Arkolith/Funds/Blue Zone Wealth Advisors, LLC

Blue Zone Wealth Advisors, LLC

CIK 1803106Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Blue Zone Wealth Advisors, LLC holds a focused book of 125 reported positions worth $572.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened SS Consumer Staples Sel Sect and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +11% (+5.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Blue Zone Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
6
bought for the first time
+3 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
11
exited the position entirely
+8 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.9%
+5.5%/yr · since Oct '24
Their reported book
+12.1%
held from quarter-end
S&P 500
+37.0%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jul '25Dec '25Apr '26Sep '26
Blue Zone Wealth Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Blue Zone Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
48%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

76% mapped to company sectors

Information Technology
33%
ETFs / funds
24%
Consumer Discretionary
12%
Financials
11%
Health Care
6%
Industrials
6%
Materials
4%
Utilities
3%

+5 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Blue Zone Wealth Advisors, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
BlueSpruce Investments, LP11 / 80$643.3M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$448.5M
Hoffman, Alan N Investment Management9 / 80$161.9M
Prospect Hill Management, LLC10 / 80$242.9M
Greenbrier Partners Capital Management, LLC9 / 80$1.2B
Ketron Financial21 / 80$291.5M
H&H International Investment, LLC8 / 80$16.3B

Ranked by the share of each fund's own book sitting in the names it shares with Blue Zone Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

