Blue Zone Wealth Advisors, LLC - Q12026 Holdings

Blue Zone Wealth Advisors, LLC holds 130 stocks with a total portfolio value of $ 491.48M as of Q12026. In Q12026, Blue Zone Wealth Advisors, LLC added 8 new positions, increased stakes in 48 stocks, reduced 51 holdings, and fully exited 14 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 6.88% of the total portfolio.