Institutions / Blue Zone Wealth Advisors, LLC
Blue Zone Wealth Advisors, LLC
CIK 1803106 · Institution · as of Dec 31, 2025
Portfolio value
$522.91M
Positions
136
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 136 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $30.11M | 5.8% |
| Amazon.com Inc | $26.74M | 5.1% |
| Alphabet Inc. | $23.15M | 4.4% |
| Apple Inc. | $20.38M | 3.9% |
| NVIDIA Corp | $20.19M | 3.9% |
| Microsoft Corp | $19.25M | 3.7% |
| iShares Tr | $14.49M | 2.8% |
| Brookfield Corp | $11.06M | 2.1% |
| Salesforce Inc | $10.16M | 1.9% |
| Brookfield Asset Managmt Ltd | $9.49M | 1.8% |
| Visa Inc | $8.88M | 1.7% |
| Williams Cos Inc/The | $8.87M | 1.7% |
| Unitedhealth Group Inc | $8.84M | 1.7% |
| Meta Platforms Inc | $8.82M | 1.7% |
| Autozone Inc | $8.75M | 1.7% |
| Warren E. Buffett | $8.70M | 1.7% |
| Alphabet Inc. | $8.62M | 1.6% |
| Blackstone Inc | $8.55M | 1.6% |
| American Express Co | $8.33M | 1.6% |
| Markel Group Inc | $8.23M | 1.6% |
| West Pharmaceutical Services Inc | $8.05M | 1.5% |
| Idexx Laboratories Inc /De | $7.89M | 1.5% |
| Moody's Corp | $7.81M | 1.5% |
| Thermo Fisher Scientific Inc. | $7.61M | 1.5% |
| CrowdStrike Holdings, Inc. | $7.52M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.