1y return+19.9%S&P 500 +20.9%
3y return+60.8%S&P 500 +68.5%
5y return+45.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $203 against $232 in the S&P 500.2
Relyea Zuckerberg Hanson LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $128.8M | 10.7% | +1.1% |
| VTVVanguard Index Fds | $101.0M | 8.4% | |
| IWFIshares Tr | $57.4M | 4.8% | |
| IWDIshares Tr | $52.3M | 4.4% | +4.4% |
| BILSpdr Series Trust | $48.4M | 4.0% | +4.4% |
| VEAVanguard Tax-managed Fds | $47.2M | 3.9% | +9.2% |
| AAPLApple Inc | $35.8M | 3.0% | +52.5% |
| SGOVIshares Tr | $34.6M | 2.9% | +3.9% |
| SPYState Str Spdr S&p 500 Etf T | $26.9M | 2.2% | +21.0% |
| AAUSEa Series Trust | $26.7M | 2.2% | |
| NVDANvidia Corporation | $22.8M | 1.9% | −2.8% |
| AVTMAmerican Centy Etf Tr | $20.2M | 1.7% | |
| IDEVIshares Tr | $19.7M | 1.6% | +3.9% |
| AAUAEa Series Trust | $19.3M | 1.6% | |
| MSFTMicrosoft Corp | $19.3M | 1.6% | −1.1% |
| XLKSelect Sector Spdr Tr | $19.1M | 1.6% | +37.6% |
| VTIVanguard Index Fds | $15.4M | 1.3% | +4.2% |
| VOOVanguard Index Fds | $14.4M | 1.2% | +20.1% |
| VOOGVanguard Admiral Fds Inc | $14.4M | 1.2% | |
| QQQInvesco Qqq Tr | $13.6M | 1.1% | +1.7% |
| ESGUIshares Tr | $12.9M | 1.1% | |
| LPTHLightpath Technologies Inc | $12.5M | 1.0% | |
| VBKVanguard Index Fds | $12.2M | 1.0% | +36.4% |
| GOOGLAlphabet Inc | $11.9M | 1.0% | +16.1% |
| GOOGAlphabet Inc | $11.6M | 1.0% | +19.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $22.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $11.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $11.6M |
| LPTHLightpath Technologies Inc | June 30, 2020 | +389.5% | $12.5M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $19.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $35.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $13.6M |
| VOOGVanguard Admiral Fds Inc | June 30, 2020 | +165.2% | $14.4M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $10.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $852K
- ARESAres Management Corporation was $396K
- INTUIntuit was $300K
- Medtronic PLCCUSIP G5960L103 was $244K
- EPDEnterprise Prods Partners L was $238K
- SCHDSchwab Strategic Tr was $219K
- FDXFedex Corp was $210K
- BKRBaker Hughes Company was $205K
- NBSDNeuberger Berman Etf Trust was $205K
- VRSKVerisk Analytics Inc was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +7.1% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −17.9% | −16.5% |
| March 31, 2022 | −6.8% | −4.9% |
| December 31, 2021 | +5.6% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Relyea Zuckerberg Hanson LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1793691&type=13F-HR&dateb=&owner=include&count=40CIK 1793691
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1793691/000179369126000005/Filed July 16, 2026 · accession 0001793691-26-000005