Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Zone Wealth Advisors, LLC (CIK 1803106) reported $572.8M across 125 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($43.1M, 7.53%), AMZN ($41.3M, 7.22%), GOOGL ($33.8M, 5.90%), SMH ($33.1M, 5.78%), AAPL ($30.2M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $43.1M | 7.53% | 58,547 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $41.3M | 7.22% | 173,427 | Added |
| 3 | GOOGL | ALPHABET INC | $33.8M | 5.90% | 94,573 | Added |
| 4 | SMH | VANECK ETF TRUST | $33.1M | 5.78% | 50,513 | Added |
| 5 | AAPL | APPLE INC | $30.2M | 5.28% | 104,478 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $25.9M | 4.53% | 129,666 | Added |
| 7 | MSFT | MICROSOFT CORP | $22.9M | 3.99% | 61,308 | Added |
| 8 | META | META PLATFORMS INC | $18.0M | 3.14% | 31,928 | Added |
| 9 | IVW | ISHARES TR | $16.7M | 2.91% | 121,365 | Added |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $11.8M | 2.06% | 15,451 | Trimmed |
| 11 | UNH | UNITEDHEALTH GROUP INC | $11.4M | 1.99% | 27,416 | Trimmed |
| 12 | BN | BROOKFIELD CORP | $11.0M | 1.92% | 257,967 | Trimmed |
| 13 | GOOG | ALPHABET INC | $9.7M | 1.70% | 27,486 | Hold |
| 14 | V | VISA INC | $9.7M | 1.69% | 28,218 | Trimmed |
| 15 | WST | WEST PHARMACEUTICAL SVSC INC | $9.3M | 1.62% | 25,839 | Trimmed |
| 16 | BAM | BROOKFIELD ASSET MANAGMT LTD | $8.5M | 1.48% | 189,447 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.4M | 1.46% | 16,710 | Trimmed |
| 18 | WMB | WILLIAMS COS INC | $8.3M | 1.44% | 110,977 | Trimmed |
| 19 | AZO | AUTOZONE INC | $8.2M | 1.43% | 2,566 | Trimmed |
| 20 | ESI | ELEMENT SOLUTIONS INC | $7.7M | 1.34% | 161,297 | Trimmed |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $7.1M | 1.24% | 23,800 | Hold |
| 22 | AXP | AMERICAN EXPRESS CO | $6.7M | 1.17% | 19,800 | Trimmed |
| 23 | MCO | MOODYS CORP | $6.7M | 1.17% | 14,761 | Trimmed |
| 24 | LIN | LINDE PLC | $6.6M | 1.15% | 12,726 | Trimmed |
| 25 | ORLY | OREILLY AUTOMOTIVE INC | $6.5M | 1.14% | 71,094 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30