0001085146-21-001428.txt : 20210504 0001085146-21-001428.hdr.sgml : 20210504 20210503205200 ACCESSION NUMBER: 0001085146-21-001428 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210504 DATE AS OF CHANGE: 20210503 EFFECTIVENESS DATE: 20210504 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: 21885519 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803106 XXXXXXXX 03-31-2021 03-31-2021 false Blue Zone Wealth Advisors, LLC

11812 SAN VICENTE BLVD #250 LOS ANGELES CA 90049

13F HOLDINGS REPORT 028-19953 N Misha Ferkelman 310-275-5059 /s/ Misha Ferkelman Beverly Hills CA 04-22-2021 0 81 235095 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1362 4932 SH SOLE 4932 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 462 972 SH SOLE 972 0 0 AIR PRODS & CHEMS INC COM 009158106 2342 8323 SH SOLE 8323 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3790 16717 SH SOLE 16717 0 0 ALPHABET INC CAP STK CL A 02079K305 5008 2428 SH SOLE 2428 0 0 ALPHABET INC CAP STK CL C 02079K107 389 188 SH SOLE 188 0 0 AMAZON COM INC COM 023135106 3422 1106 SH SOLE 1106 0 0 AMERICAN EXPRESS CO COM 025816109 3723 26325 SH SOLE 26325 0 0 APPLE INC COM 037833100 5392 44140 SH SOLE 44140 0 0 ARK ETF TR INNOVATION ETF 00214Q104 982 8189 SH SOLE 8189 0 0 AVALARA INC COM 05338G106 1988 14898 SH SOLE 14898 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2068 8095 SH SOLE 8095 0 0 BLACKROCK INC COM 09247X101 2142 2841 SH SOLE 2841 0 0 BLACKROCK TCP CAPITAL CORP COM 09259E108 2857 206567 SH SOLE 206567 0 0 BLACKSTONE GROUP INC COM 09260D107 4535 60848 SH SOLE 60848 0 0 BOEING CO COM 097023105 2658 10436 SH SOLE 10436 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 5573 125230 SH SOLE 125230 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 1039 731 SH SOLE 731 0 0 CIMPRESS PLC SHS EURO G2143T103 538 5376 SH SOLE 5376 0 0 COPART INC COM 217204106 2121 19532 SH SOLE 19532 0 0 DESIGNER BRANDS INC CL A 250565108 174 10000 SH SOLE 10000 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 2211 13466 SH SOLE 13466 0 0 DISNEY WALT CO COM 254687106 4365 23654 SH SOLE 23654 0 0 ELEMENT SOLUTIONS INC COM 28618M106 2125 116186 SH SOLE 116186 0 0 ETSY INC COM 29786A106 345 1711 SH SOLE 1711 0 0 FACEBOOK INC CL A 30303M102 2357 8003 SH SOLE 8003 0 0 FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 2822 27813 SH SOLE 27813 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 608 11910 SH SOLE 11910 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 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