Blue Zone Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| GXO Logistics, Inc. | $3.80M | 0.7% |
| BLACKROCK Ltd DURATION INCOME TRUST | $3.75M | 0.7% |
| Trade Desk, Inc. | $3.61M | 0.7% |
| DIAGEO PLC | $3.48M | 0.7% |
| FIDELITY COMWLTH TR | $3.41M | 0.7% |
| VANGUARD INDEX FDS | $2.77M | 0.5% |
| ADVANCED MICRO DEVICES INC | $2.23M | 0.4% |
| Okta, Inc. | $2.11M | 0.4% |
| Marvell Technology, Inc. | $2.02M | 0.4% |
| GOLDMAN SACHS ETF TR | $1.69M | 0.3% |
| ISHARES TR | $1.68M | 0.3% |
| VANGUARD INDEX FDS | $1.59M | 0.3% |
| FERRARI N V | $1.50M | 0.3% |
| SPDR S&P 500 ETF TR | $1.43M | 0.3% |
| SCHWAB STRATEGIC TR | $1.32M | 0.3% |
| ISHARES TR | $1.21M | 0.2% |
| SPDR S&P MIDCAP 400 ETF TR | $1.11M | 0.2% |
| VANGUARD TAX-MANAGED FDS | $1.11M | 0.2% |
| ISHARES TR | $1.08M | 0.2% |
| Herc Holdings Inc | $927.4K | 0.2% |
| ISHARES TR | $890.6K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $856.3K | 0.2% |
| INNOVATOR ETFS TRUST | $805.0K | 0.2% |
| ISHARES INC | $804.3K | 0.2% |
| ISHARES TR | $772.6K | 0.1% |
| COCA COLA CO | $767.7K | 0.1% |
| iShares MSCI UAE ETF | $747.4K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $737.0K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $727.2K | 0.1% |
| Park Hotels & Resorts Inc. | $723.3K | 0.1% |
| ISHARES INC | $717.6K | 0.1% |
| Snap Inc | $709.2K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $686.8K | 0.1% |
| Chipotle Mexican Grill Inc | $647.5K | 0.1% |
| Broadcom Inc. | $642.4K | 0.1% |
| PEPSICO INC | $640.2K | 0.1% |
| CAPITAL GROUP GROWTH ETF | $614.5K | 0.1% |
| SPDR GOLD TR | $604.4K | 0.1% |
| PROCTER & GAMBLE Co | $597.3K | 0.1% |
| NUVEEN CALIFORNIA AMT QLT MU | $592.4K | 0.1% |
| GOLDMAN SACHS PHYSICAL GOLD | $546.8K | 0.1% |
| FIRST TR EXCH TRADED FD III | $542.4K | 0.1% |
| VANGUARD INDEX FDS | $538.0K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $478.9K | 0.1% |
| SSGA ACTIVE ETF TR | $471.5K | 0.1% |
| JPMORGAN CHASE & CO | $470.8K | 0.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $468.6K | 0.1% |
| WISDOMTREE TR | $467.9K | 0.1% |
| ISHARES SILVER TR | $432.9K | 0.1% |
| ISHARES TR | $394.6K | 0.1% |