Blue Zone Wealth Advisors, LLC
CIK 1803106
13F filing for Q2 2026・No. 3,600
- Holdings
- US$572.78M
- Quarter change
- +US$81.31M
- Entries
- 125
- Net bought (estimate)
- +US$9.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 12
- Cut 45
- Added 40
- Corporate actions 0
- Unchanged 33
Largest holdings
125 stocks worth US$572.78M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QQQInvesco QQQUNIT SER 1 | Cut | 58,547 | US$43.11M | 7.53% |
| AMZNAmazonCOM | Added | 173,427 | US$41.33M | 7.22% |
| GOOGLAlphabetCAP STK CL A | Added | 94,573 | US$33.8M | 5.90% |
| SMHVANECK ETF TRUSTSEMICONDUCTR ETF | Added | 50,513 | US$33.13M | 5.78% |
| AAPLAppleCOM | Added | 104,478 | US$30.23M | 5.28% |
| NVDANvidiaCOM | Added | 129,666 | US$25.94M | 4.53% |
| MSFTMicrosoftCOM | Added | 61,308 | US$22.87M | 3.99% |
| METAMetaCL A | Added | 31,928 | US$17.98M | 3.14% |
| ISHARES TRS&P 500 GRWT ETF | Added | 121,365 | US$16.69M | 2.91% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Cut | 15,451 | US$11.79M | 2.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.