Blue Zone Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$572,782
Net value change ($000)
+81,306 (16.5%)
New positions
7
Sold out positions
12
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SMH 17,853 116.9%
QQQ 9,309 27.5%
AMZN 9,117 28.3%
NVDA 7,324 39.3%
GOOGL 6,691 24.7%
META 5,921 49.1%
CRWD 5,428 85.3%
MRVL 4,733 200.8%
AMD 3,930 185.6%
UNH 3,832 50.7%
Top Reduces (Value $000, Stocks/ETFs)
MC -4,590 -100.0%
CSGP -2,883 -100.0%
ZTS -2,486 -40.1%
SYK -1,673 -27.4%
BABA -1,473 -23.2%
CRM -1,246 -17.3%
CBOE -1,054 -14.2%
EFX -799 -13.4%
CPRT -700 -16.1%
WMB -610 -6.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type