BlueSky Wealth Advisors, LLC

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Institutional

CIK 0001704107

$863.3M

Reported AUM

111

Positions

Q2 2026

Period

2026-07-28

Filed

Editorial summary

Summary for BlueSky Wealth Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	SCHX	SCHWAB STRATEGIC TR	$29.25	1.53%	19.85%	71.32%	$142.9M	16.55%	—	HELD
2	VGIT	VANGUARD SCOTTSDALE FDS	$58.45	0.03%	1.25%	-0.79%	$49.7M	5.75%	—	HELD
3	VTV	VANGUARD INDEX FDS	$220.54	0.34%	27.43%	74.17%	$47.7M	5.53%	—	HELD
4	SCHF	SCHWAB STRATEGIC TR	$27.59	3.18%	27.58%	55.74%	$46.2M	5.35%	—	HELD
5	SCHP	SCHWAB STRATEGIC TR	$26.12	-0.08%	2.09%	1.80%	$43.0M	4.98%	—	HELD
6	SCHA	SCHWAB STRATEGIC TR	$33.69	2.53%	31.48%	35.93%	$39.6M	4.59%	—	HELD
7	VCSH	VANGUARD SCOTTSDALE FDS	$78.67	0.07%	3.06%	12.13%	$33.8M	3.91%	—	HELD
8	VWOB	VANGUARD WHITEHALL FDS	$65.87	0.20%	6.06%	7.60%	$29.3M	3.39%	—	HELD
9	VV	VANGUARD INDEX FDS	$341.27	1.73%	19.95%	72.52%	$27.3M	3.16%	—	HELD
10	DFAE	DIMENSIONAL ETF TRUST	$37.35	3.78%	30.87%	46.95%	$26.2M	3.03%	—	HELD
11	SCHE	SCHWAB STRATEGIC TR	$35.72	2.41%	18.34%	28.02%	$22.6M	2.62%	—	HELD
12	DFAT	DIMENSIONAL ETF TRUST	$70.84	-0.20%	35.10%	68.62%	$21.3M	2.47%	—	HELD
13	BNDX	VANGUARD CHARLOTTE FDS	$47.88	0.15%	1.05%	0.31%	$21.2M	2.46%	—	HELD
14	VCIT	VANGUARD SCOTTSDALE FDS	$81.38	0.15%	2.20%	3.60%	$21.1M	2.44%	—	HELD
15	SHYG	ISHARES TR	$42.14	0.24%	4.75%	25.49%	$19.2M	2.23%	—	HELD
16	DFAX	DIMENSIONAL ETF TRUST	$36.59	2.93%	27.53%	59.60%	$17.7M	2.05%	—	HELD
17	VSS	VANGUARD INTL EQUITY INDEX F	$150.76	2.04%	14.46%	22.87%	$17.6M	2.04%	—	HELD
18	DFIV	DIMENSIONAL ETF TRUST	$57.54	2.33%	34.94%	99.79%	$17.5M	2.02%	—	HELD
19	MBB	ISHARES TR	$93.29	0.06%	3.42%	0.76%	$17.1M	1.98%	—	HELD
20	FNDF	SCHWAB STRATEGIC TR	$54.33	2.84%	40.00%	93.11%	$13.6M	1.57%	—	HELD
21	VB	VANGUARD INDEX FDS	$295.82	0.96%	25.00%	39.48%	$11.8M	1.37%	—	HELD
22	TIP	ISHARES TR	$107.74	-0.03%	1.93%	1.09%	$11.2M	1.30%	—	HELD
23	GOOG	ALPHABET INC	$333.53	-0.66%	77.27%	132.86%	$10.3M	1.19%	—	HELD
24	VWO	VANGUARD INTL EQUITY INDEX F	$58.19	2.24%	17.90%	27.36%	$9.8M	1.13%	—	HELD
25	IGSB	ISHARES TR	$52.18	0.08%	3.23%	12.75%	$9.5M	1.10%	—	HELD
26	SCHC	SCHWAB STRATEGIC TR	$48.54	2.58%	17.95%	29.15%	$9.2M	1.07%	—	HELD
27	NVDA	NVIDIA CORPORATION	$195.05	2.66%	9.52%	751.61%	$7.9M	0.92%	—	HELD
28	VEA	VANGUARD TAX-MANAGED FDS	$71.11	3.13%	26.64%	53.50%	$7.9M	0.92%	—	HELD
29	SCHV	SCHWAB STRATEGIC TR	$34.16	1.18%	24.73%	60.52%	$7.6M	0.88%	—	HELD
30	SPY	STATE STR SPDR S&P 500 ETF T	$741.92	1.71%	18.63%	72.84%	$7.2M	0.83%	—	HELD
