§ 13F · FUND PROFILE
Blue Zone Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $400.4T (13F)Positions · 110Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$522.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 49K | $30.1T | 5.8% | NEW |
| 2 | AMZN | AMAZON COM INC | 116K | $26.7T | 5.1% | NEW |
| 3 | GOOGL | ALPHABET INC | 74K | $23.2T | 4.4% | NEW |
| 4 | AAPL | APPLE INC | 75K | $20.4T | 3.9% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 108K | $20.2T | 3.9% | NEW |
| 6 | MSFT | MICROSOFT CORP | 40K | $19.3T | 3.7% | NEW |
| 7 | IVW | ISHARES TR | 118K | $14.5T | 2.8% | NEW |
| 8 | BN | BROOKFIELD CORP | 241K | $11.1T | 2.1% | NEW |
| 9 | CRM | SALESFORCE INC | 38K | $10.2T | 1.9% | NEW |
| 10 | BAM | BROOKFIELD ASSET MANAGMT LTD | 181K | $9.5T | 1.8% | NEW |
§ 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 $400407.2 trillion in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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