Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Bluesky Wealth Advisors, LLCInvestment ActivityBluesky Wealth Advisors, LLC has $688.42 million in total holdings as of June 30, 2025.Bluesky Wealth Advisors, LLC owns shares of 70 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.94% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Bluesky Wealth Advisors, LLC has purchased 73 new stocks and bought additional shares in 18 stocks.Bluesky Wealth Advisors, LLC sold shares of 26 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $149,967,437Vanguard Short-Term Corporate Bond ETF $59,012,306Schwab U.S. Aggregate Bond ETF $49,351,271Dimensional World ex U.S. Core Equity 2 ETF $39,023,895Schwab U.S. TIPS ETF $35,918,144 Largest New Holdings this Quarter 44951W106 - IES $325,853 Holding747525103 - QUALCOMM $258,160 Holding871607107 - Synopsys $214,813 Holding Largest Purchases this Quarter Vanguard Large-Cap ETF 14,345 shares (about $4.09M)Schwab Emerging Markets Equity ETF 41,329 shares (about $1.25M)Schwab U.S. REIT ETF 51,711 shares (about $1.09M)Vanguard Short-Term Corporate Bond ETF 13,666 shares (about $1.09M)Schwab US Small-Cap ETF 33,867 shares (about $856.84K) Largest Sales this Quarter NVIDIA 14,817 shares (about $2.34M)Schwab US Large-Cap ETF 56,109 shares (about $1.37M)iShares 1-5 Year Investment Grade Corporate Bond ETF 18,700 shares (about $986.61K)Vanguard Total Bond Market ETF 10,630 shares (about $782.69K)iShares Core U.S. Aggregate Bond ETF 7,491 shares (about $743.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluesky Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$149,967,437$1,371,304 ▼-0.9%6,136,14721.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$59,012,306$1,086,447 ▲1.9%742,2938.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$49,351,271$822,347 ▲1.7%2,123,5497.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$39,023,895$464,868 ▲1.2%1,328,6995.7%ETFSCHPSchwab U.S. TIPS ETF$35,918,144$303,752 ▲0.9%1,346,2575.2%ETFSCHESchwab Emerging Markets Equity ETF$35,478,584$1,245,656 ▲3.6%1,177,1265.2%ETFSCHFSchwab International Equity ETF$30,130,539$518,665 ▲1.8%1,363,3734.4%ETFVVVanguard Large-Cap ETF$26,761,140$4,092,629 ▲18.1%93,8003.9%ETFSCHASchwab US Small-Cap ETF$24,868,638$856,835 ▲3.6%982,9503.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$24,279,277$53,522 ▼-0.2%371,5273.5%ETFSCHHSchwab U.S. REIT ETF$19,593,248$1,094,205 ▲5.9%925,9572.8%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$16,104,933$106,539 ▼-0.7%199,6892.3%ETFDFATDimensional U.S. Targeted Value ETF$15,608,237$333,904 ▲2.2%289,2562.3%ETFFNDFSchwab Fundamental International Equity ETF$13,574,544$372,866 ▼-2.7%339,1942.0%ETFBNDVanguard Total Bond Market ETF$13,249,645$782,687 ▼-5.6%179,9491.9%ETFTIPiShares TIPS Bond ETF$11,965,860$339,583 ▼-2.8%108,7411.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$11,809,640$986,612 ▼-7.7%223,8371.7%ManufacturingVBVanguard Small-Cap ETF$9,811,683$787,485 ▲8.7%41,4031.4%ETFVWOVanguard FTSE Emerging Markets ETF$9,511,811$583,629 ▼-5.8%192,3131.