Q2 2026 13F · SEC CIK 1704107

BlueSky Wealth Advisors, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $863.3M
Reported positions: 111
Top holdings a year, 3 yrs: +10.9%
Assets under management: $1.0B

BlueSky Wealth Advisors, LLC is a wealth manager that reported 111 positions worth $863.3M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Schwab Stratgc Tr (SCHX, 16.5%), Vanguard Intermediate Treasury ETF (VGIT, 5.8%), Vanguard Value ETF (VTV, 5.5%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 20.4% for the S&P 500.

BlueSky Wealth Advisors, LLC holdings largest 50 of 111 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BlueSky Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Stratgc Tr	16.5%	16.1%	4,853,947	-0.7%	$142.9M
VGITVanguard Intermediate Treasury ETF	5.8%	6.0%	842,326	+7.8%	$49.7M
VTVVanguard Value ETF	5.5%	4.7%	219,076	+16.6%	$47.7M
SCHFSchwab Intl Equity	5.4%	5.0%	1,668,792	+6.8%	$46.2M
SCHPSchwab Strategic Tr	5.0%	5.2%	1,623,663	+7.0%	$43.0M
SCHASchwab U.s. Small-Cap ETF	4.6%	3.9%	1,096,973	+5.6%	$39.6M
VCSHVanguard Scottsdale Fds	3.9%	4.5%	427,179	-3.4%	$33.8M
VWOBVanguard Whitehall Fds	3.4%	3.4%	435,695	+7.2%	$29.3M
VVVanguard Inx Lrg	3.2%	3.1%	79,239	-1.9%	$27.3M
DFAEDimensional ETF Trust	3.0%	2.6%	651,220	+9.9%	$26.2M
SCHESchwab Strategic Tr	2.6%	2.7%	623,170	-0.9%	$22.6M
DFATDimensional U.s. Targeted Value	2.5%	2.4%	304,985	+3.6%	$21.3M
BNDXVanguard Charlotte Fds	2.5%	2.4%	438,441	+11.3%	$21.2M
VCITVanguard Scottsdale Fds	2.4%	2.6%	255,153	+5.3%	$21.1M
SHYGIshares Tr	2.2%	2.3%	453,800	+8.6%	$19.2M
DFAXDimensional World Ex U.s. Core	2.1%	2.1%	480,554	-0.9%	$17.7M
VSSVanguard Intl Equity Index F	2.0%	1.9%	113,969	+13.6%	$17.6M
DFIVDimensional ETF Trust	2.0%	2.0%	323,303	+8.7%	$17.5M
MBBIshares Tr	2.0%	2.0%	180,746	+9.2%	$17.1M
FNDFSchwab Strategic Tr	1.6%	1.8%	256,826	-8.7%	$13.6M
VBVanguard Indx Fd	1.4%	1.4%	39,084	-2.7%	$11.8M
TIPiShares TIPS Bond ETF	1.3%	1.5%	102,546	-1.7%	$11.2M
GOOGAlphabet Inc	1.2%	1.1%	29,141	-3.6%	$10.3M
VWOVanguard Intl Equity Index F	1.1%	1.2%	163,505	-4.6%	$9.8M
IGSBIshares 1-3 Yr Credit Bond ETF	1.1%	1.2%	181,196	+0.1%	$9.5M
SCHCSchwab Strategic Tr	1.1%	1.1%	191,915	+5.5%	$9.2M
NVDANvidia Corporation Com	0.9%	1.7%	39,706	-46.9%	$7.9M
VEAVanguard Tax-Managed Fds	0.9%	1.0%	111,504	-6.9%	$7.9M
SCHVSchwab Strategic Tr	0.9%	0.8%	219,227	+6.3%	$7.6M
SPYSpdr S&p 500 ETF Tr	0.8%	0.6%	9,588	+38.0%	$7.2M
AMZNAmazon Com Inc Com	0.7%	0.7%	23,720	-13.9%	$5.7M
DFACDimensional U.s. Core Equity 2	0.7%	0.6%	126,647	+0.0%	$5.6M
EMBIshares Tr	0.6%	0.6%	49,369	-0.5%	$4.8M
VBRVanguard Small Cap Value ETF	0.5%	0.6%	18,875	-7.3%	$4.6M
SCHRSchwab Inter Tsy	0.5%	0.2%	169,040	+192.1%	$4.2M
IGIBIshares Tr	0.4%	0.2%	72,763	+121.5%	$3.9M
IVVIshares Core S&p 500 ETF	0.4%	0.4%	4,803	+9.8%	$3.6M
AAPLApple Inc	0.4%	0.4%	11,188	-15.7%	$3.2M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.2%	6,263	+119.2%	$3.1M
GOOGLAlphabet Inc	0.3%	0.3%	8,397	-5.2%	$3.0M
BNDVanguard Total Bond Market ETF	0.3%	0.6%	38,515	-38.4%	$2.8M
AGGIshares Tr	0.3%	0.4%	28,532	-3.4%	$2.8M
CINFCincinnati Financial Corporation	0.3%	0.3%	14,464	+0.0%	$2.7M
VTIVanguard Index Fds	0.3%	0.3%	6,568	-8.7%	$2.4M
IJRIshares Core S&p Small Cap ETF	0.3%	0.2%	14,748	-1.7%	$2.2M
EFVIshares Tr	0.2%	0.2%	26,722	+9.4%	$2.0M
SCHZSchwab Strategic Tr	0.2%	0.7%	85,784	-62.2%	$2.0M
IEMGIshares	0.2%	0.2%	23,162	+0.0%	$1.9M
CATCaterpillar Inc Com	0.2%	—	1,629	—	$1.7M
SCHHSchwab Strategic Tr	0.2%	0.3%	71,692	-37.4%	$1.7M

