Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Bluesky Wealth Advisors, LLCInvestment ActivityBluesky Wealth Advisors, LLC has $741.59 million in total holdings as of September 30, 2025.Bluesky Wealth Advisors, LLC owns shares of 80 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Bluesky Wealth Advisors, LLC has purchased 70 new stocks and bought additional shares in 25 stocks.Bluesky Wealth Advisors, LLC sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $162,096,588Vanguard Short-Term Corporate Bond ETF $61,543,293Schwab U.S. Aggregate Bond ETF $52,599,252Dimensional World ex U.S. Core Equity 2 ETF $41,101,454Schwab Emerging Markets Equity ETF $38,850,676 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $535,759 Holding911312106 - United Parcel Service $364,441 Holding92204A702 - Vanguard Information Technology ETF $355,396 Holding78464A862 - SPDR S&P Semiconductor ETF $304,468 Holding922908363 - Vanguard S&P 500 ETF $300,855 Holding Largest Purchases this Quarter NVIDIA 43,705 shares (about $8.15M)Schwab U.S. Aggregate Bond ETF 117,578 shares (about $2.76M)Vanguard Short-Term Corporate Bond ETF 27,672 shares (about $2.21M)Schwab U.S. REIT ETF 64,891 shares (about $1.40M)Schwab U.S. TIPS ETF 40,745 shares (about $1.10M) Largest Sales this Quarter Vanguard Large-Cap ETF 5,951 shares (about $1.83M)Vanguard Total Bond Market ETF 10,426 shares (about $775.38K)Dimensional World ex U.S. Core Equity 2 ETF 18,901 shares (about $593.11K)iShares TIPS Bond ETF 5,217 shares (about $580.23K)iShares 1-5 Year Investment Grade Corporate Bond ETF 8,658 shares (about $459.13K) 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$162,096,588$470,485 ▲0.3%6,154,00921.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$61,543,293$2,211,823 ▲3.7%769,9658.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$52,599,252$2,759,556 ▲5.5%2,241,1277.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$41,101,454$593,113 ▼-1.4%1,309,7985.5%ETFSCHESchwab Emerging Markets Equity ETF$38,850,676$430,006 ▼-1.1%1,164,2405.2%ETFSCHPSchwab U.S. TIPS ETF$37,379,717$1,098,078 ▲3.0%1,387,0025.0%ETFSCHFSchwab International Equity ETF$31,619,256$120,078 ▼-0.4%1,358,2154.3%ETFSCHASchwab US Small-Cap ETF$27,476,846$52,536 ▲0.2%984,8333.7%ETFVVVanguard Large-Cap ETF$27,045,193$1,832,075 ▼-6.3%87,8493.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$25,279,901$424,748 ▲1.7%377,8763.4%ETFSCHHSchwab U.S. REIT ETF$21,372,584$1,399,698 ▲7.0%990,8482.9%ETFDFATDimensional U.S. Targeted Value ETF$17,082,096$244,482 ▲1.5%293,4562.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$16,693,658$480,889 ▲3.0%205,6122.3%ETFNVDANVIDIA$15,379,188$8,154,457 ▲112.9%82,4272.1%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$14,175,984$395,790 ▼-2.7%329,9811.9%ETFBNDVanguard Total Bond Market ETF$12,607,426$775,382 ▼-5.8%169,5231.7%ETFTIPiShares TIPS Bond ETF$11,513,939$580,235 ▼-4.8%103,5241.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$11,410,942$459,134 ▼-3.9%215,1791.5%ManufacturingVBVanguard Small-Cap ETF$10,121,615$406,339 ▼-3.9%39,8051.4%ETFVWOVanguard FTSE Emerging Markets ETF$9,966,964$452,566 ▼-4.3%183,9601.