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,396,885$743,111 ▼-9.1%74,5651.1%FinanceVEAVanguard FTSE Developed Markets ETF$7,050,598$290,295 ▼-4.0%123,6731.0%ETFNVDANVIDIA$6,117,653$2,340,924 ▼-27.7%38,7220.9%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$5,848,3350.0%163,1790.8%ETFVNQVanguard Real Estate ETF$5,631,186$243,312 ▼-4.1%63,2290.8%ETFAMZNAmazon.com$5,554,955$65,817 ▼-1.2%25,3200.8%Retail/WholesaleGOOGAlphabet$5,492,412$17,917 ▼-0.3%30,9620.8%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,739,273$113,460 ▼-2.3%51,1690.7%ETFSPYSPDR S&P 500 ETF Trust$4,625,042$506,617 ▼-9.9%7,4860.7%FinanceVBRVanguard Small-Cap Value ETF$3,708,505$778,090 ▲26.6%19,0170.5%ETFIVViShares Core S&P 500 ETF$3,190,184$2,484 ▲0.1%5,1380.5%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,925,395$45,425 ▲1.6%30,0750.4%FinanceCINFCincinnati Financial$2,153,9790.0%14,4640.3%FinanceAAPLApple$1,853,758$92,534 ▲5.3%9,0350.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,747,053$67,834 ▼-3.7%29,1030.3%ETFVTIVanguard Total Stock Market ETF$1,696,988$86,628 ▼-4.9%5,5830.2%ETFIJRiShares Core S&P Small-Cap ETF$1,660,334$25,465 ▼-1.5%15,1920.2%ETFGOOGLAlphabet$1,380,7620.0%7,8350.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,314,977$16,028 ▼-1.2%15,7520.2%ETFMETAMeta Platforms$1,254,2410.0%1,6990.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,240,1710.0%2,5530.2%FinanceCHDChurch & Dwight$1,128,3310.0%11,7400.2%Consumer StaplesIYRiShares U.S. Real Estate ETF$1,005,794$27,673 ▼-2.7%10,6130.1%ETFJPMJPMorgan Chase & Co.$1,002,509$89,872 ▼-8.2%3,4580.1%FinanceIBMInternational Business Machines$843,9550.0%2,8630.1%Computer and TechnologyORCLOracle$832,980$120,246 ▼-12.6%3,8100.1%Computer and TechnologyMSFTMicrosoft$814,578$375,462 ▼-31.6%1,6380.1%Computer and TechnologyGWWW.W. Grainger$790,5820.0%7600.1%IndustrialsVTVVanguard Value ETF$742,1310.0%4,1990.1%ETFCATCaterpillar$733,717$20,187 ▼-2.7%1,8900.1%IndustrialsIWRiShares Russell Mid-Cap ETF$688,0280.0%7,4810.1%ETFGLDSPDR Gold Shares$654,7750.0%2,1480.1%FinanceVGKVanguard FTSE Europe ETF$651,3880.0%8,4050.1%ETFINTUIntuit$604,900$1,575 ▲0.3%7680.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$500,1550.0%1,1780.1%ETFIWPiShares Russell Mid-Cap Growth ETF$497,0290.0%3,5840.1%ETFNTRANatera$475,0590.0%2,8120.1%MedicalVPLVanguard FTSE Pacific ETF$415,5020.0%5,0560.1%ETFIESCIES$325,853$325,853 ▲New Holding1,1000.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$324,035$1,348 ▲0.4%2,4040.0%ETFWMTWalmart$322,6740.0%3,3000.0%Retail/WholesaleXOMExxon Mobil$318,1180.0%2,9510.0%EnergyTSLATesla$301,459$5,400 ▲1.8%9490.0%Auto/Tires/TrucksDLBDolby Laboratories$295,109$3,045 ▼-1.0%3,9740.0%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$281,6520.0%4,1900.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$279,2750.0%4930.0%ETFGEGE Aerospace$263,3100.0%1,0230.0%AerospaceQCOMQUALCOMM$258,160$258,160 ▲New Holding1,6210.0%Computer and TechnologySNPSSynopsys$214,813$214,813 ▲New Holding4190.0%Computer and TechnologyMAMastercard$213,5370.0%3800.0%Business ServicesEGHT8X8$36,8240.0%18,7880.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$0$779,950 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$381,290 ▼-100.0%00.0%MedicalXLFFinancial Select Sector SPDR Fund$0$288,549 ▼-100.0%00.0%ETFHDHome Depot$0$248,114 ▼-100.0%00.0%Retail/WholesaleBDXBecton, Dickinson and Company$0$242,575 ▼-100.0%00.0%MedicalPANWPalo Alto Networks$0$204,768 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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