RELYEA ZUCKERBERG HANSON LLC
Q1 2022 Form 13-F
STAMFORD, CONNECTICUT
CIK 0001793691
· CRD 125696
· SEC-registered investment adviser
$305.2M Reported Value Total
RZH ADVISORS LLC reports 1,209 total accounts under management (AUM). There are 1,209 discretionary accounts valued at $1,516,018,156, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-23
Reported value
$305.2M
Quarter over quarter
-6.8%
Holdings
151
Top-10 concentration
53.4%
Key People
Form ADV owners & control persons
Carl Jonathan Zuckerberg
PRINCIPAL /CHIEF INVESTMENT STRATEGIST
Spencer Morris Cooper
CHIEF WEALTH STRATEGIST/PRINCIPAL
Jean-Paul Atallah
CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/PRINCIPAL
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | April 19, 2022 |
| Form | 13F-HR |
| Reported value | $305.2M |
| Positions | 151 |
| Change in reported value | +10.7% |
| New positions | 12 |
| Exited positions | 6 |
| Position turnover | 11.5% |
| Top-10 concentration | 53.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
296 | $1.2B |
|
Q2 2026 13F
Filed Jul 16, 2026
|
302 | $1.2B |
|
Q1 2026 13F
Filed Apr 30, 2026
|
276 | $994.6M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
262 | $990.0M |
|
Q3 2025 13F
Filed Oct 21, 2025
|
270 | $951.2M |
|
Q2 2025 13F
Filed Jul 22, 2025
|
259 | $853.3M |
|
Q1 2025 13F
Filed Apr 16, 2025
|
252 | $742.2M |
|
Q4 2024 13F
Filed Jan 15, 2025
|
254 | $743.6M |
|
Q3 2024 13F
Filed Oct 17, 2024
|
246 | $657.2M |
|
Q2 2024 13F
Filed Jul 17, 2024
|
235 | $596.2M |
|
Q1 2024 13F
Filed Apr 22, 2024
|
236 | $570.7M |
|
Q4 2023 13F
Filed Jan 18, 2024
|
232 | $512.5M |
|
Q3 2023 13F
Filed Oct 16, 2023
|
194 | $438.4M |
|
Q2 2023 13F
Filed Jul 17, 2023
|
196 | $445.3M |
|
Q1 2023 13F
Filed Apr 18, 2023
|
184 | $409.8M |
|
Q4 2022 13F
Filed Jan 18, 2023
|
169 | $350.2M |
|
Q3 2022 13F
Filed Nov 2, 2022
|
143 | $277.0M |
|
Q2 2022 13F
Filed Jul 18, 2022
|
140 | $268.4M |
|
Q1 2022 13F
Filed Apr 19, 2022
|
151 | $305.2M |
|
Q4 2021 13F
Filed Jan 14, 2022
|
145 | $275.7M |
8 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VTV VANGUARD INDEX FDS | $48.0M | 15.73% |
| 2 | VUG VANGUARD INDEX FDS | $41.7M | 13.67% |
| 3 | ARKK ARK ETF TR | $13.3M | 4.35% |
| 4 | AAPL APPLE INC | $11.2M | 3.67% |
| 5 | VBR VANGUARD INDEX FDS | $9.5M | 3.11% |
| 6 | EGLE EAGLE BULK SHIPPING INC | $9.2M | 3.01% |
| 7 | IWF ISHARES TR | $8.0M | 2.61% |
| 8 | VOOV VANGUARD ADMIRAL FDS INC | $7.6M | 2.5% |
| 9 | VEA VANGUARD TAX-MANAGED INTL FD | $7.4M | 2.42% |
| 10 | VOOG VANGUARD ADMIRAL FDS INC | $6.9M | 2.27% |
| 11 | SPY SPDR S&P 500 ETF TR | $6.9M | 2.26% |
| 12 | VBK VANGUARD INDEX FDS | $6.8M | 2.22% |
| 13 | SPYG SPDR SER TR | $6.4M | 2.11% |
| 14 | VTI VANGUARD INDEX FDS | $4.9M | 1.6% |
| 15 | MSFT MICROSOFT CORP | $4.8M | 1.59% |
| 16 | VWO VANGUARD INTL EQUITY INDEX F | $4.5M | 1.48% |
| 17 | IWO ISHARES TR | $4.2M | 1.37% |
| 18 | IWD ISHARES TR | $3.5M | 1.14% |
| 19 | ARKW ARK ETF TR | $3.3M | 1.09% |
| 20 | IEFA ISHARES TR | $2.7M | 0.9% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.