TraderTrends
Manager Profile

Blue Zone Wealth Advisors, LLC

Diversified · Financial Services 28%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

LOS ANGELES, CA

Portfolio Value

$572.8M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

INVESCO QQQ TR

Latest disclosed holding

Top 4

46090E103 023135106 GOOGL 92189F676 037833100

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
28.4%
Technology
18.1%
Healthcare
15.5%
Consumer Cyclical
12.3%
Communication Services
8.8%
Industrials
8.4%
Basic Materials
3%
Real Estate
2%
Energy
1.7%
Consumer Defensive
1.2%
Utilities
0.1%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
INVESCO QQQ TR

Shares: 58.5K

43.1M

Position Value
2
AMAZON COM INC

Shares: 173.4K

41.3M

Position Value
3
Alphabet Inc

Shares: 94.6K

33.8M

Position Value
4
VANECK ETF TRUST

Shares: 50.5K

33.1M

Position Value
5
APPLE INC

Shares: 104.5K

30.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID