BlueSky Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, BlueSky Wealth Advisors, LLC held in its portfolio 78 assets valued at $758,343,158 (i.e. $758.34M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($167.28M), VANGUARD SCOTTSDALE FDS ($65.55M), and SCHWAB STRATEGIC TR ($56.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BlueSky Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 6216158 | 167276808 | US LRG CAP ETF |
| VANGUARD SCOTTSDALE FDS | 822153 | 65550243 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 2400575 | 56101431 | US AGGREGATE B |
| DIMENSIONAL ETF TRUST | 1317406 | 43118684 | WORLD EX US CORE |
| SCHWAB STRATEGIC TR | 1499610 | 39724677 | US TIPS ETF |
| SCHWAB STRATEGIC TR | 1186483 | 38857329 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 1372086 | 32984944 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 997412 | 28406308 | US SML CAP ETF |
| VANGUARD INDEX FDS | 88079 | 27727269 | LARGE CAP ETF |
| VANGUARD WHITEHALL FDS | 393574 | 26538698 | EM MK GOV BD ETF |
| SCHWAB STRATEGIC TR | 1026973 | 21453458 | US REIT ETF |
| DIMENSIONAL ETF TRUST | 295551 | 17597133 | US TARGETED VLU |
| ISHARES TR | 217454 | 17533349 | IBOXX HI YD ETF |
| SCHWAB STRATEGIC TR | 325924 | 14735024 | FUNDAMENTAL INTL |
| VANGUARD BD INDEX FDS | 166637 | 12342809 | TOTAL BND MRKT |
| ISHARES TR | 103588 | 11385357 | TIPS BD ETF |
| ISHARES TR | 213286 | 11278564 | ISHS 1-5YR INVS |
| VANGUARD INDEX FDS | 39530 | 10196764 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 177522 | 9543578 | FTSE EMR MKT ETF |
| ALPHABET INC | 29285 | 9189745 | CAP STK CL C |
| VANGUARD TAX-MANAGED FDS | 117426 | 7335592 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 38972 | 7268236 | COM |
| ISHARES TR | 72500 | 7241307 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 163179 | 6460257 | US CORE EQUITY 2 |
| AMAZON COM INC | 26416 | 6097341 | COM |
| VANGUARD INDEX FDS | 62904 | 5566387 | REAL ESTATE ETF |
| SPDR S&P 500 ETF TR | 7456 | 5084677 | TR UNIT |
| ISHARES TR | 49047 | 4722245 | JPMORGAN USD EMG |
| VANGUARD INDEX FDS | 19149 | 4055567 | SM CP VAL ETF |
| ISHARES TR | 5234 | 3584976 | CORE S&P500 ETF |
| APPLE INC | 10567 | 2872806 | COM |
| SPDR SERIES TRUST | 29082 | 2827061 | STATE STREET SPD |
| ALPHABET INC | 8135 | 2546255 | CAP STK CL A |
| CINCINNATI FINL CORP | 14464 | 2362260 | COM |
| VANGUARD INDEX FDS | 6229 | 2088559 | TOTAL STK MKT |
| ISHARES INC | 28449 | 1912342 | CORE MSCI EMKT |
| ISHARES TR | 14792 | 1777703 | CORE S&P SCP ETF |
| ISHARES TR | 14996 | 1341542 | CORE MSCI EAFE |
| BERKSHIRE HATHAWAY INC DEL | 2628 | 1320964 | CL B NEW |
| JPMORGAN CHASE & CO. | 3416 | 1100704 | COM |
| MICROSOFT CORP | 2054 | 993181 | COM |
| CHURCH & DWIGHT CO INC | 11740 | 984399 | COM |
| META PLATFORMS INC | 1417 | 935549 | CL A |
| ISHARES TR | 9869 | 926600 | U.S. REAL ES ETF |
| CATERPILLAR INC | 1604 | 918883 | COM |
| SPDR GOLD TR | 2148 | 851274 | GOLD SHS |
| INTERNATIONAL BUSINESS MACHS | 2846 | 843014 | COM |
| VANGUARD INDEX FDS | 4326 | 826250 | VALUE ETF |
| WW GRAINGER INC | 760 | 766878 | COM |
| ISHARES TR | 7481 | 720196 | RUS MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 8405 | 702742 | FTSE EUROPE ETF |
| ORACLE CORP | 3529 | 687837 | COM |
| NATERA INC | 2812 | 644201 | COM |
| EXXON MOBIL CORP | 5103 | 614095 | COM |
| ISHARES TR | 1253 | 593045 | RUS 1000 GRW ETF |
| INTUIT | 766 | 507414 | COM |
| ISHARES TR | 3613 | 494764 | RUS MD CP GR ETF |
| VANGUARD INTL EQUITY INDEX F | 5056 | 457062 | FTSE PACIFIC ETF |
| IES HLDGS INC | 1100 | 427922 | COM |
| UNITED PARCEL SERVICE INC | 4213 | 417887 | CL B |
| WALMART INC | 3456 | 385033 | COM |
| VANGUARD WORLD FD | 500 | 376890 | INF TECH ETF |
| SPDR S&P MIDCAP 400 ETF TR | 618 | 372827 | UTSER1 S&PDCRP |
| SELECT SECTOR SPDR TR | 2394 | 370591 | STATE STREET HEA |
| TESLA INC | 759 | 341337 | COM |
| VANGUARD INDEX FDS | 527 | 330219 | S&P 500 ETF SHS |
| GE AEROSPACE | 1023 | 315115 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 4190 | 308216 | ALLWRLD EX US |
| QUALCOMM INC | 1621 | 277272 | COM |
| DOLBY LABORATORIES INC | 3859 | 247825 | COM CL A |
| SYNOPSYS INC | 519 | 243785 | COM |
| VISA INC | 690 | 241990 | COM CL A |
| INVESCO QQQ TR | 371 | 227909 | UNIT SER 1 |
| MCDONALDS CORP | 717 | 219137 | COM |
| MASTERCARD INCORPORATED | 380 | 216934 | CL A |
| BECTON DICKINSON & CO | 1059 | 205520 | COM |
| ANALOG DEVICES INC | 750 | 203400 | COM |
| 8X8 INC NEW | 18788 | 37012 | COM |
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