Relyea Zuckerberg Hanson LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Relyea Zuckerberg Hanson LLC held in its portfolio 259 assets valued at $989,995,753 (i.e. $990.00M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($118.71M), VANGUARD INDEX FDS ($88.01M), and ISHARES TR ($55.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 259 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Relyea Zuckerberg Hanson LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 243326 | 118708900 | GROWTH ETF |
| VANGUARD INDEX FDS | 460805 | 88009210 | VALUE ETF |
| ISHARES TR | 117900 | 55801919 | RUS 1000 GRW ETF |
| SPDR SERIES TRUST | 589731 | 54016359 | STATE STREET SPD |
| ISHARES TR | 207859 | 43721138 | RUS 1000 VAL ETF |
| VANGUARD TAX-MANAGED FDS | 574332 | 35878542 | VAN FTSE DEV MKT |
| EA SERIES TRUST | 601072 | 33122351 | ALPHA ARCHITECT |
| MICROSOFT CORP | 56123 | 27142027 | COM |
| APPLE INC | 95637 | 25999985 | COM |
| NVIDIA CORPORATION | 123954 | 23117363 | COM |
| SPDR S&P 500 ETF TR | 29789 | 20313632 | TR UNIT |
| ISHARES TR | 207406 | 17106865 | CORE MSCI INTL |
| ISHARES TR | 166113 | 16674426 | 0-3 MNTH TREASRY |
| VANGUARD ADMIRAL FDS INC | 29238 | 12998725 | 500 GRTH IDX F |
| ISHARES TR | 78217 | 11652774 | ESG AWR MSCI USA |
| VANGUARD INDEX FDS | 33235 | 11142681 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 76241 | 10976370 | STATE STREET TEC |
| VANGUARD INDEX FDS | 17402 | 10913457 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 17211 | 10572741 | UNIT SER 1 |
| VANGUARD ADMIRAL FDS INC | 50360 | 10316282 | 500 VAL IDX FD |
| ALPHABET INC | 29048 | 9115298 | CAP STK CL C |
| ALPHABET INC | 29069 | 9098611 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 27562 | 8880941 | COM |
| ISHARES TR | 23028 | 8599571 | RUS 1000 ETF |
| VANGUARD WORLD FD | 69459 | 8401727 | ESG US STK ETF |
| ARK ETF TR | 56039 | 8278708 | NEXT GNRTN INTER |
| LIGHTPATH TECHNOLOGIES INC | 765605 | 8268534 | COM CL A |
| ISHARES TR | 89347 | 7992994 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 36767 | 7786933 | SM CP VAL ETF |
| AMAZON COM INC | 33500 | 7732562 | COM |
| VANGUARD INDEX FDS | 23935 | 7231134 | SML CP GRW ETF |
| JOHNSON & JOHNSON | 31528 | 6524667 | COM |
| ISHARES TR | 68524 | 6515962 | ESG AW MSCI EAFE |
| ABBVIE INC | 28168 | 6436140 | COM |
| AMERICAN CENTY ETF TR | 59589 | 6076855 | US SML CP VALU |
| VISA INC | 15899 | 5575978 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 44753 | 5448723 | VNG RUS1000GRW |
| BROADCOM INC | 14123 | 4888029 | COM |
| WORLD GOLD TR | 55428 | 4731930 | SPDR GLD MINIS |
| META PLATFORMS INC | 7101 | 4687290 | CL A |
