Relyea Zuckerberg Hanson LLC

Q1 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
276
Total value ($000)
$994,586
Net value change ($000)
+4,590 (0.5%)
New positions
22
Sold out positions
8
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMERICAN CENTURY ETF TRUST 17,452 NEW
BOXX 16,625 NEW
SGOV 16,602 99.6%
FSLY 4,763 170.8%
BIL 4,074 9.6%
VEA 2,995 8.3%
VTV 2,968 3.4%
VONG 2,073 38.0%
JNJ 1,888 28.9%
MRSH 1,713 141.1%
Top Reduces (Value $000, Stocks/ETFs)
VUG -11,028 -9.3%
AAUS -9,750 -29.4%
MSFT -7,807 -28.8%
IWF -6,084 -10.9%
AAPL -5,410 -20.8%
NVDA -2,645 -11.4%
XLV -2,344 -100.0%
XLF -2,195 -61.7%
XLI -1,936 -45.3%
JPM -1,910 -21.5%
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