Filed: 4/16/2026ACC: 0001172661-26-001500
📋 What this filing means
BLUESKY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $776.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$776.52M
Total AUM (reported)
17.07M
Total Shares
Allocation by class
US LRG CAP ETF$125.28M16.1%
INTER TERM TREAS$46.53M6.0%
US TIPS ETF$40.37M5.2%
COM$40.11M5.2%
INTL EQTY ETF$38.68M5.0%
VALUE ETF$36.87M4.7%
SHRT TRM CORP BD$35.04M4.5%
Portfolio Concentration
Top 3$212.18M27.3%
4–10$212.37M27.3%
11–25$225.24M29.0%
Rest$126.72M16.3%
Top 3 weight
27.3%
Top 10 weight
54.7%
Voting Authority Distribution
Total shares with voting rights: 17.07M
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
17.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:
SCHWAB STRATEGIC TR
SOLEShares4.89M
TypeSH
Market value$125.28M
16.13%
Sole
0.00
Shared
0.00
None
4.89M
VANGUARD SCOTTSDALE FDS
SOLEShares781.38K
TypeSH
Market value$46.53M
5.99%
Sole
0.00
Shared
0.00
None
781.38K
SCHWAB STRATEGIC TR
SOLEShares1.52M
TypeSH
Market value$40.37M
5.20%
Sole
0.00
Shared
0.00
None
1.52M
SCHWAB STRATEGIC TR
SOLEShares1.56M
TypeSH
Market value$38.68M
4.98%
Sole
0.00
Shared
0.00
None
1.56M
VANGUARD INDEX FDS
SOLEShares187.91K
TypeSH
Market value$36.87M
4.75%
Sole
0.00
Shared
0.00
None
187.91K
VANGUARD SCOTTSDALE FDS
SOLEShares442.06K
TypeSH
Market value$35.04M
4.51%
Sole
0.00
Shared
0.00
None
442.06K
SCHWAB STRATEGIC TR
SOLEShares1.04M
TypeSH
Market value$30.22M
3.89%
Sole
0.00
Shared
0.00
None
1.04M
VANGUARD WHITEHALL FDS
SOLEShares406.48K
TypeSH
Market value$26.70M
3.44%
Sole
0.00
Shared
0.00
None
406.48K
VANGUARD INDEX FDS
SOLEShares80.80K
TypeSH
Market value$24.15M
3.11%
Sole
0.00
Shared
0.00
None
80.80K
SCHWAB STRATEGIC TR
SOLEShares628.75K
TypeSH
Market value$20.72M
2.67%
Sole
0.00
Shared
0.00
None
628.75K
DIMENSIONAL ETF TRUST
SOLEShares592.36K
TypeSH
Market value$20.06M
2.58%
Sole
0.00
Shared
0.00
None
592.36K
VANGUARD SCOTTSDALE FDS
SOLEShares242.26K
TypeSH
Market value$20.05M
2.58%
Sole
0.00
Shared
0.00
None
242.26K
VANGUARD CHARLOTTE FDS
SOLEShares394.10K
TypeSH
Market value$18.94M
2.44%
Sole
0.00
Shared
0.00
None
394.10K
DIMENSIONAL ETF TRUST
SOLEShares294.50K
TypeSH
Market value$18.39M
2.37%
Sole
0.00
Shared
0.00
None
294.50K
ISHARES TR
SOLEShares417.96K
TypeSH
Market value$17.68M
2.28%
Sole
0.00
Shared
0.00
None
417.96K
DIMENSIONAL ETF TRUST
SOLEShares484.74K
TypeSH
Market value$16.47M
2.12%
Sole
0.00
Shared
0.00
None
484.74K
ISHARES TR
SOLEShares165.54K
TypeSH
Market value$15.72M
2.02%
Sole
0.00
Shared
0.00
None
165.54K
DIMENSIONAL ETF TRUST
SOLEShares297.46K
TypeSH
Market value$15.70M
2.02%
Sole
0.00
Shared
0.00
None
297.46K
VANGUARD INTL EQUITY INDEX F
SOLEShares100.32K
TypeSH
Market value$14.63M
1.88%
Sole
0.00
Shared
0.00
None
100.32K
SCHWAB STRATEGIC TR
SOLEShares281.42K
TypeSH
Market value$13.77M
1.77%
Sole
0.00
Shared
0.00
None
281.42K
NVIDIA CORPORATION
SOLEShares74.75K
TypeSH
Market value$13.04M
1.68%
Sole
0.00
Shared
0.00
None
74.75K
ISHARES TR
SOLEShares104.36K
