Q3 2026 13F · SEC CIK 1704107

BlueSky Wealth Advisors, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $864.5M
Reported positions: 110
Top holdings a year, 3 yrs: +10.9%
Assets under management: $1.0B

BlueSky Wealth Advisors, LLC is a wealth manager that reported 110 positions worth $864.5M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Schwab Strategic Tr (SCHX, 16.4%), Vanguard Index Fds (VTV, 5.7%), Vanguard Scottsdale Fds (VGIT, 5.3%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 20.4% for the S&P 500.

BlueSky Wealth Advisors, LLC holdings largest 50 of 110 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BlueSky Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	16.4%	16.5%	4,725,791	-2.6%	$141.8M
VTVVanguard Index Fds	5.7%	5.5%	228,673	+4.4%	$49.4M
VGITVanguard Scottsdale Fds	5.3%	5.8%	815,525	-3.2%	$46.2M
SCHFSchwab Strategic Tr	5.3%	5.4%	1,664,488	-0.3%	$45.7M
SCHPSchwab Strategic Tr	4.7%	5.0%	1,602,006	-1.3%	$40.3M
SCHASchwab Strategic Tr	4.2%	4.6%	1,119,656	+2.1%	$36.5M
VCSHVanguard Scottsdale Fds	3.6%	3.9%	399,702	-6.4%	$30.9M
VWOBVanguard Whitehall Fds	3.4%	3.4%	459,323	+5.4%	$29.0M
VVVanguard Index Fds	3.1%	3.2%	76,524	-3.4%	$26.9M
DFAEDimensional ETF Trust	3.0%	3.0%	669,453	+2.8%	$26.3M
SCHESchwab Strategic Tr	2.7%	2.6%	639,742	+2.7%	$23.3M
DFATDimensional ETF Trust	2.3%	2.5%	300,907	-1.3%	$20.0M
SHYGIshares Tr	2.3%	2.2%	479,783	+5.7%	$19.8M
BNDXVanguard Charlotte Fds	2.3%	2.5%	421,539	-3.9%	$19.8M
DFIVDimensional ETF Trust	2.2%	2.0%	346,456	+7.2%	$19.4M
VCITVanguard Scottsdale Fds	2.2%	2.4%	243,515	-4.6%	$19.1M
VSSVanguard Intl Equity Index F	2.2%	2.0%	120,927	+6.1%	$18.8M
DFAXDimensional ETF Trust	2.0%	2.1%	473,462	-1.5%	$17.5M
MBBIshares Tr	1.7%	2.0%	163,042	-9.8%	$14.6M
FNDFSchwab Strategic Tr	1.6%	1.6%	253,088	-1.5%	$13.6M
TIPIshares Tr	1.6%	1.3%	130,121	+26.9%	$13.5M
IGSBIshares Tr	1.4%	1.1%	235,917	+30.2%	$12.1M
VBVanguard Index Fds	1.3%	1.4%	38,006	-2.8%	$10.8M
SCHCSchwab Strategic Tr	1.2%	1.1%	202,538	+5.5%	$10.1M
GOOGAlphabet Inc	1.1%	1.2%	28,398	-2.5%	$9.7M
VWOVanguard Intl Equity Index F	1.1%	1.1%	160,258	-2.0%	$9.5M
NVDANvidia Corporation	1.1%	0.9%	40,693	+2.5%	$9.3M
SCHRSchwab Strategic Tr	1.1%	0.5%	385,864	+128.3%	$9.1M
SCHVSchwab Strategic Tr	0.9%	0.9%	239,455	+9.2%	$8.0M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	0.9%	111,135	-0.3%	$7.8M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	9,596	+0.1%	$7.3M
AMZNAmazon Com Inc	0.7%	0.7%	24,714	+4.2%	$6.2M
IGIBIshares Tr	0.7%	0.4%	121,536	+67.0%	$6.1M
DFACDimensional ETF Trust	0.7%	0.7%	126,391	-0.2%	$5.6M
VBRVanguard Index Fds	0.5%	0.5%	19,062	+1.0%	$4.4M
EMBIshares Tr	0.5%	0.6%	48,232	-2.3%	$4.4M
AAPLApple Inc	0.5%	0.4%	12,489	+11.6%	$4.2M
VMBSVanguard Scottsdale Fds	0.5%	—	92,382	—	$4.1M
IVVIshares Tr	0.4%	0.4%	4,803	+0.0%	$3.7M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	6,300	+0.6%	$3.1M
GOOGLAlphabet Inc	0.3%	0.3%	8,322	-0.9%	$2.9M
METAMeta Platforms Inc	0.3%	—	3,930	—	$2.9M
AGGIshares Tr	0.3%	0.3%	26,170	-8.3%	$2.5M
VTIVanguard Index Fds	0.3%	0.3%	6,568	+0.0%	$2.5M
IAGGIshares Tr	0.3%	—	48,359	—	$2.4M
CINFCincinnati Finl Corporation	0.3%	0.3%	14,483	+0.1%	$2.3M
EFVIshares Tr	0.2%	0.2%	26,649	-0.3%	$2.1M
BNDVanguard Bd Index Fds	0.2%	0.3%	29,786	-22.7%	$2.1M
IJRIshares Tr	0.2%	0.3%	14,649	-0.7%	$2.0M
IEMGIshares Inc	0.2%	0.2%	23,018	-0.6%	$1.9M

