BlueSky Wealth Advisors, LLC
Sector Allocation
- Other89.9%$776.2M
- Technology7.2%$62.0M
- Financials1.1%$9.5M
- Consumer Discretionary0.9%$7.5M
- Industrials0.5%$4.6M
- Consumer Staples0.2%$1.5M
- Energy0.1%$956,682
- Healthcare0.1%$794,806
- Materials0.0%$264,659
AUM History
13fpro.ai/research/fund/bluesky-wealth-advisors-llc-1704107
Conviction and streaks
Concentrating · top 10 = 56.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$142.9M
- VANGUARD$49.7M
- VANGUARD$47.7M
- SCHWAB$46.2M
- SCHWAB$43.0M
- SCHWAB$39.6M
- VANGUARD$33.8M
SNPS
$29.3M- VANGUARD$27.3M
- DIMENSIONAL$26.2M
- SCHWAB$22.6M
- DIMENSIONAL$21.3M
- VANGUARD$21.2M
- VANGUARD$21.1M
- ISHARES$19.2M
- DIMENSIONAL$17.7M
- VANGUARD$17.6M
- DIMENSIONAL$17.5M
- ISHARES$17.1M
- SCHWAB$13.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bluesky-wealth-advisors-llc-1704107
BlueSky Wealth Advisors, LLC 13F holdings — Q2 2026
$863.3M portfolio (+11.2% QoQ) · 111 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$142.9M
16.6% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$49.7M
5.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - VALUE ETF
$47.7M
5.5% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - INTL EQTY ETF
$46.2M
5.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US TIPS ETF
$43.0M
5.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US SML CAP ETF
$39.6M
4.6% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$33.8M
3.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $29.3M
3.4% of stocks
+7%This quarter+18.4%Since filed9 qtrsHeld- 9
VANGUARD INDEX FDS - LARGE CAP ETF
$27.3M
3.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$26.2M
3.0% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $142.9M | 16.6% | -0.7% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $49.7M | 5.8% | +8% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - VALUE ETF | $47.7M | 5.5% | +17% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $46.2M | 5.3% | +7% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US TIPS ETF | $43.0M | 5.0% | +7% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US SML CAP ETF | $39.6M | 4.6% | +6% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $33.8M | 3.9% | -3% | — | — | — | — | |
| 8 | $29.3M | 3.4% | +7% | +18.4% | 9 qtrsAdded 4 qtrs in a row | 67.7#348 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - LARGE CAP ETF | $27.3M | 3.2% | -2% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $26.2M | 3.0% | +10% | — | — | — | — |
All holdings — BlueSky Wealth Advisors, LLC (Q2 2026)
111 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund | — | $22.6M | 2.6% | 623K | -0.9% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $21.3M | 2.5% | 305K | +4% | — | — | 13F |
| 13 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $21.2M | 2.5% | 438K | +11% | — | — | 13F |
| 14 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $21.1M | 2.4% | 255K | +5% | — | — | 13F |
| 15 | — | ISHARES TR - 0-5YR HI YL CPetf/fund | — | $19.2M | 2.2% | 454K | +9% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund | — | $17.7M | 2.0% | 481K | -0.9% | — | — | 13F |
| 17 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $17.6M | 2.0% | 114K | +14% | — | — | 13F |
| 18 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund | — | $17.5M | 2.0% | 323K | +9% | — | — | 13F |
| 19 | — | ISHARES TR - MBS ETFetf/fund | — | $17.1M | 2.0% | 181K | +9% | — | — | 13F |
| 20 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $13.6M | 1.6% | 257K | -9% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $11.8M | 1.4% | 39K | -3% | — | — | 13F |
| 22 | — | ISHARES TR - TIPS BD ETFetf/fund | — | $11.2M | 1.3% | 103K | -2% | — | — | 13F |
| 23 | Alphabet Inc. | Technology | $10.3M | 1.2% | 29K | -4% | 10+ qtrs | 77.7 | 13F | |
| 24 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $9.8M | 1.1% | 164K | -5% | — | — | 13F |
| 25 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $9.5M | 1.1% | 181K | +0.1% | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $9.2M | 1.1% | 192K | +5% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $7.9M | 0.9% | 40K | -47% | |||
| 28 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $7.9M | 0.9% | 112K | -7% | |||
| 29 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $7.6M | 0.9% | 219K | +6% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $7.2M | 0.8% | 9,588 | +38% | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.7M | 0.7% | 24K | -14% | |||
