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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $491M AUM 130 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 40 Added 45 Reduced 14 Exited
Page 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA VANGUARD TAX-MANAGED FDS 17,352.0 $1.1M 0.23% -355.0 -2.0% $64.08 +7.7%
62 QUAL ISHARES TR 5,260.0 $1.0M 0.20% +1K +39.8% $191.81 +9.3%
63 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 914.0 $911K 0.18% -79.0 -8.0% $996.43 +5.3%
64 IEFA ISHARES TR 9,955.0 $901K 0.18% $90.53 +5.3%
65 EMXC ISHARES INC 11,066.0 $870K 0.18% $78.66 +17.1%
66 BAC BANK AMERICA CORP Financial Services 17,797.0 $868K 0.18% +12K +215.1% $48.75 +4.0%
67 KO COCA COLA CO Consumer Defensive 10,979.0 $835K 0.17% $76.05 +6.8%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,425.0 $820K 0.17% $337.99 +17.1%
69 PPA INVESCO EXCHANGE TRADED FD T 4,558.0 $755K 0.15% -85.0 -1.8% $165.70 -0.4%
70 VIG VANGUARD SPECIALIZED FUNDS 3,447.0 $741K 0.15% +322.0 +10.3% $215.06 +6.7%
71 IEMG ISHARES INC 10,192.0 $711K 0.14% -483.0 -4.5% $69.75 +12.6%
72 PEP PEPSICO INC Consumer Defensive 4,461.0 $693K 0.14% $155.29 -4.0%
73 GLD SPDR GOLD TR Financial Services 1,525.0 $656K 0.13% $430.29 -2.8%
74 CGGR CAPITAL GROUP GROWTH ETF 16,235.0 $652K 0.13% +2K +17.5% $40.19 +12.5%
75 PG PROCTER & GAMBLE CO Consumer Defensive 4,177.0 $603K 0.12% $144.44 -1.4%
76 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 12,850.0 $594K 0.12% $46.19 -4.3%
77 AVGO BROADCOM INC Technology 1,884.0 $583K 0.12% +28.0 +1.5% $309.51 +32.8%
78 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 17,400.0 $557K 0.11% -100.0 -0.6% $32.01 +3.2%
79 VTV VANGUARD INDEX FDS 2,817.0 $553K 0.11% $196.20 +5.5%
80 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 45,985.0 $547K 0.11% -2K -3.4% $11.90 +3.4%
Page 4 of 7  ·  130 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%