StockDriftsStockDriftsTop 50 Blue Zone Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 6.97% | 59.7K | $44.1M | +1.92%(+1.13K) | $338.84(+112.01%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 6.88% | 174.9K | $43.6M | +0.82%(+1.43K) | $205.83(+27.51%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.81% | 161.2K | $36.8M | +24.33%(+31.55K) | $171.34(+26.70%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.62% | 69.4K | $35.6M | +13.24%(+8.12K) | $398.50(+33.88%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.53% | 105.2K | $35.0M | +0.71%(+740) | $174.02(+97.07%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 5.19% | 54.0K | $32.9M | +6.98%(+3.53K) | $417.47(+31.38%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.16% | 95.0K | $32.7M | +0.46%(+436) | $141.36(+143.47%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.68% | 32.2K | $23.3M | +0.83%(+266) | $590.52(+19.46%) | 2026-09-30 | |
| IVW | ISHARES TR | 3.03% | 135.0K | $19.2M | +11.20%(+13.59K) | $63.47(+120.92%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.11% | 50.5K | $13.4M | -18.22%(-11.26K) | $140.00(+62.93%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.21% | +52.94% | +5.90% | +33.20% |
| Top 20 Holdings Unweighted | +11.77% | +39.65% | +3.34% | +17.83% |
Blue Zone Wealth Advisors LLC reports $635.94M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (7.0%), AMZN (6.9%) and NVDA (5.8%). The top 20 holdings account for 63.91% of reported assets. Its disclosed equity book has returned +52.94% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blue Zone Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803106). View Blue Zone Wealth Advisors LLC’s 13F filings on SEC