DOSSIER · 13F-HR · Q2 2026

BlueSky Wealth Advisors, LLC

$863M in tracked AUM across 111 positions as of Q2 2026.

BW
CIK 0001704107 · last filed Jun 30, 2026
Total AUM
$863M
as of Q2 2026
Holdings
111
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BlueSky Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$143M4.9M16.5%
02
VGIT
VANGUARD SCOTTSDALE FDS
$50M842K5.8%
03
VTV
VANGUARD INDEX FDS
$48M219K5.5%
04
SCHF
SCHWAB STRATEGIC TR
$46M1.7M5.4%
05
SCHP
SCHWAB STRATEGIC TR
$43M1.6M5.0%
06
SCHA
SCHWAB STRATEGIC TR
$40M1.1M4.6%
07
VCSH
VANGUARD SCOTTSDALE FDS
$34M427K3.9%
08
VWOB
VANGUARD WHITEHALL FDS
$29M436K3.4%
09
VV
VANGUARD INDEX FDS
$27M79K3.2%
10
DFAE
DIMENSIONAL ETF TRUST
$26M651K3.0%

Filing history

2026Q2Jun 30
$863M 11.2%
111 positionsView →
2026Q1Mar 31
$777M 2.4%
115 positionsView →
2025Q4Dec 31
$758M 2.3%
78 positionsView →
2025Q3Sep 30
$742M 7.7%
80 positionsView →
2025Q2Jun 30
$688M 6.7%
70 positionsLocked
2025Q1Mar 31
$645M 0.9%
73 positionsLocked
2024Q4Dec 31
$640M 0.6%
74 positionsLocked
2024Q3Sep 30
$644M 8.3%
75 positionsLocked
2024Q2Jun 30
$594M 365.0%
76 positionsLocked
2024Q1Mar 31
$128M 76.2%
35 positionsLocked
2023Q4Dec 31
$538M 10.0%
69 positionsLocked
2023Q3Sep 30
$489M 1.8%
69 positionsLocked
Showing 12 of 37