Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson reported 296 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VUG (11.0%), VTV (8.2%) and IWF (4.8%). Compared with Q2 2026, the fund opened new positions in AAUB, XOM and AVNC, added to BIL, VEA and IDEV, trimmed VUG, VTV and IWF and sold out of XOM, VUSB and APP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $133M | 11.0% | 1.5M | −23K (−2%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $98.7M | 8.2% | 457K | −6,393 (−1%) | 8 of 8 | |
| 3 |  IWF Ishares TR | $57.5M | 4.8% | 459K | −2,917 (−1%) | 8 of 8 | |
| 4 |  BIL ST Stert Spdr Blmbg 1 3 | $53.3M | 4.4% | 581K | +53K (+10%) | 8 of 8 | |
| 5 |  IWD Ishares TR | $51M | 4.2% | 206K | −9,755 (−5%) | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $49.2M | 4.1% | 697K | +35K (+5%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $38.9M | 3.2% | 117K | −7,003 (−6%) | 8 of 8 | |
| 8 |  SGOV Ishares TR | $32M | 2.6% | 317K | −26K (−8%) | 8 of 8 | |
| 9 |  AAUS EA Series Trust | $27M | 2.2% | 438K | −8,645 (−2%) | 5 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $26.2M | 2.2% | 34K | −1,639 (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.5M | 33K |
 VUSB Van Ultra Shrt Bnd | $1.8M | 36K |
 APP Applovin Corp | $394K | 765 |
 RKLB Rocket Lab Corp | $337K | 3,312 |
 MUB Ishares TR | $306K | 2,847 |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Relyea Zuckerberg Hanson 13F FAQ
What does Relyea Zuckerberg Hanson own?
Relyea Zuckerberg Hanson reported 296 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VUG (11.0%), VTV (8.2%) and IWF (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Relyea Zuckerberg Hanson buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 81 added to, 158 trimmed and 23 sold out. New positions include AAUB, XOM and AVNC. It sold all of XOM, VUSB and APP.
When will Relyea Zuckerberg Hanson file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Relyea Zuckerberg Hanson's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.