Filed: 1/26/2026ACC: 0001172661-26-000304
📋 What this filing means
BLUESKY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $758.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$758.34M
Total AUM (reported)
19.71M
Total Shares
Allocation by class
US LRG CAP ETF$167.28M22.1%
SHRT TRM CORP BD$65.55M8.6%
US AGGREGATE B$56.10M7.4%
WORLD EX US CORE$43.12M5.7%
US TIPS ETF$39.72M5.2%
EMRG MKTEQ ETF$38.86M5.1%
INTL EQTY ETF$32.98M4.3%
Portfolio Concentration
Top 3$288.93M38.1%
4–10$237.36M31.3%
11–25$169.66M22.4%
Rest$62.40M8.2%
Top 3 weight
38.1%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 19.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
19.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings78
Rows:
SCHWAB STRATEGIC TR
SOLEShares6.22M
TypeSH
Market value$167.28M
22.06%
Sole
0.00
Shared
0.00
None
6.22M
VANGUARD SCOTTSDALE FDS
SOLEShares822.15K
TypeSH
Market value$65.55M
8.64%
Sole
0.00
Shared
0.00
None
822.15K
SCHWAB STRATEGIC TR
SOLEShares2.40M
TypeSH
Market value$56.10M
7.40%
Sole
0.00
Shared
0.00
None
2.40M
DIMENSIONAL ETF TRUST
SOLEShares1.32M
TypeSH
Market value$43.12M
5.69%
Sole
0.00
Shared
0.00
None
1.32M
SCHWAB STRATEGIC TR
SOLEShares1.50M
TypeSH
Market value$39.72M
5.24%
Sole
0.00
Shared
0.00
None
1.50M
SCHWAB STRATEGIC TR
SOLEShares1.19M
TypeSH
Market value$38.86M
5.12%
Sole
0.00
Shared
0.00
None
1.19M
SCHWAB STRATEGIC TR
SOLEShares1.37M
TypeSH
Market value$32.98M
4.35%
Sole
0.00
Shared
0.00
None
1.37M
SCHWAB STRATEGIC TR
SOLEShares997.41K
TypeSH
Market value$28.41M
3.75%
Sole
0.00
Shared
0.00
None
997.41K
VANGUARD INDEX FDS
SOLEShares88.08K
TypeSH
Market value$27.73M
3.66%
Sole
0.00
Shared
0.00
None
88.08K
VANGUARD WHITEHALL FDS
SOLEShares393.57K
TypeSH
Market value$26.54M
3.50%
Sole
0.00
Shared
0.00
None
393.57K
SCHWAB STRATEGIC TR
SOLEShares1.03M
TypeSH
Market value$21.45M
2.83%
Sole
0.00
Shared
0.00
None
1.03M
DIMENSIONAL ETF TRUST
SOLEShares295.55K
TypeSH
Market value$17.60M
2.32%
Sole
0.00
Shared
0.00
None
295.55K
ISHARES TR
SOLEShares217.45K
TypeSH
Market value$17.53M
2.31%
Sole
0.00
Shared
0.00
None
217.45K
SCHWAB STRATEGIC TR
SOLEShares325.92K
TypeSH
Market value$14.74M
1.94%
Sole
0.00
Shared
0.00
None
325.92K
VANGUARD BD INDEX FDS
SOLEShares166.64K
TypeSH
Market value$12.34M
1.63%
Sole
0.00
Shared
0.00
None
166.64K
ISHARES TR
SOLEShares103.59K
TypeSH
Market value$11.39M
1.50%
Sole
0.00
Shared
0.00
None
103.59K
ISHARES TR
SOLEShares213.29K
TypeSH
Market value$11.28M
1.49%
Sole
0.00
Shared
0.00
None
213.29K
VANGUARD INDEX FDS
SOLEShares39.53K
TypeSH
Market value$10.20M
1.34%
Sole
0.00
Shared
0.00
None
39.53K
VANGUARD INTL EQUITY INDEX F
SOLEShares177.52K
TypeSH
Market value$9.54M
1.26%
Sole
0.00
Shared
0.00
None
177.52K
ALPHABET INC
SOLEShares29.29K
TypeSH
Market value$9.19M
1.21%
Sole
0.00
Shared
0.00
None
29.29K
VANGUARD TAX-MANAGED FDS
SOLEShares117.43K
TypeSH
Market value$7.34M
0.97%
Sole
0.00
Shared
0.00
None
