Blue Zone Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 128 distinct companies.
The portfolio includes a mix of large-cap technology names, consumer staples, and industrial conglomerates. Major holdings include Alphabet Inc. Class A and Class C shares, Microsoft Corporation, Apple Inc., Amazon.com Inc., and Meta Platforms Inc. The firm also holds significant positions in NVIDIA Corporation, Broadcom Inc., and Taiwan Semiconductor Manufacturing Company.
Outside of technology, the portfolio features substantial stakes in UnitedHealth Group Inc., Eli Lilly & Co., and Procter & Gamble Co. The filing also lists holdings in financial services companies such as Visa Inc. and Mastercard Incorporated, as well as energy firms like Chevron Corporation and Valero Energy Corp.
The filing lists Judith Lu as the Chief Compliance Officer for the firm, located in Los Angeles, California.
