BlueSky Wealth Advisors, LLC
CIK 1704107
13F filing for Q2 2026・No. 2,825
- Holdings
- US$863.33M
- Quarter change
- +US$86.81M
- Entries
- 111
- Net bought (estimate)
- +US$19.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 18
- Cut 49
- Added 31
- Corporate actions 0
- Unchanged 17
Largest holdings
111 stocks worth US$863.33M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 4,853,947 | US$142.85M | 16.55% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 842,326 | US$49.68M | 5.75% |
| VANGUARD INDEX FDSVALUE ETF | Added | 219,076 | US$47.74M | 5.53% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 1,668,792 | US$46.23M | 5.35% |
| SCHPSCHWAB STRATEGIC TRUS TIPS ETF | Added | 1,623,663 | US$43.03M | 4.98% |
| SCHWAB STRATEGIC TRUS SML CAP ETF | Added | 1,096,973 | US$39.63M | 4.59% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Cut | 427,179 | US$33.76M | 3.91% |
| VANGUARD WHITEHALL FDSEM MK GOV BD ETF | Added | 435,695 | US$29.3M | 3.39% |
| VANGUARD INDEX FDSLARGE CAP ETF | Cut | 79,239 | US$27.25M | 3.16% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 651,220 | US$26.19M | 3.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.