Blue Zone Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Blue Zone Wealth Advisors, LLCInvestment ActivityBlue Zone Wealth Advisors, LLC has $635.94 million in total holdings as of September 30, 2026.Blue Zone Wealth Advisors, LLC owns shares of 127 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 13.25% of the portfolio was purchased this quarter.About 4.89% of the portfolio was sold this quarter.This quarter, Blue Zone Wealth Advisors, LLC has purchased 125 new stocks and bought additional shares in 53 stocks.Blue Zone Wealth Advisors, LLC sold shares of 45 stocks and completely divested from 7 stocks this quarter.Largest Holdings Amazon.com $45,892,544Invesco QQQ $44,145,230NVIDIA $36,817,528Microsoft $35,608,761Apple $35,039,685 Largest New Holdings this Quarter 464287523 - iShares Semiconductor ETF $10,490,271 Holding92840M102 - Vistra $5,607,602 Holding464287614 - iShares Russell 1000 Growth ETF $299,121 HoldingG29183103 - Eaton $293,492 Holding464287507 - iShares Core S&P Mid-Cap ETF $236,864 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 229,557 shares (about $34.63M)iShares Semiconductor ETF 18,448 shares (about $10.49M)CrowdStrike 35,095 shares (about $9.29M)NVIDIA 31,546 shares (about $7.20M)Vistra 40,532 shares (about $5.61M) Largest Sales this Quarter Brookfield Asset Management 177,296 shares (about $7.90M)Cboe Global Markets 24,783 shares (about $6.82M)Visa 8,759 shares (about $3.15M)American Express 3,018 shares (about $917.77K)Thermo Fisher Scientific 490 shares (about $330.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Zone Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$45,892,544$2,484,913 ▲5.7%183,3557.2%Consumer DiscretionaryQQQInvesco QQQ$44,145,230$833,724 ▲1.9%59,6746.9%ETFNVDANVIDIA$36,817,528$7,204,462 ▲24.3%161,2125.8%TechnologyMSFTMicrosoft$35,608,761$4,163,742 ▲13.2%69,4265.6%TechnologyAAPLApple$35,039,685$246,435 ▲0.7%105,2185.5%TechnologySPACE EXPLORATION TECHN CORP$34,972,365$34,630,969 ▲10,143.9%231,8205.5%CLASS A COM STKSMHVanEck Semiconductor ETF$32,909,751$2,147,334 ▲7.0%54,0395.2%ETFGOOGLAlphabet$32,690,697$150,019 ▲0.5%95,0095.1%Communication ServicesMETAMeta Platforms$23,346,445$192,898 ▲0.8%32,1943.7%Communication ServicesIVWiShares S&P 500 Growth ETF$19,199,289$1,933,885 ▲11.2%134,9593.0%ETFCRWDCrowdStrike$13,382,054$9,291,402 ▲227.1%50,5462.1%TechnologySOXXiShares Semiconductor ETF$10,490,271$10,490,271 ▲New Holding18,4481.6%ETFUNHUnitedHealth Group$9,978,163$85,528 ▼-0.8%27,1831.6%HealthcareBNBrookfield$9,423,233$17,756 ▲0.2%258,4541.5%FinanceGOOGAlphabet$9,411,920$46,341 ▲0.5%27,6221.5%Communication ServicesWSTWest Pharmaceutical Services$9,257,877$322,190 ▼-3.4%24,9701.5%HealthcareCRMSalesforce$8,563,650$154,730 ▼-1.8%37,3031.3%TechnologyBRK.BBerkshire Hathaway$8,248,044$72,701 ▼-0.9%16,5641.3%FinanceTMOThermo Fisher Scientific$8,192,671$330,785 ▼-3.9%12,1361.3%HealthcareWMBWilliams Companies$7,457,736$85,370 ▼-1.1%109,7211.2%EnergyAZOAutoZone$7,225,041$36,790 ▼-0.5%2,5531.1%Consumer DiscretionaryVVisa$6,992,192$3,147,367 ▼-31.0%19,4591.1%FinanceMCOMoody's$6,625,757$77,656 ▼-1.2%14,5901.0%FinanceAMDAdvanced Micro Devices$6,401,328$33,646 ▲0.5%10,4641.0%TechnologyMRVLMarvell Technology$6,305,995$17,702 ▲0.3%23,8671.0%TechnologyLINDE PLC$6,025,682$14,714 ▼-0.2%12,6950.9%SHSCPCanadian Pacific Kansas City$6,012,741$144,840 ▼-2.4%70,6550.9%IndustrialsORLYO'Reilly Automotive$5,983,910$88,229 ▼-1.5%70,0610.9%Consumer DiscretionaryESIElement Solutions$5,860,490$8,635 ▲0.1%161,5350.9%MaterialsIDXXIDEXX Laboratories$5,777,510$8,355 ▲0.1%11,0640.9%HealthcareBXBlackstone$5,663,235$323,828 ▼-5.4%50,5240.9%FinanceVSTVistra$5,607,602$5,607,602 ▲New Holding40,5320.9%UtilitiesXLKTechnology Select Sector SPDR Fund$5,517,531$202,794 ▲3.8%28,1870.9%ETFUUnity Software$5,465,997$31,271 ▼-0.6%133,5450.9%TechnologyBABAAlibaba Group$5,463,032$215 ▼0.0%50,8000.9%Consumer DiscretionaryNEENextEra Energy$5,293,166$56,199 ▲1.1%69,8860.8%UtilitiesVEEVVeeva Systems$5,212,888$195,819 ▼-3.6%18,2620.8%HealthcareHRIHerc$5,208,154$17,722 ▲0.3%41,7320.8%IndustrialsSPGIS&P Global$5,178,997$15,384 ▼-0.3%13,1290.8%FinanceAXPAmerican Express$5,103,406$917,774 ▼-15.2%16,7820.8%FinanceAPDAir Products and Chemicals$4,851,218$198,656 ▼-3.9%17,4360.8%MaterialsBABoeing$4,389,850$119,072 ▼-2.6%23,5950.7%IndustrialsEFXEquifax$4,359,291$105,675 ▼-2.4%31,7640.7%IndustrialsRELXRelx$4,341,703$97,649 ▼-2.2%130,8530.7%IndustrialsTSLATesla$4,322,650$29,449 ▲0.7%12,1830.7%Consumer DiscretionaryONEQFidelity NASDAQ Composite Index ETF$4,149,4570.0%39,2050.7%ETFSYKStryker$3,875,563$4,406 ▲0.1%14,0730.6%HealthcareVUGVanguard Growth ETF$3,301,901$11,444 ▲0.3%36,6430.5%ETFSPYSPDR S&P 500 ETF Trust$3,289,933$620,771 ▲23.3%4,3140.5%ETFIVEiShares S&P 500 Value ETF$3,253,564$1,042,291 ▲47.1%14,2530.5%ETFQUALiShares MSCI USA Quality Factor ETF$2,327,742$175,792 ▲8.2%10,4740.4%ETFVOOVanguard S&P 500 ETF$1,884,613$102,326 ▼-5.1%2,6890.3%ETFEFAiShares MSCI EAFE ETF$1,821,6070.0%17,5340.3%ETFBLWBlackRock Limited Duration Income Trust$1,776,618$95,505 ▼-5.1%154,6230.3%FinanceRACEFerrari$1,591,4350.0%4,0510.3%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,453,059$225,948 ▲18.4%20,5790.2%ETFSCHFSchwab International Equity ETF$1,308,781$28,431 ▼-2.1%47,6440.2%ETFEFViShares MSCI EAFE Value ETF$1,227,541$15,037 ▼-1.2%15,5110.