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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, SCHE, and represent 48.03% of BlueSky Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$8.2M), SCHZ, VCSH, SCHH, SCHP, QQQ, HYG, SCHX, VWOB, AAPL.
Started 10 new stock positions in VGT, QQQ, V, MCD, UPS, VOO, XSD, XLK, HD, XLF.
Reduced shares in these 10 stocks: VV, BND, DFAX, TIP, IGSB, VWO, SCHE, VB, FNDF, GOOG.
BlueSky Wealth Advisors was a net buyer of stock by $15M.
BlueSky Wealth Advisors has $742M in assets under management (AUM), dropping by 7.72%.
Central Index Key (CIK): 0001704107

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

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Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 80 positions in its portfolio as reported in the September 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)	21.9	$162M		6.2M	26.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.3	$62M	+3%	770k	79.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.1	$53M	+5%	2.2M	23.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	5.5	$41M		1.3M	31.38	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	5.2	$39M		1.2M	33.37	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.0	$37M	+3%	1.4M	26.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.3	$32M		1.4M	23.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.7	$28M		985k	27.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.6	$27M	-6%	88k	307.86	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	3.4	$25M		378k	66.90	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.9	$21M	+7%	991k	21.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.3	$17M		294k	58.21	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$17M	+2%	206k	81.19	View chart
NVIDIA Corporation (NVDA)	2.1	$15M	+112%	82k	186.58	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.9	$14M	-2%	330k	42.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$13M	-5%	170k	74.37	View chart
Ishares Tr Tips Bd Etf (TIP)	1.6	$12M	-4%	104k	111.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.5	$11M	-3%	215k	53.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$10M	-3%	40k	254.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$10M	-4%	184k	54.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$7.4M		74k	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$7.2M	-3%	119k	59.92	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$7.2M	-5%	29k	243.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$6.3M		163k	38.57	View chart
Amazon (AMZN)	0.8	$5.8M	+4%	26k	219.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$5.6M	-3%	61k	91.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$5.0M		7.5k	666.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$4.7M	-2%	50k	95.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$3.7M	-6%	18k	208.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.4M		5.2k	669.30	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.4	$2.9M	-3%	29k	97.99	View chart
Apple (AAPL)	0.4	$2.7M	+17%	11k	254.64	View chart
Cincinnati Financial Corporation (CINF)	0.3	$2.3M		15k	158.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.0M	+11%	6.2k	328.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.0M	+3%	8.1k	243.10	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.9M		29k	65.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.8M		15k	118.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M	+8%	2.8k	502.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.4M		16k	87.31	View chart
Meta Platforms Cl A (META)	0.2	$1.3M	+6%	1.8k	734.50	View chart
Microsoft Corporation (MSFT)	0.1	$1.1M	+29%	2.1k	517.86	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M		3.4k	315.43	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.0M		11k	97.08	View chart
Church & Dwight (CHD)	0.1	$1.0M		12k	87.63	View chart
Oracle Corporation (ORCL)	0.1	$993k	-7%	3.5k	281.24	View chart
Caterpillar (CAT)	0.1	$869k	-3%	1.8k	477.15	View chart
International Business Machines (IBM)	0.1	$808k		2.9k	282.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$807k	+3%	4.3k	186.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$764k		2.1k	355.47	View chart
W.W. Grainger (GWW)	0.1	$724k		760.00	952.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$722k		7.5k	96.55	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$671k		8.4k	79.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$587k	+6%	1.3k	468.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$575k	+72%	5.1k	112.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$536k	NEW	892.00	600.63	View chart
Intuit (INTU)	0.1	$523k		766.00	682.91	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$510k		3.6k	142.41	View chart
Natera (NTRA)	0.1	$453k		2.8k	160.97	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$444k		5.1k	87.84	View chart
Ies Hldgs (IESC)	0.1	$437k		1.1k	397.65	View chart
Tesla Motors (TSLA)	0.1	$422k		949.00	444.72	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$368k	+25%	618.00	596.03	View chart
United Parcel Service CL B (UPS)	0.0	$364k	NEW	4.4k	83.53	View chart
Wal-Mart Stores (WMT)	0.0	$356k	+4%	3.5k	103.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$355k	NEW	476.00	746.63	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$333k		2.4k	139.17	View chart
Ge Aerospace Com New (GE)	0.0	$308k		1.0k	300.82	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.0	$305k	NEW	954.00	319.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$301k	NEW	491.00	612.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$299k		4.2k	71.37	View chart
Dolby Laboratories Com Cl A (DLB)	0.0	$288k		4.0k	72.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$277k	NEW	5.1k	53.87	View chart
Qualcomm (QCOM)	0.0	$270k		1.6k	166.36	View chart
Home Depot (HD)	0.0	$267k	NEW	659.00	405.19	View chart
Synopsys (SNPS)	0.0	$256k	+23%	519.00	493.39	View chart
Visa Com Cl A (V)	0.0	$236k	NEW	690.00	341.38	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$220k	NEW	780.00	281.86	View chart
McDonald's Corporation (MCD)	0.0	$218k	NEW	717.00	303.89	View chart
Mastercard Incorporated Cl A (MA)	0.0	$216k		380.00	568.81	View chart
8x8 (EGHT)	0.0	$40k		19k	2.12	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 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
BlueSky Wealth Advisors 2021 Q4 restated filed Jan. 25, 2022

View all past filings

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