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 $491.5M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($33.8M, 6.88%), AMZN ($32.2M, 6.56%), GOOGL ($27.1M, 5.52%), AAPL ($26.5M, 5.38%), MSFT ($22.3M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $33.8M | 6.88% | 58,570 | Added |
| 2 | AMZN | AMAZON COM INC | $32.2M | 6.56% | 154,695 | Added |
| 3 | GOOGL | ALPHABET INC | $27.1M | 5.52% | 94,266 | Added |
| 4 | AAPL | APPLE INC | $26.5M | 5.38% | 104,265 | Added |
| 5 | MSFT | MICROSOFT CORP | $22.3M | 4.54% | 60,302 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $18.6M | 3.79% | 106,773 | Trimmed |
| 7 | SMH | VANECK ETF TRUST | $15.3M | 3.11% | 39,850 | New |
| 8 | IVW | ISHARES TR | $13.6M | 2.76% | 120,084 | Added |
| 9 | META | META PLATFORMS INC | $12.1M | 2.45% | 21,086 | Added |
| 10 | BN | BROOKFIELD CORP | $10.4M | 2.13% | 258,186 | Added |
| 11 | WMB | WILLIAMS COS INC | $8.9M | 1.80% | 121,735 | Trimmed |
| 12 | AZO | AUTOZONE INC | $8.7M | 1.77% | 2,582 | Added |
| 13 | BAM | BROOKFIELD ASSET MANAGMT LTD | $8.6M | 1.75% | 193,206 | Added |
| 14 | V | VISA INC | $8.6M | 1.74% | 28,339 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.2M | 1.68% | 17,198 | Trimmed |
| 16 | GOOG | ALPHABET INC | $7.9M | 1.60% | 27,486 | Added |
| 17 | UNH | UNITEDHEALTH GROUP INC | $7.6M | 1.54% | 27,950 | Added |
| 18 | CBOE | CBOE GLOBAL MKTS INC | $7.4M | 1.51% | 26,319 | Added |
| 19 | WST | WEST PHARMACEUTICAL SVSC INC | $7.3M | 1.48% | 29,068 | Trimmed |
| 20 | CRM | SALESFORCE INC | $7.2M | 1.46% | 38,542 | Added |
| 21 | ORLY | OREILLY AUTOMOTIVE INC | $6.6M | 1.35% | 71,800 | Added |
| 22 | MCO | MOODYS CORP | $6.6M | 1.35% | 15,228 | Trimmed |
| 23 | AXP | AMERICAN EXPRESS CO | $6.5M | 1.32% | 21,460 | Trimmed |
| 24 | LIN | LINDE PLC | $6.5M | 1.32% | 13,046 | Trimmed |
| 25 | BX | BLACKSTONE INC | $6.4M | 1.30% | 55,483 | Added |
Source: SEC Form 13F filings · as of 2026-03-31