Relyea Zuckerberg Hanson LLC

Q4 2025 13F-HR Holdings

Location
Stamford, CT
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
262
Total value ($000)
$989,996
Net value change ($000)
+38,771 (4.1%)
New positions
7
Sold out positions
15
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEA 5,899 19.7%
VUSB 4,630 NEW
BIL 3,863 10.1%
NYM 3,219 NEW
VTV 2,945 3.5%
SGOV 2,470 17.4%
GOOGL 2,099 30.0%
GOOGL 1,970 27.6%
LPTH 1,960 31.1%
VUG 1,640 1.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,010 -6.9%
ARKW -1,515 -15.5%
ORCL -872 -28.4%
META -716 -13.3%
BRK-B -553 -11.4%
ADP -514 -12.1%
NFLX -489 -34.4%
PG -475 -13.0%
HD -378 -12.8%
NOW -371 -47.9%
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