Blue Zone Wealth Advisors, LLC Portfolio Holdings
Blue Zone Wealth Advisors, LLC
- $483 Million
- Q4 2025
Blue Zone Wealth Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $483 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $29.6M, Amazon Com Inc with a value of $27.2M, Alphabet Inc. with a value of $20.4M, Microsoft Corp with a value of $20.2M, and Nvidia Corp with a value of $20.2M.
Examining the 13F form we can see an increase of $21.8M in the current position value, from $461M to 483M.
Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$483 Million
Technology: $95.9 Million
ETFs: $85.1 Million
Financial Services: $71.7 Million
Consumer Cyclical: $64.9 Million
Healthcare: $63.2 Million
Communication Services: $47.8 Million
Industrials: $16.6 Million
Real Estate: $10.6 Million
Other: $26.8 Million