StockDriftsStockDriftsTop 50 Relyea Zuckerberg Hanson LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 10.74% | 1.50M | $128.8M | +1.10%(+16.20K) | $42.83(+108.23%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.42% | 463.3K | $101.0M | -0.09%(-395) | $135.17(+68.31%) | 2026-06-30 | |
| IWF | ISHARES TR | 4.78% | 462.1K | $57.4M | -0.92%(-4.27K) | $60.95(+102.46%) | 2026-06-30 | |
| IWD | ISHARES TR | 4.36% | 215.6K | $52.3M | +4.40%(+9.09K) | $150.65(+70.81%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 4.03% | 527.7K | $48.4M | +4.40%(+22.25K) | $91.59(-0.05%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.93% | 662.2K | $47.2M | +9.16%(+55.54K) | $49.96(+48.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.98% | 123.7K | $35.8M | +52.47%(+42.57K) | $194.04(+57.38%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.88% | 343.3K | $34.6M | +3.86%(+12.76K) | $100.56(+0.01%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.24% | 36.0K | $26.9M | +21.04%(+6.26K) | $460.83(+68.25%) | 2026-06-30 | |
| AAUS | EA SERIES TRUST | 2.22% | 446.2K | $26.7M | +0.00%(+0) | $53.93(+15.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.00% | +60.15% | +6.96% | +39.99% |
| Top 20 Holdings Unweighted | +17.30% | +61.38% | +7.20% | +41.56% |
Relyea Zuckerberg Hanson LLC reports $1.21B in US-listed equity holdings across 302 positions in its most recent 13F filing. Its largest disclosed positions are VUG (10.7%), VTV (8.4%) and IWF (4.8%). The top 20 holdings account for 60.88% of reported assets. Its disclosed equity book has returned +60.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Relyea Zuckerberg Hanson LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Relyea Zuckerberg Hanson LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1793691). View Relyea Zuckerberg Hanson LLC’s 13F filings on SEC