StockDriftsStockDriftsTop 50 Blue Zone Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.53% | 58.5K | $43.1M | -0.04%(-23) | $331.15(+121.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.22% | 173.4K | $41.3M | +12.11%(+18.73K) | $205.52(+27.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.9% | 94.6K | $33.8M | +0.33%(+307) | $140.40(+145.53%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 5.78% | 50.5K | $33.1M | +26.76%(+10.66K) | $394.90(+48.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.28% | 104.5K | $30.2M | +0.20%(+213) | $173.04(+76.47%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.53% | 129.7K | $25.9M | +21.44%(+22.89K) | $160.90(+40.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.99% | 61.3K | $22.9M | +1.67%(+1.01K) | $392.61(+23.81%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.14% | 31.9K | $18.0M | +51.42%(+10.84K) | $590.07(-1.66%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.91% | 121.4K | $16.7M | +1.07%(+1.28K) | $63.77(+122.10%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.06% | 15.5K | $11.8M | -5.20%(-848) | $140.00(+54.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.41% | +5.07% | +28.05% |
| Top 20 Holdings Unweighted | +10.63% | +35.38% | +2.88% | +15.28% |
Blue Zone Wealth Advisors, LLC reports $572.78M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (7.5%), AMZN (7.2%) and GOOGL (5.9%). The top 20 holdings account for 64.41% of reported assets. Its disclosed equity book has returned +45.41% on a three-year cumulative basis. Figures reflect the Q2 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