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CIK: 0001704107
Total reported value
$863.3M
$863.3M
78 檔
43.1%
The Q4 2025 SEC filing reveals that BlueSky Wealth Advisors, LLC held a total portfolio value of $863.3M, covering 78 public equity positions.
In Q4 2025, BlueSky Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 22.06% | +0.42% | +1.01% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.64% | -0.60% | +6.78% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.40% | -0.45% | +7.11% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.69% | -0.07% | +0.58% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.24% | -0.22% | +8.12% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 5.12% | -0.05% | +1.91% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.35% | +0.37% | +1.02% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.75% | +0.70% | +1.28% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.66% | +0.05% | +0.26% | |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.50% | -0.05% | +4.15% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-Other | 2.83% | -0.12% | +3.65% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.32% | +0.10% | +0.71% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.31% | -0.15% | +5.76% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.94% | -0.20% | -1.23% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.63% | -0.26% | -1.70% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.50% | -0.18% | +0.06% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.49% | -0.12% | -0.88% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | +0.02% | -0.69% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.26% | -0.06% | -3.50% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.07% | -0.26% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | -0.07% | -1.64% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.76% | -52.72% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.95% | -0.05% | -1.39% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.85% | +0.02% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.09% | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.05% | +3.02% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.25% | -0.27% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | -0.05% | -1.21% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | -0.04% | +7.13% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.05% | +1.59% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.38% | -0.05% | -0.41% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.37% | -0.06% | -0.26% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.02% | — | |
| 34 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.31% | +0.02% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.02% | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.25% | +0.01% | -1.84% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | +0.01% | -3.07% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | -4.20% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | +0.18% | -5.40% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.01% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.05% | -3.48% | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.13% | -0.02% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.02% | -21.41% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.12% | — | -6.98% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.12% | +0.05% | -11.96% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | — | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | — | -0.59% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.78% | — | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.10% | +0.01% | — | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.09% | +0.01% | — |
According to official SEC Form 13F filings, BlueSky Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $863.3M across 78 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, VCSH, SCHZ) accounted for 43.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BDX
市值: $205.5K
Top Position Liquidated / Trimmed
XSD
前期市值: $304.5K
During Q4 2025, BlueSky Wealth Advisors, LLC's top holdings by market value included SCHX (22.1%)、VCSH (8.6%)、SCHZ (7.4%). The largest single position, SCHX, represented 22.1% of total portfolio value.
In Q4 2025, BlueSky Wealth Advisors, LLC made 52 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 26 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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