BlueSky Wealth Advisors, LLC
13F Reported Value
ⓘ$776.5M
Holdings
115
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BlueSky Wealth Advisors, LLC disclosed 115 positions worth $776.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 23 new positions and exited 2 and a full exit from $MA. The portfolio is most concentrated in Other (89.2% of disclosed assets). All figures are sourced directly from BlueSky Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1704107.
AI Fund Analysis
Diversifying
$SNPSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR
—Quality
$125.3M4,885,976 shVANGUARD SCOTTSDALE FDS
—Quality
$46.5M781,385 shSCHWAB STRATEGIC TR
—Quality
$40.4M1,517,207 shSCHWAB STRATEGIC TR
—Quality
$38.7M1,562,897 shVANGUARD INDEX FDS
—Quality
$36.9M187,912 shVANGUARD SCOTTSDALE FDS
—Quality
$35.0M442,058 shSCHWAB STRATEGIC TR
—Quality
$30.2M1,039,134 sh- 63.1
Quality
$26.7M406,477 sh VANGUARD INDEX FDS
—Quality
$24.1M80,797 shSCHWAB STRATEGIC TR
—Quality
$20.7M628,752 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $125.3M | 4,885,976 |
| VANGUARD SCOTTSDALE FDS | — | $46.5M | 781,385 |
| SCHWAB STRATEGIC TR | — | $40.4M | 1,517,207 |
| SCHWAB STRATEGIC TR | — | $38.7M | 1,562,897 |
| VANGUARD INDEX FDS | — | $36.9M | 187,912 |
| VANGUARD SCOTTSDALE FDS | — | $35.0M | 442,058 |
| SCHWAB STRATEGIC TR | — | $30.2M | 1,039,134 |
| SYNOPSYS INC$SNPS | 63.1 | $26.7M | 406,477 |
| VANGUARD INDEX FDS | — | $24.1M | 80,797 |
| SCHWAB STRATEGIC TR | — | $20.7M | 628,752 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BlueSky Wealth Advisors, LLC's 115 positions.
Showing top 10 of 115 holdings.
Sector Allocation
Other
$692.8M
Technology
$60.1M
Consumer Discretionary
$8.3M
Financials
$7.4M
Industrials
$3.6M
Consumer Staples
$1.3M
Energy
$1.2M
Healthcare
$1.2M
Full Holdings — BlueSky Wealth Advisors, LLC (Q1 2026)
All 115 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $125.3M | 16.1% | -21% | — |
| 2 | — | VANGUARD SCOTTSDALE FDS | $46.5M | 6.0% | -5% | — |
| 3 | — | SCHWAB STRATEGIC TR | $40.4M | 5.2% | +1% | — |
| 4 | — | SCHWAB STRATEGIC TR | $38.7M | 5.0% | +14% | — |
| 5 | — | VANGUARD INDEX FDS | $36.9M | 4.8% | +4244% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS | $35.0M | 4.5% | -46% | — |
| 7 | — | SCHWAB STRATEGIC TR | $30.2M | 3.9% | +4% | — |
| 8 | $SNPS | SYNOPSYS INC | $26.7M | 3.4% | +3% | 63.1 |
| 9 | — | VANGUARD INDEX FDS | $24.1M | 3.1% | -8% | — |
| 10 | — | SCHWAB STRATEGIC TR | $20.7M | 2.7% | -47% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $20.1M | 2.6% | +100% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $20.0M | 2.6% | -71% | — |
| 13 | — | VANGUARD CHARLOTTE FDS | $18.9M | 2.4% | NEW | — |
| 14 | — | DIMENSIONAL ETF TRUST | $18.4M | 2.4% | -0% | — |
| 15 | — | ISHARES TR | $17.7M | 2.3% | +303% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $16.5M | 2.1% | -63% | — |
| 17 | — | ISHARES TR | $15.7M | 2.0% | +60% | — |
| 18 | — | DIMENSIONAL ETF TRUST | $15.7M | 2.0% | +1% | — |
| 19 | — | VANGUARD INTL EQUITY INDEX F | $14.6M | 1.9% | +1884% | — |
| 20 | — | SCHWAB STRATEGIC TR | $13.8M | 1.8% | -14% | — |
| 21 |  $NVDA | NVIDIA CORP | $13.0M | 1.7% | +92% | 90.2 |
| 22 | — | ISHARES TR | $11.5M | 1.5% | +1% | — |
| 23 | — | VANGUARD INDEX FDS | $10.5M | 1.4% | +2% | — |
| 24 | — | ISHARES TR | $9.5M | 1.2% | -15% | — |
| 25 | — | VANGUARD INTL EQUITY INDEX F | $9.3M | 1.2% | -3% | — |
| 26 |  $GOOGL | Alphabet Inc. | $8.7M | 1.1% | +3% | 80.2 |
| 27 | — | SCHWAB STRATEGIC TR | $8.5M | 1.1% | -85% | — |
| 28 | — | VANGUARD TAX-MANAGED FDS | $7.7M | 1.0% | +2% | — |
| 29 | — | SCHWAB STRATEGIC TR | $6.3M | 0.8% | -83% | — |
| 30 |  $AMZN | AMAZON COM INC | $5.7M | 0.7% | +4% | 74.6 |
| 31 | — | SCHWAB STRATEGIC TR | $5.3M | 0.7% | -91% | — |
| 32 | — | DIMENSIONAL ETF TRUST | $4.9M | 0.6% | -22% | — |
| 33 | — | ISHARES TR | $4.7M | 0.6% | +1% | — |
| 34 | — | VANGUARD BD INDEX FDS | $4.6M | 0.6% | -62% | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 0.6% | -7% | — |
| 36 | — | VANGUARD INDEX FDS | $4.4M | 0.6% | +6% | — |
| 37 |  $AAPL | Apple Inc. | $3.4M | 0.4% | +26% | 76.1 |
| 38 | — | ISHARES TR | $2.9M | 0.4% | -59% | — |
| 39 | — | ISHARES TR | $2.9M | 0.4% | -16% | — |
| 40 |  $GOOG | Alphabet Inc. | $2.5M | 0.3% | +9% | 80.2 |
| 41 | — | SCHWAB STRATEGIC TR | $2.5M | 0.3% | -89% | — |
| 42 | — | VANGUARD INDEX FDS | $2.3M | 0.3% | +15% | — |
| 43 |  $CINF | CINCINNATI FINANCIAL CORP | $2.3M | 0.3% | +0% | 77 |
| 44 | — | ISHARES TR | $2.0M | 0.3% | -89% | — |
| 45 | — | ISHARES TR | $1.9M | 0.2% | +1% | — |
| 46 | — | ISHARES TR | $1.8M | 0.2% | -76% | — |
| 47 | — | ISHARES TR | $1.7M | 0.2% | -68% | — |
| 48 | — | ISHARES INC | $1.6M | 0.2% | -19% | — |
| 49 | — | SCHWAB STRATEGIC TR | $1.4M | 0.2% | -95% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.2% | +9% | 64.5 |
| 51 | — | ISHARES TR | $1.3M | 0.2% | -4% | — |
| 52 |  $MSFT | MICROSOFT CORP | $1.3M | 0.2% | +67% | 83.7 |
| 53 |  $CAT | CATERPILLAR INC | $1.2M | 0.1% | +4% | 67.8 |
| 54 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.1% | +9% | 35.6 |
| 55 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | -96% | — |
| 56 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $1.1M | 0.1% | -2% | 65.3 |
| 57 |  $XOM | EXXON MOBIL CORP | $969,802 | 0.1% | +12% | 61.8 |
| 58 | — | SPDR SERIES TRUST | $925,517 | 0.1% | -67% | — |
| 59 |  $GLD | SPDR GOLD TRUST | $924,263 | 0.1% | +0% | — |
| 60 |  $META | Meta Platforms, Inc. | $877,250 | 0.1% | +8% | 80.9 |
| 61 | — | VANGUARD INDEX FDS | $851,071 | 0.1% | -85% | — |
| 62 |  $GWW | W.W. GRAINGER, INC. | $829,016 | 0.1% | +0% | 69.5 |
| 63 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $828,018 | 0.1% | +20% | 66.7 |
| 64 | — | ISHARES TR | $727,378 | 0.1% | +0% | — |
| 65 | — | VANGUARD INTL EQUITY INDEX F | $718,333 | 0.1% | +4% | — |
| 66 |  $WMT | Walmart Inc. | $615,248 | 0.1% | +43% | 63.2 |
| 67 |  $NTRA | Natera, Inc. | $590,970 | 0.1% | +5% | 46.4 |
| 68 |  $ORCL | ORACLE CORP | $565,248 | 0.1% | +9% | 67.2 |
| 69 | — | ISHARES TR | $534,279 | 0.1% | +0% | — |
| 70 |  $IESC | IES Holdings, Inc. | $524,117 | 0.1% | +0% | 73.5 |
| 71 | — | VANGUARD SCOTTSDALE FDS | $507,013 | 0.1% | -99% | — |
| 72 | — | ISHARES TR | $482,486 | 0.1% | -91% | — |
| 73 | — | ISHARES TR | $459,182 | 0.1% | -1% | — |
| 74 |  $GEV | GE Vernova Inc. | $428,594 | 0.1% | NEW | 70.1 |
| 75 |  $INTU | INTUIT INC. | $412,946 | 0.1% | +25% | 82 |
| 76 |  $BKNG | Booking Holdings Inc. | $395,770 | 0.1% | NEW | 55.3 |
| 77 |  $UPS | UNITED PARCEL SERVICE INC | $395,641 | 0.1% | -5% | 58.2 |
| 78 |  $TSLA | Tesla, Inc. | $386,248 | 0.1% | +37% | 50.1 |
