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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $491.5B AUM 130 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 40 Added 45 Reduced 14 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 10,192.0 $711K 0.14% -483.0 -4.5% $69.75 +14.8%
22 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 17,400.0 $557K 0.11% -100.0 -0.6% $32.01 +2.6%
23 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 45,985.0 $547K 0.11% -2K -3.4% $11.90 +4.2%
24 PAPR INNOVATOR ETFS TRUST 11,064.0 $440K 0.09% -10K -46.2% $39.80 +5.2%
25 JNJ JOHNSON & JOHNSON Healthcare 1,663.0 $407K 0.08% -105.0 -5.9% $244.44 -7.6%
26 WMT WALMART INC Consumer Defensive 3,263.0 $406K 0.08% -25.0 -0.8% $124.28 +5.8%
27 FCAL FIRST TR EXCH TRADED FD III 8,000.0 $391K 0.08% -3K -27.3% $48.89 +0.5%
28 AEM AGNICO EAGLE MINES LTD Basic Materials 1,794.0 $364K 0.07% -29.0 -1.6% $202.98 -10.1%
29 EPI WISDOMTREE TR 8,882.0 $362K 0.07% -1K -12.1% $40.80 +2.5%
30 IWR ISHARES TR 3,541.0 $344K 0.07% -558.0 -13.6% $97.23 +6.6%
31 VB VANGUARD INDEX FDS 1,294.0 $339K 0.07% -112.0 -8.0% $261.92 +7.6%
32 NFLX NETFLIX INC. Communication Services 3,510.0 $337K 0.07% -40.0 -1.1% $96.15 -9.1%
33 IVV ISHARES TR 513.0 $335K 0.07% -615.0 -54.5% $653.21 +13.6%
34 DIS DISNEY WALT CO Communication Services 3,099.0 $299K 0.06% -43K -93.3% $96.38 +6.6%
35 SILJ AMPLIFY ETF TR 9,966.0 $296K 0.06% -161.0 -1.6% $29.72 +1.9%
36 LRCX LAM RESEARCH CORP Technology 1,370.0 $293K 0.06% -110.0 -7.4% $213.66 +36.2%
37 MA MASTERCARD INCORPORATED Financial Services 562.0 $281K 0.06% -81.0 -12.6% $499.66 -1.4%
38 STE STERIS PLC Healthcare 1,248.0 $276K 0.06% -27K -95.5% $221.13 -3.8%
39 DYNF BLACKROCK ETF TRUST 4,700.0 $273K 0.06% -3K -39.0% $58.18 +13.9%
40 ACN ACCENTURE PLC IRELAND Technology 1,290.0 $256K 0.05% -12.0 -0.9% $198.29 -15.4%
Page 2 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.5%
Technology 22.2%
Consumer Cyclical 14.9%
Communication Services 12.9%
Healthcare 10.7%
Industrials 4.9%
Basic Materials 4.6%
Energy 2.3%
Utilities 1.6%
Consumer Defensive 0.8%