Relyea Zuckerberg Hanson LLC
•CIK: 1793691•Filing: Q4 2025
**Relyea Zuckerberg Hanson LLC** manages $990M across a diversified portfolio of 262 positions. The fund exhibits a notable overweighting in U.S. equity market segments, evidenced by top holdings including VUG at $118.7M and VTV at $88.0M. Significant allocations are also directed toward sector-specific and broad international exposure, notably IWF ($55.8M) and VEA ($35.9M). The concentration in mega-cap technology names, such as MSFT ($27.1M) and AAPL ($26.0M), underscores a focus on established growth leaders.
Total AUM
$990.0M
QoQ Performance
+4.1%
Positions
198
Top 10 Concentration
50.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
IWF
VUG12.0%
VTV8.9%
IWF5.6%
IWD4.4%
BIL4.3%
VEA3.6%
AAUS3.3%
MSFT2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.8%
Technology12.0%
ETF3.5%
Financial3.1%
Healthcare2.5%
Consumer2.2%
Industrial0.6%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
+67 more exited positions
Changes from Q3 2025
NEW2 new positions
↑107 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023