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Latest Blue Zone Wealth Advisors, LLC Stock Portfolio

$572Million | No. of Holdings #124

Blue Zone Wealth Advisors, LLC Performance

2026 Q2+12.78%
YTD+3.60%
2025+5.47%

About Blue Zone Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Blue Zone Wealth Advisors, LLC is a hedge fund based in Los Angeles, CA. On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Blue Zone Wealth Advisors, LLC reported an equity portfolio of $572.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Blue Zone Wealth Advisors, LLC are QQQ, AMZN, GOOG. The fund has invested 7.5% of it's portfolio in INVESCO QQQ TR and 7.2% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off MOELIS & CO (MC), COSTAR GROUP INC (CSGP) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), STRYKER CORPORATION (SYK) and BANK OF AMER CORP (BAC). Blue Zone Wealth Advisors, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), SPACE EXPLORATION TECHN CORP and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IBCE) and META PLATFORMS INC (META).
Blue Zone Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$572Million
  as of Jul 14, 2026

Blue Zone Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Blue Zone Wealth Advisors, LLC made a return of 12.78% in the last quarter. In trailing 12 months, it's portfolio return was 7.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr850,055
space exploration techn corp386,656
blackrock etf trust263,600
ge aerospace247,783
cimpress plc232,079
international business machs221,875
eli lilly & co209,900
New stocks bought by Blue Zone Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard index fds496
ishares tr84.09
meta platforms inc51.42
ishares tr45.3
vaneck etf trust26.76
nvidia corporation21.44
amazon com inc12.11
tesla inc7.53
Additions to existing portfolio by Blue Zone Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-30.67
stryker corporation-24.26
bank of amer corp-21.41
first tr exch traded fd iii-15.62
element solutions inc-12.4
west pharmaceutical svsc inc-11.11
ishares tr-9.94
williams cos inc-8.84
Blue Zone Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
moelis & co-4,590,100
costar group inc-2,883,020
carparts com inc-46,773
chipotle mexican grill inc-556,974
blackrock etf trust-273,446
disney walt co-298,682
newmont corp-209,200
vaneck etf trust-213,191
Blue Zone Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Blue Zone Wealth Advisors, LLC has about 32.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Industrials
  • Basic Materials
  • Energy
  • Utilities
Sector%
Others32.4
Technology20.2
Communication Services10.9
Consumer Cyclical10.7
Healthcare7.9
Financial Services6.4
Industrials4.7
Basic Materials3.4
Energy1.5
Utilities1.2

Market Cap. Distribution

Blue Zone Wealth Advisors, LLC has about 64.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP41.2
UNALLOCATED32.4
LARGE-CAP23.1
MID-CAP3.2

Stocks belong to which Index?

About 60.5% of the stocks held by Blue Zone Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50059.3
Others39.4
RUSSELL 20001.2
Top 5 Winners (%)%
MRVL
marvell technology inc
200.8 %
AMD
advanced micro devices inc
185.5 %
AMAT
applied matls inc
111.5 %
LRCX
lam research corp
102.8 %
CRWD
crowdstrike hldgs inc
93.0 %
Top 5 Winners ($)$
AFK
vaneck etf trust
12.3 M
QQQ
invesco qqq tr
9.3 M
GOOG
alphabet inc
6.6 M
CRWD
crowdstrike hldgs inc
5.9 M
AMZN
amazon com inc
4.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
TRX
trx gold corporation
-45.0 %
ZTS
zoetis inc
-38.9 %
NFLX
netflix inc.
-25.2 %
AEM
agnico eagle mines ltd
-23.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-7.5 M
ZTS
zoetis inc
-2.4 M
BABA
alibaba group hldg ltd
-1.5 M
CRM
salesforce inc
-1.1 M
cboe global mkts inc
-1.0 M

Blue Zone Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Blue Zone Wealth Advisors, LLC

Blue Zone Wealth Advisors, LLC has 124 stocks in it's portfolio. About 48.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for Blue Zone Wealth Advisors, LLC last quarter.

$572.78MTotal Value
137Positions
14 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Blue Zone Wealth Advisors, LLC, last reported on 14 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
Blue Zone Wealth Advisors, LLC's holding in Goldman Sachs Physical Gold over time
0.09%12,850
$508.5K
0.09%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Zone Wealth Advisors, LLC's holding in Ishares Tr over time
0.21%15,701
$1.20M
0.21%
decreased 2.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Zone Wealth Advisors, LLC's holding in Ishares Tr over time
0.07%3,026
$430.9K
0.07%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Blue Zone Wealth Advisors, LLC's holding in Etf Ser Solutions over time
0.08%2,692
$445.2K
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Blue Zone Wealth Advisors, LLC's holding in Ishares Tr over time
0.06%4,500
$341.1K
0.06%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Blue Zone Wealth Advisors, LLC's holding in Agnico Eagle Mines Ltd over time
0.05%1,794
$278.3K
0.05%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Blue Zone Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
5.78%50,513
$33.13M
5.78%
increased 26.76 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Blue Zone Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Blue Zone Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.07%8,882
$380.0K
0.07%
unchanged 0 percentunchanged