Blue Zone Wealth Advisors, LLC Portfolio Holdings
Blue Zone Wealth Advisors, LLC
- $461 Million
- Q3 2025
Blue Zone Wealth Advisors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $461 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $26.9M, Nvidia Corp with a value of $20.1M, Apple Inc. with a value of $19.1M, Amazon Com Inc with a value of $18.8M, and Alphabet Inc. with a value of $18.1M.
Examining the 13F form we can see an increase of $97.9M in the current position value, from $363M to 461M.
Below you can find more details about Blue Zone Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$461 Million
Technology: $89.3 Million
Financial Services: $73.5 Million
ETFs: $69.5 Million
Healthcare: $60.4 Million
Consumer Cyclical: $60.1 Million
Communication Services: $47.2 Million
Industrials: $18.1 Million
Real Estate: $14 Million
Other: $28.6 Million