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Judith Lu

Blue Zone Wealth Advisors, Llc

Assets Managed
$572.782M
Holdings
125
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.55%(2Q avg: 5.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Blue Zone Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Blue Zone Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 572.782M in assets, with a quarterly growth rate of 16.55% and a 2-quarter average growth rate of 5.27%. The portfolio is managed by Judith Lu, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.03%
7.53%
$43.114M
58,547 shares@ $736.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 12.11%
7.22%
$41.335M
173,427 shares@ $238.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.33%
5.91%
$33.798M
94,573 shares@ $357.37 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 26.76%
5.79%
$33.131M
50,513 shares@ $655.9 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.21%
5.28%
$30.232M
104,478 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 21.45%
4.53%
$25.945M
129,666 shares@ $200.1 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.67%
4%
$22.869M
61,308 shares@ $373.03 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 51.42%
3.14%
$17.985M
31,928 shares@ $563.29 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 1.07%
2.92%
$16.691M
121,365 shares@ $137.54 avg price
CRWD
Crowdstrike Holdings Inc - A
Recent Activity
Decreased -5.2%
2.06%
$11.791M
15,451 shares@ $763.14 avg price

1-10 of 125