| SPDR GOLD TR | 11691 | 4633260 | GOLD SHS |
| VANGUARD BD INDEX FDS | 92906 | 4630435 | VANGUARD ULTRA |
| BERKSHIRE HATHAWAY INC DEL | 8547 | 4296150 | CL B NEW |
| SELECT SECTOR SPDR TR | 27553 | 4273959 | STATE STREET IND |
| EXXON MOBIL CORP | 35123 | 4226681 | COM |
| VANGUARD SCOTTSDALE FDS | 45237 | 4175383 | VNG RUS1000VAL |
| AUTOMATIC DATA PROCESSING IN | 14539 | 3739758 | COM |
| SELECT SECTOR SPDR TR | 64926 | 3556019 | STATE STREET FIN |
| ELI LILLY & CO | 3253 | 3496197 | COM |
| ISHARES TR | 23860 | 3324723 | ESG OPTIMIZED |
| ABBOTT LABS | 25898 | 3244803 | COM |
| AB ACTIVE ETFS INC | 128740 | 3219142 | NEW YORK INTERME |
| PROCTER AND GAMBLE CO | 22192 | 3180388 | COM |
| TESLA INC | 6533 | 2938021 | COM |
| VANGUARD SPECIALIZED FUNDS | 13349 | 2933749 | DIV APP ETF |
| FASTLY INC | 273838 | 2787671 | CL A |
| TETRA TECH INC NEW | 82656 | 2772281 | COM |
| SELECT SECTOR SPDR TR | 22716 | 2712476 | STATE STREET CON |
| CISCO SYS INC | 33559 | 2585087 | COM |
| COCA COLA CO | 36891 | 2579018 | COM |
| HOME DEPOT INC | 7465 | 2568806 | COM |
| ISHARES TR | 7937 | 2563777 | RUS 2000 GRW ETF |
| ISHARES GOLD TR | 31505 | 2557261 | ISHARES NEW |
| ACCENTURE PLC IRELAND | 9243 | 2479929 | SHS CLASS A |
| ISHARES TR | 3612 | 2474079 | CORE S&P500 ETF |
| STAR BULK CARRIERS CORP. | 125377 | 2409752 | SHS PAR |
| SCHWAB STRATEGIC TR | 88562 | 2383206 | US LRG CAP ETF |
| SELECT SECTOR SPDR TR | 15142 | 2344041 | STATE STREET HEA |
| ISHARES INC | 31446 | 2285526 | MSCI EMRG CHN |
| ORACLE CORP | 11299 | 2202290 | COM |
| MASTERCARD INCORPORATED | 3691 | 2107235 | CL A |
| ISHARES TR | 45251 | 2080622 | ESG AWARE MSCI |
| WALMART INC | 18334 | 2042618 | COM |
| MCDONALDS CORP | 6507 | 1988810 | COM |
| COSTCO WHSL CORP NEW | 2085 | 1797770 | COM |
| INVESCO EXCH TRADED FD TR II | 7000 | 1770561 | NASDAQ 100 ETF |
| ISHARES TR | 6896 | 1697624 | RUSSELL 2000 ETF |
| VANGUARD INTL EQUITY INDEX F | 22656 | 1666598 | ALLWRLD EX US |
| GOLDMAN SACHS GROUP INC | 1887 | 1658514 | COM |
| APPLIED MATLS INC | 6374 | 1638069 | COM |
| ISHARES TR | 8384 | 1519253 | RUS 2000 VAL ETF |
| MORGAN STANLEY | 8301 | 1473758 | COM NEW |
| MERCK & CO INC | 13607 | 1432295 | COM |
| VANGUARD MUN BD FDS | 28281 | 1422264 | TAX EXEMPT BD |
| BLACKROCK INC | 1328 | 1421849 | COM |
| PEPSICO INC | 9724 | 1395518 | COM |
| VANGUARD WORLD FD | 1843 | 1389558 | INF TECH ETF |
| CHUBB LIMITED | 4191 | 1307954 | COM |
| BOSTON SCIENTIFIC CORP | 13527 | 1289799 | COM |
| INTEL CORP | 34636 | 1278066 | COM |
| MARSH & MCLENNAN COS INC | 6545 | 1214312 | COM |
| UNITEDHEALTH GROUP INC | 3635 | 1199868 | COM |
| PHILIP MORRIS INTL INC | 7456 | 1195960 | COM |
| THERMO FISHER SCIENTIFIC INC | 2040 | 1182013 | COM |
| GLOBAL X FDS | 22980 | 1168747 | ARTIFICIAL ETF |
| ISHARES TR | 11044 | 1130795 | 0-5 YR TIPS ETF |
| RTX CORPORATION | 5855 | 1073891 | COM |
| UNION PAC CORP | 4583 | 1060205 | COM |
| MCKESSON CORP | 1264 | 1036849 | COM |
| EMERSON ELEC CO | 7676 | 1018814 | COM |
| BANK AMERICA CORP | 18121 | 996642 | COM |
| CATERPILLAR INC | 1689 | 967387 | COM |
| ARES MANAGEMENT CORPORATION | 5779 | 933986 | CL A COM STK |
| NETFLIX INC | 9946 | 932537 | COM |
| ECOLAB INC | 3540 | 929416 | COM |
| PGIM ETF TR | 18392 | 912046 | PGIM ULTRA SH BD |
| STRYKER CORPORATION | 2588 | 909654 | COM |
| ISHARES TR | 9458 | 908225 | MSCI EAFE ETF |
| INTERNATIONAL BUSINESS MACHS | 3039 | 900182 | COM |
| GE AEROSPACE | 2878 | 886375 | COM NEW |
| ARK ETF TR | 11270 | 866924 | INNOVATION ETF |
| LOWES COS INC | 3584 | 864387 | COM |
| ISHARES BITCOIN TRUST ETF | 16909 | 839532 | SHS BEN INT |
| SCHWAB STRATEGIC TR | 25394 | 828350 | US LCAP GR ETF |
| ADVANCED MICRO DEVICES INC | 3833 | 820875 | COM |
| VANGUARD WHITEHALL FDS | 5652 | 811176 | HIGH DIV YLD |
| HONEYWELL INTL INC | 4147 | 808979 | COM |
| PALANTIR TECHNOLOGIES INC | 4520 | 803430 | CL A |
| CHEVRON CORP NEW | 5201 | 792748 | COM |
| PROGRESSIVE CORP | 3372 | 767968 | COM |
| 3M CO | 4750 | 760492 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| VANGUARD ADMIRAL FDS INC | 7557 | 738778 | SMLCP 600 VAL |
| CITIGROUP INC | 5996 | 699673 | COM NEW |
| STATE STR CORP | 5396 | 696118 | COM |
| LINDE PLC | 1631 | 695648 | SHS |
| MICRON TECHNOLOGY INC | 2392 | 682708 | COM |
| CAPITAL ONE FINL CORP | 2810 | 681141 | COM |
| INFORMATION SVCS GROUP INC | 115575 | 668024 | COM |
| ISHARES TR | 6163 | 657558 | SHRT NAT MUN ETF |
| VANGUARD INDEX FDS | 2056 | 647163 | LARGE CAP ETF |
| WELLS FARGO CO NEW | 6919 | 644894 | COM |
| AMERICAN EXPRESS CO | 1741 | 644083 | COM |
| LAM RESEARCH CORP | 3710 | 635090 | COM NEW |
| ISHARES TR | 5128 | 616324 | CORE S&P SCP ETF |
| ISHARES TR | 6365 | 612805 | RUS MID CAP ETF |
| YUM BRANDS INC | 4013 | 607096 | COM |
| AT&T INC | 24263 | 602685 | COM |
| SCHWAB CHARLES CORP | 5969 | 596375 | COM |
| AMERICAN WTR WKS CO INC NEW | 4562 | 595362 | COM |
| QUALCOMM INC | 3459 | 591626 | COM |
| SALESFORCE INC | 2198 | 582272 | COM |
| DISNEY WALT CO | 5110 | 581389 | COM |
| ISHARES TR | 4745 | 575461 | ESG MSCI LEADR |
| ISHARES TR | 6076 | 572137 | MSCI USA MIN VOL |
| MORGAN STANLEY ETF TRUST | 6710 | 565230 | CALVERT US LARCP |
| PARKER-HANNIFIN CORP | 637 | 559540 | COM |
| TJX COS INC NEW | 3580 | 549922 | COM |
| GE VERNOVA INC | 839 | 548361 | COM |
| ISHARES TR | 4372 | 538893 | S&P 500 GRWT ETF |
