Bluesky Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Bluesky Wealth Advisors, Llc disclosed 111 stock positions valued at approximately $863.33M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD SCOTTSDALE FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 111
- Portfolio Value
- $863.33M
Holdings by Sector
Bluesky Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 16.55% | 4,853,947 | -32,029 | -0.66% | $142,851,674 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 5.75% | 842,326 | +60,941 | +7.80% | $49,680,387 |
| VANGUARD INDEX FDS | VTV | Other | 5.53% | 219,076 | +31,164 | +16.58% | $47,743,233 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.35% | 1,668,792 | +105,895 | +6.78% | $46,225,538 |
| SCHWAB STRATEGIC TR | SCHP | Other | 4.98% | 1,623,663 | +106,456 | +7.02% | $43,027,078 |
| SCHWAB STRATEGIC TR | SCHA | Other | 4.59% | 1,096,973 | +57,839 | +5.57% | $39,633,618 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.91% | 427,179 | -14,879 | -3.37% | $33,759,929 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 3.39% | 435,695 | +29,218 | +7.19% | $29,296,118 |
| VANGUARD INDEX FDS | VV | Other | 3.16% | 79,239 | -1,558 | -1.93% | $27,251,084 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.03% | 651,220 | +58,859 | +9.94% | $26,185,556 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.62% | 623,170 | -5,582 | -0.89% | $22,596,135 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.47% | 304,985 | +10,483 | +3.56% | $21,318,475 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.46% | 438,441 | +44,344 | +11.25% | $21,233,698 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.44% | 255,153 | +12,893 | +5.32% | $21,088,395 |
| ISHARES TR | SHYG | Other | 2.23% | 453,800 | +35,840 | +8.57% | $19,245,658 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.05% | 480,554 | -4,189 | -0.86% | $17,703,612 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.04% | 113,969 | +13,645 | +13.60% | $17,584,277 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.02% | 323,303 | +25,838 | +8.69% | $17,464,828 |
| ISHARES TR | MBB | Other | 1.98% | 180,746 | +15,201 | +9.18% | $17,084,112 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.57% | 256,826 | -24,590 | -8.74% | $13,550,140 |
| VANGUARD INDEX FDS | VB | Other | 1.37% | 39,084 | -1,069 | -2.66% | $11,847,142 |
| ISHARES TR | TIP | Other | 1.30% | 102,546 | -1,814 | -1.74% | $11,221,609 |
| ALPHABET INC | GOOG | Communication Services | 1.19% | 29,141 | -1,097 | -3.63% | $10,296,515 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.13% | 163,505 | -7,900 | -4.61% | $9,759,613 |
| ISHARES TR | IGSB | Other | 1.10% | 181,196 | +229 | +0.13% | $9,496,482 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.07% | 191,915 | +9,950 | +5.47% | $9,234,950 |
| NVIDIA CORPORATION | NVDA | Technology | 0.92% | 39,706 | -35,042 | -46.88% | $7,944,722 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.92% | 111,504 | -8,207 | -6.86% | $7,944,660 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.88% | 219,227 | +12,903 | +6.25% | $7,631,292 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.83% | 9,588 | +2,642 | +38.04% | $7,160,176 |
Showing 30 of 111 holdings in the latest reporting period.