greeksoup/ stock research
Stock research / United States / Funds / BlueSky Wealth Advisors, LLC

BlueSky Wealth Advisors, LLC

CIK 1704107 · latest 13F filed 29 October 2026 · Read the filing on EDGAR

BlueSky Wealth Advisors, LLC reported 110 US-listed holdings worth $864.5 million in its 13F for the quarter ended 30 September 2026, filed 29 October 2026. Its largest: Schwab US Large Cap (16.4%), Vanguard Value ETF (5.7%) and Vanguard Scottsdale FDS (5.3%). Against the quarter before, it opened 7 positions, added to 42, trimmed 39 and sold out of 8.

Reported holdings$864.5M+0.1% on Q2 2026
Positions110-1 on Q2 2026
The largest ten54.7%of its reported holdings
Latest 13FQ3 2026filed 29 October 2026
Where the money is
Added toTrimmed
SCHX16.4%VTV5.7%VGIT5.3%SCHF5.3%SCHP4.7%SCHA4.2%VCSH3.6%VWOB3.4%VV3.1%DFAE3.0%SCHE2.7%DFAT2.3%SHYG2.3%96 more35.7%

The 14 largest of its 110 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $643.8 million in 75 positions$644MQ3 24Q4 2024: $639.7 million in 74 positions$640MQ4 24Q1 2025: $645.2 million in 73 positions$645MQ1 25Q2 2025: $688.4 million in 70 positions$688MQ2 25Q3 2025: $741.6 million in 80 positions$742MQ3 25Q4 2025: $758.3 million in 78 positions$758MQ4 25Q1 2026: $776.5 million in 115 positions$777MQ1 26Q2 2026: $863.3 million in 111 positions$863MQ2 26Q3 2026: $864.5 million in 110 positions$865MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +17.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +17.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 7Added 42Held 22Trimmed 39Sold out 8
Opened: 7Added: 42Held: 22Trimmed: 39Sold out: 8

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Space Exploration Techn Corp. Class A Com STK SPCX$342,485
  2. Palantir Technologies Inc. PLTR$290,115
  3. Twilio Inc. TWLO$283,394
  4. Atlassian Corp. TEAM$233,973
  5. Phillips 66 PSX$217,014
  6. Mastercard Inc. MA$214,522
  7. Becton Dickinson & Co. BDX$202,091

Added to 42

  1. Schwab Strategic Trust SCHR+216,824 shares · +128%
  2. iShares Barclays Tips Bond TIP+27,575 shares · +27%
  3. iShares Trust IGSB+54,721 shares · +30%
  4. Vanguard Scottsdale FDS VMBS+57,306 shares · +163%
  5. iShares Trust IGIB+48,773 shares · +67%
  6. Vanguard Value ETF VTV+9,597 shares · +4%
  7. Meta Platforms, Inc. META+2,591 shares · +194%
  8. iShares Trust IAGG+38,091 shares · +371%

and 34 more in the table below

Trimmed 39

  1. Schwab US Large Cap SCHX-128,156 shares · -3%
  2. Vanguard Short-Term Corp. BD Idx VCSH-27,477 shares · -6%
  3. iShares Trust MBB-17,704 shares · -10%
  4. Vanguard Scottsdale FDS VGIT-26,801 shares · -3%
  5. Vanguard Large Cap ETF VV-2,715 shares · -3%
  6. Vanguard Intermediate-Term Corp. VCIT-11,638 shares · -5%
  7. Vanguard Charlotte FDS BNDX-16,902 shares · -4%
  8. Schwab Strategic Trust SCHZ-30,600 shares · -36%

