13F Insight
DOSSIER · 13F-HR · Q1 2026

Blue Zone Wealth Advisors, LLC

$491M in tracked AUM across 130 positions as of Q1 2026.

BZ
CIK 0001803106 · last filed Mar 31, 2026
Total AUM
$491M
as of Q1 2026
Holdings
130
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Blue Zone Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$34M59K6.9%02
AMZN
AMAZON COM INC
$32M155K6.6%03
GOOGL
ALPHABET INC
$27M94K5.5%04
AAPL
APPLE INC
$26M104K5.4%05
MSFT
MICROSOFT CORP
$22M60K4.5%06
NVDA
NVIDIA CORPORATION
$19M107K3.8%07
SMH
VANECK ETF TRUST
$15M40K3.1%08
IVW
ISHARES TR
$14M120K2.8%09
META
META PLATFORMS INC
$12M21K2.5%10
BN
BROOKFIELD CORP
$10M258K2.1%

Filing history

2026Q1Mar 31
$491M▼ 6.0%
130 positionsView →2025Q4Dec 31
$523M▲ 4.4%
136 positionsView →2025Q3Sep 30
$501M▲ 25.1%
129 positionsView →2025Q2Jun 30
$400M▲ 11.3%
110 positionsLocked2025Q1Mar 31
$360M▲ 3.8%
106 positionsLocked2024Q4Dec 31
$347M▲ 7.9%
101 positionsLocked2024Q3Sep 30
$321M▲ 11.0%
99 positionsLocked2024Q2Jun 30
$290M▼ 0.4%
87 positionsLocked2024Q1Mar 31
$291M▲ 16.1%
88 positionsLocked2023Q4Dec 31
$251M▲ 9.9%
82 positionsLocked2023Q3Sep 30
$228M▲ 5.2%
82 positionsLocked2023Q2Jun 30
$217M▲ 15.9%
78 positionsLocked
Showing 12 of 26