Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

BlueSky Wealth Advisors

Latest statistics and disclosures from BlueSky Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VCSH, SCHZ, DFAX, SCHP, and represent 49.02% of BlueSky Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VCSH, SCHZ, SCHP, SCHX, VWOB, HYG, SCHH, SCHE, SCHA, SCHF.
Started 2 new stock positions in BDX, ADI.
Reduced shares in these 10 stocks: NVDA (-$8.1M), VWO, QQQ, , , HD, META, , BND, FNDF.
Sold out of its positions in HD, XSD, XLF, XLK.
BlueSky Wealth Advisors was a net buyer of stock by $6.6M.
BlueSky Wealth Advisors has $758M in assets under management (AUM), dropping by 2.26%.
Central Index Key (CIK): 0001704107

Tip: Access up to 7 years of quarterly data

Positions held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 78 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	22.1	$167M		6.2M	26.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.6	$66M	+6%	822k	79.73	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.4	$56M	+7%	2.4M	23.37	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	5.7	$43M		1.3M	32.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.2	$40M	+8%	1.5M	26.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	5.1	$39M		1.2M	32.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.3	$33M		1.4M	24.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.7	$28M		997k	28.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.7	$28M		88k	314.80	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	3.5	$27M	+4%	394k	67.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.8	$22M	+3%	1.0M	20.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.3	$18M		296k	59.54	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$18M	+5%	218k	80.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.9	$15M		326k	45.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$12M		167k	74.07	View chart
Ishares Tr Tips Bd Etf (TIP)	1.5	$11M		104k	109.91	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.5	$11M		213k	52.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$10M		40k	257.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$9.5M	-3%	178k	53.76	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$9.2M		29k	313.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$7.3M		117k	62.47	View chart
NVIDIA Corporation (NVDA)	1.0	$7.3M	-52%	39k	186.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$7.2M		73k	99.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$6.5M		163k	39.59	View chart
Amazon (AMZN)	0.8	$6.1M		26k	230.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$5.6M	+3%	63k	88.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$5.1M		7.5k	681.96	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$4.7M		49k	96.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$4.1M	+7%	19k	211.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.6M		5.2k	684.94	View chart
Apple (AAPL)	0.4	$2.9M		11k	271.87	View chart
Spdr Series Trust State Street Spd (JNK)	0.4	$2.8M		29k	97.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.5M		8.1k	313.00	View chart
Cincinnati Financial Corporation (CINF)	0.3	$2.4M		15k	163.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.1M		6.2k	335.30	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.9M		28k	67.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.8M	-3%	15k	120.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	-4%	15k	89.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M	-5%	2.6k	502.65	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M		3.4k	322.22	View chart
Microsoft Corporation (MSFT)	0.1	$993k	-3%	2.1k	483.54	View chart
Church & Dwight (CHD)	0.1	$984k		12k	83.85	View chart
Meta Platforms Cl A (META)	0.1	$936k	-21%	1.4k	660.23	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$927k	-6%	9.9k	93.89	View chart
Caterpillar (CAT)	0.1	$919k	-11%	1.6k	572.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$851k		2.1k	396.31	View chart
International Business Machines (IBM)	0.1	$843k		2.8k	296.21	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$826k		4.3k	191.00	View chart
W.W. Grainger (GWW)	0.1	$767k		760.00	1009.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$720k		7.5k	96.27	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$703k		8.4k	83.61	View chart
Oracle Corporation (ORCL)	0.1	$688k		3.5k	194.91	View chart
Natera (NTRA)	0.1	$644k		2.8k	229.09	View chart
Exxon Mobil Corporation (XOM)	0.1	$614k		5.1k	120.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$593k		1.3k	473.30	View chart
Intuit (INTU)	0.1	$507k		766.00	662.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$495k		3.6k	136.94	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$457k		5.1k	90.40	View chart
Ies Hldgs (IESC)	0.1	$428k		1.1k	389.02	View chart
United Parcel Service CL B (UPS)	0.1	$418k	-3%	4.2k	99.19	View chart
Wal-Mart Stores (WMT)	0.1	$385k		3.5k	111.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$377k	+5%	500.00	753.78	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$373k		618.00	603.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$371k		2.4k	154.80	View chart
Tesla Motors (TSLA)	0.0	$341k	-20%	759.00	449.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$330k	+7%	527.00	626.60	View chart
Ge Aerospace Com New (GE)	0.0	$315k		1.0k	308.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$308k		4.2k	73.56	View chart
Qualcomm (QCOM)	0.0	$277k		1.6k	171.05	View chart
Dolby Laboratories Com Cl A (DLB)	0.0	$248k	-2%	3.9k	64.22	View chart
Synopsys (SNPS)	0.0	$244k		519.00	469.72	View chart
Visa Com Cl A (V)	0.0	$242k		690.00	350.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$228k	-58%	371.00	614.31	View chart
McDonald's Corporation (MCD)	0.0	$219k		717.00	305.63	View chart
Mastercard Incorporated Cl A (MA)	0.0	$217k		380.00	570.88	View chart
Becton, Dickinson and (BDX)	0.0	$206k	NEW	1.1k	194.07	View chart
Analog Devices (ADI)	0.0	$203k	NEW	750.00	271.20	View chart
8x8 (EGHT)	0.0	$37k		19k	1.97	View chart

Past Filings by BlueSky Wealth Advisors

SEC 13F filings are viewable for BlueSky Wealth Advisors going back to 2017

BlueSky Wealth Advisors 2025 Q4 filed Jan. 26, 2026
BlueSky Wealth Advisors 2025 Q3 filed Oct. 14, 2025
BlueSky Wealth Advisors 2025 Q2 filed July 14, 2025
BlueSky Wealth Advisors 2025 Q1 filed April 21, 2025
BlueSky Wealth Advisors 2024 Q4 filed Jan. 16, 2025
BlueSky Wealth Advisors 2024 Q3 filed Oct. 11, 2024
BlueSky Wealth Advisors 2024 Q2 filed July 17, 2024
BlueSky Wealth Advisors 2024 Q1 filed April 12, 2024
BlueSky Wealth Advisors 2023 Q4 filed Feb. 12, 2024
BlueSky Wealth Advisors 2023 Q3 filed Oct. 18, 2023
BlueSky Wealth Advisors 2023 Q2 filed July 27, 2023
BlueSky Wealth Advisors 2023 Q1 filed May 10, 2023
BlueSky Wealth Advisors 2022 Q4 filed Feb. 1, 2023
BlueSky Wealth Advisors 2022 Q3 filed Nov. 3, 2022
BlueSky Wealth Advisors 2022 Q2 filed Aug. 2, 2022
BlueSky Wealth Advisors 2022 Q1 filed April 26, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z