and 31 more in the table below

Sold out of 8

  1. Vanguard Real Estate ETF VNQ$530,654 last quarter
  2. Arteris, Inc. AIP$337,555 last quarter
  3. Powell Industries Inc. POWL$292,087 last quarter
  4. Western Digital Corp. WDC$286,785 last quarter
  5. TTM Technologies Inc. TTMI$279,034 last quarter
  6. Broadcom Inc. AVGO$254,656 last quarter
  7. Comfort Systems USA Inc. FIX$243,780 last quarter
  8. 8X8 Inc. New EGHT$32,567 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Schwab US Large Cap SCHX4.7M$141.8 million16.40%-128.2K
Vanguard Value ETF VTV228.7K$49.4 million5.72%+9.6K
Vanguard Scottsdale FDS VGIT815.5K$46.2 million5.34%-26.8K
Schwab Strategic Trust SCHF1.7M$45.7 million5.29%-4.3K
Schwab Strategic Trust SCHP1.6M$40.3 million4.66%-21.7K
Schwab Strategic Trust SCHA1.1M$36.5 million4.23%+22.7K
Vanguard Short-Term Corp. BD Idx VCSH399.7K$30.9 million3.57%-27.5K
Vanguard Whitehall FDS VWOB459.3K$29.0 million3.35%+23.6K
Vanguard Large Cap ETF VV76.5K$26.9 million3.11%-2.7K
Dimensional ETF Trust DFAE669.5K$26.3 million3.04%+18.2K
Schwab Strategic Trust SCHE639.7K$23.3 million2.70%+16.6K
Dimensional ETF Trust DFAT300.9K$20.0 million2.31%-4.1K
iShares Trust SHYG479.8K$19.8 million2.29%+26.0K
Vanguard Charlotte FDS BNDX421.5K$19.8 million2.29%-16.9K
Dimensional ETF Trust DFIV346.5K$19.4 million2.24%+23.2K
Vanguard Intermediate-Term Corp. VCIT243.5K$19.1 million2.21%-11.6K
Vanguard Intl Equity Index F VSS120.9K$18.8 million2.17%+7.0K
Dimensional ETF Trust DFAX473.5K$17.5 million2.03%-7.1K
iShares Trust MBB163.0K$14.6 million1.69%-17.7K
Schwab Fundamental Internationa FNDF253.1K$13.6 million1.57%-3.7K
iShares Barclays Tips Bond TIP130.1K$13.5 million1.57%+27.6K
iShares Trust IGSB235.9K$12.1 million1.40%+54.7K
Vanguard Small Cap ETF VB38.0K$10.8 million1.25%-1.1K
Schwab International Small-Cap Equity ETF SCHC202.5K$10.1 million1.17%+10.6K
Alphabet Inc. GOOG28.4K$9.7 million1.12%-743
Vanguard Ftse Emerging Markets VWO160.3K$9.5 million1.10%-3.2K
NVIDIA Corp. NVDA40.7K$9.3 million1.07%+987
Schwab Strategic Trust SCHR385.9K$9.1 million1.06%+216.8K
Schwab Strategic Trust SCHV239.5K$8.0 million0.92%+20.2K
Vanguard Ftse Developed Markets VEA111.1K$7.8 million0.91%-369
SPDR S&P 500 SPY9.6K$7.3 million0.85%+8
Amazon.com Inc. AMZN24.7K$6.2 million0.71%+994
iShares Trust IGIB121.5K$6.1 million0.71%+48.8K
Dimensional ETF Trust DFAC126.4K$5.6 million0.65%-256
Vanguard Small Cap Value ETF VBR19.1K$4.4 million0.51%+187
iShares Trust EMB48.2K$4.4 million0.51%-1.1K
Apple Inc. AAPL12.5K$4.2 million0.48%+1.3K
Vanguard Scottsdale FDS VMBS92.4K$4.1 million0.47%+57.3K
iShares Core S&P 500 ETF IVV4.8K$3.7 million0.43%no change
Berkshire Hathaway Inc. Class B BRKB6.3K$3.1 million0.36%+37
Alphabet Inc. GOOGL8.3K$2.9 million0.33%-75
Meta Platforms, Inc. META3.9K$2.9 million0.33%+2.6K
iShares Trust AGG26.2K$2.5 million0.29%-2.4K
VG Totl STK Vprs VTI6.6K$2.5 million0.28%no change
iShares Trust IAGG48.4K$2.4 million0.28%+38.1K
Cincinnati Financial Corp. CINF14.5K$2.3 million0.27%+19
iShares Trust EFV26.6K$2.1 million0.24%-73
