CIK 1803106
Blue Zone Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
136
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 136
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 49K | $1M+ | SH |
| AMZN | AMAZON COM INC | 116K | $1M+ | SH |
| GOOGL | ALPHABET INC | 74K | $1M+ | SH |
| AAPL | APPLE INC | 75K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 108K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 40K | $1M+ | SH |
| IVW | ISHARES TR | 118K | $1M+ | SH |
| BN | BROOKFIELD CORP | 241K | $1M+ | SH |
| CRM | SALESFORCE INC | 38K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 181K | $1M+ | SH |
| V | VISA INC | 25K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 148K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 27K | $1M+ | SH |
| META | META PLATFORMS INC | 13K | $1M+ | SH |
| AZO | AUTOZONE INC | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17K | $1M+ | SH |
| GOOG | ALPHABET INC | 27K | $1M+ | SH |
| BX | BLACKSTONE INC | 55K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 23K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 4K | $1M+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 29K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 12K | $1M+ | SH |
| MCO | MOODYS CORP | 15K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 13K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 16K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 50K | $1M+ | SH |
| STE | STERIS PLC | 28K | $1M+ | SH |
| EFX | EQUIFAX INC | 33K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 20K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 13K | $1M+ | SH |
| ZTS | ZOETIS INC | 52K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 26K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 72K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 82K | $1M+ | SH |
| LIN | LINDE PLC | 14K | $1M+ | SH |
| MC | MOELIS & CO | 83K | $1M+ | SH |
| BLK | BLACKROCK INC | 5K | $1M+ | SH |
| BA | BOEING CO | 26K | $1M+ | SH |
| DIS | DISNEY WALT CO | 46K | $1M+ | SH |
| RELX | RELX PLC | 130K | $1M+ | SH |
| IRT | INDEPENDENCE RLTY TR INC | 300K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 23K | $1M+ | SH |
| ESI | ELEMENT SOLUTIONS INC | 205K | $1M+ | SH |
| CPRT | COPART INC | 130K | $1M+ | SH |
| TSLA | TESLA INC | 11K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 72K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 19K | $1M+ | SH |
| ESTC | ELASTIC N V | 59K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 18K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |