BlueSky Wealth Advisors, LLC
CIK: 1704107SEC EDGAR →
Portfolio Value
$605.2B
Holdings
115
As of
Q1 2026
New Positions
115
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 4,885,976 | $125.3B | 20.70% |
| 2 | VANGUARD SCOTTSDALE FDS | 781,385 | $46.5B | 7.69% |
| 3 | SCHWAB STRATEGIC TR | 1,517,207 | $40.4B | 6.67% |
| 4 | SCHWAB STRATEGIC TR | 1,562,897 | $38.7B | 6.39% |
| 5 | VANGUARD SCOTTSDALE FDS | 442,058 | $35.0B | 5.79% |
| 6 | SCHWAB STRATEGIC TR | 1,039,134 | $30.2B | 4.99% |
| 7 | VANGUARD WHITEHALL FDS | 406,477 | $26.7B | 4.41% |
| 8 | SCHWAB STRATEGIC TR | 628,752 | $20.7B | 3.42% |
| 9 | DIMENSIONAL ETF TRUST | 592,361 | $20.1B | 3.31% |
| 10 | VANGUARD SCOTTSDALE FDS | 242,260 | $20.0B | 3.31% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 70 | $601.5B | 99.4% |
| Unknown | 5 | $1.5B | 0.3% |
| Consumer Defensive | 4 | $1.1B | 0.2% |
| Industrials | 6 | $398.8M | 0.1% |
| Healthcare | 3 | $334.8M | 0.1% |
| Utilities | 2 | $247.8M | 0.0% |
| Technology | 13 | $53.4M | 0.0% |
| Communication Services | 3 | $12.1M | 0.0% |
| Consumer Cyclical | 6 | $7.2M | 0.0% |
| Energy | 2 | $1.2M | 0.0% |
| Basic Materials | 1 | $361K | 0.0% |