BlueSky Wealth Advisors
Latest statistics and disclosures from BlueSky Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VGIT, SCHP, SCHF, VTV, and represent 37.05% of BlueSky Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$47M), VTV (+$36M), DFAE (+$20M), VCIT (+$20M), BNDX (+$19M), SHYG (+$18M), MBB (+$16M), DFIV (+$16M), VSS (+$15M), SCHC (+$8.5M).
- Started 40 new stock positions in SMH, SHYG, SCHR, LIN, DFIV, BKNG, FIX, PEP, BNDX, VGIT.
- Reduced shares in these 10 stocks: SCHZ (-$51M), SCHX (-$34M), VCSH (-$30M), DFAX (-$28M), SCHH (-$20M), SCHE (-$18M), HYG (-$15M), BND (-$7.7M), VNQ, AGG.
- Sold out of its positions in BDX, IYR, MA.
- BlueSky Wealth Advisors was a net buyer of stock by $26M.
- BlueSky Wealth Advisors has $777M in assets under management (AUM), dropping by 2.40%.
- Central Index Key (CIK): 0001704107
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Portfolio Holdings for BlueSky Wealth Advisors
BlueSky Wealth Advisors holds 115 positions in its portfolio as reported in the March 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) | 16.1 | $125M | -21% | 4.9M | 25.64 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.0 | $47M | NEW | 781k | 59.55 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.2 | $40M | 1.5M | 26.61 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.0 | $39M | +13% | 1.6M | 24.75 |
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| Vanguard Index Fds Value Etf (VTV) | 4.7 | $37M | +4243% | 188k | 196.20 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.5 | $35M | -46% | 442k | 79.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.9 | $30M | +4% | 1.0M | 29.08 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 3.4 | $27M | +3% | 407k | 65.69 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 3.1 | $24M | -8% | 81k | 298.85 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 2.7 | $21M | -47% | 629k | 32.95 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.6 | $20M | NEW | 592k | 33.86 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.6 | $20M | NEW | 242k | 82.75 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.4 | $19M | NEW | 394k | 48.05 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.4 | $18M | 295k | 62.45 |
|
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.3 | $18M | NEW | 418k | 42.31 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.1 | $17M | -63% | 485k | 33.97 |
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| Ishares Tr Mbs Etf (MBB) | 2.0 | $16M | NEW | 166k | 94.95 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 2.0 | $16M | NEW | 298k | 52.78 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.9 | $15M | NEW | 100k | 145.79 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.8 | $14M | -13% | 281k | 48.93 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $13M | +91% | 75k | 174.40 |
|
| Ishares Tr Tips Bd Etf (TIP) | 1.5 | $12M | 104k | 110.36 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $11M | 40k | 261.92 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $9.5M | -15% | 181k | 52.56 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $9.3M | -3% | 171k | 54.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $8.7M | +3% | 30k | 286.86 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.1 | $8.5M | NEW | 182k | 46.74 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $7.7M | 120k | 64.08 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.8 | $6.3M | NEW | 206k | 30.50 |
|
| Amazon (AMZN) | 0.7 | $5.7M | +4% | 28k | 208.27 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $5.3M | -90% | 227k | 23.22 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $4.9M | -22% | 127k | 38.86 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $4.7M | 50k | 93.93 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $4.6M | -62% | 63k | 73.64 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $4.5M | -6% | 6.9k | 650.35 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $4.4M | +6% | 20k | 217.25 |
|
| Apple (AAPL) | 0.4 | $3.4M | +25% | 13k | 253.80 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $2.9M | -59% | 30k | 99.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.9M | -16% | 4.4k | 653.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.5M | +8% | 8.9k | 287.57 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $2.5M | -88% | 115k | 21.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.3M | +15% | 7.2k | 320.80 |
|
| Cincinnati Financial Corporation (CINF) | 0.3 | $2.3M | 15k | 157.35 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $2.0M | -88% | 25k | 79.56 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.9M | 15k | 124.31 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.8M | NEW | 24k | 74.35 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.7M | NEW | 33k | 53.22 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.6M | -18% | 23k | 69.75 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $1.4M | NEW | 58k | 24.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | +8% | 2.9k | 479.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.3M | -4% | 14k | 90.53 |
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| Microsoft Corporation (MSFT) | 0.2 | $1.3M | +67% | 3.4k | 370.14 |
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| Caterpillar (CAT) | 0.2 | $1.2M | +3% | 1.7k | 708.54 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.1M | +9% | 3.7k | 294.17 |
|
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.1 | $1.1M | NEW | 42k | 26.00 |
|
| Church & Dwight (CHD) | 0.1 | $1.1M | -2% | 12k | 93.32 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $970k | +12% | 5.7k | 169.66 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $926k | -66% | 9.7k | 95.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $924k | 2.1k | 430.29 |
