Bluesky Wealth Advisors, Llc Portfolio Stock Holdings
Bluesky Wealth Advisors, Llc disclosed 111 stock positions valued at approximately $863.3 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD SCOTTSDALE FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 111
- Portfolio Value
- $863.3M
Holdings by Sector
Bluesky Wealth Advisors, Llc Portfolio Holdings in Q2 2026
111 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 16.55% | 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 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.65% | 23,720 | -3,814 | -13.85% | $5,653,433 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.65% | 126,647 | - | - | $5,618,061 |
| ISHARES TR | EMB | Other | 0.55% | 49,369 | -250 | -0.50% | $4,761,146 |
| VANGUARD INDEX FDS | VBR | Other | 0.53% | 18,875 | -1,487 | -7.30% | $4,586,436 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.48% | 169,040 | +111,171 | +192.11% | $4,168,526 |
| ISHARES TR | IGIB | Other | 0.45% | 72,763 | +39,911 | +121.49% | $3,868,809 |
| ISHARES TR | IVV | Other | 0.42% | 4,803 | +430 | +9.83% | $3,596,919 |
| APPLE INC | AAPL | Technology | 0.37% | 11,188 | -2,082 | -15.69% | $3,237,443 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.36% | 6,263 | +3,406 | +119.22% | $3,133,943 |
| ALPHABET INC | GOOGL | Communication Services | 0.35% | 8,397 | -465 | -5.25% | $3,000,912 |
| VANGUARD BD INDEX FDS | BND | Other | 0.33% | 38,515 | -23,979 | -38.37% | $2,827,386 |
| ISHARES TR | AGG | Other | 0.33% | 28,532 | -1,013 | -3.43% | $2,824,127 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.31% | 14,464 | - | - | $2,677,865 |
| VANGUARD INDEX FDS | VTI | Other | 0.28% | 6,568 | -626 | -8.70% | $2,430,536 |
| ISHARES TR | IJR | Other | 0.25% | 14,748 | -262 | -1.75% | $2,187,276 |
| ISHARES TR | EFV | Other | 0.24% | 26,722 | +2,290 | +9.37% | $2,045,569 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.23% | 85,784 | -141,036 | -62.18% | $1,984,186 |
| ISHARES INC | IEMG | Other | 0.22% | 23,162 | - | - | $1,918,740 |
| CATERPILLAR INC | CAT | Industrials | 0.20% | 1,629 | -33 | -1.99% | $1,734,930 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.20% | 71,692 | -42,816 | -37.39% | $1,697,658 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.19% | 35,076 | +24,277 | +224.81% | $1,641,908 |
| SCHWAB STRATEGIC TR | SCYB | Other | 0.16% | 53,264 | +11,418 | +27.29% | $1,394,452 |
| ISHARES TR | IEFA | Other | 0.16% | 13,960 | -370 | -2.58% | $1,348,257 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.13% | 3,547 | -182 | -4.88% | $1,161,080 |
| SPDR GOLD TR | GLD | Other | 0.12% | 2,867 | +719 | +33.47% | $1,056,145 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.12% | 10,770 | -701 | -6.11% | $1,043,398 |
| WW GRAINGER INC | GWW | Industrials | 0.12% | 760 | - | - | $1,033,904 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.11% | 846 | +70 | +9.02% | $976,529 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 2,542 | -895 | -26.04% | $948,098 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.11% | 3,286 | -130 | -3.81% | $924,072 |
| ISHARES TR | HYG | Other | 0.10% | 10,701 | -13,964 | -56.61% | $855,746 |
| ISHARES TR | IWR | Other | 0.10% | 7,481 | - | - | $825,304 |
| IES HOLDINGS INC | IESC | Industrials | 0.09% | 1,100 | - | - | $808,126 |
| NATERA INC | NTRA | Healthcare | 0.09% | 2,928 | -27 | -0.91% | $794,806 |
| META PLATFORMS INC | META | Communication Services | 0.09% | 1,339 | -194 | -12.65% | $754,418 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.09% | 8,405 | -309 | -3.55% | $744,179 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 5,384 | -332 | -5.81% | $736,121 |
| ISHARES TR | IWF | Other | 0.07% | 5,012 | +3,759 | +300.00% | $622,340 |
| ISHARES TR | IWM | Other | 0.07% | 2,036 | +1,213 | +147.39% | $611,691 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.06% | 663 | +663 | +100.00% | $556,496 |
| ORACLE CORP | ORCL | Technology | 0.06% | 3,764 | -78 | -2.03% | $551,666 |
| VANGUARD INDEX FDS | VNQ | Other | 0.06% | 5,503 | -4,092 | -42.65% | $530,654 |
| ISHARES TR | IWP | Other | 0.06% | 3,584 | - | - | $524,733 |
| ISHARES TR | IAGG | Other | 0.06% | 10,268 | +626 | +6.49% | $519,561 |
| SPDR SERIES TRUST | JNK | Other | 0.06% | 5,184 | -4,485 | -46.39% | $499,582 |
| GE AEROSPACE | GE | Industrials | 0.05% | 1,165 | -154 | -11.68% | $435,428 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.05% | 618 | - | - | $434,664 |
| GE VERNOVA INC | GEV | Utilities | 0.05% | 363 | -128 | -26.07% | $426,474 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.05% | 3,965 | -57 | -1.42% | $426,238 |
| WALMART INC | WMT | Consumer Defensive | 0.05% | 3,628 | -1,323 | -26.72% | $410,854 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.05% | 9,038 | +9,038 | +100.00% | $407,704 |
| INTEL CORP | INTC | Technology | 0.05% | 2,884 | +2,884 | +100.00% | $402,693 |
| CELESTICA INC | CLS | Technology | 0.04% | 1,063 | +1,063 | +100.00% | $387,782 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.04% | 3,343 | - | - | $386,752 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.04% | 2,394 | - | - | $379,832 |
| TESLA INC | TSLA | Consumer Cyclical | 0.04% | 882 | -157 | -15.11% | $370,977 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.04% | 4,190 | - | - | $350,913 |
| ARTERIS INC | AIP | Technology | 0.04% | 6,947 | +6,947 | +100.00% | $337,555 |
| QUALCOMM INC | QCOM | Technology | 0.04% | 1,742 | -495 | -22.13% | $321,904 |
| ISHARES SILVER TR | SLV | Other | 0.04% | 5,950 | +5,950 | +100.00% | $318,147 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.04% | 1,148 | +1,148 | +100.00% | $312,199 |
| ANALOG DEVICES INC | ADI | Technology | 0.03% | 750 | - | - | $297,878 |
| POWELL INDS INC | POWL | Industrials | 0.03% | 1,020 | +1,020 | +100.00% | $292,087 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.03% | 449 | +449 | +100.00% | $286,785 |
| VANGUARD STAR FDS | VXUS | Other | 0.03% | 3,354 | - | - | $286,768 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 0.03% | 1,492 | +1,492 | +100.00% | $279,034 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.03% | 1,300 | - | - | $276,601 |
| F N B CORP | FNB | Financial Services | 0.03% | 14,071 | - | - | $268,475 |
| SYNOPSYS INC | SNPS | Technology | 0.03% | 600 | +81 | +15.61% | $267,642 |
| LINDE PLC | LIN | Other | 0.03% | 510 | -219 | -30.04% | $264,659 |