Relyea Zuckerberg Hanson LLC

Q3 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
296
Total value ($000)
$1,208,487
Net value change ($000)
+8,872 (0.7%)
New positions
17
Sold out positions
23
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EA SERIES TRUST 12,538 NEW
SUB 6,921 676.5%
EXXONMOBIL HOLDINGS CORP 4,997 NEW
BIL 4,890 10.1%
MSFT 4,407 22.9%
VUG 3,855 3.0%
AAPL 3,069 8.6%
VEA 2,038 4.3%
AMERICAN CENTY ETF TR 1,997 NEW
FSLY 1,881 39.8%
Top Reduces (Value $000, Stocks/ETFs)
LPTH -4,625 -36.9%
XOM -4,464 -100.0%
SGOV -2,606 -7.5%
VTV -2,239 -2.2%
GOOGL -1,865 -16.0%
VBK -1,814 -14.9%
VUSB -1,769 -100.0%
VEU -1,529 -67.0%
VBR -1,487 -13.2%
AMAT -1,437 -29.5%
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