Blue Zone Wealth Advisors, LLC - Portfolio Stock Holdings
Blue Zone Wealth Advisors, LLC disclosed 136 stock positions in a recent SEC 13F filing. $563,551,490 of stock holdings were filed, with the largest holdings including QQQ, AMZN, and GOOGL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $769,963,287 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
136Est. Stock Holding Value:
$563,551,490Top Stock Holdings By Sector
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Portfolio Stock Holdings - Blue Zone Wealth Advisors, LLC
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% of Portfolio
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