Blue Zone Wealth Advisors, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 572,782
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 125 | 572,782 | 13F-HR | Blue Zone Wealth Advisors, LLC |
| Q1 2026 | 4/16/2026 | 130 | 491,476 | 13F-HR | Blue Zone Wealth Advisors, LLC |
| Q4 2025 | 1/21/2026 | 136 | 522,913 | 13F-HR | Blue Zone Wealth Advisors, LLC |
| Q3 2025 | 10/15/2025 | 129 | 500,909 | 13F-HR | Blue Zone Wealth Advisors, LLC |
| Q2 2025 | 7/24/2025 | 110 | 400,407 | 13F-HR | Blue Zone Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 441.3 K | 77.0% | 44.23 K | 0 | 44.23 K |
| ETFs | 131.5 K | 23.0% | 37.36 K | 0 | 37.36 K |
| Other | 0 | 0.0% | 0 | 276 | -276 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
572,782
Holdings
125
QoQ value change ($000)
81,306
(16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.