| 79 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $381,158 | 0.1% | +0% | — |
| 80 |  $AVGO | Broadcom Inc. | $380,121 | 0.1% | NEW | 86.4 |
| 81 |  $GE | GENERAL ELECTRIC CO | $374,318 | 0.1% | +29% | 74.8 |
| 82 |  $LIN | LINDE PLC | $361,409 | 0.1% | NEW | — |
| 83 | — | SELECT SECTOR SPDR TR | $350,984 | 0.1% | +0% | — |
| 84 | — | VANGUARD WORLD FD | $348,971 | 0.0% | +0% | — |
| 85 |  $COST | COSTCO WHOLESALE CORP /NEW | $335,806 | 0.0% | NEW | 67 |
| 86 |  $BMY | BRISTOL MYERS SQUIBB CO | $333,939 | 0.0% | NEW | 70.1 |
| 87 | — | VANGUARD INTL EQUITY INDEX F | $326,711 | 0.0% | -34% | — |
| 88 | — | VANGUARD INTL EQUITY INDEX F | $314,669 | 0.0% | +0% | — |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $313,108 | 0.0% | +46% | — |
| 90 |  $QCOM | QUALCOMM INC/DE | $288,091 | 0.0% | +38% | 81.9 |
| 91 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $283,591 | 0.0% | NEW | 71.5 |
| 92 | — | VANGUARD INDEX FDS | $276,933 | 0.0% | -12% | — |
| 93 |  $CVX | CHEVRON CORP | $271,361 | 0.0% | NEW | 54.7 |
| 94 | — | VANECK ETF TRUST | $262,649 | 0.0% | NEW | — |
| 95 |  $MU | MICRON TECHNOLOGY INC | $262,164 | 0.0% | NEW | 88.4 |
| 96 | — | VANGUARD STAR FDS | $258,659 | 0.0% | NEW | — |
| 97 |  $PLTR | Palantir Technologies Inc. | $258,038 | 0.0% | NEW | 85.8 |
| 98 |  $FIX | COMFORT SYSTEMS USA INC | $257,871 | 0.0% | NEW | 79.5 |
| 99 |  $PEP | PEPSICO INC | $250,573 | 0.0% | NEW | 62.7 |
| 100 |  $IVZ | Invesco Ltd. | $249,496 | 0.0% | NEW | — |
| 101 |  $PCG | PG&E Corp | $247,333 | 0.0% | NEW | 59.3 |
| 102 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $247,245 | 0.0% | NEW | 75.1 |
| 103 |  $AON | Aon plc | $246,927 | 0.0% | NEW | — |
| 104 |  $ADI | ANALOG DEVICES INC | $238,605 | 0.0% | +0% | 76.2 |
| 105 |  $FNB | FNB CORP/PA/ | $235,267 | 0.0% | NEW | — |
| 106 |  $DLB | Dolby Laboratories, Inc. | $231,772 | 0.0% | +0% | 65.7 |
| 107 |  $SPGI | S&P Global Inc. | $224,602 | 0.0% | NEW | 79.4 |
| 108 |  $MCD | MCDONALDS CORP | $223,181 | 0.0% | +0% | 73.9 |
| 109 |  $V | VISA INC. | $217,349 | 0.0% | +4% | 83.5 |
| 110 |  $TJX | TJX COMPANIES INC /DE/ | $214,814 | 0.0% | NEW | 70.7 |
| 111 |  $ABNB | Airbnb, Inc. | $213,792 | 0.0% | NEW | 70.1 |
| 112 | — | SELECT SECTOR SPDR TR | $207,415 | 0.0% | -35% | — |
| 113 | $SNPS | SYNOPSYS INC | $205,773 | 0.0% | +0% | 63.1 |
| 114 | — | ISHARES TR | $204,091 | 0.0% | -99% | — |
| 115 |  $EGHT | 8X8 INC /DE/ | $32,287 | 0.0% | +4% | 45.1 |
New Positions (23)
$GEV GE Vernova Inc.$428,594$BKNG Booking Holdings Inc.$395,770$AVGO Broadcom Inc.$380,121$LIN LINDE PLC$361,409$COST COSTCO WHOLESALE CORP /NEW$335,806$BMY BRISTOL MYERS SQUIBB CO$333,939$MRSH MARSH & MCLENNAN COMPANIES, INC.$283,591$CVX CHEVRON CORP$271,361$MU MICRON TECHNOLOGY INC$262,164$PLTR Palantir Technologies Inc.$258,038$FIX COMFORT SYSTEMS USA INC$257,871$PEP PEPSICO INC$250,573
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for BlueSky Wealth Advisors, LLC including:
Track BlueSky Wealth Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for BlueSky Wealth Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: BlueSky Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BlueSky Wealth Advisors, LLC (SEC CIK: 1704107), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BlueSky Wealth Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.