§ 13F · FUND PROFILE
Blue Zone Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $400M (13F)Positions · 110Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 59K | $34M | 6.9% | +19% |
| 2 | AMZN | AMAZON COM INC | 155K | $32M | 6.6% | +34% |
| 3 | GOOGL | ALPHABET INC | 94K | $27M | 5.5% | +27% |
| 4 | AAPL | APPLE INC | 104K | $26M | 5.4% | +39% |
| 5 | MSFT | MICROSOFT CORP | 60K | $22M | 4.5% | +51% |
| 6 | NVDA | NVIDIA CORPORATION | 107K | $19M | 3.8% | −1% |
| 7 | SMH | VANECK ETF TRUST | 40K | $15M | 3.1% | NEW |
| 8 | IVW | ISHARES TR | 120K | $14M | 2.8% | +2% |
| 9 | META | META PLATFORMS INC | 21K | $12M | 2.5% | +58% |
| 10 | BN | BROOKFIELD CORP | 258K | $10M | 2.1% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
Blue Zone Wealth Advisors, LLC is a Other fund managing $400 million in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed