# EDGAR Filing Document

**Accession Number:** 0001803106
**File Stem:** 0001085146-23-000396
**Filing Date:** 2023-1
**Character Count:** 12837
**Document Hash:** 5d87208e0ede9312d42593902afc5085
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000396.hdr.sgml**: 20230127

**ACCESSION NUMBER**: 0001085146-23-000396

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230127

**DATE AS OF CHANGE**: 20230127

**EFFECTIVENESS DATE**: 20230127

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Blue Zone Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001803106
- **IRS NUMBER:** 842785431
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19953
- **FILM NUMBER:** 23559634

**BUSINESS ADDRESS:**
- **STREET 1:** 11812 SAN VICENTE BLVD
- **STREET 2:** #250
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90049
- **BUSINESS PHONE:** (305) 360-6388

**MAIL ADDRESS:**
- **STREET 1:** 11812 SAN VICENTE BLVD
- **STREET 2:** #250
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90049

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Blue Zone Wealth Advisors LLC<br>**Address:** 11812 SAN VICENTE BLVD

#250<br>LOS ANGELES, CA 90049

**Form 13F File Number:** 028-19953

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Judith Lu<br>**Title:** Chief Compliance Officer<br>**Phone:** 305-360-6388

**Signature, Place, and Date of Signing:**

/s/ Judith Lu  Los Angeles, CA  01-27-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $187295879

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG001SCXK90 | 520338 | 1950 | SH |  | SOLE |  | 1950 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | BBG001S5NCQ5 | 355376 | 1056 | SH |  | SOLE |  | 1056 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 | BBG001S5NSB6 | 3845235 | 12474 | SH |  | SOLE |  | 12474 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 622796 | 7070 | SH |  | SOLE |  | 7070 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 4831475 | 54760 | SH |  | SOLE |  | 54760 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 555450 | 6260 | SH |  | SOLE |  | 6260 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 2909760 | 34640 | SH |  | SOLE |  | 34640 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 1877459 | 12707 | SH |  | SOLE |  | 12707 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 6977807 | 53704 | SH |  | SOLE |  | 53704 | 0 | 0 |
| ASPEN TECHNOLOGY INC | COM | 29109X106 | BBG017J18WC8 | 429286 | 2090 | SH |  | SOLE |  | 2090 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 2305321 | 7463 | SH |  | SOLE |  | 7463 | 0 | 0 |
| BLACKROCK INC | COM | 09247X101 | BBG001SDBP55 | 2830977 | 3995 | SH |  | SOLE |  | 3995 | 0 | 0 |
| BLACKROCK LTD DURATION INCOM | COM SHS | 09249W101 | BBG001SLG5M7 | 4340312 | 332082 | SH |  | SOLE |  | 332082 | 0 | 0 |
| BLACKROCK TCP CAPITAL CORP | COM | 09259E108 | BBG001V17VG7 | 1443806 | 111577 | SH |  | SOLE |  | 111577 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 2701851 | 36418 | SH |  | SOLE |  | 36418 | 0 | 0 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 3116035 | 16358 | SH |  | SOLE |  | 16358 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | BBG001SF86D7 | 4976563 | 158187 | SH |  | SOLE |  | 158187 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | BBG001SP50B3 | 681258 | 491 | SH |  | SOLE |  | 491 | 0 | 0 |
| COPART INC | COM | 217204106 | BBG001S7MTB1 | 3457030 | 56775 | SH |  | SOLE |  | 56775 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 | BBG001SD3DY9 | 3514540 | 45478 | SH |  | SOLE |  | 45478 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 265227 | 581 | SH |  | SOLE |  | 581 | 0 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | BBG001S7V596 | 2395586 | 13444 | SH |  | SOLE |  | 13444 | 0 | 0 |
| DIREXION SHS ETF TR | DLY FIN BULL NEW | 25459Y694 | BBG001T32293 | 208433 | 2834 | SH |  | SOLE |  | 2834 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 2722559 | 31337 | SH |  | SOLE |  | 31337 | 0 | 0 |
| ELASTIC N V | ORD SHS | N14506104 | BBG00LWZDZ26 | 1279569 | 24846 | SH |  | SOLE |  | 24846 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | BBG004KDL523 | 2841878 | 156233 | SH |  | SOLE |  | 156233 | 0 | 0 |
| EQUIFAX INC | COM | 294429105 | BBG001S5QSK3 | 3136970 | 16140 | SH |  | SOLE |  | 16140 | 0 | 0 |
| ETF MANAGERS TR | PRIME JUNIR SLVR | 26924G102 | BBG003NYHL53 | 145717 | 13812 | SH |  | SOLE |  | 13812 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | BBG001SBT983 | 2220369 | 54195 | SH |  | SOLE |  | 54195 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | BBG0043NRZR1 | 449465 | 26754 | SH |  | SOLE |  | 26754 | 0 | 0 |
| GOLDEN MINERALS CO | COM | 381119106 | BBG001SSGJB4 | 6860 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | BBG00YDGX9Z1 | 1779917 | 41694 | SH |  | SOLE |  | 41694 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 262164 | 830 | SH |  | SOLE |  | 830 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 3587811 | 16742 | SH |  | SOLE |  | 16742 | 0 | 0 |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | BBG001S6QLK6 | 9780 | 23000 | SH |  | SOLE |  | 23000 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 16928795 | 63575 | SH |  | SOLE |  | 63575 | 0 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | BBG001T03XM5 | 303275 | 5405 | SH |  | SOLE |  | 5405 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 220332 | 3056 | SH |  | SOLE |  | 3056 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 693794 | 6575 | SH |  | SOLE |  | 6575 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 13112582 | 224147 | SH |  | SOLE |  | 224147 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 806770 | 5561 | SH |  | SOLE |  | 5561 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 405412 | 2295 | SH |  | SOLE |  | 2295 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 265652 | 1981 | SH |  | SOLE |  | 1981 | 0 | 0 |
| LINDE PLC | SHS | G5494J103 | BBG00GVR8YR8 | 2322728 | 7121 | SH |  | SOLE |  | 7121 | 0 | 0 |
| MARKEL CORP | COM | 570535104 | BBG001S9ZK95 | 3591478 | 2726 | SH |  | SOLE |  | 2726 | 0 | 0 |
| MESOBLAST LTD | SPONS ADR | 590717104 | BBG001SMNB80 | 29100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 764039 | 6349 | SH |  | SOLE |  | 6349 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 3996307 | 16664 | SH |  | SOLE |  | 16664 | 0 | 0 |
| NUVEEN CALIFORNIA AMT QLT MU | COM | 670651108 | BBG001S94NN7 | 2256497 | 183455 | SH |  | SOLE |  | 183455 | 0 | 0 |
| OAKTREE SPECIALTY LENDING CO | COM | 67401P108 | BBG001SR03L7 | 3202402 | 466143 | SH |  | SOLE |  | 466143 | 0 | 0 |
| OKTA INC | CL A | 679295105 | BBG001YV1SN3 | 293409 | 4294 | SH |  | SOLE |  | 4294 | 0 | 0 |
| OWL ROCK CAPITAL CORPORATION | COM | 69121K104 | BBG00DB0XYD3 | 1403741 | 121536 | SH |  | SOLE |  | 121536 | 0 | 0 |
| PARK HOTELS  RESORTS INC | COM | 700517105 | BBG00FGXCKN3 | 2747648 | 233049 | SH |  | SOLE |  | 233049 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 805924 | 4461 | SH |  | SOLE |  | 4461 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 590023 | 3893 | SH |  | SOLE |  | 3893 | 0 | 0 |
| PROSHARES TR | ULTRAPRO SHT QQQ | 74347G432 | BBG001T6S3C2 | 9207895 | 170485 | SH |  | SOLE |  | 170485 | 0 | 0 |
| PROSHARES TR | ULTSHT RUSS2000 | 74347G689 | BBG001S9CZK4 | 7848762 | 473102 | SH |  | SOLE |  | 473102 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 3506475 | 26446 | SH |  | SOLE |  | 26446 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | BBG001S7T1S7 | 293957 | 3361 | SH |  | SOLE |  | 3361 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | BBG001S7SCQ6 | 1259737 | 9273 | SH |  | SOLE |  | 9273 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 1730368 | 13905 | SH |  | SOLE |  | 13905 | 0 | 0 |
| SNAP INC | CL A | 83304A106 | BBG00441QMK5 | 918601 | 102637 | SH |  | SOLE |  | 102637 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 335594 | 878 | SH |  | SOLE |  | 878 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 281172 | 635 | SH |  | SOLE |  | 635 | 0 | 0 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | BBG0084H8485 | 811066 | 20256 | SH |  | SOLE |  | 20256 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 5179765 | 21186 | SH |  | SOLE |  | 21186 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 202613 | 2720 | SH |  | SOLE |  | 2720 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 843660 | 6849 | SH |  | SOLE |  | 6849 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 | BBG00629NGW8 | 2816355 | 62823 | SH |  | SOLE |  | 62823 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 3702840 | 6724 | SH |  | SOLE |  | 6724 | 0 | 0 |
| TRX GOLD CORPORATION | COM | 87283P109 | BBG001S7K614 | 5403 | 15972 | SH |  | SOLE |  | 15972 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 437620 | 825 | SH |  | SOLE |  | 825 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 | BBG00C6H6D59 | 3568358 | 104890 | SH |  | SOLE |  | 104890 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 1628587 | 7642 | SH |  | SOLE |  | 7642 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 275960 | 1738 | SH |  | SOLE |  | 1738 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 421110 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 409472 | 9756 | SH |  | SOLE |  | 9756 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 | BBG001TX0CB4 | 1856193 | 11502 | SH |  | SOLE |  | 11502 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 4738081 | 22806 | SH |  | SOLE |  | 22806 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | BBG011386VG3 | 1223005 | 129009 | SH |  | SOLE |  | 129009 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 | BBG001S5XH10 | 4719242 | 143442 | SH |  | SOLE |  | 143442 | 0 | 0 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | BBG009KCY2C6 | 478576 | 11221 | SH |  | SOLE |  | 11221 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 | BBG001S7JQ30 | 250524 | 1956 | SH |  | SOLE |  | 1956 | 0 | 0 |

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