Bluesky Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Bluesky Wealth Advisors, Llc disclosed 110 stock positions valued at approximately $864.52M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 110
- Portfolio Value
- $864.52M
Holdings by Sector
Bluesky Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 16.40% | 4,725,791 | -128,156 | -2.64% | $141,773,725 |
| VANGUARD INDEX FDS | VTV | Other | 5.72% | 228,673 | +9,597 | +4.38% | $49,411,740 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 5.34% | 815,525 | -26,801 | -3.18% | $46,207,656 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.29% | 1,664,488 | -4,304 | -0.26% | $45,723,493 |
| SCHWAB STRATEGIC TR | SCHP | Other | 4.66% | 1,602,006 | -21,657 | -1.33% | $40,258,400 |
| SCHWAB STRATEGIC TR | SCHA | Other | 4.23% | 1,119,656 | +22,683 | +2.07% | $36,534,388 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.57% | 399,702 | -27,477 | -6.43% | $30,877,014 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 3.35% | 459,323 | +23,628 | +5.42% | $28,997,083 |
| VANGUARD INDEX FDS | VV | Other | 3.11% | 76,524 | -2,715 | -3.43% | $26,924,969 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.04% | 669,453 | +18,233 | +2.80% | $26,316,194 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.70% | 639,742 | +16,572 | +2.66% | $23,318,586 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.31% | 300,907 | -4,078 | -1.34% | $19,992,284 |
| ISHARES TR | SHYG | Other | 2.29% | 479,783 | +25,983 | +5.73% | $19,791,056 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.29% | 421,539 | -16,902 | -3.86% | $19,757,525 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.24% | 346,456 | +23,153 | +7.16% | $19,353,014 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.21% | 243,515 | -11,638 | -4.56% | $19,069,675 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.17% | 120,927 | +6,958 | +6.11% | $18,773,987 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.03% | 473,462 | -7,092 | -1.48% | $17,527,575 |
| ISHARES TR | MBB | Other | 1.69% | 163,042 | -17,704 | -9.79% | $14,611,837 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.57% | 253,088 | -3,738 | -1.46% | $13,603,480 |
| ISHARES TR | TIP | Other | 1.57% | 130,121 | +27,575 | +26.89% | $13,537,789 |
| ISHARES TR | IGSB | Other | 1.40% | 235,917 | +54,721 | +30.20% | $12,086,028 |
| VANGUARD INDEX FDS | VB | Other | 1.25% | 38,006 | -1,078 | -2.76% | $10,812,327 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.17% | 202,538 | +10,623 | +5.54% | $10,074,240 |
| ALPHABET INC | GOOG | Communication Services | 1.12% | 28,398 | -743 | -2.55% | $9,676,456 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.10% | 160,258 | -3,247 | -1.99% | $9,504,890 |
| NVIDIA CORPORATION | NVDA | Technology | 1.07% | 40,693 | +987 | +2.49% | $9,293,434 |
| SCHWAB STRATEGIC TR | SCHR | Other | 1.06% | 385,864 | +216,824 | +128.27% | $9,144,977 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.92% | 239,455 | +20,228 | +9.23% | $7,976,246 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.91% | 111,135 | -369 | -0.33% | $7,847,242 |
Showing 30 of 110 holdings in the latest reporting period.