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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, VGIT, VTV, SCHF, SCHP, and represent 38.17% of BlueSky Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VTV (+$6.8M), VGIT, SCHF, SCHP, SCHR, DFAE, BNDX, IGIB, VSS, SCHA.
Started 14 new stock positions in POWL, CRDO, WDC, STRL, TQQQ, TTMI, HPE, AIP, SLV, EAT. CLS, BNY, INTC, GM.
Reduced shares in these 10 stocks: NVDA (-$7.0M), SCHZ, BND, FNDF, VCSH, HYG, SCHH, SCHX, AMZN, AAPL.
Sold out of its positions in ABNB, BKNG, BMY, COST, QQQ, MRSH, MCD, PCG, PLTR, PEP. REGN, SPGI, XLK, TJX, SMH, VGT, VOO, AON.
BlueSky Wealth Advisors was a net buyer of stock by $20M.
BlueSky Wealth Advisors has $863M in assets under management (AUM), dropping by 11.18%.
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 111 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	16.5	$143M		4.9M	29.43	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.8	$50M	+7%	842k	58.98	View chart
Vanguard Index Fds Value Etf (VTV)	5.5	$48M	+16%	219k	217.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.4	$46M	+6%	1.7M	27.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.0	$43M	+7%	1.6M	26.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.6	$40M	+5%	1.1M	36.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.9	$34M	-3%	427k	79.03	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	3.4	$29M	+7%	436k	67.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.2	$27M		79k	343.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.0	$26M	+9%	651k	40.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.6	$23M		623k	36.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$21M	+3%	305k	69.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.5	$21M	+11%	438k	48.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$21M	+5%	255k	82.65	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.2	$19M	+8%	454k	42.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.1	$18M		481k	36.84	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.0	$18M	+13%	114k	154.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$18M	+8%	323k	54.02	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$17M	+9%	181k	94.52	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.6	$14M	-8%	257k	52.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$12M	-2%	39k	303.12	View chart
Ishares Tr Tips Bd Etf (TIP)	1.3	$11M		103k	109.43	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$10M	-3%	29k	353.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$9.8M	-4%	164k	59.69	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$9.5M		181k	52.41	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.1	$9.2M	+5%	192k	48.12	View chart
NVIDIA Corporation (NVDA)	0.9	$7.9M	-46%	40k	200.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$7.9M	-6%	112k	71.25	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$7.6M	+6%	219k	34.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$7.2M	+38%	9.6k	746.79	View chart
Amazon (AMZN)	0.7	$5.7M	-13%	24k	238.34	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.7	$5.6M		127k	44.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$4.8M		49k	96.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$4.6M	-7%	19k	242.99	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$4.2M	+192%	169k	24.66	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$3.9M	+121%	73k	53.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.6M	+9%	4.8k	748.89	View chart
Apple (AAPL)	0.4	$3.2M	-15%	11k	289.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.1M	+119%	6.3k	500.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.0M	-5%	8.4k	357.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$2.8M	-38%	39k	73.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.8M	-3%	29k	98.98	View chart
Cincinnati Financial Corporation (CINF)	0.3	$2.7M		15k	185.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.4M	-8%	6.6k	370.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.2M		15k	148.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.0M	+9%	27k	76.55	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$2.0M	-62%	86k	23.13	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.9M		23k	82.84	View chart