Vanguard Total Bond Market ETF BND29.8K$2.1 million0.24%-8.7K
iShares Core S&P Small-Cap ETF IJR14.6K$2.0 million0.23%-99
iShares Core MSCI Emerging Mark IEMG23.0K$1.9 million0.22%-144
Microsoft Corp. MSFT3.3K$1.7 million0.20%+752
Caterpillar Inc. CAT2.0K$1.6 million0.19%+387
Schwab Strategic Trust SCYB63.1K$1.6 million0.18%+9.9K
iShares Core MSCI Eafe ETF IEFA13.7K$1.3 million0.15%-293
JPMorgan Chase & Co. JPM3.9K$1.3 million0.15%+370
Schwab Strategic Trust SCHZ55.2K$1.2 million0.14%-30.6K
Natera, Inc. NTRA2.9K$1.2 million0.14%+1
Schwab Strategic Trust SCHH52.7K$1.2 million0.13%-19.0K
SPDR Gold Trust GLD2.9K$1.1 million0.13%no change
Church & Dwight Co. Inc. CHD10.8K$1.0 million0.12%-17
W.W. Grainger, Inc. GWW760$946,7780.11%no change
ExxonMobil Holdings Corp. XOM5.5K$892,5450.10%+100
Micron Technology Inc. MU793$844,6320.10%-53
International Business Machines Corp. IBM3.7K$808,4750.09%+390
iShares Trust IWR7.5K$798,2980.09%no change
Vanguard Intl Equity Index F VGK8.4K$729,5540.08%no change
IES Holdings, Inc. IESC2.2K$707,6600.08%+4
iShares Trust IWF5.0K$627,8030.07%no change
Oracle Corp. ORCL4.6K$626,9600.07%+802
Walmart Inc. WMT5.8K$605,9000.07%+2.2K
Hewlett Packard Enterprise Co. HPE9.0K$577,4380.07%no change
iShares Russell 2000 ETF IWM2.0K$568,7850.07%+11
iShares Russell Mid-Cap Growth ETF IWP3.5K$479,4020.06%-102
Select Sector SPDR Trust XLV2.7K$453,7230.05%+300
iShares Trust HYG5.8K$445,4430.05%-4.9K
SPDR S&P MidCap 400 ETF MDY618$405,8470.05%no change
Intel Corp. INTC3.3K$394,5950.05%+398
Vanguard Intl Equity Index F VPL3.3K$387,1530.04%no change
Celestica Inc. CLS1.1K$384,2000.04%no change
General Electric Co. GE1.2K$379,7720.04%+51
Vanguard FTSE All-World ex-US ETF VEU4.2K$347,6440.04%no change
GE Vernova Inc. GEV363$345,0280.04%no change
Space Exploration Techn Corp. Class A Com STK SPCX2.3K$342,4850.04%new
Sterling Infrastructure, Inc. STRL667$328,0170.04%+4
iShares Silver Trust SLV6.0K$324,3350.04%no change
Tesla, Inc. TSLA897$318,3150.04%+15
Qualcomm Inc. QCOM1.7K$314,3400.04%-34
Analog Devices Inc. ADI750$297,5330.03%no change
Palantir Technologies Inc. PLTR1.6K$290,1150.03%new
Vanguard Star FDS VXUS3.4K$289,2390.03%+50
Twilio Inc. TWLO969$283,3940.03%new
FNB Corp. FNB16.1K$276,5820.03%+2.0K
SPDR Ser Trust JNK2.9K$273,3340.03%-2.2K
United Parcel Service Inc. UPS2.9K$270,6960.03%-1.1K
Invesco Exchange Traded FD T RSP1.3K$270,4260.03%no change
Chevron Corp. CVX1.3K$265,1980.03%-32
Synopsys Inc. SNPS578$251,3950.03%-22
Brinker International, Inc. EAT1.3K$242,3000.03%no change
ProShares Trust TQQQ3.1K$239,9420.03%+309
Atlassian Corp. TEAM1.3K$233,9730.03%new
Linde plc LIN492$233,5280.03%-18
Dolby Laboratories, Inc. DLB3.9K$226,7930.03%no change
Credo Technology Group Holding Ltd. CRDO1.1K$223,6190.03%no change
Intuit Inc. INTU797$219,7410.03%-6
Phillips 66 PSX850$217,0140.03%new
Visa Inc. V602$216,3620.03%+11
Mastercard Inc. MA389$214,5220.02%new
General Motors Co. GM2.8K$214,2140.02%-104
Becton Dickinson & Co. BDX1.1K$202,0910.02%new
Bank of New York Mellon Corp. BNY1.4K$201,6140.02%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.