Blue Zone Wealth Advisors, LLC 13F Holdings

CIK 0001803106 · LOS ANGELES, CA

As of Sep 30, 2025, Blue Zone Wealth Advisors, LLC reported 129 positions worth $500.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—44,842$26.9M5.37%
NVIDIA CORPNVDATechnology107,932$20.1M4.02%
APPLE INCAAPLTechnology75,037 9.1M3.81%
AMAZON.COM INCAMZNEquity85,799 8.8M3.76%
ALPHABET INCGOOGLEquity74,507 8.1M3.62%
MICROSOFT CORPMSFTTechnology29,187 5.1M3.02%
ISHARES S&P 500 GROWTH ETFIVW—114,301 3.8M2.75%
BROOKFIELD CORPBNFinancial Services156,890 0.8M2.15%
AUTOZONE INCAZOConsumer Cyclical2,384 0.2M2.04%
BROOKFIELD ASSET MANAGEMENT LTDBAMFinancial Services176,373 0.0M2.00%
META PLATFORMS INCMETACommunication Services13,403$9.8M1.97%
WILLIAMS COMPANIES INCWMBEnergy149,607$9.5M1.89%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical52,246$9.3M1.86%
BLACKSTONE INCBXFinancial Services54,099$9.2M1.85%
UNITEDHEALTH GROUP INCUNHHealthcare26,250$9.1M1.81%
SALESFORCE INCCRMTechnology38,135$9.0M1.80%
VISA INC-CLASS A SHARESVFinancial Services25,098$8.6M1.71%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services16,920$8.5M1.70%
CROWDSTRIKE HOLDINGS INCCRWDTechnology17,180$8.4M1.68%
IDEXX LABORATORIES INCIDXXHealthcare11,992$7.7M1.53%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical70,898$7.6M1.53%
EQUIFAX INCEFXIndustrials29,735$7.6M1.52%
AMERICAN EXPRESS COAXPFinancial Services22,871$7.6M1.52%
WEST PHARMACEUTICAL SERVICES INCWSTHealthcare28,883$7.6M1.51%
STRYKER CORPSYKHealthcare20,074$7.4M1.48%