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 101–136 of 136
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 643 | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 911 | $100K–$500K | SH |
| DGRO | ISHARES TR | 5K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 3K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| SILJ | AMPLIFY ETF TR | 10K | $100K–$500K | SH |
| GCAL | GOLDMAN SACHS ETF TR | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 858 | $100K–$500K | SH |
| EFAV | ISHARES TR | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 785 | $100K–$500K | SH |
| EFAX | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| VFLO | VICTORY PORTFOLIOS II | 5K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 199 | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 11K | $100K–$500K | SH |
| THM | INTERNATIONAL TOWER HILL MIN | 23K | $15K–$50K | SH |
| PRTS | CARPARTS COM INC | 60K | $15K–$50K | SH |
| TRX | TRX GOLD CORPORATION | 16K | $1K–$15K | SH |