EdgeMarket › What Relyea Zuckerberg Hanson Llc reported owning
What Relyea Zuckerberg Hanson Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
994.6MPositions
276Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VUG Vanguard Morningstar Growth ETF | 107.7M | 10.8% | 246.5K | 87.50 | +15.9% |
| VTV Vanguard Morningstar Value ETF | 91.0M | 9.1% | 463.7K | 226.40 | +24.6% |
| IWF iShares Russell 1000 Growth Fund | 49.7M | 5.0% | 116.6K | 122.39 | +11.2% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 46.3M | 4.7% | 505.5K | 91.60 | -0.1% |
| IWD iShares Russell 1000 Value ETF | 44.1M | 4.4% | 206.5K | 257.29 | +29.2% |
| VEA Vanguard FTSE Developed Markets ETF | 38.9M | 3.9% | 606.6K | 73.42 | +24.7% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 33.3M | 3.3% | 330.6K | 100.63 | +0.0% |
| AAUS Alpha Architect US Equity ETF | 23.4M | 2.3% | 446.2K | 61.38 | +20.1% |
| AAPL Apple Inc. | 20.6M | 2.1% | 81.1K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 20.5M | 2.1% | 117.4K | 214.72 | +22.4% |
| SPY SPDR S&P 500 ETF TRUST | 19.3M | 1.9% | 29.7K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 19.3M | 1.9% | 52.2K | 483.24 | -4.4% |
| IDEV iShares Core MSCI International Developed Mark | 17.8M | 1.8% | 213.0K | 93.31 | +18.6% |
| AVTM Avantis Total Equity Markets ETF | 17.5M | 1.8% | 371.2K | 55.59 | — |
| AAUA Alpha Architect US Equity 3 ETF | 16.6M | 1.7% | 339.7K | 58.51 | — |
| VTI Vanguard Morningstar Total Stock Market ETF | 12.8M | 1.3% | 39.9K | 378.24 | +20.5% |
| VOOG Vanguard S&P 500 Growth ETF | 11.9M | 1.2% | 29.1K | 83.46 | +22.2% |
| ESGU iShares ESG Aware MSCI USA ETF | 11.1M | 1.1% | 78.4K | 167.74 | +20.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 10.5M | 1.1% | 18.1K | 713.44 | +26.1% |
| VOO Vanguard S&P 500 ETF | 10.4M | 1.1% | 17.5K | 703.71 | +20.0% |
| VOOV Vanguard S&P 500 Value ETF | 10.2M | 1.0% | 50.2K | 229.03 | +17.6% |
| XLK State Street Technology Select Sector SPDR ETF | 9.7M | 1.0% | 72.8K | 183.31 | +41.1% |
| IEFA iShares Core MSCI EAFE ETF | 8.4M | 0.8% | 93.0K | 100.85 | +16.8% |
| JNJ JOHNSON & JOHNSON | 8.4M | 0.8% | 34.4K | 270.24 | +51.1% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 8.3M | 0.8% | 84.8K | 120.21 | +22.2% |
| GOOGL Alphabet Inc. | 8.2M | 0.8% | 28.6K | 344.82 | +73.0% |
| IWB iShares Russell 1000 ETF | 8.2M | 0.8% | 23.0K | 419.69 | +19.8% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 8.0M | 0.8% | 36.9K | 249.18 | +22.7% |
| GOOG Alphabet Inc. | 7.9M | 0.8% | 27.4K | 341.75 | +70.7% |
| ESGV Vanguard ESG U.S. Stock ETF | 7.8M | 0.8% | 69.1K | 135.75 | +20.1% |
| LPTH LIGHTPATH TECHNOLOGIES INC | 7.7M | 0.8% | 765.6K | 14.42 | +322.9% |
| FSLY Fastly, Inc. | 7.6M | 0.8% | 259.8K | 24.95 | +246.5% |
| VONG Vanguard Russell 1000 Growth ETF | 7.5M | 0.8% | 68.6K | 125.99 | +11.3% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 7.4M | 0.7% | 24.5K | 358.65 | +26.5% |
| JPM JPMORGAN CHASE & CO | 7.0M | 0.7% | 23.7K | 351.58 | +20.3% |
| AMZN AMAZON COM INC | 6.9M | 0.7% | 33.3K | 258.63 | +15.6% |
| ARKW ARK Next Generation Internet ETF | 6.7M | 0.7% | 55.5K | 155.49 | +1.2% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 6.6M | 0.7% | 68.8K | 107.31 | +17.0% |
| AVUV Avantis U.S. Small Cap Value ETF | 6.6M | 0.7% | 59.4K | 126.45 | +33.2% |
| ABBV AbbVie Inc. | 6.1M | 0.6% | 27.8K | 264.96 | +26.7% |
| GLDM World Gold Trust | 5.9M | 0.6% | 63.4K | 91.32 | +37.7% |
| XOM ExxonMobil Holdings Corp | 5.7M | 0.6% | 33.3K | 165.11 | +52.1% |
| VUSB Vanguard Ultra-Short Bond ETF | 5.4M | 0.5% | 108.1K | 49.75 | -0.2% |
| GLD SPDR GOLD TRUST | 5.0M | 0.5% | 11.7K | 423.36 | +37.3% |
| VONV Vanguard Russell 1000 Value ETF | 4.5M | 0.5% | 48.5K | 112.82 | +29.1% |
| AVGO Broadcom Inc. | 4.5M | 0.5% | 14.5K | 368.45 | +26.5% |
| NYM AB New York Intermediate Municipal ETF | 4.0M | 0.4% | 162.0K | 24.82 | — |
| META Meta Platforms, Inc. | 4.0M | 0.4% | 7.0K | 549.90 | -26.5% |
| V VISA INC. | 3.9M | 0.4% | 13.0K | 371.04 | +7.9% |
| unmapped CUSIP 084670702 | 3.7M | 0.4% | 7.7K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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