Q1 2026 · 13F-HR
BlueSky Wealth Advisors, LLCholdings as filed
Filed 2026-04-16 · accession 0001172661-26-001500
$776.5M
Reported value
115
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $125.3M | 16.1% | 4,885,976 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $46.5M | 5.99% | 781,385 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $40.4M | 5.20% | 1,517,207 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $38.7M | 4.98% | 1,562,897 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $36.9M | 4.75% | 187,912 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $35.0M | 4.51% | 442,058 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $30.2M | 3.89% | 1,039,134 | Common | NONE |
| 921946885 | VWOB | VANGUARD WHITEHALL FDS | $26.7M | 3.44% | 406,477 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $24.1M | 3.11% | 80,797 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $20.7M | 2.67% | 628,752 | Common | NONE |
| 25434V302 | DFAE | DIMENSIONAL ETF TRUST | $20.1M | 2.58% | 592,361 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $20.0M | 2.58% | 242,260 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $18.9M | 2.44% | 394,097 | Common | NONE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $18.4M | 2.37% | 294,502 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $17.7M | 2.28% | 417,960 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $16.5M | 2.12% | 484,743 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $15.7M | 2.02% | 165,545 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $15.7M | 2.02% | 297,465 | Common | NONE |
| 922042718 | VSS | VANGUARD INTL EQUITY INDEX F | $14.6M | 1.88% | 100,324 | Common | NONE |
| 808524755 | FNDF | SCHWAB STRATEGIC TR | $13.8M | 1.77% | 281,416 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $13.0M | 1.68% | 74,748 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $11.5M | 1.48% | 104,360 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $10.5M | 1.35% | 40,153 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $9.5M | 1.22% | 180,967 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $9.3M | 1.19% | 171,405 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $8.7M | 1.12% | 30,238 | Common | NONE |
| 808524888 | SCHC | SCHWAB STRATEGIC TR | $8.5M | 1.10% | 181,965 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $7.7M | 0.99% | 119,711 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $6.3M | 0.81% | 206,324 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $5.7M | 0.74% | 27,534 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $5.3M | 0.68% | 226,820 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $4.9M | 0.63% | 126,647 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $4.7M | 0.60% | 49,619 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $4.6M | 0.59% | 62,494 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 0.58% | 6,946 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $4.4M | 0.57% | 20,362 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $3.4M | 0.43% | 13,270 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $2.9M | 0.38% | 29,545 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.9M | 0.37% | 4,373 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.5M | 0.33% | 8,862 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $2.5M | 0.32% | 114,508 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.3M | 0.30% | 7,194 | Common | NONE |
| 172062101 | CINF | CINCINNATI FINL CORP | $2.3M | 0.29% | 14,464 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $2.0M | 0.25% | 24,665 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $1.9M | 0.24% | 15,010 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $1.8M | 0.23% | 24,432 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $1.7M | 0.23% | 32,852 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.6M | 0.21% | 23,162 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $1.4M | 0.19% | 57,869 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.18% | 2,857 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $1.3M | 0.17% | 14,330 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.3M | 0.16% | 3,437 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $1.2M | 0.15% | 1,662 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $1.1M | 0.14% | 3,729 | Common | NONE |
| 808524631 | SCYB | SCHWAB STRATEGIC TR | $1.1M | 0.14% | 41,846 | Common | NONE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $1.1M | 0.14% | 11,471 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $969,802 | 0.12% | 5,716 | Common | NONE |
| 78468R622 | JNK | SPDR SERIES TRUST | $925,517 | 0.12% | 9,669 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $924,263 | 0.12% | 2,148 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $877,250 | 0.11% | 1,533 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $851,071 | 0.11% | 9,595 | Common | NONE |
| 384802104 | GWW | WW GRAINGER INC | $829,016 | 0.11% | 760 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $828,018 | 0.11% | 3,416 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $727,378 | 0.09% | 7,481 | Common | NONE |
| 922042874 | VGK | VANGUARD INTL EQUITY INDEX F | $718,333 | 0.09% | 8,714 | Common | NONE |
| 931142103 | WMT | WALMART INC | $615,248 | 0.08% | 4,951 | Common | NONE |
| 632307104 | NTRA | NATERA INC | $590,970 | 0.08% | 2,955 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $565,248 | 0.07% | 3,842 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $534,279 | 0.07% | 1,253 | Common | NONE |
| 44951W106 | IESC | IES HOLDINGS INC | $524,117 | 0.07% | 1,100 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $507,013 | 0.07% | 10,799 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $482,486 | 0.06% | 9,642 | Common | NONE |
| 464287481 | IWP | ISHARES TR | $459,182 | 0.06% | 3,584 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $428,594 | 0.06% | 491 | Common | NONE |
| 461202103 | INTU | INTUIT | $412,946 | 0.05% | 955 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $395,770 | 0.05% | 94 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SVCS INC | $395,641 | 0.05% | 4,022 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $386,248 | 0.05% | 1,039 | Common | NONE |
| 78467Y107 | MDY | STATE STR SPDR S&P MIDCAP 40 | $381,158 | 0.05% | 618 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $380,121 | 0.05% | 1,228 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $374,318 | 0.05% | 1,319 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $361,409 | 0.05% | 729 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $350,984 | 0.05% | 2,394 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $348,971 | 0.04% | 500 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $335,806 | 0.04% | 337 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $333,939 | 0.04% | 5,506 | Common | NONE |
| 922042866 | VPL | VANGUARD INTL EQUITY INDEX F | $326,711 | 0.04% | 3,343 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $314,669 | 0.04% | 4,190 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $313,108 | 0.04% | 542 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $288,091 | 0.04% | 2,237 | Common | NONE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $283,591 | 0.04% | 1,635 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $276,933 | 0.04% | 463 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $271,361 | 0.03% | 1,312 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $262,649 | 0.03% | 685 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $262,164 | 0.03% | 776 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $258,659 | 0.03% | 3,354 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $258,038 | 0.03% | 1,764 | Common | NONE |
| 199908104 | FIX | COMFORT SYS USA INC | $257,871 | 0.03% | 187 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $250,573 | 0.03% | 1,614 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $249,496 | 0.03% | 1,300 | Common | NONE |
| 69331C108 | PCG | PG&E CORP | $247,333 | 0.03% | 14,077 | Common | NONE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $247,245 | 0.03% | 320 | Common | NONE |
| G0403H108 | AON | AON PLC | $246,927 | 0.03% | 765 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $238,605 | 0.03% | 750 | Common | NONE |
| 302520101 | FNB | F N B CORP | $235,267 | 0.03% | 14,071 | Common | NONE |
| 25659T107 | DLB | DOLBY LABORATORIES INC | $231,772 | 0.03% | 3,859 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $224,602 | 0.03% | 528 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $223,181 | 0.03% | 718 | Common | NONE |
| 92826C839 | V | VISA INC | $217,349 | 0.03% | 719 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $214,814 | 0.03% | 1,345 | Common | NONE |
| 009066101 | ABNB | AIRBNB INC | $213,792 | 0.03% | 1,693 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $207,415 | 0.03% | 1,561 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $205,773 | 0.03% | 519 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $204,091 | 0.03% | 823 | Common | NONE |
| 282914100 | EGHT | 8X8 INC NEW | $32,287 | 0.00% | 19,450 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.