Relyea Zuckerberg Hanson LLC

CIK 0001793691 · Q2 2026

13F Equity AUM

$1.2B

+20.6% QoQ

Positions

302

+26 QoQ

AUM Rank

#3,056

Top 24%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,221 · Top 51%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 32.3%Top 10: 46.6%Top 20: 61.4%

VUG10.7%

VTV8.4%

IWF4.8%

IWD4.4%

BIL4.0%

VEA3.9%

AAPL3.0%

SGOV2.9%

SPY2.2%

AAUS2.2%

Others (292)53.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services71.1%

Technology11.6%

Unclassified3.5%

Fund2.6%

Healthcare2.6%

Communication Services2.5%

Other6.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 302Median: 0.05%Avg: 0.33%

0–0.5%

262(22.3%)

0.5–1%

17(13.2%)

1–3%

17(28.3%)

3–5%

4(17.1%)

5%+

2(19.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 302vs 20 funds

0%Low

302

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New38Increased161Decreased71Exited12

New Positions

XLV0.2%

+14K

MDY0.1%

+2K

DVY0.1%

+9K

TSM0.1%

+2K

VWO0.1%

+13K

SNDK0.1%

+317

VCSH0.1%

+7K

EFAV0.1%

+7K

VO0.1%

+7K

MRVL0.1%

+2K

Increased

VUG10.7%

+1.2M(+507%)

IWF4.8%

+346K(+296%)

VOOG1.2%

+145K(+497%)

XLF0.4%

+64K(+232%)

VEA3.9%

+56K(+9%)

AAPL3.0%

+43K(+52%)

XLK1.6%

+27K(+38%)

XLI0.6%

+26K(+180%)

BIL4.0%

+22K(+4%)

VTEB0.2%

+22K(+63%)

Decreased

VUSB0.1%

-72,564(-67%)

III0.0%

-60,355(-52%)

ABT0.1%

-7,605(-32%)

NVDA1.9%

-3,296(-3%)

ACN0.0%

-2,682(-50%)

ESGV0.7%

-2,575(-4%)

FSLY0.4%

-2,500(-1%)

ADP0.2%

-2,080(-19%)

PFE0.0%

-1,896(-12%)

CRM0.0%

-1,648(-52%)

Exited

-3,769

-3,634

-694

-2,816

-590

-4,036

-1,076

-60

-7,130

-3,363

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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