Institutional Fund
Relyea Zuckerberg Hanson LLC
Stamford, CTCIK 17936915 filings on record
Portfolio Value
$994.59M
Q1 2026
Holdings
276
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+0.5%
from $990.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.8%
- Vanguard Index Fds9.1%
- Ishares Tr5.0%
- Spdr Series Trust4.7%
- Ishares Tr4.4%
- Vanguard Tax-Managed Fds3.9%
- Other62.0%
Portfolio Holdings
276 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 246.5K | $107.68M | 10.8% | +3.2K | Added |
| 2 | Vanguard Index Fds | 463.7K | $90.98M | 9.1% | +2.9K | Added |
| 3 | Ishares Tr | 116.6K | $49.72M | 5.0% | −1.3K | Reduced |
| 4 | Spdr Series Trust | 505.5K | $46.32M | 4.7% | +43.1K | Added |
| 5 | Ishares Tr | 206.5K | $44.12M | 4.4% | −1.4K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 606.6K | $38.87M | 3.9% | +32.3K | Added |
| 7 | Ishares Tr | 330.6K | $33.28M | 3.3% | +164.5K | Added |
| 8 | Ea Series Trust | 446.2K | $23.37M | 2.3% | −154.9K | Reduced |
| 9 | Apple Inc | 81.1K | $20.59M | 2.1% | −14.5K | Reduced |
| 10 | Nvidia Corporation | 117.4K | $20.47M | 2.1% | −6.6K | Reduced |
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