259 | $853.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 252 | $742.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 254 | $743.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Oct 31, 2024 | 123d | 235 | $596.2M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.