Relyea Zuckerberg Hanson LLC

Q3 2025 13F-HR Holdings

Location
Stamford, CT
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
270
Total value ($000)
$951,225
Net value change ($000)
+97,950 (11.5%)
New positions
20
Sold out positions
9
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAUS 32,553 NEW
VUG 9,359 8.7%
IWF 4,579 8.9%
BIL 4,315 12.7%
VTV 4,046 5.0%
VEA 3,589 13.6%
LPTH 3,391 116.2%
NVDA 3,300 16.4%
SGOV 2,276 19.1%
GOOGL 2,024 39.5%
Top Reduces (Value $000, Stocks/ETFs)
XLI -1,736 -29.0%
QQQ -1,371 -11.8%
RSP -871 -59.5%
LLY -610 -20.1%
BRK-B -563 -10.4%
PG -453 -11.0%
ACN -421 -16.3%
VYM -391 -32.9%
SBCF -373 -100.0%
PM -357 -22.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type