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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $573M AUM 125 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 31 Added 41 Reduced 12 Exited
Page 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,450.0 $1.2M 0.20% +25.0 +1.0% $477.63 -9.8%
62 EMXC ISHARES INC 11,066.0 $1.1M 0.20% $102.30 -3.9%
63 IEFA ISHARES TR 9,955.0 $961K 0.17% $96.58 +4.6%
64 KO COCA COLA CO Consumer Defensive 10,979.0 $892K 0.16% $81.27 +7.0%
65 XLP SELECT SECTOR SPDR TR 10,233.0 $850K 0.15% NEW $83.07 +1.9%
66 IEMG ISHARES INC 10,227.0 $847K 0.15% $82.84 -1.1%
67 VIG VANGUARD SPECIALIZED FUNDS 3,532.0 $836K 0.15% +85.0 +2.5% $236.62 +3.3%
68 CGGR CAPITAL GROUP GROWTH ETF 17,320.0 $818K 0.14% +1K +6.7% $47.20 -0.3%
69 BAC BANK OF AMER CORP Financial Services 13,987.0 $797K 0.14% -4K -21.4% $56.98 +12.1%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 844.0 $790K 0.14% -70.0 -7.7% $935.47 +1.9%
71 PPA INVESCO EXCHANGE TRADED FD T 4,334.0 $766K 0.13% -224.0 -4.9% $176.65 +3.7%
72 AVGO BROADCOM INC Technology 1,914.0 $723K 0.13% +30.0 +1.6% $377.75 +3.9%
73 VTV VANGUARD INDEX FDS 2,817.0 $614K 0.11% $217.93 +4.0%
74 PG PROCTER & GAMBLE CO Consumer Defensive 4,177.0 $613K 0.11% $146.64 -2.4%
75 PEP PEPSICO INC Consumer Defensive 4,461.0 $604K 0.10% $135.40 +2.1%
76 LRCX LAM RESEARCH CORP Technology 1,370.0 $594K 0.10% $433.33 -20.7%
77 GLD SPDR GOLD TR Financial Services 1,553.0 $572K 0.10% +28.0 +1.8% $368.38 +10.1%
78 RSP INVESCO EXCHANGE TRADED FD T 2,650.0 $564K 0.10% +100.0 +3.9% $212.77 +3.8%
79 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 43,703.0 $548K 0.10% -2K -5.0% $12.53 -1.6%
80 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 12,850.0 $508K 0.09% $39.57 +10.1%
Page 4 of 7  ·  125 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
Technology 25.4%
Financial Services 22.8%
Consumer Cyclical 14.7%
Communication Services 14.5%
Healthcare 9.8%
Industrials 4.5%
Basic Materials 4.3%
Energy 1.9%
Utilities 1.4%
Consumer Defensive 0.7%