BlueSky Wealth Advisors, LLC 13F Holdings · Q2 2026
BlueSky Wealth Advisors, LLC reported 111 securities worth $863.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (16.55%), VGIT (5.75%), VTV (5.53%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $142.9M | 16.55% | 4.9M | Trimmed |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | $49.7M | 5.75% | 842,326 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $47.7M | 5.53% | 219,076 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $46.2M | 5.35% | 1.7M | Added |
| 5 | SCHP | SCHWAB STRATEGIC TR | $43.0M | 4.98% | 1.6M | Added |
| 6 | SCHA | SCHWAB STRATEGIC TR | $39.6M | 4.59% | 1.1M | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $33.8M | 3.91% | 427,179 | Trimmed |
| 8 | VWOB | VANGUARD WHITEHALL FDS | $29.3M | 3.39% | 435,695 | Added |
| 9 | VV | VANGUARD INDEX FDS | $27.3M | 3.16% | 79,239 | Trimmed |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $26.2M | 3.03% | 651,220 | Added |
| 11 | SCHE | SCHWAB STRATEGIC TR | $22.6M | 2.62% | 623,170 | Trimmed |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $21.3M | 2.47% | 304,985 | Added |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $21.2M | 2.46% | 438,441 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $21.1M | 2.44% | 255,153 | Added |
| 15 | SHYG | ISHARES TR | $19.2M | 2.23% | 453,800 | Added |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $17.7M | 2.05% | 480,554 | Trimmed |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $17.6M | 2.04% | 113,969 | Added |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $17.5M | 2.02% | 323,303 | Added |
| 19 | MBB | ISHARES TR | $17.1M | 1.98% | 180,746 | Added |
| 20 | FNDF | SCHWAB STRATEGIC TR | $13.6M | 1.57% | 256,826 | Trimmed |
| 21 | VB | VANGUARD INDEX FDS | $11.8M | 1.37% | 39,084 | Trimmed |
| 22 | TIP | ISHARES TR | $11.2M | 1.30% | 102,546 | Trimmed |
| 23 | GOOG | ALPHABET INC | $10.3M | 1.19% | 29,141 | Trimmed |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $9.8M | 1.13% | 163,505 | Trimmed |
| 25 | IGSB | ISHARES TR | $9.5M | 1.10% | 181,196 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR