§ 13F · FUND PROFILE
Blue Zone Wealth Advisors, LLC.
AUM · $573M (13F)Positions · 125Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 59K | $43M | 7.5% | ±0% |
| 2 | AMZN | AMAZON COM INC | 173K | $41M | 7.2% | +12% |
| 3 | GOOGL | ALPHABET INC | 95K | $34M | 5.9% | ±0% |
| 4 | SMH | VANECK ETF TRUST | 51K | $33M | 5.8% | +27% |
| 5 | AAPL | APPLE INC | 104K | $30M | 5.3% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 130K | $26M | 4.5% | +21% |
| 7 | MSFT | MICROSOFT CORP | 61K | $23M | 4.0% | +2% |
| 8 | META | META PLATFORMS INC | 32K | $18M | 3.1% | +51% |
| 9 | IVW | ISHARES TR | 121K | $17M | 2.9% | +1% |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 15K | $12M | 2.1% | −5% |
§ 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 $573 million in assets. The fund runs a portfolio of 125 positions.
Read the full dossier →