0001085146-21-002203.txt : 20210804 0001085146-21-002203.hdr.sgml : 20210804 20210803205012 ACCESSION NUMBER: 0001085146-21-002203 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210804 DATE AS OF CHANGE: 20210803 EFFECTIVENESS DATE: 20210804 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: 211141915 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 06-30-2021 06-30-2021 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 07-26-2021 0 86 266433 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1461 4957 SH SOLE 4957 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 569 972 SH SOLE 972 0 0 AIR PRODS & CHEMS INC COM 009158106 2488 8648 SH SOLE 8648 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4506 19870 SH SOLE 19870 0 0 ALPHABET INC CAP STK CL A 02079K305 5921 2425 SH SOLE 2425 0 0 ALPHABET INC CAP STK CL C 02079K107 471 188 SH SOLE 188 0 0 AMAZON COM INC COM 023135106 3805 1106 SH SOLE 1106 0 0 AMERICAN EXPRESS CO COM 025816109 4338 26253 SH SOLE 26253 0 0 APPLE INC COM 037833100 6140 44828 SH SOLE 44828 0 0 ARK ETF TR INNOVATION ETF 00214Q104 1328 10152 SH SOLE 10152 0 0 AVALARA INC COM 05338G106 2683 16585 SH SOLE 16585 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2245 8077 SH SOLE 8077 0 0 BLACKROCK INC COM 09247X101 2482 2837 SH SOLE 2837 0 0 BLACKROCK TCP CAPITAL CORP COM 09259E108 2838 205375 SH SOLE 205375 0 0 BLACKSTONE GROUP INC COM 09260D107 5896 60697 SH SOLE 60697 0 0 BOEING CO COM 097023105 2775 11582 SH SOLE 11582 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 6971 136736 SH SOLE 136736 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 916 591 SH SOLE 591 0 0 CIMPRESS PLC SHS EURO G2143T103 583 5376 SH SOLE 5376 0 0 COPART INC COM 217204106 2671 20260 SH SOLE 20260 0 0 DESIGNER BRANDS INC CL A 250565108 166 10000 SH SOLE 10000 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 2586 13492 SH SOLE 13492 0 0 DISCOVERY INC COM SER C 25470F302 2025 69862 SH SOLE 69862 0 0 DISNEY WALT CO COM 254687106 4304 24485 SH SOLE 24485 0 0 ELEMENT SOLUTIONS INC COM 28618M106 2712 116003 SH SOLE 116003 0 0 ETSY INC COM 29786A106 352 1711 SH SOLE 1711 0 0 FACEBOOK INC CL A 30303M102 2780 7995 SH SOLE 7995 0 0 FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 3254 27773 SH SOLE 27773 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 606 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