Blue Zone Wealth Advisors, LLC
Blue Zone Wealth Advisors, LLC reported 125 positions worth $572.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: QQQ (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $43.1M | 7.53% | 58,547 | — | — | |
| ▸ 2 | AMZN | SH | $41.3M | 7.22% | 173,427 | — | — | |
| ▸ 3 | GOOGL | SH | $33.8M | 5.90% | 94,573 | — | — | |
| ▸ 4 | SMH | SH | $33.1M | 5.78% | 50,513 | — | — | |
| ▸ 5 | AAPL | SH | $30.2M | 5.28% | 104,478 | — | — | |
| ▸ 6 | NVDA | SH | $25.9M | 4.53% | 129,666 | — | — | |
| ▸ 7 | MSFT | SH | $22.9M | 3.99% | 61,308 | — | — | |
| ▸ 8 | META | SH | $18.0M | 3.14% | 31,928 | — | — | |
| ▸ 9 | IVW | SH | $16.7M | 2.91% | 121,365 | — | — | |
| ▸ 10 | CRWD | SH | $11.8M | 2.06% | 15,451 | — | — |
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Frequently Asked Questions
What stocks does Blue Zone Wealth Advisors, LLC hold as of Q2 2026?
Blue Zone Wealth Advisors, LLC reported 125 positions worth $572.8M in its Q2 2026 13F filing. Largest positions: QQQ (7.5%), AMZN (7.2%), GOOGL (5.9%), SMH (5.8%) and AAPL (5.3%).
What did Blue Zone Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Blue Zone Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.