Holdings
Blue Zone Wealth Advisors, LLC
As of Jun 30, 2026, Blue Zone Wealth Advisors, LLC reported 70 positions worth US$420M. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 122K | US$43.5M | +63 | Jun 30, 2026 |
| Amazon.com, Inc. | 173K | US$41.3M | +18,732 | Jun 30, 2026 |
| Apple Inc | 104K | US$30.2M | +213 | Jun 30, 2026 |
| Nvidia Corporation | 130K | US$25.9M | +22,893 | Jun 30, 2026 |
| Microsoft Corp. | 61,308 | US$22.9M | +1,006 | Jun 30, 2026 |
| Meta Platforms, Inc. | 31,928 | US$18M | +10,842 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 15,451 | US$11.8M | −848 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 27,416 | US$11.4M | −534 | Jun 30, 2026 |
| Brookfield Corporation | 258K | US$11M | −219 | Jun 30, 2026 |
| Visa Inc. | 28,218 | US$9.68M | −121 | Jun 30, 2026 |