| APPLOVIN CORP | 789 | 531644 | COM CL A |
| NEXTERA ENERGY INC | 6605 | 530281 | COM |
| CORNING INC | 6025 | 527549 | COM |
| ISHARES TR | 7659 | 505494 | CORE S&P MCP ETF |
| WISDOMTREE TR | 4960 | 505027 | US HIGH DIVIDEND |
| AON PLC | 1422 | 501905 | SHS CL A |
| NORFOLK SOUTHN CORP | 1720 | 496598 | COM |
| MOODYS CORP | 964 | 492463 | COM |
| SCHWAB STRATEGIC TR | 16264 | 489050 | US MID-CAP ETF |
| AFLAC INC | 4408 | 486049 | COM |
| INTUIT | 726 | 480917 | COM |
| AMPHENOL CORP NEW | 3538 | 478172 | CL A |
| HARTFORD INSURANCE GROUP INC | 3418 | 471000 | COM |
| ILLINOIS TOOL WKS INC | 1890 | 465494 | COM |
| EA SERIES TRUST | 4043 | 465312 | ALPHA ARCH 1-3 |
| UBER TECHNOLOGIES INC | 5664 | 462805 | COM |
| VANGUARD INDEX FDS | 1782 | 459726 | SMALL CP ETF |
| ISHARES TR | 1961 | 452163 | LOW CARBON OPTIM |
| CSX CORP | 12418 | 450159 | COM |
| AMGEN INC | 1375 | 450051 | COM |
| NUSHARES ETF TR | 10075 | 449842 | NUVEEN ESG SMLCP |
| DEERE & CO | 960 | 446947 | COM |
| PAYCHEX INC | 3943 | 442326 | COM |
| INTUITIVE SURGICAL INC | 780 | 441761 | COM NEW |
| PPG INDS INC | 4244 | 434820 | COM |
| ALTRIA GROUP INC | 7471 | 430751 | COM |
| BLACKSTONE INC | 2733 | 421265 | COM |
| PAYPAL HLDGS INC | 7197 | 420163 | COM |
| ANALOG DEVICES INC | 1541 | 417932 | COM |
| HILTON WORLDWIDE HLDGS INC | 1442 | 414215 | COM |
| SERVICENOW INC | 2640 | 404422 | COM |
| S&P GLOBAL INC | 770 | 402464 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 5239 | 399369 | SHS |
| GILEAD SCIENCES INC | 3250 | 398919 | COM |
| DUKE ENERGY CORP NEW | 3393 | 397749 | COM NEW |
| EATON CORP PLC | 1241 | 395121 | SHS |
| KLA CORP | 325 | 394901 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 2059 | 394381 | S&P500 EQL WGT |
| NORTHROP GRUMMAN CORP | 676 | 385630 | COM |
| SOUTHERN CO | 4387 | 382503 | COM |
| WASTE MGMT INC DEL | 1720 | 377855 | COM |
| PFIZER INC | 15110 | 376239 | COM |
| BANK NEW YORK MELLON CORP | 3225 | 374423 | COM |
| NUSHARES ETF TR | 10095 | 365537 | NUVEEN ESG INTL |
| BOOKING HOLDINGS INC | 68 | 364173 | COM |
| VANGUARD STAR FDS | 4757 | 358890 | VG TL INTL STK F |
| UNITED RENTALS INC | 433 | 350436 | COM |
| CHURCH & DWIGHT CO INC | 4160 | 348816 | COM |
| STARBUCKS CORP | 4125 | 347373 | COM |
| ISHARES TR | 1700 | 337654 | MSCI USA QLT FCT |
| PNC FINL SVCS GROUP INC | 1596 | 333131 | COM |
| CUMMINS INC | 645 | 329283 | COM |
| CBRE GROUP INC | 1984 | 319007 | CL A |
| VERIZON COMMUNICATIONS INC | 7790 | 317287 | COM |
| COLGATE PALMOLIVE CO | 4000 | 316116 | COM |
| TRIMBLE INC | 3924 | 307445 | COM |
| ISHARES TR | 5724 | 306291 | NEW YORK MUN ETF |
| GENERAL MTRS CO | 3765 | 306193 | COM |
