Relyea Zuckerberg Hanson LLC has reported a total of $1.2 billion in assets under management as of September 30, 2026, according to its latest 13F-HR filing with the SEC. This filing is significant as it provides insights into the firm’s investment strategies and sector allocations, reflecting its position in the competitive asset management industry.
Relyea Zuckerberg Hanson LLC, based in Stamford, Connecticut, is an investment management firm. According to its SEC filings, it operates under the Central Index Key (CIK) number 0001793691. The firm primarily invests in a wide range of sectors including technology, healthcare, and consumer goods, which are critical areas in today's market.
The latest filing, accession number 0001793691-26-000007, was submitted on October 20, 2026, and covers the period ending September 30, 2026. The report indicates that Relyea Zuckerberg Hanson LLC has a total of 296 positions in various securities, with a combined value of $1,208,486,808.
Among the notable holdings reported in the filing are significant investments in major companies such as Apple Inc., Alphabet Inc., and Amazon.com Inc. These investments reflect Relyea Zuckerberg Hanson LLC's strategy to capitalize on growth opportunities in the technology sector, which has been a driving force in the market.
The filing also highlights the firm’s investments in healthcare companies, including Abbott Laboratories and AbbVie Inc. This diversification across sectors indicates a strategic approach to mitigate risks while aiming for substantial returns.
Relyea Zuckerberg Hanson LLC's filing is crucial for stakeholders, including investors and analysts, as it provides a snapshot of the firm's investment philosophy and market positioning. The firm’s ability to manage over $1.2 billion in assets showcases its influence in the asset management sector.
As the financial industry continues to evolve, firms like Relyea Zuckerberg Hanson LLC play a pivotal role in shaping investment trends. The competitive landscape remains intense, with various firms vying for market share and investor confidence.
Looking ahead, it remains to be seen how Relyea Zuckerberg Hanson LLC will adapt its strategies in response to market fluctuations and emerging investment opportunities. The firm’s next filing will likely provide further insights into its evolving investment strategies and market outlook.