Caterpillar (CAT)	0.2	$1.7M		1.6k	1065.03	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.7M	-37%	72k	23.68	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.6M	+224%	35k	46.81	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	0.2	$1.4M	+27%	53k	26.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	-2%	14k	96.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	-4%	3.5k	327.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	+33%	2.9k	368.38	View chart
Church & Dwight (CHD)	0.1	$1.0M	-6%	11k	96.88	View chart
W.W. Grainger (GWW)	0.1	$1.0M		760.00	1360.40	View chart
Micron Technology (MU)	0.1	$977k	+9%	846.00	1154.29	View chart
Microsoft Corporation (MSFT)	0.1	$948k	-26%	2.5k	372.97	View chart
International Business Machines (IBM)	0.1	$924k	-3%	3.3k	281.21	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$856k	-56%	11k	79.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$825k		7.5k	110.32	View chart
Ies Hldgs (IESC)	0.1	$808k		1.1k	734.66	View chart
Natera (NTRA)	0.1	$795k		2.9k	271.45	View chart
Meta Platforms Cl A (META)	0.1	$754k	-12%	1.3k	563.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$744k	-3%	8.4k	88.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$736k	-5%	5.4k	136.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$622k	+300%	5.0k	124.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$612k	+147%	2.0k	300.44	View chart
Sterling Construction Company (STRL)	0.1	$557k	NEW	663.00	839.36	View chart
Oracle Corporation (ORCL)	0.1	$552k	-2%	3.8k	146.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$531k	-42%	5.5k	96.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$525k		3.6k	146.41	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$520k	+6%	10k	50.60	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$500k	-46%	5.2k	96.37	View chart
Ge Aerospace Com New (GE)	0.1	$435k	-11%	1.2k	373.76	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$435k		618.00	703.34	View chart
Ge Vernova (GEV)	0.0	$427k	-26%	363.00	1174.86	View chart
United Parcel Svcs CL B (UPS)	0.0	$426k		4.0k	107.50	View chart
Wal-Mart Stores (WMT)	0.0	$411k	-26%	3.6k	113.25	View chart
Hewlett Packard Enterprise (HPE)	0.0	$408k	NEW	9.0k	45.11	View chart
Intel Corporation (INTC)	0.0	$403k	NEW	2.9k	139.63	View chart
Celestica (CLS)	0.0	$388k	NEW	1.1k	364.80	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$387k		3.3k	115.69	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$380k		2.4k	158.66	View chart
Tesla Motors (TSLA)	0.0	$371k	-15%	882.00	420.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$351k		4.2k	83.75	View chart
Arteris (AIP)	0.0	$338k	NEW	6.9k	48.59	View chart
Qualcomm (QCOM)	0.0	$322k	-22%	1.7k	184.79	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$318k	NEW	6.0k	53.47	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$312k	NEW	1.1k	271.95	View chart
Analog Devices (ADI)	0.0	$298k		750.00	397.17	View chart
Powell Industries (POWL)	0.0	$292k	NEW	1.0k	286.36	View chart
Western Digital (WDC)	0.0	$287k	NEW	449.00	638.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$287k		3.4k	85.50	View chart
TTM Technologies (TTMI)	0.0	$279k	NEW	1.5k	187.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$277k		1.3k	212.77	View chart
F.N.B. Corporation (FNB)	0.0	$269k		14k	19.08	View chart
Synopsys (SNPS)	0.0	$268k	+15%	600.00	446.07	View chart
Linde SHS (LIN)	0.0	$265k	-30%	510.00	518.94	View chart
Broadcom (AVGO)	0.0	$255k	-45%	674.00	377.83	View chart
Comfort Systems USA (FIX)	0.0	$244k	-34%	123.00	1981.95	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$224k	NEW	2.8k	81.00	View chart
General Motors Company (GM)	0.0	$223k	NEW	2.9k	77.08	View chart
Chevron Corporation (CVX)	0.0	$221k		1.3k	165.71	View chart
Brinker International (EAT)	0.0	$210k	NEW	1.3k	168.00	View chart
Intuit (INTU)	0.0	$210k	-15%	803.00	261.00	View chart
Dolby Laboratories Com Cl A (DLB)	0.0	$203k		3.9k	52.58	View chart
Visa Com Cl A (V)	0.0	$203k	-17%	591.00	343.16	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$202k	NEW	1.4k	144.61	View chart
8x8 (EGHT)	0.0	$33k	-2%	19k	1.71	View chart

Past Filings by BlueSky Wealth Advisors

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

BlueSky Wealth Advisors 2026 Q2 filed July 28, 2026
BlueSky Wealth Advisors 2026 Q1 filed April 16, 2026
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

View all past filings

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