Blue Zone Wealth Advisors, LLC - Q42025 Holdings

Blue Zone Wealth Advisors, LLC holds 136 stocks with a total portfolio value of $ 522.91M as of Q42025. In Q42025, Blue Zone Wealth Advisors, LLC added 11 new positions, increased stakes in 64 stocks, reduced 27 holdings, and fully exited 4 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 5.76% of the total portfolio.