Relyea Zuckerberg Hanson LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 296 securities held by the firm, which is headquartered in Stamford, Connecticut.
The report was signed by Jane Michener, the Director of Operations for the firm, and was submitted on October 20, 2026. The filing identifies the firm's address as One Landmark Square, 11th Floor, Stamford, CT 06901.
The portfolio is diversified across various sectors, with significant positions held in large-cap technology and healthcare companies. The top holdings include Apple Inc., with 38,862,989 shares; Microsoft Corporation, with 23,671,748 shares; and NVIDIA Corporation, with 23,744,365 shares. The filing also lists substantial positions in Alphabet Inc., Amazon.com Inc., Meta Platforms Inc., and Eli Lilly & Co.
In addition to individual stocks, the portfolio includes a variety of exchange-traded funds (ETFs) and other investment products. Notable ETF holdings include the Invesco QQQ Trust (130,896,821 shares), the iShares Core S&P 500 ETF (2,988,021 shares), and the iShares Core MSCI International ETF (20,857,678 shares). The filing also lists positions in Bitcoin trusts, such as the Fidelity Wise Origin Bitcoin Shares (474,630 shares) and the iShares Bitcoin Trust ETF Shares (1,229,799 shares).
The filing provides a detailed list of all 296 securities, including the number of shares held for each position. The report serves as a public record of the firm's equity holdings at the end of the reporting period.
