Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Bluesky Wealth Advisors, LLC

Investment Activity

Bluesky Wealth Advisors, LLC has $776.52 million in total holdings as of March 31, 2026.
Bluesky Wealth Advisors, LLC owns shares of 115 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 32.40% of the portfolio was purchased this quarter.
About 29.06% of the portfolio was sold this quarter.
This quarter, Bluesky Wealth Advisors, LLC has purchased 78 new stocks and bought additional shares in 36 stocks.
Bluesky Wealth Advisors, LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $125,276,413
Vanguard Intermediate-Term Treasury ETF: $46,531,477
Schwab U.S. TIPS ETF: $40,372,883
Schwab International Equity ETF: $38,681,696
Vanguard Value ETF: $36,868,280

Largest New Holdings this Quarter

92206C706 - Vanguard Intermediate-Term Treasury ETF: $46,531,477 Holding
25434V302 - Dimensional Emerging Core Equity Market ETF: $20,057,343 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF: $20,047,015 Holding
92203J407 - Vanguard Total International Bond ETF: $18,936,361 Holding
46434V407 - iShares 0-5 Year High Yield Corporate Bond ETF: $17,683,888 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury ETF: 781,385 shares (about $46.53M)
Vanguard Value ETF: 183,586 shares (about $36.02M)
Dimensional Emerging Core Equity Market ETF: 592,361 shares (about $20.06M)
Vanguard Intermediate-Term Corporate Bond ETF: 242,260 shares (about $20.05M)
Vanguard Total International Bond ETF: 394,097 shares (about $18.94M)

Largest Sales this Quarter

Schwab U.S. Aggregate Bond ETF: 2,173,755 shares (about $50.47M)
Schwab US Large-Cap ETF: 1,330,182 shares (about $34.11M)
Vanguard Short-Term Corporate Bond ETF: 380,095 shares (about $30.13M)
Dimensional World ex U.S. Core Equity 2 ETF: 832,663 shares (about $28.29M)
Schwab U.S. REIT ETF: 912,465 shares (about $19.61M)

