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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.9 Million 5.84% of portfolio
44,842
Q3 2025 Added 1.23%
$495B
$20.1 Million 4.37% of portfolio
107,932
Q3 2025 Added 316.98%
$4.34T
$19.1 Million 4.15% of portfolio
75,037
Q3 2025 Added 41.04%
$2.54T
$18.8 Million 4.09% of portfolio
85,799
Q3 2025 Added 173.05%
$1.66T
$18.1 Million 3.93% of portfolio
74,507
Q3 2025 Added 0.61%
$3.83T
$15.1 Million 3.28% of portfolio
29,187
Q3 2025 Added 65.08%
$0
$13.8 Million 2.99% of portfolio
114,301
Q3 2025 Added 3.83%
$69.8B
$10.2 Million 2.22% of portfolio
2,384
Q3 2025 Added 2.49%
$1.41T
$9.84 Million 2.14% of portfolio
13,403
Q3 2025 Added 217.16%
$68.9B
$9.48 Million 2.06% of portfolio
149,607
Q3 2025 Added 3.55%
$435B
$9.34 Million 2.03% of portfolio
52,246
Q3 2025 Reduced 1.62%
$101B
$9.24 Million 2.01% of portfolio
54,099
Q3 2025 Added 0.1%
$309B
$9.06 Million 1.97% of portfolio
26,250
Q3 2025 Added 6.11%
$254B
$9.04 Million 1.96% of portfolio
38,135
Q3 2025 Added 43.0%
$556B
$8.57 Million 1.86% of portfolio
25,098
Q3 2025 Added 3.84%
$621B
$8.51 Million 1.85% of portfolio
16,920
Q3 2025 Added 9.72%
$25.5B
$7.63 Million 1.66% of portfolio
29,735
Q3 2025 Added 9.62%
$60.1B
$7.66 Million 1.66% of portfolio
11,992
Q3 2025 Added 1.14%
$5.89B
$7.64 Million 1.66% of portfolio
70,898
Q3 2025 Added 2.79%
$269B
$7.6 Million 1.65% of portfolio
22,871
Q3 2025 Added 1.02%
$21.2B
$7.58 Million 1.64% of portfolio
28,883
Q3 2025 Added 1.84%
$137B
$7.42 Million 1.61% of portfolio
20,074
Q3 2025 Added 0.34%
$26.8B
$7.31 Million 1.59% of portfolio
3,825
Q3 2025 Added 3.46%
$89.3B
$7.23 Million 1.57% of portfolio
15,164
Q3 2025 Added 3.92%
$24.2B
$7.1 Million 1.54% of portfolio
28,712
Q3 2025 Added 1.71%
$1.69T
$6.69 Million 1.45% of portfolio
27,455
Q3 2025 Added 592.43%
$163B
$6.29 Million 1.37% of portfolio
12,931
Q3 2025 Added 2.9%
$221B
$6.29 Million 1.37% of portfolio
12,973
Q3 2025 Added 5.92%
$26.5B
$6.25 Million 1.36% of portfolio
25,489
Q3 2025 New
$84.9B
$6.13 Million 1.33% of portfolio
128,333
Q3 2025 Added 3.34%
$28.4B
$5.93 Million 1.29% of portfolio
70,330
Q3 2025 Added 2.19%
$10.2B
$5.83 Million 1.26% of portfolio
129,640
Q3 2025 Added 5.27%
$3.87B
$5.82 Million 1.26% of portfolio
81,616
Q3 2025 Added 1.67%
$118B
$5.49 Million 1.19% of portfolio
25,414
Q3 2025 Added 1.05%
$41.2B
$5.45 Million 1.18% of portfolio
18,295
Q3 2025 Added 2.97%
$203B
$5.31 Million 1.15% of portfolio
46,340
Q3 2025 Added 1.02%
$6.57B
$5.14 Million 1.11% of portfolio
204,076
Q3 2025 Reduced 0.22%
$58.3B
$5.08 Million 1.1% of portfolio
34,746
Q3 2025 Added 6.5%
$1.4T
$5.03 Million 1.09% of portfolio
11,310
Q3 2025 Added 18.5%
$53.4B
$4.98 Million 1.08% of portfolio
18,265
Q3 2025 Added 3.1%
$8.63B
$4.86 Million 1.06% of portfolio
57,549
Q3 2025 Added 4.2%
$3.58B
$4.86 Million 1.05% of portfolio
296,239
Q3 2025 Added 5.46%
$0
$4.66 Million 1.01% of portfolio
333,188
Q3 2025 Added 7.67%
$156B
$4.46 Million 0.97% of portfolio
22,510
Q3 2025 Added 3.81%
$21B
$4.43 Million 0.96% of portfolio
90,411
Q3 2025 Added 10.28%
$0
$4.03 Million 0.88% of portfolio
14,311
Q3 2025 Added 2.1%
$53B
$3.91 Million 0.85% of portfolio
40,988
Q3 2025 Added 2.21%
$6.57B
$3.81 Million 0.83% of portfolio
71,971
Q3 2025 Added 4.21%
$2.3B
$3.26 Million 0.71% of portfolio
294,216
Q3 2025 Added 0.71%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $461 Million
  • Prior Value $363 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email