Relyea Zuckerberg Hanson LLC holds a focused book of 302 stocks worth $1.2B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened SS Health Care Select Sector and trimmed Vanguard Value ETF. Their largest long position is Vanguard Growth ETF at 11% of the equity book.
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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.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 302 | $1.2B | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 276 | $994.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 262 | $990.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 270 | $951.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 259 | $853.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 252 | $742.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 254 | $743.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Oct 31, 2024 | 235 | $596.2M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.