Bluesky Wealth Advisors, Llc Portfolio Stock Holdings
Bluesky Wealth Advisors, Llc disclosed 115 stock positions valued at approximately $776.5 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD SCOTTSDALE FDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 115
- Portfolio Value
- $776.5M
Holdings by Sector
Bluesky Wealth Advisors, Llc Portfolio Holdings in Q1 2026
115 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 16.13% | 4,885,976 | -1,330,182 | -21.40% | $125,276,413 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 5.99% | 781,385 | +781,385 | +100.00% | $46,531,477 |
| SCHWAB STRATEGIC TR | SCHP | Other | 5.20% | 1,517,207 | +17,597 | +1.17% | $40,372,883 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.98% | 1,562,897 | +190,811 | +13.91% | $38,681,696 |
| VANGUARD INDEX FDS | VTV | Other | 4.75% | 187,912 | +183,586 | +4243.78% | $36,868,280 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.51% | 442,058 | -380,095 | -46.23% | $35,041,919 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.89% | 1,039,134 | +41,722 | +4.18% | $30,218,026 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 3.44% | 406,477 | +12,903 | +3.28% | $26,701,485 |
| VANGUARD INDEX FDS | VV | Other | 3.11% | 80,797 | -7,282 | -8.27% | $24,146,183 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.67% | 628,752 | -557,731 | -47.01% | $20,717,362 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.58% | 592,361 | +592,361 | +100.00% | $20,057,343 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.58% | 242,260 | +242,260 | +100.00% | $20,047,015 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.44% | 394,097 | +394,097 | +100.00% | $18,936,361 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.37% | 294,502 | -1,049 | -0.35% | $18,391,624 |
| ISHARES TR | SHYG | Other | 2.28% | 417,960 | +417,960 | +100.00% | $17,683,888 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.12% | 484,743 | -832,663 | -63.20% | $16,466,720 |
| ISHARES TR | MBB | Other | 2.02% | 165,545 | +165,545 | +100.00% | $15,718,498 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.02% | 297,465 | +297,465 | +100.00% | $15,700,203 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.88% | 100,324 | +100,324 | +100.00% | $14,626,236 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.77% | 281,416 | -44,508 | -13.66% | $13,769,685 |
| NVIDIA CORPORATION | NVDA | Technology | 1.68% | 74,748 | +35,776 | +91.80% | $13,036,007 |
| ISHARES TR | TIP | Other | 1.48% | 104,360 | +772 | +0.75% | $11,517,124 |
| VANGUARD INDEX FDS | VB | Other | 1.35% | 40,153 | +623 | +1.58% | $10,516,874 |
| ISHARES TR | IGSB | Other | 1.22% | 180,967 | -32,319 | -15.15% | $9,511,626 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.19% | 171,405 | -6,117 | -3.45% | $9,264,451 |
| ALPHABET INC | GOOG | Communication Services | 1.12% | 30,238 | +953 | +3.25% | $8,674,007 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.10% | 181,965 | +181,965 | +100.00% | $8,505,044 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.99% | 119,711 | +2,285 | +1.95% | $7,671,092 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.81% | 206,324 | +206,324 | +100.00% | $6,292,882 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.74% | 27,534 | +1,118 | +4.23% | $5,734,506 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.68% | 226,820 | -2,173,755 | -90.55% | $5,266,751 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.63% | 126,647 | -36,532 | -22.39% | $4,921,502 |
| ISHARES TR | EMB | Other | 0.60% | 49,619 | +572 | +1.17% | $4,660,713 |
| VANGUARD BD INDEX FDS | BND | Other | 0.59% | 62,494 | -104,143 | -62.50% | $4,602,094 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.58% | 6,946 | -510 | -6.84% | $4,517,318 |
| VANGUARD INDEX FDS | VBR | Other | 0.57% | 20,362 | +1,213 | +6.33% | $4,423,645 |
| APPLE INC | AAPL | Technology | 0.43% | 13,270 | +2,703 | +25.58% | $3,367,878 |
| ISHARES TR | AGG | Other | 0.38% | 29,545 | -42,955 | -59.25% | $2,932,919 |
| ISHARES TR | IVV | Other | 0.37% | 4,373 | -861 | -16.45% | $2,856,487 |
| ALPHABET INC | GOOGL | Communication Services | 0.33% | 8,862 | +727 | +8.94% | $2,548,418 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.32% | 114,508 | -912,465 | -88.85% | $2,460,774 |
| VANGUARD INDEX FDS | VTI | Other | 0.30% | 7,194 | +965 | +15.49% | $2,307,814 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.29% | 14,464 | - | - | $2,275,910 |
| ISHARES TR | HYG | Other | 0.25% | 24,665 | -192,789 | -88.66% | $1,962,373 |
| ISHARES TR | IJR | Other | 0.24% | 15,010 | +218 | +1.47% | $1,865,893 |