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	$125,276,413	$34,105,863 â–¼	-21.4%	4,885,976	16.1%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$46,531,477	$46,531,477 â–²	New Holding	781,385	6.0%	ETF
SCHP Schwab U.S. TIPS ETF	$40,372,883	$468,256 â–²	1.2%	1,517,207	5.2%	ETF
SCHF Schwab International Equity ETF	$38,681,696	$4,722,572 â–²	13.9%	1,562,897	5.0%	ETF
VTV Vanguard Value ETF	$36,868,280	$36,019,520 â–²	4,243.8%	187,912	4.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$35,041,919	$30,130,115 â–¼	-46.2%	442,058	4.5%	ETF
SCHA Schwab US Small-Cap ETF	$30,218,026	$1,213,276 â–²	4.2%	1,039,134	3.9%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$26,701,485	$847,598 â–²	3.3%	406,477	3.4%	ETF
VV Vanguard Large-Cap ETF	$24,146,183	$2,176,226 â–¼	-8.3%	80,797	3.1%	ETF
SCHE Schwab Emerging Markets Equity ETF	$20,717,362	$18,377,222 â–¼	-47.0%	628,752	2.7%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$20,057,343	$20,057,343 â–²	New Holding	592,361	2.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$20,047,015	$20,047,015 â–²	New Holding	242,260	2.6%	ETF
BNDX Vanguard Total International Bond ETF	$18,936,361	$18,936,361 â–²	New Holding	394,097	2.4%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$18,391,624	$65,510 â–¼	-0.4%	294,502	2.4%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$17,683,888	$17,683,888 â–²	New Holding	417,960	2.3%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$16,466,720	$28,285,563 â–¼	-63.2%	484,743	2.1%	ETF
MBB iShares MBS ETF	$15,718,498	$15,718,498 â–²	New Holding	165,545	2.0%	ETF
DFIV Dimensional International Value ETF	$15,700,203	$15,700,203 â–²	New Holding	297,465	2.0%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$14,626,236	$14,626,236 â–²	New Holding	100,324	1.9%	ETF
FNDF Schwab Fundamental International Equity ETF	$13,769,685	$2,177,776 â–¼	-13.7%	281,416	1.8%	ETF
NVDA NVIDIA	$13,036,007	$6,239,313 â–²	91.8%	74,748	1.7%	Computer and Technology
TIP iShares TIPS Bond ETF	$11,517,124	$85,198 â–²	0.7%	104,360	1.5%	ETF
VB Vanguard Small-Cap ETF	$10,516,874	$163,176 â–²	1.6%	40,153	1.4%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$9,511,626	$1,698,687 â–¼	-15.2%	180,967	1.2%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$9,264,451	$330,624 â–¼	-3.4%	171,405	1.2%	ETF
GOOG Alphabet	$8,674,007	$273,376 â–²	3.3%	30,238	1.1%	Computer and Technology
SCHC Schwab International Small-Cap Equity ETF	$8,505,044	$8,505,044 â–²	New Holding	181,965	1.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,671,092	$146,423 â–²	1.9%	119,711	1.0%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$6,292,882	$6,292,882 â–²	New Holding	206,324	0.8%	ETF
AMZN Amazon.com	$5,734,506	$232,846 â–²	4.2%	27,534	0.7%	Retail/Wholesale
SCHZ Schwab U.S. Aggregate Bond ETF	$5,266,751	$50,474,501 â–¼	-90.6%	226,820	0.7%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$4,921,502	$1,419,633 â–¼	-22.4%	126,647	0.6%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$4,660,713	$53,728 â–²	1.2%	49,619	0.6%	ETF
BND Vanguard Total Bond Market ETF	$4,602,094	$7,669,150 â–¼	-62.5%	62,494	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$4,517,318	$331,678 â–¼	-6.8%	6,946	0.6%	Finance
VBR Vanguard Small-Cap Value ETF	$4,423,645	$263,524 â–²	6.3%	20,362	0.6%	ETF
AAPL Apple	$3,367,878	$686,012 â–²	25.6%	13,270	0.4%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,932,919	$4,264,124 â–¼	-59.2%	29,545	0.4%	Finance
IVV iShares Core S&P 500 ETF	$2,856,487	$562,414 â–¼	-16.5%	4,373	0.4%	ETF
GOOGL Alphabet	$2,548,418	$209,061 â–²	8.9%	8,862	0.3%	Computer and Technology
SCHH Schwab U.S. REIT ETF	$2,460,774	$19,608,850 â–¼	-88.8%	114,508	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$2,307,814	$309,569 â–²	15.5%	7,194	0.3%	ETF
CINF Cincinnati Financial	$2,275,910		0.0%	14,464	0.3%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,962,373	$15,338,493 â–¼	-88.7%	24,665	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,865,893	$27,100 â–²	1.5%	15,010	0.2%	ETF
EFV iShares MSCI EAFE Value ETF	$1,816,519	$1,816,519 â–²	New Holding	24,432	0.2%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,748,383	$1,748,383 â–²	New Holding	32,852	0.2%	Manufacturing
