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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $573M AUM 125 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 31 Added 41 Reduced 12 Exited
Page 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 50,802.0 $4.9M 0.85% $95.98 +29.9%
42 SYK STRYKER CORPORATION Healthcare 14,057.0 $4.4M 0.77% -5K -24.3% $314.84 +5.3%
43 RELX RELX PLC Communication Services 133,796.0 $4.2M 0.74% -1K -0.8% $31.67 +6.0%
44 ONEQ FIDELITY COMWLTH TR 39,205.0 $4.0M 0.71% +245.0 +0.6% $103.22 +1.8%
45 U UNITY SOFTWARE INC Technology 134,309.0 $3.8M 0.67% +2K +1.5% $28.58 +59.0%
46 ZTS ZOETIS INC Healthcare 51,737.0 $3.7M 0.65% -745.0 -1.4% $71.86 +1.5%
47 CPRT COPART INC Industrials 128,941.0 $3.6M 0.64% -2K -1.3% $28.19 +12.5%
48 VEEV VEEVA SYS INC Healthcare 18,948.0 $3.4M 0.59% -102.0 -0.5% $177.47 +34.3%
49 VUG VANGUARD INDEX FDS 36,516.0 $3.1M 0.55% +30K +496.6% $86.14 +3.2%
50 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,500.0 $2.6M 0.46% +102.0 +3.0% $746.74 +3.5%
51 IVE ISHARES TR 9,687.0 $2.2M 0.38% +3K +45.3% $227.06 +4.2%
52 QUAL ISHARES TR 9,683.0 $2.1M 0.37% +4K +84.1% $219.43 +2.4%
53 BLW BLACKROCK LTD DURATION INCOM Financial Services 162,935.0 $2.0M 0.35% -10K -6.0% $12.49 +2.6%
54 VOO VANGUARD INDEX FDS 2,835.0 $1.9M 0.34% +189.0 +7.1% $686.81 +3.4%
55 EFA ISHARES TR 17,534.0 $1.8M 0.32% $103.88 +4.4%
56 RACE FERRARI N V Consumer Cyclical 4,051.0 $1.5M 0.26% $372.29 +12.0%
57 SCHF SCHWAB STRATEGIC TR 48,679.0 $1.3M 0.23% -3K -5.6% $27.70 +3.0%
58 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,840.0 $1.3M 0.23% $703.34 +1.7%
59 VEA VANGUARD TAX-MANAGED FDS 17,379.0 $1.2M 0.22% $71.25 +3.4%
60 EFV ISHARES TR 15,701.0 $1.2M 0.21% -470.0 -2.9% $76.55 +6.6%
Page 3 of 7  ·  125 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
Technology 25.4%
Financial Services 22.8%
Consumer Cyclical 14.7%
Communication Services 14.5%
Healthcare 9.8%
Industrials 4.5%
Basic Materials 4.3%
Energy 1.9%
Utilities 1.4%
Consumer Defensive 0.7%