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Relyea Zuckerberg Hanson LLC

CIK:0001793691
Investment Adviser
$2B AUM
270 holdings
Stamford, CT, US
Founded:2011
11 employees
rzhadvisors.com
Latest filing:Sep 30, 2025

Relyea Zuckerberg Hanson LLC is an independent investment advisory firm headquartered in Stamford, Connecticut. The firm was founded in 2011 and currently employs around 11 professionals, serving primarily high net worth individuals with approximately $2.1 billion in assets under management as of 2025. RZH Advisors provides comprehensive wealth management and investment advisory services tailored to affluent families and individuals, focusing on personalized service and sophisticated portfolio construction.

Investment Strategy

RZH Advisors employs a diversified investment approach for its clients, focusing primarily on equities and broad-market exchange-traded funds (ETFs) such as Vanguard and iShares. Their strategy emphasizes risk-adjusted returns through asset allocation, long-term growth, and diversification across market sectors and capitalization. Portfolio construction leverages both active and passive investment vehicles and is tailored to fit client objectives, risk tolerance, and time horizons, with significant allocations to large-cap technology, growth and value ETFs, fixed income, and developed international markets.

Latest 13F Filing Activity

Relyea Zuckerberg Hanson LLC filed their most recent 13F report on Sep 30, 2025 disclosing 268 equity positions with a total 13F market value of $951M. The fund increased holdings in Vanguard Index FDS, Ishares TR, SPDR Series Trust among other positions. Relyea Zuckerberg Hanson LLC reduced exposure to Select Sector SPDR TR, Invesco QQQ TR, Invesco Exchange Traded FD T among others.

Top Buys
V
VUGVANGUARD INDEX FDS
+$9.4M
I
IWFISHARES TR
+$4.6M
B
BILSPDR SERIES TRUST
+$4.3M
V
VTVVANGUARD INDEX FDS
+$4.0M
V
VEAVANGUARD TAX-MANAGED FDS
+$3.6M
Top Sells
X
XLISELECT SECTOR SPDR TR
-$1.7M
Q
QQQINVESCO QQQ TR
-$1.4M
R
RSPINVESCO EXCHANGE TRADED FD T
-$871.5K
L
LLYELI LILLY & CO
-$610.0K
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$563.0K

Top Holdings

V
VUGVANGUARD INDEX FDS
+12.3%$117.1M
V
VTVVANGUARD INDEX FDS
+8.9%$85.1M
I
IWFISHARES TR
+5.9%$55.8M
I
IWDISHARES TR
+4.5%$42.3M
B
BILSPDR SERIES TRUST
+4.0%$38.4M

Equity Positions (268)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VUG
VANGUARD INDEX FDS12.31%$117.1M244,092$259.79$479.61+$9.4M
V
VTV
VANGUARD INDEX FDS8.94%$85.1M456,131$138.04$186.49+$4.0M
I
IWF
ISHARES TR5.86%$55.8M119,053$239.21$468.41+$4.6M
I
IWD
ISHARES TR4.45%$42.3M207,936$143.48$203.59+$430.4K
B
BIL
SPDR SERIES TRUST4.04%$38.4M418,366$91.73$91.75+$4.3M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+4.1%
SERVICES-PREPACKAGED SOFTWARE
+4.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.9%
ELECTRONIC COMPUTERS
+2.7%
PHARMACEUTICAL PREPARATIONS
+2.0%

Investment Team (1)

NameRoleLocationLinkedIn
Lauren Rowland
Lauren Rowland		PrincipalStamford, CT , United States
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Team at Relyea Zuckerberg Hanson LLC

Lauren Rowland

Lauren Rowland

Principal

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