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CIK: 0001704107
Total reported value
$863.3M
$863.3M
115 檔
33.3%
In Q1 2026, BlueSky Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $863.3M, distributed across 115 disclosed stock positions.
In Q1 2026, BlueSky Wealth Advisors, LLC displayed an active expansion posture, initiating 40 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 16.13% | +0.42% | -21.40% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.99% | -0.24% | — | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.20% | -0.22% | +1.17% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.98% | +0.37% | +13.91% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.75% | +0.78% | +4243.78% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.51% | -0.60% | -46.23% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.89% | +0.70% | +4.18% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.44% | -0.05% | +3.28% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.11% | +0.05% | -8.27% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.67% | -0.05% | -47.01% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.58% | +0.45% | — | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.58% | -0.14% | — | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.44% | +0.02% | — | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 2.37% | +0.10% | -0.35% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.28% | -0.05% | — | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.12% | -0.07% | -63.20% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 2.02% | -0.04% | — | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 2.02% | — | — | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.88% | +0.16% | — | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.77% | -0.20% | -13.66% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | -0.76% | +91.80% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.48% | -0.18% | +0.75% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | +0.02% | +1.58% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.22% | -0.12% | -15.15% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | -0.06% | -3.45% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.07% | +3.25% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.10% | -0.03% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.99% | -0.07% | +1.95% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.81% | +0.07% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.09% | +4.23% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.68% | -0.45% | -90.55% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.63% | +0.02% | -22.39% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.60% | -0.05% | +1.17% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.26% | -62.50% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.25% | -6.84% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | -0.04% | +6.33% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.05% | +25.58% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.05% | -59.25% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.05% | -16.45% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.02% | +8.94% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-Other | 0.32% | -0.12% | -88.85% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.02% | +15.49% | |
| 43 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.29% | +0.02% | — | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.25% | -0.15% | -88.66% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | +0.01% | +1.47% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.23% | +0.01% | — | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.23% | +0.22% | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | +0.01% | -18.58% | |
| 49 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.19% | +0.29% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.18% | +8.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +4.6% | +4243.78% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +91.80% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.6% | +13.91% | Add |
| 4 | SCHA | Schwab US Small-cap ETF | +0.1% | +4.18% | Add |
| 5 | DFAT | Dimensional US Target Value | +0.1% | -0.35% | Trim |
| 6 | AAPL | Apple Inc | +0.1% | +25.58% | Add |
| 7 | VBR | Vanguard Small-cap Value ETF | 0% | +6.33% | Add |
| 8 | XOM | Exxon Mobil CORP | 0% | +12.01% | Add |
| 9 | MSFT | Microsoft CORP | 0% | +67.33% | Add |
| 10 | CAT | Caterpillar Inc | 0% | +3.62% | Add |
| 11 | WMT | Walmart Inc | 0% | +43.26% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | 0% | +1.95% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +15.49% | Add |
| 14 | VB | Vanguard Small-cap ETF | 0% | +1.58% | Add |
| 15 | IESC | Ies Holdings Inc | 0% | — | Unchanged |
| 16 | IJR | Ishares Core S&p Small-cap E | 0% | +1.47% | Add |
| 17 | CHD | Church & Dwight Co Inc | 0% | -2.29% | Trim |
| 18 | QQQ | Invesco Qqq Trust Series 1 | 0% | +46.09% | Add |
| 19 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 20 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 21 | GE | General Electric | 0% | +28.93% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.71% | Add |
| 23 | TSLA | Tesla Inc | 0% | +36.89% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | — | -12.14% | Trim |
| 25 | NTRA | Natera Inc | — | +5.09% | Add |
| 26 | SNPS | Synopsys Inc | — | — | Unchanged |
| 27 | ADI | Analog Devices Inc | — | — | Unchanged |
| 28 | V | Visa Inc-class A Shares | — | +4.20% | Add |
| 29 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 30 | DLB | Dolby Laboratories Inc-cl A | — | — | Unchanged |
| 31 | VGK | Vanguard Ftse Europe ETF | — | +3.68% | Add |
| 32 | IBM | Intl Business Machines CORP | — | +20.03% | Add |
| 33 | QCOM | Qualcomm Inc | — | +38.00% | Add |
| 34 | MDY | State Street Spdr S&p Midcap | — | — | Unchanged |
| 35 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 36 | EGHT | 8x8 Inc | — | +3.52% | Add |
| 37 | MCD | Mcdonald's CORP | — | +0.14% | Add |
| 38 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 39 | META | Meta Platforms Inc-class A | 0% | +8.19% | Add |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | -4.44% | Trim |
| 41 | IWP | Ishares Russell Mid-cap Grow | 0% | -0.80% | Trim |
| 42 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 43 | UPS | United Parcel Service-cl B | 0% | -4.53% | Trim |
| 44 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +9.16% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | +8.94% | Add |
| 47 | TIP | Ishares Tips Bond ETF | 0% | +0.75% | Add |
| 48 | VPL | Vanguard Ftse Pacific ETF | 0% | -33.88% | Trim |
| 49 | ORCL | Oracle CORP | 0% | +8.87% | Add |
| 50 | INTU | Intuit Inc | 0% | +24.67% | Add |
According to official SEC Form 13F filings, BlueSky Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $863.3M across 115 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, VGIT, SCHP) accounted for 33.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
VGIT
市值: $46.5M
Top Position Liquidated / Trimmed
IYR
前期市值: $926.6K
During Q1 2026, BlueSky Wealth Advisors, LLC's top holdings by market value included SCHX (16.1%)、VGIT (6.0%)、SCHP (5.2%). The largest single position, SCHX, represented 16.1% of total portfolio value.
In Q1 2026, BlueSky Wealth Advisors, LLC made 105 total portfolio adjustments, initiating 40 new buys, adding to 36 positions, trimming 26 holdings, and fully liquidating 3 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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