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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 7 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EFAX SPDR INDEX SHS FDS 4,560.0 $227K 0.05% $49.77 +5.4%
122 AMAT APPLIED MATLS INC Technology 628.0 $215K 0.04% NEW $341.79 +21.0%
123 GDXJ VANECK ETF TRUST 1,776.0 $213K 0.04% -70.0 -3.8% $120.04 -3.8%
124 VFLO VICTORY PORTFOLIOS II 5,339.0 $211K 0.04% -97.0 -1.8% $39.48 +8.3%
125 NEM NEWMONT CORP Basic Materials 1,933.0 $209K 0.04% NEW $108.23 +0.8%
126 PNC PNC FINL SVCS GROUP INC Financial Services 1,000.0 $208K 0.04% -92.0 -8.4% $208.09 +2.3%
127 FPE FIRST TR EXCH TRADED FD III 11,475.0 $204K 0.04% +293.0 +2.6% $17.75 +1.5%
128 THM INTERNATIONAL TOWER HILL MIN Basic Materials 23,000.0 $53K 0.01% $2.30 +8.3%
129 PRTS CARPARTS COM INC Consumer Cyclical 59,523.0 $47K 0.01% $0.79 -15.9%
130 TRX GOLD CORPORATION 15,972.0 $24K 0.01% $1.50
Page 7 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%