Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bluesky Wealth Advisors, LLC

Investment Activity

Bluesky Wealth Advisors, LLC has $645.21 million in total holdings as of March 31, 2025.
Bluesky Wealth Advisors, LLC owns shares of 73 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 2.29% of the portfolio was purchased this quarter.
About 0.64% of the portfolio was sold this quarter.
This quarter, Bluesky Wealth Advisors, LLC has purchased 74 new stocks and bought additional shares in 24 stocks.
Bluesky Wealth Advisors, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $136,725,021
Vanguard Short-Term Corporate Bond ETF: $57,517,830
Schwab U.S. Aggregate Bond ETF: $48,361,870
Schwab U.S. TIPS ETF: $35,894,712
Dimensional World ex U.S. Core Equity 2 ETF: $34,397,218

Largest New Holdings this Quarter

369604301 - GE Aerospace: $204,753 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF: 201,571 shares (about $4.45M)
Schwab International Equity ETF: 95,350 shares (about $1.89M)
Dimensional World ex U.S. Core Equity 2 ETF: 58,272 shares (about $1.53M)
Schwab U.S. Aggregate Bond ETF: 46,631 shares (about $1.08M)
Vanguard FTSE Emerging Markets ETF: 21,924 shares (about $992.28K)

Largest Sales this Quarter

Vanguard Large-Cap ETF: 4,084 shares (about $1.05M)
Vanguard FTSE Developed Markets ETF: 19,772 shares (about $1.01M)
iShares Core U.S. Aggregate Bond ETF: 5,049 shares (about $499.45K)
iShares Russell Mid-Cap Growth ETF: 2,266 shares (about $266.23K)
iShares Russell 1000 Growth ETF: 405 shares (about $146.24K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$136,725,021	$4,450,688 ▲	3.4%	6,192,256	21.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$57,517,830	$314,181 ▲	0.5%	728,627	8.9%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$48,361,870	$1,079,974 ▲	2.3%	2,088,164	7.5%	ETF
SCHP Schwab U.S. TIPS ETF	$35,894,712	$285,034 ▲	0.8%	1,334,872	5.6%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$34,397,218	$1,526,726 ▲	4.6%	1,312,871	5.3%	ETF
SCHE Schwab Emerging Markets Equity ETF	$31,313,930	$365,826 ▲	1.2%	1,135,797	4.9%	ETF
SCHF Schwab International Equity ETF	$26,503,298	$1,886,023 ▲	7.7%	1,339,904	4.1%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$23,904,614	$434,634 ▲	1.9%	372,346	3.7%	ETF
SCHA Schwab US Small-Cap ETF	$22,237,003	$772,088 ▲	3.6%	949,083	3.4%	ETF
VV Vanguard Large-Cap ETF	$20,422,319	$1,049,711 ▼	-4.9%	79,455	3.2%	ETF
SCHH Schwab U.S. REIT ETF	$18,805,031	$506,560 ▲	2.8%	874,246	2.9%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$15,857,700	$374,176 ▲	2.4%	201,010	2.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$14,575,172	$237,317 ▲	1.7%	283,068	2.3%	ETF
BND Vanguard Total Bond Market ETF	$13,998,028	$44,584 ▲	0.3%	190,579	2.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$12,701,663	$5,604 ▲	0.0%	242,537	2.0%	Manufacturing
FNDF Schwab Fundamental International Large Company Index ETF	$12,595,188	$99,096 ▲	0.8%	348,511	2.0%	ETF
TIP iShares TIPS Bond ETF	$12,422,861	$97,981 ▲	0.8%	111,827	1.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,238,159	$992,281 ▲	12.0%	204,113	1.4%	ETF
VB Vanguard Small-Cap ETF	$8,444,240	$97,792 ▲	1.2%	38,080	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$8,116,995	$499,448 ▼	-5.8%	82,056	1.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$6,545,125	$1,005,011 ▼	-13.3%	128,765	1.0%	ETF
VNQ Vanguard Real Estate ETF	$5,972,121	$570,856 ▲	10.6%	65,961	0.9%	ETF
NVDA NVIDIA	$5,802,531	$27,312 ▲	0.5%	53,539	0.9%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$5,383,275		0.0%	163,179	0.8%	ETF