| 32 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $5.6M | 0.7% | 127K | — | |||
| 33 | — | ISHARES TR - JPMORGAN USD EMG | — | $4.8M | 0.6% | 49K | -0.5% | |||
| 34 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $4.6M | 0.5% | 19K | -7% | |||
| 35 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $4.2M | 0.5% | 169K | +192% | |||
| 36 | — | ISHARES TR - ISHS 5-10YR INVT | — | $3.9M | 0.5% | 73K | +121% | |||
| 37 | — | ISHARES TR - CORE S&P500 ETF | — | $3.6M | 0.4% | 4,803 | +10% | |||
| 38 | $AAPL | Apple Inc. | Technology | $3.2M | 0.4% | 11K | -16% | |||
| 39 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.1M | 0.4% | 6,263 | +119% | |||
| 40 | $GOOGL | Alphabet Inc. | Technology | $3.0M | 0.3% | 8,397 | -5% | |||
| 41 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $2.8M | 0.3% | 39K | -38% | |||
| 42 | — | ISHARES TR - CORE US AGGBD ET | — | $2.8M | 0.3% | 29K | -3% | |||
| 43 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $2.7M | 0.3% | 14K | — | |||
| 44 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.4M | 0.3% | 6,568 | -9% | |||
| 45 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.2M | 0.3% | 15K | -2% | |||
| 46 | — | ISHARES TR - EAFE VALUE ETF | — | $2.0M | 0.2% | 27K | +9% | |||
| 47 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $2.0M | 0.2% | 86K | -62% | |||
| 48 | — | ISHARES INC - CORE MSCI EMKT | — | $1.9M | 0.2% | 23K | — | |||
| 49 | $CAT | CATERPILLAR INC | Industrials | $1.7M | 0.2% | 1,629 | -2% | |||
| 50 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $1.7M | 0.2% | 72K | -37% | |||
| 51 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $1.6M | 0.2% | 35K | +225% | |||
| 52 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | — | $1.4M | 0.2% | 53K | +27% | |||
| 53 | — | ISHARES TR - CORE MSCI EAFE | — | $1.3M | 0.2% | 14K | -3% | |||
| 54 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.1% | 3,547 | -5% | |||
| 55 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.1% | 2,867 | +33% | |||
| 56 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $1.0M | 0.1% | 11K | -6% | |||
| 57 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.0M | 0.1% | 760 | — | |||
| 58 | $MU | MICRON TECHNOLOGY INC | Technology | $977K | 0.1% | 846 | +9% | |||
| 59 | $MSFT | MICROSOFT CORP | Technology | $948K | 0.1% | 2,542 | -26% | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $924K | 0.1% | 3,286 | -4% | |||
| 61 | — | ISHARES TR - IBOXX HI YD ETF | — | $856K | 0.1% | 11K | -57% | |||
| 62 | — | ISHARES TR - RUS MID CAP ETF | — | $825K | 0.1% | 7,481 | — | |||
| 63 | $IESC | IES Holdings, Inc. | Industrials | $808K | 0.1% | 1,100 | — | |||
| 64 | $NTRA | Natera, Inc. | Healthcare | $795K | 0.1% | 2,928 | -0.9% | |||
| 65 | $META | Meta Platforms, Inc. | Technology | $754K | 0.1% | 1,339 | -13% | |||
| 66 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $744K | 0.1% | 8,405 | -4% | |||
| 67 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $736K | 0.1% | 5,384 | -6% | |||
| 68 | — | ISHARES TR - RUS 1000 GRW ETF | — | $622K | 0.1% | 5,012 | +300% | |||
| 69 | — | ISHARES TR - RUSSELL 2000 ETF | — | $612K | 0.1% | 2,036 | +147% | |||
| 70 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $556K | 0.1% | 663 | New | |||
| 71 | $ORCL | ORACLE CORP | Technology | $552K | 0.1% | 3,764 | -2% | |||
| 72 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $531K | 0.1% | 5,503 | -43% | |||
| 73 | — | ISHARES TR - RUS MD CP GR ETF | — | $525K | 0.1% | 3,584 | — | |||
| 74 | — | ISHARES TR - CORE INTL AGGR | — | $520K | 0.1% | 10K | +6% | |||
| 75 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $500K | 0.1% | 5,184 | -46% | |||
| 76 | $GE | GENERAL ELECTRIC CO | Industrials | $435K | 0.1% | 1,165 | -12% | |||
| 77 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $435K | 0.1% | 618 | — | |||
| 78 | $GEV | GE Vernova Inc. | Industrials | $426K | 0.1% | 363 | -26% | |||
| 79 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $426K | 0.1% | 3,965 | -1% | |||
| 80 | $WMT | Walmart Inc. | Consumer Staples | $411K | 0.1% | 3,628 | -27% | |||
| 81 | $HPE | Hewlett Packard Enterprise Co | Technology | $408K | 0.1% | 9,038 | New | |||
| 82 | $INTC | INTEL CORP | Technology | $403K | 0.1% | 2,884 | New | |||
| 83 | $CLS | CELESTICA INC | Technology | $388K | 0.0% | 1,063 | New | |||
| 84 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $387K | 0.0% | 3,343 | — | |||
| 85 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $380K | 0.0% | 2,394 | — | |||
| 86 | $TSLA | Tesla, Inc. | Consumer Discretionary | $371K | 0.0% | 882 | -15% | |||
| 87 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $351K | 0.0% | 4,190 | — | |||
| 88 | $AIP | Arteris, Inc. | Technology | $338K | 0.0% | 6,947 | New | |||
| 89 | $QCOM | QUALCOMM INC/DE | Technology | $322K | 0.0% | 1,742 | -22% | |||
| 90 | $SLV | iShares Silver Trust | Financials | $318K | 0.0% | 5,950 | New | |||
| 91 | $CRDO | Credo Technology Group Holding Ltd | Technology | $312K | 0.0% | 1,148 | New | |||
| 92 | $ADI | ANALOG DEVICES INC | Technology | $298K | 0.0% | 750 | — | |||
| 93 | $POWL | POWELL INDUSTRIES INC | Technology | $292K | 0.0% | 1,020 | New | |||
| 94 | $WDC | WESTERN DIGITAL CORP | Technology | $287K | 0.0% | 449 | New | |||
| 95 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $287K | 0.0% | 3,354 | — | |||
| 96 | $TTMI | TTM TECHNOLOGIES INC | Technology | $279K | 0.0% | 1,492 | New | |||
| 97 | $IVZ | Invesco Ltd. | Financials | $277K | 0.0% | 1,300 | — | |||
| 98 | $FNB | FNB CORP/PA/ | Financials | $268K | 0.0% | 14K | — | |||
| 99 | $SNPS | SYNOPSYS INC | Technology | $268K | 0.0% | 600 | +16% | |||
| 100 | $LIN | LINDE PLC | Materials | $265K | 0.0% | 510 | -30% | |||
| 101 | $AVGO | Broadcom Inc. | Technology | $255K | 0.0% | 674 | -45% | |||
| 102 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $244K | 0.0% | 123 | -34% | |||
| 103 | — | PROSHARES TR - ULTRAPRO QQQ | — | $224K | 0.0% | 2,766 | New | |||
| 104 | $GM | General Motors Co | Consumer Discretionary | $222K | 0.0% | 2,886 | New | |||
| 105 | $CVX | CHEVRON CORP | Energy | $221K | 0.0% | 1,331 | +1% | |||
| 106 | $EAT | BRINKER INTERNATIONAL, INC | Consumer Discretionary | $210K | 0.0% | 1,252 | New | |||
| 107 | $INTU | INTUIT INC. | Technology | $210K | 0.0% | 803 | -16% | |||
| 108 | $DLB | Dolby Laboratories, Inc. | Financials | $203K | 0.0% | 3,859 | — | |||
| 109 | $V | VISA INC. | Financials | $203K | 0.0% | 591 | -18% | |||
| 110 | $BNY | Bank of New York Mellon Corp | Financials | $202K | 0.0% | 1,394 | New | |||
| 111 | $EGHT | 8X8 INC /DE/ | Technology | $33K | 0.0% | 19K | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 32 added to, 49 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$STRLSTERLING INFRASTRUCTURE, INC.$556K
first bought this quarter
$HPEHewlett Packard Enterprise Co$408K
first bought this quarter
$INTCINTEL CORP$403K
first bought this quarter
$CLSCELESTICA INC$388K
first bought this quarter
$AIPArteris, Inc.$338K
first bought this quarter
$SLViShares Silver Trust$318K
first bought this quarter
+8 more in the Excel export
Added to (32)
- VANGUARD INDEX FDS - VALUE ETF+17%
now $47.7M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+8%
now $49.7M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+7%
now $46.2M
- SCHWAB STRATEGIC TR - US TIPS ETF+7%
now $43.0M
- SCHWAB STRATEGIC TR - INT-TRM U.S TRES+192%
now $4.2M
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG+10%
now $26.2M
+26 more in the Excel export
Trimmed (49)
$NVDANVIDIA CORP-47%
now $7.9M · held 9 qtrs
- SCHWAB STRATEGIC TR - US AGGREGATE B-62%
now $2.0M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-38%
now $2.8M
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL-9%
now $13.6M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-3%
now $33.8M
- ISHARES TR - IBOXX HI YD ETF-57%
now $856K
+43 more in the Excel export
Sold out (18)
$BKNGBooking Holdings Inc.was $396K
held 1 qtr
- VANGUARD WORLD FDwas $349K
$COSTCOSTCO WHOLESALE CORP /NEWwas $336K
held 1 qtr
$BMYBRISTOL MYERS SQUIBB COwas $334K
held 1 qtr
$QQQINVESCO QQQ TRUST, SERIES 1was $313K
held 3 qtrs
$MRSHMARSH & MCLENNAN COMPANIES, INC.was $284K
+12 more in the Excel export
Holdings by quarter
Every 13F BlueSky Wealth Advisors, LLC has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow BlueSky Wealth Advisors?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BlueSky Wealth Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+8.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 36% over the last 4
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BlueSky Wealth Advisors, LLC disclosed 111 positions worth $863.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 18 — including a new stake in $STRL and a full exit from $BKNG. The portfolio is most concentrated in Other (89.9% of disclosed assets). All figures are sourced directly from BlueSky Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1704107.
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