Relyea Zuckerberg Hanson LLC

Q2 2026 13F-HR/A Holdings

Location
Stamford, CT
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
302
Total value ($000)
$1,199,615
Net value change ($000)
+205,029 (20.6%)
New positions
38
Sold out positions
12
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 21,130 19.6%
AAPL 15,204 73.8%
VTV 9,990 11.0%
XLK 9,412 97.3%
VEA 8,307 21.4%
IWD 8,141 18.5%
IWF 7,664 15.4%
SPY 7,542 39.0%
XLI 5,166 221.0%
LPTH 4,839 63.0%
Top Reduces (Value $000, Stocks/ETFs)
VUSB -3,613 -67.1%
FSLY -2,826 -37.4%
XOM -1,189 -21.0%
ABT -975 -39.8%
HON -852 -100.0%
GLDM -804 -13.7%
ACN -728 -68.7%
GLD -712 -14.2%
MCD -488 -25.6%
ARES -396 -100.0%
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