Relyea Zuckerberg Hanson LLC

Portfolio Overview

Relyea Zuckerberg Hanson LLC reports a $990.00 million long portfolio as of 2025-12-31, up 198.5% from $331.71M on 2025-09-30. The filing lists 262 holdings. The largest structural characteristic is a heavy allocation to ETFs: $573.76M, or approximately 58% of the portfolio. The top 10 positions account for $493.75M, roughly 50% of assets, indicating a high concentration in a relatively small number of liquid instruments despite the broad count of 262 holdings. Turnover in t...