Blue Zone Wealth Advisors, LLC

SEC CIK: 0001803106
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

AVGO holding history

Broadcom Inc. in every 13F filed by Blue Zone Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overview All 13F holders of AVGO Full Q2 2026 holdings

Shares (Q2 2026): 1,914
Value: $723.0K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of AVGO by Blue Zone Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,914	$723.0K	0.1%	+30+1.6%	Added	Holders
Q1 2026	1,884	$583.1K	0.1%	+28+1.5%	Added	Holders
Q4 2025	1,856	$642.4K	0.1%	+86+4.9%	Added	Holders
Q3 2025	1,770	$583.9K	0.1%	+1,770	New	Holders