AMZN Amazon.com	$4,874,461		0.0%	25,620	0.8%	Retail/Wholesale
GOOG Alphabet	$4,853,028		0.0%	31,063	0.8%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$4,746,372	$18,571 ▼	-0.4%	52,394	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$4,646,030	$33,561 ▼	-0.7%	8,306	0.7%	Finance
IVV iShares Core S&P 500 ETF	$2,884,795	$116,875 ▼	-3.9%	5,134	0.4%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$2,821,642	$102,638 ▼	-3.5%	29,608	0.4%	Finance
VBR Vanguard Small-Cap Value ETF	$2,799,380	$256,894 ▲	10.1%	15,027	0.4%	ETF
CINF Cincinnati Financial	$2,136,622		0.0%	14,464	0.3%	Finance
AAPL Apple	$1,906,814	$17,771 ▲	0.9%	8,584	0.3%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$1,631,675	$54,726 ▼	-3.2%	30,233	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,612,992	$48,939 ▼	-2.9%	15,425	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$1,612,894	$46,177 ▲	2.9%	5,868	0.2%	ETF
BRK.B Berkshire Hathaway	$1,359,677		0.0%	2,553	0.2%	Finance
CHD Church & Dwight	$1,292,457	$110,090 ▼	-7.8%	11,740	0.2%	Consumer Staples
GOOGL Alphabet	$1,211,604		0.0%	7,835	0.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,206,164	$49,475 ▼	-3.9%	15,944	0.2%	ETF
IYR iShares U.S. Real Estate ETF	$1,044,154	$132,710 ▼	-11.3%	10,905	0.2%	ETF
META Meta Platforms	$979,412		0.0%	1,699	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$924,290		0.0%	3,768	0.1%	Finance
MSFT Microsoft	$898,173		0.0%	2,393	0.1%	Computer and Technology
EFA iShares MSCI EAFE ETF	$779,950	$18,308 ▼	-2.3%	9,543	0.1%	Finance
GWW W.W. Grainger	$750,751		0.0%	760	0.1%	Industrials
VTV Vanguard Value ETF	$725,335		0.0%	4,199	0.1%	ETF
IBM International Business Machines	$711,914	$80,317 ▼	-10.1%	2,863	0.1%	Computer and Technology
CAT Caterpillar	$640,472		0.0%	1,942	0.1%	Industrials
IWR iShares Russell Mid-Cap ETF	$636,409		0.0%	7,481	0.1%	ETF
GLD SPDR Gold Shares	$618,925		0.0%	2,148	0.1%	Finance
ORCL Oracle	$609,572		0.0%	4,360	0.1%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$590,115		0.0%	8,405	0.1%	ETF
INTU Intuit	$470,316		0.0%	766	0.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$425,364	$146,241 ▼	-25.6%	1,178	0.1%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$421,084	$266,232 ▼	-38.7%	3,584	0.1%	ETF
NTRA Natera	$397,645		0.0%	2,812	0.1%	Medical
UNH UnitedHealth Group	$381,290		0.0%	728	0.1%	Medical
VPL Vanguard FTSE Pacific ETF	$366,358		0.0%	5,056	0.1%	ETF
XOM Exxon Mobil	$350,962		0.0%	2,951	0.1%	Energy
XLV Health Care Select Sector SPDR Fund	$349,548		0.0%	2,394	0.1%	ETF
DLB Dolby Laboratories	$322,445		0.0%	4,015	0.0%	Consumer Discretionary
WMT Walmart	$289,707		0.0%	3,300	0.0%	Retail/Wholesale
XLF Financial Select Sector SPDR Fund	$288,549		0.0%	5,793	0.0%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$263,006		0.0%	493	0.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$254,165		0.0%	4,190	0.0%	ETF
HD Home Depot	$248,114		0.0%	677	0.0%	Retail/Wholesale
BDX Becton, Dickinson and Company	$242,575		0.0%	1,059	0.0%	Medical
TSLA Tesla	$241,537	$85,264 ▲	54.6%	932	0.0%	Auto/Tires/Trucks
MA Mastercard	$208,286		0.0%	380	0.0%	Business Services
PANW Palo Alto Networks	$204,768		0.0%	1,200	0.0%	Computer and Technology
GE GE Aerospace	$204,753	$204,753 ▲	New Holding	1,023	0.0%	Industrials
EGHT 8X8	$37,576		0.0%	18,788	0.0%	Computer and Technology
IESC IES	$0	$221,056 ▼	-100.0%	0	0.0%	Computer and Technology
SNPS Synopsys	$0	$203,366 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bluesky Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bluesky Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBluesky Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools