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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $523M AUM 136 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DSI ISHARES TR 3,026.0 $390K 0.07% NEW $128.83 +9.2%
102 XLE SELECT SECTOR SPDR TR 8,518.0 $381K 0.07% NEW $44.71 +35.4%
103 USMV ISHARES TR 3,993.0 $376K 0.07% NEW $94.16 +2.0%
104 MA MASTERCARD INCORPORATED Financial Services 643.0 $367K 0.07% NEW $570.88 -13.4%
105 WMT WALMART INC Consumer Defensive 3,288.0 $366K 0.07% NEW $111.41 +18.0%
106 JNJ JOHNSON & JOHNSON Healthcare 1,768.0 $366K 0.07% NEW $206.95 +9.5%
107 VB VANGUARD INDEX FDS 1,406.0 $363K 0.07% NEW $257.95 +9.1%
108 ACN ACCENTURE PLC IRELAND Technology 1,302.0 $349K 0.07% NEW $268.30 -33.8%
109 ESGV VANGUARD WORLD FD 2,883.0 $349K 0.07% NEW $120.96 +7.2%
110 NFLX NETFLIX INC Communication Services 3,550.0 $333K 0.06% NEW $93.76 -7.2%
111 CEG CONSTELLATION ENERGY CORP Utilities 911.0 $322K 0.06% NEW $353.27 -25.8%
112 DGRO ISHARES TR 4,500.0 $312K 0.06% NEW $69.42 +6.3%
113 BAC BANK AMERICA CORP Financial Services 5,649.0 $311K 0.06% NEW $55.00 -9.5%
114 AEM AGNICO EAGLE MINES LTD Basic Materials 1,823.0 $309K 0.06% NEW $169.53 +5.7%
115 YUM YUM BRANDS INC Consumer Cyclical 1,956.0 $296K 0.06% NEW $151.28 -0.9%
116 QTUM ETF SER SOLUTIONS 2,692.0 $295K 0.06% NEW $109.66 +29.5%
117 SPYG SPDR SERIES TRUST 2,703.0 $288K 0.06% NEW $106.70 +10.2%
118 IJR ISHARES TR 2,352.0 $283K 0.05% NEW $120.18 +11.8%
119 SILJ AMPLIFY ETF TR 10,127.0 $280K 0.05% NEW $27.67 +6.9%
120 GCAL GOLDMAN SACHS ETF TR 5,498.0 $280K 0.05% NEW $50.91 -0.6%
Page 6 of 7  ·  136 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 26.2%
Technology 20.9%
Healthcare 14.0%
Consumer Cyclical 12.7%
Communication Services 11.6%
Industrials 5.1%
Basic Materials 3.5%
Real Estate 2.4%
Energy 2.0%
Consumer Defensive 1.5%