§ 13F · FUND PROFILE
BlueSky Wealth Advisors, LLC.
AUM · $742M (13F)Positions · 80Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 4.85M | $143M | 16.5% | −1% |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 842K | $50M | 5.8% | +8% |
| 3 | VTV | VANGUARD INDEX FDS | 219K | $48M | 5.5% | +17% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.67M | $46M | 5.4% | +7% |
| 5 | SCHP | SCHWAB STRATEGIC TR | 1.62M | $43M | 5.0% | +7% |
| 6 | SCHA | SCHWAB STRATEGIC TR | 1.10M | $40M | 4.6% | +6% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 427K | $34M | 3.9% | −3% |
| 8 | VWOB | VANGUARD WHITEHALL FDS | 436K | $29M | 3.4% | +7% |
| 9 | VV | VANGUARD INDEX FDS | 79K | $27M | 3.2% | −2% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 651K | $26M | 3.0% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUESKY SIGNAL
AC read
BlueSky Wealth Advisors, LLC is a Other fund managing $742 million in assets. The fund runs a portfolio of 80 positions.
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