117.43K
NVIDIA CORPORATION
SOLEShares38.97K
TypeSH
Market value$7.27M
0.96%
Sole
0.00
Shared
0.00
None
38.97K
ISHARES TR
SOLEShares72.50K
TypeSH
Market value$7.24M
0.95%
Sole
0.00
Shared
0.00
None
72.50K
DIMENSIONAL ETF TRUST
SOLEShares163.18K
TypeSH
Market value$6.46M
0.85%
Sole
0.00
Shared
0.00
None
163.18K
AMAZON COM INC
SOLEShares26.42K
TypeSH
Market value$6.10M
0.80%
Sole
0.00
Shared
0.00
None
26.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 6.22M | SH | $167.28M 22.06% | 0.00 | 0.00 | 6.22M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 822.15K | SH | $65.55M 8.64% | 0.00 | 0.00 | 822.15K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 2.40M | SH | $56.10M 7.40% | 0.00 | 0.00 | 2.40M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.32M | SH | $43.12M 5.69% | 0.00 | 0.00 | 1.32M |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.50M | SH | $39.72M 5.24% | 0.00 | 0.00 | 1.50M |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 1.19M | SH | $38.86M 5.12% | 0.00 | 0.00 | 1.19M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.37M | SH | $32.98M 4.35% | 0.00 | 0.00 | 1.37M |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 997.41K | SH | $28.41M 3.75% | 0.00 | 0.00 | 997.41K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 88.08K | SH | $27.73M 3.66% | 0.00 | 0.00 | 88.08K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 393.57K | SH | $26.54M 3.50% | 0.00 | 0.00 | 393.57K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 1.03M | SH | $21.45M 2.83% | 0.00 | 0.00 | 1.03M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 295.55K | SH | $17.60M 2.32% | 0.00 | 0.00 | 295.55K |
ISHARES TRSOLE | IBOXX HI YD ETF | 217.45K | SH | $17.53M 2.31% | 0.00 | 0.00 | 217.45K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 325.92K | SH | $14.74M 1.94% | 0.00 | 0.00 | 325.92K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 166.64K | SH | $12.34M 1.63% | 0.00 | 0.00 | 166.64K |
ISHARES TRSOLE | TIPS BD ETF | 103.59K | SH | $11.39M 1.50% | 0.00 | 0.00 | 103.59K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 213.29K | SH | $11.28M 1.49% | 0.00 | 0.00 | 213.29K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.53K | SH | $10.20M 1.34% | 0.00 | 0.00 | 39.53K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 177.52K | SH | $9.54M 1.26% | 0.00 | 0.00 | 177.52K |
ALPHABET INCSOLE | CAP STK CL C | 29.29K | SH | $9.19M 1.21% | 0.00 | 0.00 | 29.29K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 117.43K | SH | $7.34M 0.97% | 0.00 | 0.00 | 117.43K |
NVIDIA CORPORATIONSOLE | COM | 38.97K | SH | $7.27M 0.96% | 0.00 | 0.00 | 38.97K |
ISHARES TRSOLE | CORE US AGGBD ET | 72.50K | SH | $7.24M 0.95% | 0.00 | 0.00 | 72.50K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 163.18K | SH | $6.46M 0.85% | 0.00 | 0.00 | 163.18K |
AMAZON COM INCSOLE | COM | 26.42K | SH | $6.10M 0.80% | 0.00 | 0.00 | 26.42K |
Page 1 of 4