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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 8,636.0 $529K 0.11% +118.0 +1.4% $61.26 -1.2%
82 RSP INVESCO EXCHANGE TRADED FD T 2,550.0 $489K 0.10% +50.0 +2.0% $191.92 +5.7%
83 TOTL SSGA ACTIVE ETF TR 11,963.0 $475K 0.10% +248.0 +2.1% $39.73 -1.5%
84 SLV ISHARES SILVER TR Financial Services 6,720.0 $458K 0.09% $68.14 +2.6%
85 PAPR INNOVATOR ETFS TRUST 11,064.0 $440K 0.09% -10K -46.2% $39.80 +5.1%
86 JPM JPMORGAN CHASE & CO Financial Services 1,475.0 $434K 0.09% +14.0 +1.0% $294.16 +1.2%
87 JNJ JOHNSON & JOHNSON Healthcare 1,663.0 $407K 0.08% -105.0 -5.9% $244.44 -7.3%
88 WMT WALMART INC Consumer Defensive 3,263.0 $406K 0.08% -25.0 -0.8% $124.28 +5.8%
89 SNAP SNAP INC Communication Services 87,881.0 $404K 0.08% $4.60 +20.2%
90 FCAL FIRST TR EXCH TRADED FD III 8,000.0 $391K 0.08% -3K -27.3% $48.89 +0.4%
91 USMV ISHARES TR 4,036.0 $374K 0.08% +43.0 +1.1% $92.75 +3.5%
92 DSI ISHARES TR 3,026.0 $367K 0.07% $121.19 +16.1%
93 AEM AGNICO EAGLE MINES LTD Basic Materials 1,794.0 $364K 0.07% -29.0 -1.6% $202.98 -11.7%
94 EPI WISDOMTREE TR 8,882.0 $362K 0.07% -1K -12.1% $40.80 +2.5%
95 IWR ISHARES TR 3,541.0 $344K 0.07% -558.0 -13.6% $97.23 +6.6%
96 VB VANGUARD INDEX FDS 1,294.0 $339K 0.07% -112.0 -8.0% $261.92 +7.4%
97 NFLX NETFLIX INC. Communication Services 3,510.0 $337K 0.07% -40.0 -1.1% $96.15 -9.5%
98 IVV ISHARES TR 513.0 $335K 0.07% -615.0 -54.5% $653.21 +13.6%
99 ESGV VANGUARD WORLD FD 2,883.0 $324K 0.07% $112.27 +15.5%
100 DGRO ISHARES TR 4,500.0 $316K 0.06% $70.18 +5.1%
Page 5 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%