IEMG iShares Core MSCI Emerging Markets ETF	$1,615,550	$368,768 â–¼	-18.6%	23,162	0.2%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$1,441,517	$1,441,517 â–²	New Holding	57,869	0.2%	ETF
BRK.B Berkshire Hathaway	$1,369,074	$109,737 â–²	8.7%	2,857	0.2%	Finance
IEFA iShares Core MSCI EAFE ETF	$1,297,295	$60,293 â–¼	-4.4%	14,330	0.2%	ETF
MSFT Microsoft	$1,272,165	$511,901 â–²	67.3%	3,437	0.2%	Computer and Technology
CAT Caterpillar	$1,177,599	$41,096 â–²	3.6%	1,662	0.2%	Industrials
JPM JPMorgan Chase & Co.	$1,096,959	$92,075 â–²	9.2%	3,729	0.1%	Finance
SCHWAB STRATEGIC TR	$1,087,996	$1,087,996 â–²	New Holding	41,846	0.1%	HIGH YIELD BD ET
CHD Church & Dwight	$1,070,474	$25,103 â–¼	-2.3%	11,471	0.1%	Consumer Staples
XOM ExxonMobil	$969,802	$104,004 â–²	12.0%	5,716	0.1%	Energy
JNK SPDR Bloomberg High Yield Bond ETF	$925,517	$1,858,213 â–¼	-66.8%	9,669	0.1%	Finance
GLD SPDR Gold Shares	$924,263		0.0%	2,148	0.1%	Finance
META Meta Platforms	$877,250	$66,380 â–²	8.2%	1,533	0.1%	Computer and Technology
VNQ Vanguard Real Estate ETF	$851,071	$4,728,478 â–¼	-84.7%	9,595	0.1%	ETF
GWW W.W. Grainger	$829,016		0.0%	760	0.1%	Industrials
IBM International Business Machines	$828,018	$138,165 â–²	20.0%	3,416	0.1%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$727,378		0.0%	7,481	0.1%	ETF
VGK Vanguard FTSE Europe ETF	$718,333	$25,472 â–²	3.7%	8,714	0.1%	ETF
WALMART INC	$615,248	$185,780 â–²	43.3%	4,951	0.1%	COM
NTRA Natera	$590,970	$28,599 â–²	5.1%	2,955	0.1%	Medical
ORCL Oracle	$565,248	$46,050 â–²	8.9%	3,842	0.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$534,279		0.0%	1,253	0.1%	ETF
IESC IES	$524,117		0.0%	1,100	0.1%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$507,013	$507,013 â–²	New Holding	10,799	0.1%	ETF
IAGG iShares Core International Aggregate Bond ETF	$482,486	$482,486 â–²	New Holding	9,642	0.1%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$459,182	$3,715 â–¼	-0.8%	3,584	0.1%	ETF
GE VERNOVA INC	$428,594	$428,594 â–²	New Holding	491	0.1%	COM
INTU Intuit	$412,946	$81,724 â–²	24.7%	955	0.1%	Computer and Technology
BKNG Booking	$395,770	$395,770 â–²	New Holding	94	0.1%	Retail/Wholesale
UPS United Parcel Service	$395,641	$18,789 â–¼	-4.5%	4,022	0.1%	Transportation
TSLA Tesla	$386,248	$104,090 â–²	36.9%	1,039	0.0%	Auto/Tires/Trucks
MDY SPDR S&P MidCap 400 ETF Trust	$381,158		0.0%	618	0.0%	ETF
AVGO Broadcom	$380,121	$380,121 â–²	New Holding	1,228	0.0%	Computer and Technology
GE GE Aerospace	$374,318	$84,002 â–²	28.9%	1,319	0.0%	Aerospace
LINDE PLC	$361,409	$361,409 â–²	New Holding	729	0.0%	SHS
XLV Health Care Select Sector SPDR Fund	$350,984		0.0%	2,394	0.0%	ETF
VGT Vanguard Information Technology ETF	$348,971		0.0%	500	0.0%	ETF
COST Costco Wholesale	$335,806	$335,806 â–²	New Holding	337	0.0%	Retail/Wholesale
BMY Bristol Myers Squibb	$333,939	$333,939 â–²	New Holding	5,506	0.0%	Medical
VPL Vanguard FTSE Pacific ETF	$326,711	$167,411 â–¼	-33.9%	3,343	0.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$314,669		0.0%	4,190	0.0%	ETF
QQQ Invesco QQQ	$313,108	$98,785 â–²	46.1%	542	0.0%	Finance
QCOM Qualcomm	$288,091	$79,331 â–²	38.0%	2,237	0.0%	Computer and Technology
MARSH & MCLENNAN COS INC	$283,591	$283,591 â–²	New Holding	1,635	0.0%	COM
VOO Vanguard S&P 500 ETF	$276,933	$38,280 â–¼	-12.1%	463	0.0%	ETF
CVX Chevron	$271,361	$271,361 â–²	New Holding	1,312	0.0%	Energy
SMH VanEck Semiconductor ETF	$262,649	$262,649 â–²	New Holding	685	0.0%	Manufacturing
MU Micron Technology	$262,164	$262,164 â–²	New Holding	776	0.0%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$258,659	$258,659 â–²	New Holding	3,354	0.0%	ETF
PALANTIR TECHNOLOGIES INC	$258,038	$258,038 â–²	New Holding	1,764	0.0%	CL A
FIX Comfort Systems USA	$257,871	$257,871 â–²	New Holding	187	0.0%	Construction
PEP PepsiCo	$250,573	$250,573 â–²	New Holding	1,614	0.0%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$249,496	$249,496 â–²	New Holding	1,300	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2026)

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2026)

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