Blue Zone Wealth Advisors, LLC
Q3 2026 13F filing
Updated 17 days ago128 disclosed positions worth $635.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q INVESCO QQQ TR | $44.1M | 59.7K | 6.94% | Added(+1.9%) |
| 2 | A AMAZON COM INC | $43.6M | 174.9K | 6.85% | Added(+0.8%) |
| 3 | N NVIDIA CORPORATION | $36.8M | 161.2K | 5.79% | Added(+24.3%) |
| 4 | M MICROSOFT CORP | $35.6M | 69.4K | 5.60% | Added(+13.2%) |
| 5 | A APPLE INC | $35M | 105.2K | 5.51% | Added(+0.7%) |
| 6 | S SPACE EXPLORATION TECHN CORP | $35M | 231.8K | 5.50% | Added(+10143.9%) |
| 7 | H VANECK ETF TRUST | $32.9M | 54.0K | 5.17% | Added(+7.0%) |
| 8 | G ALPHABET INC | $32.7M | 95.0K | 5.14% | Added(+0.5%) |
| 9 | M META PLATFORMS INC | $23.3M | 32.2K | 3.67% | Added(+0.8%) |
| 10 | E ISHARES TR | $19.2M | 135.0K | 3.02% | Added(+11.2%) |
| 11 | C CROWDSTRIKE HLDGS INC | $13.4M | 50.5K | 2.10% | Added(+227.1%) |
| 12 | E ISHARES TR | $10.5M | 18.4K | 1.65% | — |
| 13 | U UNITEDHEALTH GROUP INC | $10M | 27.2K | 1.57% | Trimmed(-0.8%) |
| 14 | B BROOKFIELD CORP | $9.4M | 258.5K | 1.48% | Added(+0.2%) |
| 15 | G ALPHABET INC | $9.4M | 27.6K | 1.48% | Added(+0.5%) |
| 16 | W WEST PHARMACEUTICAL SVSC INC | $9.3M | 25.0K | 1.46% | Trimmed(-3.4%) |
| 17 | C SALESFORCE INC | $8.6M | 37.3K | 1.35% | Trimmed(-1.8%) |
| 18 | B BERKSHIRE HATHAWAY INC DEL | $8.2M | 16.6K | 1.30% | Trimmed(-0.9%) |
| 19 | T THERMO FISHER SCIENTIFIC INC | $8.2M | 12.1K | 1.29% | Trimmed(-3.9%) |
| 20 | F WILLIAMS COS INC | $7.5M | 109.7K | 1.17% | Trimmed(-1.1%) |
| 21 | A AUTOZONE INC | $7.2M | 2.6K | 1.14% | Trimmed(-0.5%) |
| 22 | V VISA INC | $7M | 19.5K | 1.10% | Trimmed(-31.0%) |
| 23 | M MOODYS CORP | $6.6M | 14.6K | 1.04% | Trimmed(-1.2%) |
| 24 | A ADVANCED MICRO DEVICES INC | $6.4M | 10.5K | 1.01% | Added(+0.5%) |
| 25 | M MARVELL TECHNOLOGY INC | $6.3M | 23.9K | 0.99% | Added(+0.3%) |
| 26 | L LINDE PLC | $6M | 12.7K | 0.95% | Trimmed(-0.2%) |
| 27 | C CANADIAN PACIFIC KANSAS CITY | $6M | 70.7K | 0.95% | Trimmed(-2.4%) |
| 28 | O OREILLY AUTOMOTIVE INC | $6M | 70.1K | 0.94% | Trimmed(-1.4%) |
| 29 | E ELEMENT SOLUTIONS INC | $5.9M | 161.5K | 0.92% | Added(+0.1%) |
| 30 | I IDEXX LABS INC | $5.8M | 11.1K | 0.91% | Added(+0.1%) |
| 31 | B BLACKSTONE INC | $5.7M | 50.5K | 0.89% | Trimmed(-5.4%) |
| 32 | V VISTRA CORP | $5.6M | 40.5K | 0.88% | — |
| 33 | S SELECT SECTOR SPDR TR | $5.5M | 28.2K | 0.87% | Added(+3.8%) |
| 34 | U UNITY SOFTWARE INC | $5.5M | 133.5K | 0.86% | Trimmed(-0.6%) |
| 35 | B ALIBABA GROUP HLDG LTD | $5.5M | 50.8K | 0.86% | Trimmed(0.0%) |
| 36 | N NEXTERA ENERGY INC | $5.3M | 69.9K | 0.83% | Added(+1.1%) |
| 37 | V VEEVA SYS INC | $5.2M | 18.3K | 0.82% | Trimmed(-3.6%) |
| 38 | H HERC HLDGS INC | $5.2M | 41.7K | 0.82% | Added(+0.3%) |
| 39 | S S&P GLOBAL INC | $5.2M | 13.1K | 0.81% | Trimmed(-0.3%) |
| 40 | A AMERICAN EXPRESS CO | $5.1M | 16.8K | 0.80% | Trimmed(-15.2%) |
| 41 | A AIR PRODUCTS AND CHEMICALS I | $4.9M | 17.4K | 0.76% | Trimmed(-3.9%) |
| 42 | B BOEING CO | $4.4M | 23.6K | 0.69% | Trimmed(-2.6%) |
| 43 | E EQUIFAX INC | $4.4M | 31.8K | 0.69% | Trimmed(-2.4%) |
| 44 | R RELX PLC | $4.3M | 130.9K | 0.68% | Trimmed(-2.2%) |
| 45 | T TESLA INC | $4.3M | 12.2K | 0.68% | Added(+0.7%) |
| 46 | ? N/A FIDELITY COMWLTH TR | $4.1M | 39.2K | 0.65% | Unchanged |
| 47 | S STRYKER CORPORATION | $3.9M | 14.1K | 0.61% | Added(+0.1%) |
| 48 | V VANGUARD INDEX FDS | $3.3M | 36.6K | 0.52% | Added(+0.3%) |
| 49 | S STATE STR SPDR S&P 500 ETF T | $3.3M | 4.3K | 0.52% | Added(+23.3%) |
| 50 | E ISHARES TR | $3.3M | 14.3K | 0.51% | Added(+47.1%) |