31	AMZN	AMAZON COM INC	$235.66	3.98%	—	—	$5.7M	0.65%	—	HELD
32	DFAC	DIMENSIONAL ETF TRUST	$44.33	1.34%	—	—	$5.6M	0.65%	—	HELD
33	EMB	ISHARES TR	$94.79	0.24%	—	—	$4.8M	0.55%	—	HELD
34	VBR	VANGUARD INDEX FDS	$245.11	0.04%	—	—	$4.6M	0.53%	—	HELD
35	SCHR	SCHWAB STRATEGIC TR	$24.46	0.04%	—	—	$4.2M	0.48%	—	HELD
36	IGIB	ISHARES TR	$52.35	0.15%	—	—	$3.9M	0.45%	—	HELD
37	IVV	ISHARES TR	$745.23	1.65%	—	—	$3.6M	0.42%	—	HELD
38	AAPL	APPLE INC	$333.60	-1.36%	—	—	$3.2M	0.37%	—	HELD
39	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$3.1M	0.36%	—	HELD
40	GOOGL	ALPHABET INC	$333.62	-0.92%	—	—	$3.0M	0.35%	—	HELD
41	BND	VANGUARD BD INDEX FDS	$72.40	0.03%	—	—	$2.8M	0.33%	—	HELD
42	AGG	ISHARES TR	$97.61	0.06%	—	—	$2.8M	0.33%	—	HELD
43	CINF	CINCINNATI FINL CORP	$174.73	-3.64%	—	—	$2.7M	0.31%	—	HELD
44	VTI	VANGUARD INDEX FDS	$366.33	1.64%	—	—	$2.4M	0.28%	—	HELD
45	IJR	ISHARES TR	$145.50	0.82%	—	—	$2.2M	0.25%	—	HELD
46	EFV	ISHARES TR	$81.31	2.43%	—	—	$2.0M	0.24%	—	HELD
47	SCHZ	SCHWAB STRATEGIC TR	$22.83	0.04%	—	—	$2.0M	0.23%	—	HELD
48	IEMG	ISHARES INC	$77.05	3.91%	—	—	$1.9M	0.22%	—	HELD
49	CAT	CATERPILLAR INC	$808.91	3.35%	—	—	$1.7M	0.20%	—	HELD
50	SCHH	SCHWAB STRATEGIC TR	$24.40	-1.45%	—	—	$1.7M	0.20%	—	HELD
51	VMBS	VANGUARD SCOTTSDALE FDS	$46.25	0.13%	—	—	$1.6M	0.19%	—	HELD
52	SCYB	SCHWAB STRATEGIC TR	$25.99	0.31%	—	—	$1.4M	0.16%	—	HELD
53	IEFA	ISHARES TR	$98.88	2.75%	—	—	$1.3M	0.16%	—	HELD
54	JPM	JPMORGAN CHASE & CO	$350.93	1.80%	—	—	$1.2M	0.13%	—	HELD
55	GLD	SPDR GOLD TR	$377.16	1.64%	—	—	$1.1M	0.12%	—	HELD
56	CHD	CHURCH & DWIGHT CO INC	$97.68	-2.18%	—	—	$1.0M	0.12%	—	HELD
57	GWW	WW GRAINGER INC	$1355.49	-0.25%	—	—	$1.0M	0.12%	—	HELD
58	MU	MICRON TECHNOLOGY INC	$875.03	18.41%	—	—	$977K	0.11%	—	HELD
59	MSFT	MICROSOFT CORP	$451.14	15.52%	—	—	$948K	0.11%	—	HELD
60	IBM	INTERNATIONAL BUSINESS MACHS	$221.64	-2.12%	—	—	$924K	0.11%	—	HELD
61	HYG	ISHARES TR	$79.47	0.29%	—	—	$856K	0.10%	—	HELD
62	IWR	ISHARES TR	$110.00	0.38%	—	—	$825K	0.10%	—	HELD
63	IESC	IES HOLDINGS INC	$571.54	15.18%	—	—	$808K	0.09%	—	HELD
64	NTRA	NATERA INC	$269.66	6.24%	—	—	$795K	0.09%	—	HELD
65	META	META PLATFORMS INC	$539.74	-7.83%	—	—	$754K	0.09%	—	HELD
66	VGK	VANGUARD INTL EQUITY INDEX F	$90.99	2.40%	—	—	$744K	0.09%	—	HELD
67	XOM	EXXON MOBIL CORP	$157.13	0.25%	—	—	$736K	0.09%	—	HELD
68	IWF	ISHARES TR	$117.43	2.96%	—	—	$622K	0.07%	—	HELD
69	IWM	ISHARES TR	$292.54	1.38%	—	—	$612K	0.07%	—	HELD
70	STRL	STERLING INFRASTRUCTURE INC	$580.73	17.50%	—	—	$556K	0.06%	—	HELD
71	ORCL	ORACLE CORP	$127.51	8.30%	—	—	$552K	0.06%	—	HELD
