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 51–100 of 136
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GXO | GXO LOGISTICS INCORPORATED | 72K | $1M+ | SH |
| BLW | BLACKROCK LTD DURATION INCOM | 273K | $1M+ | SH |
| TTD | THE TRADE DESK INC | 95K | $1M+ | SH |
| DEO | DIAGEO PLC | 40K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 37K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 10K | $1M+ | SH |
| OKTA | OKTA INC | 24K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 24K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 17K | $1M+ | SH |
| EFA | ISHARES TR | 18K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| RACE | FERRARI N V | 4K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| EFV | ISHARES TR | 17K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 18K | $1M+ | SH |
| IVE | ISHARES TR | 5K | $1M+ | SH |
| HRI | HERC HLDGS INC | 6K | $500K+ | SH |
| IEFA | ISHARES TR | 10K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 993 | $500K+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| EMXC | ISHARES INC | 11K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| KO | COCA COLA CO | 11K | $500K+ | SH |
| QUAL | ISHARES TR | 4K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| PK | PARK HOTELS & RESORTS INC | 69K | $500K+ | SH |
| IEMG | ISHARES INC | 11K | $500K+ | SH |
| SNAP | SNAP INC | 88K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 18K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 14K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | 48K | $500K+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 13K | $500K+ | SH |
| FCAL | FIRST TR EXCH TRADED FD III | 11K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 12K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| DYNF | BLACKROCK ETF TRUST | 8K | $100K–$500K | SH |
| EPI | WISDOMTREE TR | 10K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |