Blue Zone Wealth Advisors Q2 2026 Portfolio Activity: Strategic Shifts and Concentrations

As of June 30th, 2026, Blue Zone Wealth Advisors, Llc's portfolio has undergone several significant changes during the quarter. The firm appears to have actively managed its holdings, adjusting positions across various sectors while maintaining a core focus on Technology stocks like NVDA and AAPL.

Key additions this quarter include:

• META: The firm increased its stake in Meta Platforms Inc. substantially, adding over 10,842 shares (+51.4%). This significant buy suggests confidence in the social media giant's prospects.
• VUG: A new position was initiated with the Vanguard Information Technology ETF, acquiring 30,395 shares (+496.6%). This indicates a strategic move towards diversified exposure within the tech sector.
• QUAL: The firm boosted its holding in iShares Core Quality Growth ETF by acquiring an additional 4,423 shares (+84.1%). This further strengthens the Technology tilt within their portfolio.
• XLP: A new position was established with the SPDR Select Sector Information Technology Trust ETF, adding 10,233 shares (+100%). This adds another layer to their tech exposure.

Conversely, Blue Zone Wealth Advisors reduced or exited positions in:

• ESI: Element Solutions Inc. saw a significant reduction of over 22,840 shares (-12.4%). This exit removes substantial exposure from the Basic Materials sector.
• WMB: Williams Cos., Inc. experienced a notable decrease of over 10,758 shares (-8.8%). This reduces the investor's position in the Energy sector.
• BLW: BlackRock Ltd. DURATION INCOME Fund was reduced by over 10,406 shares (-6.0%). This exit removes a position from the Financial Services allocation.
• CRWD: CrowdStrike Holdings Inc. saw a small reduction of over 848 shares (-5.2%). This minor exit slightly adjusts the Technology allocation.
• WST: West Pharmaceutical Services, Inc. was reduced by over 3,229 shares (-11.1%). This exit removes exposure from the Healthcare sector.

Additionally, the investor maintained and slightly adjusted positions in other large holdings:

• NVDA: NVIDIA Corporation saw a substantial increase of over 22,893 shares (+21.4%). This significant buy adds considerable weight to the Technology allocation.
• AMZN: Amazon.com Inc. was increased by over 18,732 shares (+12.1%). This continues a trend of adding to the largest consumer cyclical stock.
• SMH: VanEck Semiconductor ETF was increased by over 10,663 shares (+26.8%). This adds further concentration to the Technology sector.
• CP: Canadian Pacific Railway Ltd. saw a small decrease of over 4,603 shares (-5.98%). This minor adjustment slightly reduces the Industrials allocation.

These changes reflect Blue Zone Wealth Advisors' active management approach during Q2 2026. The portfolio's Technology weighting remains significant (currently holding AAPL, NVDA, and GOOGL among others), while also incorporating elements from Consumer Cyclical (AMZN) and Communication Services (META). The firm's actions resulted in a net increase in the portfolio size, potentially driven by capital appreciation or strategic additions.

For further details on Blue Zone Wealth Advisors' holdings and performance, you can visit their profile page here. To explore specific stock movements like those in META, VUG, or the adjustments to ESI and others, please check their respective pages on Insiderset.