Blue Zone Wealth Advisors, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 522,913
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 486.9 K | 93.1% | 18.75 K | 0 | 18.75 K |
| ETFs | 28.86 K | 5.5% | 3.241 K | 0 | 3.241 K |
| Other | 7.107 K | 1.4% | 3 | 0 | 3 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
522,913
Holdings
136
QoQ value change ($000)
22,004
(4.4%)
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.