| ISHARES TR | 2847 | 304942 | NATIONAL MUN ETF |
| PALO ALTO NETWORKS INC | 1631 | 300430 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2622 | 284854 | WTR ETF |
| TRANE TECHNOLOGIES PLC | 729 | 283793 | SHS |
| CONSTELLATION ENERGY CORP | 802 | 283459 | COM |
| INVESCO EXCHANGE TRADED FD T | 3981 | 280300 | WATER RES ETF |
| T-MOBILE US INC | 1366 | 277373 | COM |
| VANGUARD ADMIRAL FDS INC | 2267 | 275010 | SMLCP 600 GRTH |
| INVESCO EXCHANGE TRADED FD T | 1726 | 270411 | AEROSPACE DEFN |
| DANAHER CORPORATION | 1169 | 267676 | COM |
| VIRTUS DIVERSIFIED INCM & CO | 10051 | 264241 | COM |
| MEDTRONIC PLC | 2720 | 261288 | SHS |
| MARRIOTT INTL INC NEW | 842 | 261222 | CL A |
| VERTEX PHARMACEUTICALS INC | 576 | 261135 | COM |
| ARISTA NETWORKS INC | 1974 | 258653 | COM SHS |
| WW GRAINGER INC | 253 | 255745 | COM |
| MARATHON PETE CORP | 1561 | 253875 | COM |
| HOWMET AEROSPACE INC | 1227 | 251560 | COM |
| J P MORGAN EXCHANGE TRADED F | 4354 | 249247 | EQUITY PREMIUM |
| KINDER MORGAN INC DEL | 8977 | 246778 | COM |
| BOEING CO | 1132 | 245780 | COM |
| VERISK ANALYTICS INC | 1096 | 245171 | COM |
| CADENCE DESIGN SYSTEM INC | 770 | 240687 | COM |
| VALERO ENERGY CORP | 1477 | 240461 | COM |
| LOCKHEED MARTIN CORP | 496 | 239956 | COM |
| IRON MTN INC DEL | 2891 | 239844 | COM |
| ISHARES TR | 2445 | 236906 | S&P MC 400GR ETF |
| ADOBE INC | 670 | 234493 | COM |
| ISHARES TR | 684 | 234424 | S&P 100 ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 846 | 232980 | ORD SHS |
| NUSHARES ETF TR | 5160 | 232458 | NUVEEN ESG LRGVL |
| ISHARES TR | 3800 | 226746 | SELECT US REIT |
| UNITED PARCEL SERVICE INC | 2268 | 225003 | CL B |
| ISHARES TR | 4217 | 222983 | ISHS 1-5YR INVS |
| CROWDSTRIKE HLDGS INC | 474 | 222192 | CL A |
| AMERICAN ELEC PWR CO INC | 1908 | 220011 | COM |
| SCHWAB STRATEGIC TR | 9146 | 219859 | INTL EQTY ETF |
| BRISTOL-MYERS SQUIBB CO | 4040 | 217918 | COM |
| ISHARES TR | 1651 | 217283 | S&P MC 400VL ETF |
| WESTERN DIGITAL CORP | 1251 | 215510 | COM |
| OCULAR THERAPEUTIX INC | 17600 | 213664 | COM |
| TEXAS INSTRS INC | 1223 | 212156 | COM |
| NASDAQ INC | 2163 | 210082 | COM |
| SELECT SECTOR SPDR TR | 4914 | 209785 | STATE STREET UTI |
| WISDOMTREE TR | 3103 | 204364 | TRUE DEVELOPED I |
| NEUBERGER BERMAN ETF TRUST | 3990 | 204246 | SHORT DURATION I |
| VANGUARD SCOTTSDALE FDS | 864 | 203859 | VNG RUS2000GRW |
| PANGAEA LOGISTICS SOLUTION L | 23077 | 158770 | SHS |
| SFL CORPORATION LTD | 12647 | 98773 | SHS |
| PETCO HEALTH & WELLNESS CO I | 23121 | 64970 | COM |
| BEELINE HOLDINGS INC | 14000 | 24080 | COM NEW |
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