72	VNQ	VANGUARD INDEX FDS	$99.49	-1.16%	—	—	$531K	0.06%	—	HELD
73	IWP	ISHARES TR	$137.48	2.35%	—	—	$525K	0.06%	—	HELD
74	IAGG	ISHARES TR	$49.83	0.12%	—	—	$520K	0.06%	—	HELD
75	JNK	SPDR SERIES TRUST	$95.67	0.29%	—	—	$500K	0.06%	—	HELD
76	GE	GE AEROSPACE	$355.04	1.26%	—	—	$435K	0.05%	—	HELD
77	MDY	STATE STR SPDR S&P MIDCAP 40	$687.02	0.86%	—	—	$435K	0.05%	—	HELD
78	GEV	GE VERNOVA INC	$981.98	9.07%	—	—	$426K	0.05%	—	HELD
79	UPS	UNITED PARCEL SVCS INC	$105.27	0.68%	—	—	$426K	0.05%	—	HELD
80	WMT	WALMART INC	$111.12	-2.71%	—	—	$411K	0.05%	—	HELD
81	HPE	HEWLETT PACKARD ENTERPRISE C	$47.14	6.08%	—	—	$408K	0.05%	—	HELD
82	INTC	INTEL CORP	$91.19	11.37%	—	—	$403K	0.05%	—	HELD
83	CLS	CELESTICA INC	$352.59	7.36%	—	—	$388K	0.04%	—	HELD
84	VPL	VANGUARD INTL EQUITY INDEX F	$110.14	4.99%	—	—	$387K	0.04%	—	HELD
85	XLV	SELECT SECTOR SPDR TR	$163.53	-1.63%	—	—	$380K	0.04%	—	HELD
86	TSLA	TESLA INC	$308.80	3.51%	—	—	$371K	0.04%	—	HELD
87	VEU	VANGUARD INTL EQUITY INDEX F	$83.07	3.02%	—	—	$351K	0.04%	—	HELD
88	AIP	ARTERIS INC	$29.30	8.68%	—	—	$338K	0.04%	—	HELD
89	QCOM	QUALCOMM INC	$151.64	-2.59%	—	—	$322K	0.04%	—	HELD
90	SLV	ISHARES SILVER TR	$53.50	3.34%	—	—	$318K	0.04%	—	HELD
91	CRDO	CREDO TECHNOLOGY GROUP HOLDI	$201.08	13.32%	—	—	$312K	0.04%	—	HELD
92	ADI	ANALOG DEVICES INC	$366.67	3.76%	—	—	$298K	0.03%	—	HELD
93	POWL	POWELL INDS INC	$209.30	12.29%	—	—	$292K	0.03%	—	HELD
94	WDC	WESTERN DIGITAL CORP	$533.04	15.37%	—	—	$287K	0.03%	—	HELD
95	VXUS	VANGUARD STAR FDS	$84.77	2.89%	—	—	$287K	0.03%	—	HELD
96	TTMI	TTM TECHNOLOGIES INC	$115.51	13.50%	—	—	$279K	0.03%	—	HELD
97	RSP	INVESCO EXCHANGE TRADED FD T	$215.36	-0.17%	—	—	$277K	0.03%	—	HELD
98	FNB	F N B CORP	$18.99	-0.05%	—	—	$268K	0.03%	—	HELD
99	SNPS	SYNOPSYS INC	$372.33	-0.36%	—	—	$268K	0.03%	—	HELD
100	LIN	LINDE PLC	$508.64	-0.49%	—	—	$265K	0.03%	—	HELD
101	AVGO	BROADCOM INC	—	—	—	—	$255K	0.03%	—	HELD
102	FIX	COMFORT SYS USA INC	—	—	—	—	$244K	0.03%	—	HELD
103	TQQQ	PROSHARES TR	—	—	—	—	$224K	0.03%	—	HELD
104	GM	GENERAL MTRS CO	—	—	—	—	$222K	0.03%	—	HELD
105	CVX	CHEVRON CORPORATION	—	—	—	—	$221K	0.03%	—	HELD
106	EAT	BRINKER INTL INC	—	—	—	—	$210K	0.02%	—	HELD
107	INTU	INTUIT	—	—	—	—	$210K	0.02%	—	HELD
108	DLB	DOLBY LABORATORIES INC	—	—	—	—	$203K	0.02%	—	HELD
109	V	VISA INC	—	—	—	—	$203K	0.02%	—	HELD
110	BK	BANK OF NY MELLON CORP	—	—	—	—	$202K	0.02%	—	HELD
111	EGHT	8X8 INC NEW	—	—	—	—	$33K	0.00%	—	HELD

Source: SEC EDGAR · accession 0001172661-26-002850. 13F discloses long positions only — shorts, foreign equities, and options are excluded.