Blue Zone Wealth Advisors, LLC: 13F holdings
CIK 18031062026Q2
| Positions | 125 |
|---|
| Reported value | $572.8m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 125 (-5 vs prior quarter) |
|---|
| Reported value | $572.8m (+16.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 58,547 | $43.1m | 7.5% |
| AMZN AMAZON COM INC | 173,427 | $41.3m | 7.2% |
| GOOGL ALPHABET INC | 94,573 | $33.8m | 5.9% |
| SMH VANECK ETF TRUST | 50,513 | $33.1m | 5.8% |
| AAPL APPLE INC | 104,478 | $30.2m | 5.3% |
| NVDA NVIDIA CORPORATION | 129,666 | $25.9m | 4.5% |
| MSFT MICROSOFT CORP | 61,308 | $22.9m | 4.0% |
| META META PLATFORMS INC | 31,928 | $18.0m | 3.1% |
| IWF ISHARES TR | 121,365 | $16.7m | 2.9% |
| CRWD CROWDSTRIKE HLDGS INC | 15,451 | $11.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803106")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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