What BlueSky Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SCHR Schwab Strategic Tr+128.3% shares
IGIB Ishares Tr+67.0% shares
IGSB Ishares Tr+30.2% shares
TIP Ishares Tr+26.9% shares
AAPL Apple Inc+11.6% shares
SCHV Schwab Strategic Tr+9.2% shares
DFIV Dimensional ETF Trust+7.2% shares
VSS Vanguard Intl Equity Index F+6.1% shares

Reduced

BND Vanguard Bd Index Fds-22.7% shares
MBB Ishares Tr-9.8% shares
AGG Ishares Tr-8.3% shares
VCSH Vanguard Scottsdale Fds-6.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +20.1%
3 years: +10.9% /yr; S&P 500 +20.4%
5 years: +3.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$864.5M	110
Q2 2026	$863.3M	111
Q1 2026	$776.5M	115
Q4 2025	$758.3M	78
Q3 2025	$741.6M	80
Q2 2025	$688.4M	70
Q1 2025	$645.2M	73
Q4 2024	$639.7M	74
Q3 2024	$643.8M	75
Q2 2024	$594.2M	76
Q1 2024	$127.8M	35
Q4 2023	$538.0M	69

Questions about BlueSky Wealth Advisors, LLC's portfolio

What stocks does BlueSky Wealth Advisors, LLC own?

BlueSky Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 110 positions worth $864.5M. The largest are Schwab Strategic Tr (SCHX) at 16.4%, Vanguard Index Fds (VTV) at 5.7%, Vanguard Scottsdale Fds (VGIT) at 5.3%, Schwab Strategic Tr (SCHF) at 5.3% and Schwab Strategic Tr (SCHP) at 4.7%.

What did BlueSky Wealth Advisors, LLC buy last quarter?

In Q3 2026, BlueSky Wealth Advisors, LLC added Schwab Strategic Tr (SCHR) (+128.3% shares), Ishares Tr (IGIB) (+67.0% shares) and Ishares Tr (IGSB) (+30.2% shares), compared with its Q2 2026 filing.

What did BlueSky Wealth Advisors, LLC sell last quarter?

In Q3 2026, BlueSky Wealth Advisors, LLC cut from its top 50 Schwab Strategic Tr (SCHZ), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Schwab Strategic Tr (SCHH), Vanguard Bd Index Fds (BND) (-22.7% shares), Ishares Tr (MBB) (-9.8% shares) and Ishares Tr (AGG) (-8.3% shares), compared with its Q2 2026 filing.

How has BlueSky Wealth Advisors, LLC's portfolio performed?

A portfolio copying BlueSky Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%. Over 5 years: +3.9% a year against +11.6%.

When is BlueSky Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BlueSky Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does BlueSky Wealth Advisors, LLC manage?

BlueSky Wealth Advisors, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $864.5M.