What BlueSky Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +20.1%
3 years: +10.9% /yr; S&P 500 +20.4%
5 years: +3.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$863.3M	111
Q1 2026	$776.5M	115
Q4 2025	$758.3M	78
Q3 2025	$741.6M	80
Q2 2025	$688.4M	70
Q1 2025	$645.2M	73
Q4 2024	$639.7M	74
Q3 2024	$643.8M	75
Q2 2024	$594.2M	76
Q1 2024	$127.8M	35
Q4 2023	$538.0M	69
Q3 2023	$489.0M	69

Questions about BlueSky Wealth Advisors, LLC's portfolio

What stocks does BlueSky Wealth Advisors, LLC own?

BlueSky Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 111 positions worth $863.3M. The largest are Schwab Stratgc Tr (SCHX) at 16.5%, Vanguard Intermediate Treasury ETF (VGIT) at 5.8%, Vanguard Value ETF (VTV) at 5.5%, Schwab Intl Equity (SCHF) at 5.4% and Schwab Strategic Tr (SCHP) at 5.0%.

What did BlueSky Wealth Advisors, LLC buy last quarter?

In Q2 2026, BlueSky Wealth Advisors, LLC added Schwab Inter Tsy (SCHR) (+192.1% shares), Ishares Tr (IGIB) (+121.5% shares) and Berkshire Hathaway Inc Del (BRK-B) (+119.2% shares), compared with its Q1 2026 filing.

What did BlueSky Wealth Advisors, LLC sell last quarter?

In Q2 2026, BlueSky Wealth Advisors, LLC cut from its top 50 Ishares Trust (HYG), Schwab Strategic Tr (SCHZ) (-62.2% shares), Nvidia Corporation Com (NVDA) (-46.9% shares) and Vanguard Total Bond Market ETF (BND) (-38.4% shares), compared with its Q1 2026 filing.

How has BlueSky Wealth Advisors, LLC's portfolio performed?

A portfolio copying BlueSky Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%. Over 5 years: +3.9% a year against +11.6%.

When is BlueSky Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BlueSky Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does BlueSky Wealth Advisors, LLC manage?

BlueSky Wealth Advisors, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $863.3M.