ETF Holders

Relyea Zuckerberg Hanson LLC ETF holdings

Stamford, CT

Reported $888.7M in 111 ETFs in its Form 13F for June 30, 2026.

ETF value
$888.7M
ETFs held
111
Change from prior quarter
+19.5%
With price moves
ETFs as a share of its 13F
74.1%
of $1.2B

Top 10 of 111 ETF holdings

TickerFundValueSharesChange
VUGVanguard Morningstar Growth ETF$128.8M1,495,364+1,248,837 shares
VTVVanguard Morningstar Value ETF$101.0M463,300−395 shares
IWFiShares Russell 1000 Growth ETF$57.4M462,126+345,526 shares
IWDiShares Russell 1000 Value ETF$52.3M215,569+9,085 shares
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF$48.4M527,732+22,250 shares
VEAVanguard FTSE Developed Markets ETF$47.2M662,188+55,540 shares
SGOViShares 0-3 Month Treasury Bond ETF$34.6M343,341+12,763 shares
SPYState Street SPDR S&P 500 ETF Trust$26.9M36,007+6,258 shares
AAUSAlpha Architect US Equity ETF$26.7M446,173No change
AVTMAvantis Total Equity Markets ETF$20.2M371,216No change
101 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001793691. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Relyea Zuckerberg Hanson LLC own?

Relyea Zuckerberg Hanson LLC reported 111 ETF positions worth $888.7M in its Form 13F for June 30, 2026. The largest was VUG, at $128.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.