Relyea Zuckerberg Hanson LLC
RIA/Wealth
Relyea Zuckerberg Hanson LLC is a RIA/Wealth based in Stamford, CT led by Carl Jonathan Zuckerberg, reporting $2.1B in AUM as of Q3 2025 with 69% ETF concentration and 51% concentrated in top 10 holdings.
CIOCarl Jonathan Zuckerberg
- Portfolio Value
- $918.7M
- Positions
- 269
- Top Holding
- VUG at 12.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Relyea Zuckerberg Hanson LLC's portfolio (50.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $117.1M | 12.74% | -$765.5K Sold | — 244.1K shares | |
ETF ETF | $85.1M | 9.26% | -$423.9K Sold | — 456.1K shares | |
ETF ETF | $55.8M | 6.07% | -$704.0K Sold | — 119.1K shares | |
ETF ETF | $42.3M | 4.61% | -$1.6M Sold | — 207.9K shares | |
ETF ETF | $38.4M | 4.18% | +$4.3M Bought | — 418.4K shares | |
ETF ETF | $30.0M | 3.26% | +$2.2M Bought | — 500.3K shares | |
Software - Infrastructure Technology | $29.2M | 3.17% | +$436.6K Bought | 0.00% 56.3K shares | |
Consumer Electronics Technology | $25.1M | 2.73% | -$4.1M Sold | 0.00% 98.5K shares | |
Semiconductors Technology | $23.4M | 2.55% | -$343.1K Sold | 0.00% 125.6K shares | |
ETF ETF | $19.7M | 2.15% | +$211.8K Bought | — 29.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Relyea Zuckerberg Hanson LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Relyea Zuckerberg Hanson LLC
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