| ISHARES TR | EFV | Other | 0.23% | 24,432 | +24,432 | +100.00% | $1,816,519 |
| ISHARES TR | IGIB | Other | 0.23% | 32,852 | +32,852 | +100.00% | $1,748,383 |
| ISHARES INC | IEMG | Other | 0.21% | 23,162 | -5,287 | -18.58% | $1,615,550 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.19% | 57,869 | +57,869 | +100.00% | $1,441,517 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.18% | 2,857 | +229 | +8.71% | $1,369,074 |
| ISHARES TR | IEFA | Other | 0.17% | 14,330 | -666 | -4.44% | $1,297,295 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 3,437 | +1,383 | +67.33% | $1,272,165 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 1,662 | +58 | +3.62% | $1,177,599 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.14% | 3,729 | +313 | +9.16% | $1,096,959 |
| SCHWAB STRATEGIC TR | SCYB | Other | 0.14% | 41,846 | +41,846 | +100.00% | $1,087,996 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.14% | 11,471 | -269 | -2.29% | $1,070,474 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 5,716 | +613 | +12.01% | $969,802 |
| SPDR SERIES TRUST | JNK | Other | 0.12% | 9,669 | -19,413 | -66.75% | $925,517 |
| SPDR GOLD TR | GLD | Other | 0.12% | 2,148 | - | - | $924,263 |
| META PLATFORMS INC | META | Communication Services | 0.11% | 1,533 | +116 | +8.19% | $877,250 |
| VANGUARD INDEX FDS | VNQ | Other | 0.11% | 9,595 | -53,309 | -84.75% | $851,071 |
| WW GRAINGER INC | GWW | Industrials | 0.11% | 760 | - | - | $829,016 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.11% | 3,416 | +570 | +20.03% | $828,018 |
| ISHARES TR | IWR | Other | 0.09% | 7,481 | - | - | $727,378 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.09% | 8,714 | +309 | +3.68% | $718,333 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 4,951 | +1,495 | +43.26% | $615,248 |
| NATERA INC | NTRA | Healthcare | 0.08% | 2,955 | +143 | +5.09% | $590,970 |
| ORACLE CORP | ORCL | Technology | 0.07% | 3,842 | +313 | +8.87% | $565,248 |
| ISHARES TR | IWF | Other | 0.07% | 1,253 | - | - | $534,279 |
| IES HOLDINGS INC | IESC | Industrials | 0.07% | 1,100 | - | - | $524,117 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.07% | 10,799 | +10,799 | +100.00% | $507,013 |
| ISHARES TR | IAGG | Other | 0.06% | 9,642 | +9,642 | +100.00% | $482,486 |
| ISHARES TR | IWP | Other | 0.06% | 3,584 | -29 | -0.80% | $459,182 |
| GE VERNOVA INC | GEV | Utilities | 0.06% | 491 | +491 | +100.00% | $428,594 |
| INTUIT | INTU | Technology | 0.05% | 955 | +189 | +24.67% | $412,946 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.05% | 94 | +94 | +100.00% | $395,770 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.05% | 4,022 | -191 | -4.53% | $395,641 |
| TESLA INC | TSLA | Consumer Cyclical | 0.05% | 1,039 | +280 | +36.89% | $386,248 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.05% | 618 | - | - | $381,158 |
| BROADCOM INC | AVGO | Technology | 0.05% | 1,228 | +1,228 | +100.00% | $380,121 |
| GE AEROSPACE | GE | Industrials | 0.05% | 1,319 | +296 | +28.93% | $374,318 |
| LINDE PLC | LIN | Other | 0.05% | 729 | +729 | +100.00% | $361,409 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.05% | 2,394 | - | - | $350,984 |
| VANGUARD WORLD FD | VGT | Other | 0.04% | 500 | - | - | $348,971 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.04% | 337 | +337 | +100.00% | $335,806 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.04% | 5,506 | +5,506 | +100.00% | $333,939 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.04% | 3,343 | -1,713 | -33.88% | $326,711 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.04% | 4,190 | - | - | $314,669 |
| INVESCO QQQ TR | QQQ | Other | 0.04% | 542 | +171 | +46.09% | $313,108 |
| QUALCOMM INC | QCOM | Technology | 0.04% | 2,237 | +616 | +38.00% | $288,091 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.04% | 1,635 | +1,635 | +100.00% | $283,591 |
| VANGUARD INDEX FDS | VOO | Other | 0.04% | 463 | -64 | -12.14% | $276,933 |
| CHEVRON CORPORATION | CVX | Energy | 0.03% | 1,312 | +1,312 | +100.00% | $271,361 |
| VANECK ETF TRUST | SMH | Other | 0.03% | 685 | +685 | +100.00% | $262,649 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.03% | 776 | +776 | +100.00% | $262,164 |
| VANGUARD STAR FDS | VXUS | Other | 0.03% | 3,354 | +3,354 | +100.00% | $258,659 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.03% | 1,764 | +1,764 | +100.00% | $258,038 |
| COMFORT SYS USA INC | FIX | Industrials | 0.03% | 187 | +187 | +100.00% | $257,871 |
| PEPSICO INC | PEP | Consumer Defensive | 0.03% | 1,614 | +1,614 | +100.00% | $250,573 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.03% | 1,300 | +1,300 | +100.00% | $249,496 |