Blue Zone Wealth Advisors, LLC - Portfolio overview

Blue Zone Wealth Advisors, LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 6.36%
2. AMZN - AMAZON COM INC, 6.06%
3. GOOGL - ALPHABET INC, 5.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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