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,208,3460.0%1,8400.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,096,4190.0%11,0660.2%ETFIEFAiShares Core MSCI EAFE ETF$977,422$12,982 ▲1.3%10,0890.2%ETFTSMTaiwan Semiconductor Manufacturing$954,486$163,339 ▼-14.6%2,0920.2%TechnologyXLPConsumer Staples Select Sector SPDR Fund$907,072$82,293 ▲10.0%11,2540.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$794,924$35,059 ▼-4.2%9,7950.1%ETFVIGVanguard Dividend Appreciation ETF$794,654$29,397 ▼-3.6%3,4060.1%ETFCGGRCapital Group Growth ETF$786,152$35,335 ▼-4.3%16,5750.1%ETFCOSTCostco Wholesale$779,515$10,928 ▲1.4%8560.1%Consumer StaplesKOCoca-Cola$749,412$195,660 ▼-20.7%8,7060.1%Consumer StaplesVTVVanguard Value ETF$723,436$114,739 ▲18.8%3,3480.1%ETFAVGOBroadcom$717,481$45,303 ▲6.7%2,0430.1%TechnologyBACBank of America$689,465$71,848 ▼-9.4%12,6670.1%FinancePGProcter & Gamble$613,227$6,392 ▲1.1%4,2210.1%Consumer StaplesPPAInvesco Aerospace & Defense ETF$610,904$59,219 ▼-8.8%3,9510.1%ETFGLDSPDR Gold Shares$591,4450.0%1,5530.1%ETFXLEEnergy Select Sector SPDR Fund$578,294$40,160 ▲7.5%9,4030.1%ETFPEPPepsiCo$565,2980.0%4,4610.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$556,454$5,201 ▲0.9%2,6750.1%ETFBAMBrookfield Asset Management$541,692$7,903,862 ▼-93.6%12,1510.1%FinanceGOLDMAN SACHS PHYSICAL GOLD$526,3360.0%12,8500.1%UNITJPMJPMorgan Chase & Co.$510,140$21,504 ▲4.4%1,5420.1%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$478,570$25,259 ▲5.6%12,7890.1%ETFSNAPSnap$474,5570.0%87,8810.1%Communication ServicesLAM RESEARCH CORP$468,127$18,068 ▲4.0%1,4250.1%COM NEWPAPRInnovator U.S. Equity Power Buffer ETF - April$453,390$24,354 ▼-5.1%10,5000.1%ETFNUVEEN CALIF AMT FREE MUNI I$443,018$17,174 ▼-3.7%42,0720.1%COMJNJJohnson & Johnson$442,381$13,502 ▲3.1%1,6710.1%HealthcareIVViShares Core S&P 500 ETF$440,364$86,541 ▲24.5%5750.1%ETFETF SER SOLUTIONS$408,1610.0%2,6920.1%DEFIA QUANT ETFUSMViShares MSCI USA Min Vol Factor ETF$404,126$7,406 ▲1.9%4,1470.1%ETFVLOValero Energy$398,075$9,303 ▲2.4%1,0270.1%EnergyIJRiShares Core S&P Small-Cap ETF$381,580$58,223 ▲18.0%2,8050.1%ETFCBOECboe Global Markets$373,293$6,822,508 ▼-94.8%1,3560.1%FinanceVBVanguard Small-Cap ETF$372,397$4,267 ▲1.2%1,3090.1%ETFSLViShares Silver Trust$366,3070.0%6,7200.1%ETFEPIWisdomTree India Earnings Fund$358,057$3,706 ▼-1.0%8,7910.1%ETFDGROiShares Core Dividend Growth ETF$339,2550.0%4,5000.1%ETFAMATApplied Materials$330,863$9,716 ▲3.0%6470.1%TechnologyAEMAgnico Eagle Mines$328,7860.0%1,7940.1%MaterialsSPYGSPDR Portfolio S&P 500 Growth ETF$327,7620.0%2,6630.1%ETFWALMART INC$326,205$2,702 ▼-0.8%3,1390.1%COMShowing largest 100 holdings. 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