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RZH
Relyea Zuckerberg Hanson Portfolio holdings
AUM
$1.2B
1-Year Est. Return
28.45%
This Fund
S&P 500
This Quarter
Est. Return
+16.27%
1 Year Est. Return
+28.45%
3 Year Est. Return
+84.44%
5 Year Est. Return
+83.98%
10 Year Est. Return
–
AUM
$1.2B
AUM Growth
+$205M
(+21%)
Cap. Flow
+$73M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
46.59%
Holding
313
New
37
Increased
159
Reduced
74
Closed
11
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.2M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$4.68M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.54M |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$4.53M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.87M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$3.61M |
| 2 |
Abbott
ABT
|
+$694K |
| 3 |
NVIDIA
NVDA
|
+$678K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$515K |
| 5 |
Accenture
ACN
|
+$466K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 74.1% |
| 2 | Technology | 11.76% |
| 3 | Financials | 3.27% |
| 4 | Healthcare | 2.56% |
| 5 | Communication Services | 2.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Emerson Electric
EMR
$86.6B
| $630K | 0.05% |
4,403
-532
| -11% | -$74.9K |
|
152
Deere & Co
DE
$170B
| $625K | 0.05% |
986
+7
| +0.7% | +$4.05K |
|
153
NextEra Energy
NEE
$171B
| $617K | 0.05% |
7,026
-1,013
| -13% | -$91.6K |
|
154
Marvell Technology
MRVL
$195B
| $612K | 0.05% |
+2,053
| New | +$412K |
|
|
SPYM
155
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
| $601K | 0.05% |
6,837
+18
| +0.3% | +$1.54K |
|
156
Schwab US Mid-Cap ETF
SCHM
$14.9B
| $600K | 0.05% |
16,264
| – | – |
|
157
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
| $599K | 0.05% |
6,213
+112
| +2% | +$10.6K |
|
158
Capital One
COF
$132B
| $598K | 0.05% |
2,980
+207
| +7% | +$39.6K |
|
159
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $591K | 0.05% |
7,659
| – | – |
|
160
Progressive
PGR
$127B
| $589K | 0.05% |
2,696
-82
| -3% | -$16.5K |
|
161
Amgen
AMGN
$234B
| $588K | 0.05% |
1,624
+175
| +12% | +$59.9K |
|
162
Wells Fargo
WFC
$262B
| $582K | 0.05% |
7,045
+204
| +3% | +$16.4K |
|
163
Texas Instruments
TXN
$236B
| $577K | 0.05% |
1,935
+144
| +8% | +$39.9K |
|
164
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.49B
| $575K | 0.05% |
+6,561
| New | +$595K |
|
165
Vertex Pharmaceuticals
VRTX
$137B
| $575K | 0.05% |
1,157
+330
| +40% | +$146K |
|
166
TJX Companies
TJX
$149B
| $569K | 0.05% |
3,758
+128
| +4% | +$20.2K |
|
167
Alpha Architect 1-3 Month Box ETF
BOXX
$14B
| $567K | 0.05% |
4,842
| – | – |
|
168
Eaton
ETN
$156B
| $561K | 0.05% |
1,316
+51
| +4% | +$20.6K |
|
169
WisdomTree US High Dividend Fund
DHS
$1.6B
| $556K | 0.05% |
4,891
| – | – |
|
170
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
| $555K | 0.05% |
+7,024
| New | +$555K |
|
171
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $554K | 0.05% |
+6,881
| New | +$533K |
|
172
Boston Scientific
BSX
$67.9B
| $552K | 0.05% |
12,942
-725
| -5% | -$39.4K |
|
173
Yum! Brands
YUM
$42B
| $543K | 0.05% |
3,394
-94
| -3% | -$14.6K |
|
174
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
| $541K | 0.05% |
1,784
+1
| +0.1% | +$287 |
|
175
Airbnb
ABNB
$112B
| $538K | 0.04% |
+3,762
| New | +$513K |
|
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Relyea Zuckerberg Hanson's Q2 2026 Portfolio in Review
As of Q2 2026, Relyea Zuckerberg Hanson held 313 positions worth $1.2B, up 21% from $995M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Relyea Zuckerberg Hanson deployed $73M of net new capital in Q2 2026, opening 37 new positions and adding to 159 existing holdings. Its largest new stake was State Street Health Care Select Sector SPDR ETF: 14,070 shares worth $2.23M.
By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, down from 75% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Ultra-Short Bond ETF, an estimated $3.61M trimmed.
- Relyea Zuckerberg Hanson's largest Q2 2026 buy was State Street Health Care Select Sector SPDR ETF: 14,070 shares worth $2.23M.
- Relyea Zuckerberg Hanson added most to Apple in Q2 2026, an estimated $12.2M increase.
- Relyea Zuckerberg Hanson's biggest Q2 2026 reduction was Vanguard Ultra-Short Bond ETF, cutting an estimated $3.61M.
- Relyea Zuckerberg Hanson fully exited Ares Management in Q2 2026, selling an estimated $396K.
- Relyea Zuckerberg Hanson's ten largest holdings make up 47% of its $1.2B portfolio in Q2 2026.
- Relyea Zuckerberg Hanson opened 37 new positions and closed 11 in Q2 2026.
- Relyea Zuckerberg Hanson's portfolio value rose 21% quarter-over-quarter to $1.2B.
Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.