TypeSH
Market value$11.52M
1.48%
Sole
0.00
Shared
0.00
None
104.36K
VANGUARD INDEX FDS
SOLEShares40.15K
TypeSH
Market value$10.52M
1.35%
Sole
0.00
Shared
0.00
None
40.15K
ISHARES TR
SOLEShares180.97K
TypeSH
Market value$9.51M
1.22%
Sole
0.00
Shared
0.00
None
180.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares171.41K
TypeSH
Market value$9.26M
1.19%
Sole
0.00
Shared
0.00
None
171.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 4.89M | SH | $125.28M 16.13% | 0.00 | 0.00 | 4.89M |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 781.38K | SH | $46.53M 5.99% | 0.00 | 0.00 | 781.38K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.52M | SH | $40.37M 5.20% | 0.00 | 0.00 | 1.52M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.56M | SH | $38.68M 4.98% | 0.00 | 0.00 | 1.56M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 187.91K | SH | $36.87M 4.75% | 0.00 | 0.00 | 187.91K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 442.06K | SH | $35.04M 4.51% | 0.00 | 0.00 | 442.06K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 1.04M | SH | $30.22M 3.89% | 0.00 | 0.00 | 1.04M |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 406.48K | SH | $26.70M 3.44% | 0.00 | 0.00 | 406.48K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 80.80K | SH | $24.15M 3.11% | 0.00 | 0.00 | 80.80K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 628.75K | SH | $20.72M 2.67% | 0.00 | 0.00 | 628.75K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 592.36K | SH | $20.06M 2.58% | 0.00 | 0.00 | 592.36K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 242.26K | SH | $20.05M 2.58% | 0.00 | 0.00 | 242.26K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 394.10K | SH | $18.94M 2.44% | 0.00 | 0.00 | 394.10K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 294.50K | SH | $18.39M 2.37% | 0.00 | 0.00 | 294.50K |
ISHARES TRSOLE | 0-5YR HI YL CP | 417.96K | SH | $17.68M 2.28% | 0.00 | 0.00 | 417.96K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 484.74K | SH | $16.47M 2.12% | 0.00 | 0.00 | 484.74K |
ISHARES TRSOLE | MBS ETF | 165.54K | SH | $15.72M 2.02% | 0.00 | 0.00 | 165.54K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 297.46K | SH | $15.70M 2.02% | 0.00 | 0.00 | 297.46K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 100.32K | SH | $14.63M 1.88% | 0.00 | 0.00 | 100.32K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 281.42K | SH | $13.77M 1.77% | 0.00 | 0.00 | 281.42K |
NVIDIA CORPORATIONSOLE | COM | 74.75K | SH | $13.04M 1.68% | 0.00 | 0.00 | 74.75K |
ISHARES TRSOLE | TIPS BD ETF | 104.36K | SH | $11.52M 1.48% | 0.00 | 0.00 | 104.36K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 40.15K | SH | $10.52M 1.35% | 0.00 | 0.00 | 40.15K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 180.97K | SH | $9.51M 1.22% | 0.00 | 0.00 | 180.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 171.41K | SH | $9.26M 1.19% | 0.00 | 0.00 | 171.41K |
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