Blue Zone Wealth Advisors, LLC
•CIK: 1803106•Filing: Q4 2025
**Blue Zone Wealth Advisors, LLC** manages $523M across a diversified portfolio of 136 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including NDQ at $30.1M and AMZN at $26.7M. Further concentration is evident in GOOGL ($23.2M), AAPL ($20.4M), and NVDA ($20.2M). This allocation profile suggests a core focus on established growth and technology sectors.
Total AUM
$522.9M
QoQ Performance
+4.4%
Positions
115
Top 10 Concentration
35.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
AMZN
NDQ5.8%
AMZN5.1%
GOOGL4.4%
AAPL3.9%
NVDA3.9%
MSFT3.7%
IVW2.8%
BN2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.1%
Technology21.9%
Financial8.2%
Consumer6.4%
Healthcare4.3%
Materials2.0%
Industrial1.1%
Communication1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑64 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022