Relyea Zuckerberg Hanson LLC

hedge fundUpdated 16 days ago

Managed by Relyea Zuckerberg Hanson Llc • Latest filing Q3 2026

Portfolio value

$1.2B

Q3 2026

Filings

4

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

30.5%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

Period	Portfolio value
Q4 2025	$990M
Q1 2026	$994.6M
Q2 2026	$1.2B
Q3 2026	$1.2B

Top holdings

296 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	V VGES History → VANGUARD INDEX FDS	$132.7M	1.47M	10.98%	Trimmed(-1.5%)
2	V VGES History → VANGUARD INDEX FDS	$98.7M	456.9K	8.17%	Trimmed(-1.4%)
3	E ETHA History → ISHARES TR	$57.5M	459.2K	4.76%	Trimmed(-0.6%)
4	S STT-PG History → SPDR SERIES TRUST	$53.3M	581.1K	4.41%	Added(+10.1%)
5	E ETHA History → ISHARES TR	$51M	205.8K	4.22%	Trimmed(-4.5%)
6	V VGES History → VANGUARD TAX-MANAGED FDS	$49.2M	697.0K	4.07%	Added(+5.3%)
7	A AAPL History → APPLE INC	$38.9M	116.7K	3.22%	Trimmed(-5.7%)
8	E ETHA History → ISHARES TR	$32M	317.4K	2.64%	Trimmed(-7.5%)
9	? N/A EA SERIES TRUST	$27M	437.5K	2.23%	Trimmed(-1.9%)
10	S SPY History → STATE STR SPDR S&P 500 ETF T	$26.2M	34.4K	2.17%	Trimmed(-4.5%)
11	N NVDA History → NVIDIA CORPORATION	$23.7M	104.0K	1.96%	Trimmed(-8.9%)
12	M MSFT History → MICROSOFT CORP	$23.7M	46.2K	1.96%	Trimmed(-10.6%)
13	E ETHA History → ISHARES TR	$20.9M	233.1K	1.73%	Added(+5.3%)
14	? N/A AMERICAN CENTY ETF TR	$20.2M	369.7K	1.67%	Trimmed(-0.4%)
15	? N/A EA SERIES TRUST	$19.9M	338.3K	1.65%	Trimmed(-0.4%)
16	S STT-PG History → SELECT SECTOR SPDR TR	$19.6M	100.2K	1.62%	Added(0.0%)
17	V VGES History → VANGUARD INDEX FDS	$15.6M	41.7K	1.29%	Added(+0.1%)
18	V VGES History → VANGUARD ADMIRAL FDS INC	$14.8M	173.0K	1.22%	Trimmed(-0.5%)
19	V VGES History → VANGUARD INDEX FDS	$14.8M	21.1K	1.22%	Added(+0.4%)
20	E ETHA History → ISHARES TR	$13.9M	83.3K	1.15%	Added(+5.9%)

V

1.VGES History →

VANGUARD INDEX FDS

-1.5%

Value

$132.7M

Shares

1.47M

% Port

10.98%

V

2.VGES History →

VANGUARD INDEX FDS

-1.4%

Value

$98.7M

Shares

456.9K

% Port

8.17%

E

3.ETHA History →

ISHARES TR

-0.6%

Value

$57.5M

Shares

459.2K

% Port

4.76%

S

4.STT-PG History →

SPDR SERIES TRUST

+10.1%

Value

$53.3M

Shares

581.1K

% Port

4.41%

E

5.ETHA History →

ISHARES TR

-4.5%

Value

$51M

Shares

205.8K

% Port

4.22%

V

6.VGES History →

VANGUARD TAX-MANAGED FDS

+5.3%

Value

$49.2M

Shares

697.0K

% Port

4.07%

A

7.AAPL History →

APPLE INC

-5.7%

Value

$38.9M

Shares

116.7K

% Port

3.22%

E

8.ETHA History →

ISHARES TR

-7.5%

Value

$32M

Shares

317.4K

% Port

2.64%

?

9.N/A

EA SERIES TRUST

-1.9%

Value

$27M

Shares

437.5K

% Port

2.23%

S

10.SPY History →

STATE STR SPDR S&P 500 ETF T

-4.5%

Value

$26.2M

Shares

34.4K

% Port

2.17%

N

11.NVDA History →

NVIDIA CORPORATION

-8.9%

Value

$23.7M

Shares

104.0K

% Port

1.96%

M

12.MSFT History →

MICROSOFT CORP

-10.6%

Value

$23.7M

Shares

46.2K

% Port

1.96%

E

13.ETHA History →

ISHARES TR

+5.3%

Value

$20.9M

Shares

233.1K

% Port

1.73%

?

14.N/A

AMERICAN CENTY ETF TR

-0.4%

Value

$20.2M

Shares

369.7K

% Port

1.67%

?

15.N/A

EA SERIES TRUST

-0.4%

Value

$19.9M

Shares

338.3K

% Port

1.65%

S

16.STT-PG History →

SELECT SECTOR SPDR TR

0.0%

Value

$19.6M

Shares

100.2K

% Port

1.62%

V

17.VGES History →

VANGUARD INDEX FDS

+0.1%

Value

$15.6M

Shares

41.7K

% Port

1.29%

V

18.VGES History →

VANGUARD ADMIRAL FDS INC

-0.5%

Value

$14.8M

Shares

173.0K

% Port

1.22%

V

19.VGES History →

VANGUARD INDEX FDS

+0.4%

Value

$14.8M

Shares

21.1K

% Port

1.22%

E

20.ETHA History →

ISHARES TR

+5.9%

Value

$13.9M

Shares

83.3K

% Port

1.15%

View full portfolio (296 holdings) →

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