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,370,757$104,360 ▼-1.4%73,5241.0%FinanceVEAVanguard FTSE Developed Markets ETF$7,153,120$257,356 ▼-3.5%119,3781.0%ETFGOOGAlphabet$7,151,202$389,685 ▼-5.2%29,3621.0%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$6,293,8140.0%163,1790.8%ETFAMZNAmazon.com$5,800,161$240,649 ▲4.3%26,4160.8%Retail/WholesaleVNQVanguard Real Estate ETF$5,582,117$198,290 ▼-3.4%61,0600.8%ETFSPYSPDR S&P 500 ETF Trust$4,980,078$6,661 ▼-0.1%7,4760.7%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,726,088$144,689 ▼-3.0%49,6490.6%ETFVBRVanguard Small-Cap Value ETF$3,730,691$238,347 ▼-6.0%17,8750.5%ETFIVViShares Core S&P 500 ETF$3,448,234$9,370 ▲0.3%5,1520.5%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,857,290$89,759 ▼-3.0%29,1590.4%FinanceAAPLApple$2,701,682$401,051 ▲17.4%10,6100.4%Computer and TechnologyCINFCincinnati Financial$2,286,7580.0%14,4640.3%FinanceVTIVanguard Total Stock Market ETF$2,044,329$212,014 ▲11.6%6,2290.3%ETFGOOGLAlphabet$1,977,619$72,930 ▲3.8%8,1350.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,910,428$8,042 ▼-0.4%28,9810.3%ETFIJRiShares Core S&P Small-Cap ETF$1,813,428$8,199 ▲0.5%15,2610.2%ETFBRK.BBerkshire Hathaway$1,396,612$113,117 ▲8.8%2,7780.2%FinanceIEFAiShares Core MSCI EAFE ETF$1,366,663$8,644 ▼-0.6%15,6530.2%ETFMETAMeta Platforms$1,324,312$76,388 ▲6.1%1,8030.2%Computer and TechnologyMSFTMicrosoft$1,102,010$253,752 ▲29.9%2,1280.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,077,509$13,248 ▼-1.2%3,4160.1%FinanceIYRiShares U.S. Real Estate ETF$1,029,922$388 ▼0.0%10,6090.1%ETFCHDChurch & Dwight$1,028,7760.0%11,7400.1%Consumer StaplesORCLOracle$992,496$79,028 ▼-7.4%3,5290.1%Computer and TechnologyCATCaterpillar$869,367$32,446 ▼-3.6%1,8220.1%IndustrialsIBMInternational Business Machines$807,8240.0%2,8630.1%Computer and TechnologyVTVVanguard Value ETF$806,731$23,684 ▲3.0%4,3260.1%ETFGLDSPDR Gold Shares$763,5500.0%2,1480.1%FinanceGWWW.W. Grainger$724,2500.0%7600.1%IndustrialsIWRiShares Russell Mid-Cap ETF$722,2910.0%7,4810.1%ETFVGKVanguard FTSE Europe ETF$670,7190.0%8,4050.1%ETFIWFiShares Russell 1000 Growth ETF$586,918$35,131 ▲6.4%1,2530.1%ETFXOMExxon Mobil$575,363$242,638 ▲72.9%5,1030.1%EnergyQQQInvesco QQQ$535,759$535,759 ▲New Holding8920.1%FinanceINTUIntuit$523,109$1,366 ▼-0.3%7660.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$510,3970.0%3,5840.1%ETFNTRANatera$452,6480.0%2,8120.1%MedicalVPLVanguard FTSE Pacific ETF$444,1190.0%5,0560.1%ETFIESCIES$437,4150.0%1,1000.1%Computer and TechnologyTSLATesla$422,0390.0%9490.1%Auto/Tires/TrucksMDYSPDR S&P MidCap 400 ETF Trust$368,347$74,504 ▲25.4%6180.0%ETFUPSUnited Parcel Service$364,441$364,441 ▲New Holding4,3630.0%TransportationWMTWalmart$356,175$16,077 ▲4.7%3,4560.0%Retail/WholesaleVGTVanguard Information Technology ETF$355,396$355,396 ▲New Holding4760.0%ETFXLVHealth Care Select Sector SPDR Fund$333,173$1,392 ▼-0.4%2,3940.0%ETFGEGE Aerospace$307,7390.0%1,0230.0%AerospaceXSDSPDR S&P Semiconductor ETF$304,468$304,468 ▲New Holding9540.0%ETFVOOVanguard S&P 500 ETF$300,855$300,855 ▲New Holding4910.0%ETFVEUVanguard FTSE All-World ex-US ETF$299,0400.0%4,1900.0%ETFDLBDolby Laboratories$287,5980.0%3,9740.0%Consumer DiscretionaryXLFFinancial Select Sector SPDR Fund$276,838$276,838 ▲New Holding5,1390.0%ETFQCOMQUALCOMM$269,6700.0%1,6210.0%Computer and TechnologyHDHome Depot$267,020$267,020 ▲New Holding6590.0%Retail/WholesaleSNPSSynopsys$256,069$49,339 ▲23.9%5190.0%Computer and TechnologyVVisa$235,552$235,552 ▲New Holding6900.0%Business ServicesXLKTechnology Select Sector SPDR Fund$219,851$219,851 ▲New Holding7800.0%ETFMCDMcDonald's$217,889$217,889 ▲New Holding7170.0%Retail/WholesaleMAMastercard$216,1480.0%3800.0%Business ServicesEGHT8X8$39,8310.0%18,7880.0%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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