125 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$43.1M58.5K
7.5%
~0%
Reduced · −23 sh
2Amazon Com Inc
COM
$41.3M173.4K
7.2%
+12%
Added · +19K sh
3Alphabet Inc
CAP STK CL A
$33.8M94.6K
5.9%
+0.3%
Added · +307 sh
4Vaneck ETF Trust
SEMICONDUCTR ETF
$33.1M50.5K
5.8%
+27%
Added · +11K sh
5Apple Inc
COM
$30.2M104.5K
5.3%
+0.2%
Added · +213 sh
6Nvidia Corporation
COM
$25.9M129.7K
4.5%
+21%
Added · +23K sh
7Microsoft Corp
COM
$22.9M61.3K
4.0%
+1.7%
Added · +1K sh
8Meta Platforms Inc
CL A
$18.0M31.9K
3.1%
+51%
Added · +11K sh
9Ishares TR
S&P 500 GRWT ETF
$16.7M121.4K
2.9%
+1.1%
Added · +1K sh
10Crowdstrike Hldgs Inc
CL A
$11.8M15.5K
2.1%
−5.2%
Reduced · −848 sh
11Unitedhealth Group Inc
COM
$11.4M27.4K
2.0%
−1.9%
Reduced · −534 sh
12Brookfield Corp
CL A LTD VT SH
$11.0M258.0K
1.9%
−0.1%
Reduced · −219 sh
13Alphabet Inc
CAP STK CL C
$9.7M27.5K
1.7%
Held
14Visa Inc
COM CL A
$9.7M28.2K
1.7%
−0.4%
Reduced · −121 sh
15West Pharmaceutical SVSC Inc
COM
$9.3M25.8K
1.6%
−11%
Reduced · −3K sh
16Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$8.5M189.4K
1.5%
−1.9%
Reduced · −4K sh
17Berkshire Hathaway Inc Del
CL B NEW
$8.4M16.7K
1.5%
−2.8%
Reduced · −488 sh
18Williams Cos Inc
COM
$8.3M111.0K
1.4%
−8.8%
Reduced · −11K sh
19Autozone Inc
COM
$8.2M2.6K
1.4%
−0.6%
Reduced · −16 sh
20Element Solutions Inc
COM
$7.7M161.3K
1.3%
−12%
Reduced · −23K sh
21Marvell Technology Inc
COM
$7.1M23.8K
1.2%
Held
22American Express Co
COM
$6.7M19.8K
1.2%
−7.7%
Reduced · −2K sh
23Moodys Corp
COM
$6.7M14.8K
1.2%
−3.1%
Reduced · −467 sh
24Linde PLC
SHS
$6.6M12.7K
1.2%
−2.5%
Reduced · −320 sh
25Oreilly Automotive Inc
COM
$6.5M71.1K
1.1%
−1.0%
Reduced · −706 sh
26Cboe Global MKTS Inc
COM
$6.3M26.1K
1.1%
−0.7%
Reduced · −180 sh
27Thermo Fisher Scientific Inc
COM
$6.3M12.6K
1.1%
−1.8%
Reduced · −230 sh
28Blackstone Inc
COM
$6.3M53.4K
1.1%
−3.7%
Reduced · −2K sh
29Canadian Pacific Kansas City
COM
$6.3M72.4K
1.1%
−6.0%
Reduced · −5K sh
30NextEra Energy Inc
COM
$6.1M69.1K
1.1%
+4.2%
Added · +3K sh
31Advanced Micro Devices Inc
COM
$6.0M10.4K
1.1%
~0%
Added · +1 sh
32Herc Hldgs Inc
COM
$6.0M41.6K
1.0%
+3.1%
Added · +1K sh
33Salesforce Inc
COM
$5.9M38.0K
1.0%
−1.5%
Reduced · −565 sh
34Idexx Labs Inc
COM
$5.8M11.0K
1.0%
+4.0%
Added · +431 sh
35S&P Global Inc
COM
$5.4M13.2K
0.9%
−1.6%
Reduced · −222 sh
36Air Products And Chemicals I
COM
$5.3M18.1K
0.9%
−1.4%
Reduced · −259 sh
37Boeing Co
COM
$5.2M24.2K
0.9%
−4.3%
Reduced · −1K sh
38Select Sector SPDR TR
ST STR TECHN ETF
$5.2M27.2K
0.9%
~0%
Added · +12 sh
39Equifax Inc
COM
$5.2M32.5K
0.9%
−1.7%
Reduced · −579 sh
40Tesla Inc
COM
$5.1M12.1K
0.9%
+7.5%
Added · +847 sh
41Alibaba Group Hldg Ltd
SPONSORED ADS
$4.9M50.8K
0.9%
+0.4%
Added · +196 sh
42Stryker Corporation
COM
$4.4M14.1K
0.8%
−24%
Reduced · −5K sh
43Relx PLC
SPONSORED ADR
$4.2M133.8K
0.7%
−0.8%
Reduced · −1K sh
44Fidelity Comwlth TR
NASDAQ COMPSIT
$4.0M39.2K
0.7%
+0.6%
Added · +245 sh
45Unity Software Inc
COM
$3.8M134.3K
0.7%
+1.5%
Added · +2K sh
46Zoetis Inc
CL A
$3.7M51.7K
0.6%
−1.4%
Reduced · −745 sh
47Copart Inc
COM
$3.6M128.9K
0.6%
−1.3%
Reduced · −2K sh
48Veeva Sys Inc
CL A COM
$3.4M18.9K
0.6%
−0.5%
Reduced · −102 sh
49Vanguard Index FDS
GROWTH ETF
$3.1M36.5K
0.5%
+497%
Added · +30K sh
50State STR SPDR S&P 500 ETF T
TR UNIT
$2.6M3.5K
0.5%
+3.0%
Added · +102 sh
Showing 50 of 125 positions
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Filing history

As-of date vs the date the SEC received each filing

$572.8M · Q2 2026Q3 2024 · $321.4MQ2 2026 · $572.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d125$572.8M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d130$491.5M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202621d136$522.9M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d129$500.9M13F-HR
Q2 2025Jun 30, 2025Jul 24, 202524d110$400.4M13F-HR
Q1 2025Mar 31, 2025Apr 11, 202511d106$359.9M13F-HR
Q4 2024Dec 31, 2024Jan 30, 202530d101$346.8M13F-HR
Q3 2024Sep 30, 2024Oct 7, 20247d99$321.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.