Relyea Zuckerberg Hanson LLC
CIK 1793691
13F filing for Q2 2026・No. 2,286
- Holdings
- US$1.2B
- Quarter change
- +US$205.03M
- Entries
- 302
- Net bought (estimate)
- +US$77.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 12
- Cut 73
- Added 159
- Corporate actions 2
- Unchanged 32
Largest holdings
302 stocks worth US$1.2B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 1,495,364 | US$128.81M | 10.74% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 463,300 | US$100.97M | 8.42% |
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 4:1 | 462,126 | US$57.38M | 4.78% |
| ISHARES TRRUS 1000 VAL ETF | Added | 215,569 | US$52.26M | 4.36% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Added | 527,732 | US$48.36M | 4.03% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 662,188 | US$47.18M | 3.93% |
| AAPLAppleCOM | Added | 123,702 | US$35.79M | 2.98% |
| ISHARES TR0-3 MTH TREASURY | Added | 343,341 | US$34.56M | 2.88% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 36,007 | US$26.89M | 2.24% |
| EA SERIES TRUSTALPHA ARCHITECT | Unchanged | 446,173 | US$26.66M | 2.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.