|
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| Meta Platforms Cl A (META) | 0.1 | $877k | +8% | 1.5k | 572.24 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $851k | -84% | 9.6k | 88.70 |
|
| W.W. Grainger (GWW) | 0.1 | $829k | 760.00 | 1090.81 |
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| International Business Machines (IBM) | 0.1 | $828k | +20% | 3.4k | 242.39 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $727k | 7.5k | 97.23 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $718k | +3% | 8.7k | 82.43 |
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| Wal-Mart Stores (WMT) | 0.1 | $615k | +43% | 5.0k | 124.27 |
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| Natera (NTRA) | 0.1 | $591k | +5% | 3.0k | 199.99 |
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| Oracle Corporation (ORCL) | 0.1 | $565k | +8% | 3.8k | 147.12 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $534k | 1.3k | 426.40 |
|
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| Ies Hldgs (IESC) | 0.1 | $524k | 1.1k | 476.47 |
|
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $507k | NEW | 11k | 46.95 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $483k | NEW | 9.6k | 50.04 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $459k | 3.6k | 128.12 |
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| Ge Vernova (GEV) | 0.1 | $429k | NEW | 491.00 | 872.90 |
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| Intuit (INTU) | 0.1 | $413k | +24% | 955.00 | 432.40 |
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| Booking Holdings (BKNG) | 0.1 | $396k | NEW | 94.00 | 4210.32 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $396k | -4% | 4.0k | 98.37 |
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| Tesla Motors (TSLA) | 0.0 | $386k | +36% | 1.0k | 371.75 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $381k | 618.00 | 616.76 |
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| Broadcom (AVGO) | 0.0 | $380k | NEW | 1.2k | 309.54 |
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| Ge Aerospace Com New (GE) | 0.0 | $374k | +28% | 1.3k | 283.79 |
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| Linde SHS (LIN) | 0.0 | $361k | NEW | 729.00 | 495.76 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $351k | 2.4k | 146.61 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $349k | 500.00 | 697.94 |
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| Costco Wholesale Corporation (COST) | 0.0 | $336k | NEW | 337.00 | 996.46 |
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| Bristol Myers Squibb (BMY) | 0.0 | $334k | NEW | 5.5k | 60.65 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $327k | -33% | 3.3k | 97.73 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $315k | 4.2k | 75.10 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $313k | +46% | 542.00 | 577.69 |
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| Qualcomm (QCOM) | 0.0 | $288k | +38% | 2.2k | 128.78 |
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| Marsh & McLennan Companies | 0.0 | $284k | NEW | 1.6k | 173.45 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $277k | -12% | 463.00 | 598.13 |
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| Chevron Corporation (CVX) | 0.0 | $271k | NEW | 1.3k | 206.83 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $263k | NEW | 685.00 | 383.43 |
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| Micron Technology (MU) | 0.0 | $262k | NEW | 776.00 | 337.84 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $259k | NEW | 3.4k | 77.12 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $258k | NEW | 1.8k | 146.28 |
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| Comfort Systems USA (FIX) | 0.0 | $258k | NEW | 187.00 | 1378.99 |
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| Pepsi (PEP) | 0.0 | $251k | NEW | 1.6k | 155.25 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $250k | NEW | 1.3k | 191.92 |
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| PG&E Corporation (PCG) | 0.0 | $247k | NEW | 14k | 17.57 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $247k | NEW | 320.00 | 772.64 |
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| Aon Shs Cl A (AON) | 0.0 | $247k | NEW | 765.00 | 322.78 |
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| Analog Devices (ADI) | 0.0 | $239k | 750.00 | 318.14 |
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| F.N.B. Corporation (FNB) | 0.0 | $235k | NEW | 14k | 16.72 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $232k | 3.9k | 60.06 |
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| S&p Global (SPGI) | 0.0 | $225k | NEW | 528.00 | 425.38 |
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| McDonald's Corporation (MCD) | 0.0 | $223k | 718.00 | 310.84 |
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| Visa Com Cl A (V) | 0.0 | $217k | +4% | 719.00 | 302.29 |
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| TJX Companies (TJX) | 0.0 | $215k | NEW | 1.3k | 159.71 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $214k | NEW | 1.7k | 126.28 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $207k | NEW | 1.6k | 132.87 |
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| Synopsys (SNPS) | 0.0 | $206k | 519.00 | 396.48 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $204k | NEW | 823.00 | 247.98 |
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| 8x8 (EGHT) | 0.0 | $32k | +3% | 20k | 1.66 |
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Past Filings by BlueSky Wealth Advisors
SEC 13F filings are viewable for BlueSky Wealth Advisors going back to 2017
- 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
- BlueSky Wealth Advisors 2022 Q2 filed Aug. 2, 2022