Bluesky Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$776.5M
Q ending 2026-03-31
Prior quarter
$758.3M
Q ending 2025-12-31
Change
+2.4% QoQ · +20.4% YoY
Positions
115
reported holdings
Largest positions
Top 100 of 115 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHX | Shares | $125.3M | 4.9M |
| Vanguard Scottsdale Fds | VGIT | Shares | $46.5M | 781K |
| Schwab Strategic Tr | SCHP | Shares | $40.4M | 1.5M |
| Schwab Strategic Tr | SCHF | Shares | $38.7M | 1.6M |
| Vanguard Index Fds | VTV | Shares | $36.9M | 188K |
| Vanguard Scottsdale Fds | VCSH | Shares | $35.0M | 442K |
| Schwab Strategic Tr | SCHA | Shares | $30.2M | 1.0M |
| Vanguard Whitehall Fds | VWOB | Shares | $26.7M | 406K |
| Vanguard Index Fds | VV | Shares | $24.1M | 81K |
| Schwab Strategic Tr | SCHE | Shares | $20.7M | 629K |
| Dimensional Etf Trust | DFAE | Shares | $20.1M | 592K |
| Vanguard Scottsdale Fds | VCIT | Shares | $20.0M | 242K |
| Vanguard Charlotte Fds | BNDX | Shares | $18.9M | 394K |
| Dimensional Etf Trust | DFAT | Shares | $18.4M | 295K |
| Ishares Tr | SHYG | Shares | $17.7M | 418K |
| Dimensional Etf Trust | DFAX | Shares | $16.5M | 485K |
| Ishares Tr | MBB | Shares | $15.7M | 166K |
| Dimensional Etf Trust | DFIV | Shares | $15.7M | 297K |
| Vanguard Intl Equity Index F | VSS | Shares | $14.6M | 100K |
| Schwab Strategic Tr | FNDF | Shares | $13.8M | 281K |
| Nvidia Corporation | NVDA | Shares | $13.0M | 75K |
| Ishares Tr | TIP | Shares | $11.5M | 104K |
| Vanguard Index Fds | VB | Shares | $10.5M | 40K |
| Ishares Tr | IGSB | Shares | $9.5M | 181K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.3M | 171K |
| Alphabet Inc | GOOG | Shares | $8.7M | 30K |
| Schwab Strategic Tr | SCHC | Shares | $8.5M | 182K |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.7M | 120K |
| Schwab Strategic Tr | SCHV | Shares | $6.3M | 206K |
| Amazon Com Inc | AMZN | Shares | $5.7M | 28K |
| Schwab Strategic Tr | SCHZ | Shares | $5.3M | 227K |
| Dimensional Etf Trust | DFAC | Shares | $4.9M | 127K |
| Ishares Tr | EMB | Shares | $4.7M | 50K |
| Vanguard Bd Index Fds | BND | Shares | $4.6M | 62K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.5M | 7K |
| Vanguard Index Fds | VBR | Shares | $4.4M | 20K |
| Apple Inc | AAPL | Shares | $3.4M | 13K |
| Ishares Tr | AGG | Shares | $2.9M | 30K |
| Ishares Tr | IVV | Shares | $2.9M | 4K |
| Alphabet Inc | GOOGL | Shares | $2.5M | 9K |
| Schwab Strategic Tr | SCHH | Shares | $2.5M | 115K |
| Vanguard Index Fds | VTI | Shares | $2.3M | 7K |
| Cincinnati Finl Corp | CINF | Shares | $2.3M | 14K |
| Ishares Tr | HYG | Shares | $2.0M | 25K |
| Ishares Tr | IJR | Shares | $1.9M | 15K |
| Ishares Tr | EFV | Shares | $1.8M | 24K |
| Ishares Tr | IGIB | Shares | $1.7M | 33K |
| Ishares Inc | IEMG | Shares | $1.6M | 23K |
| Schwab Strategic Tr | SCHR | Shares | $1.4M | 58K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.4M | 3K |
| Ishares Tr | IEFA | Shares | $1.3M | 14K |
| Microsoft Corp | MSFT | Shares | $1.3M | 3K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.1M | 4K |
| Schwab Strategic Tr | SCYB | Shares | $1.1M | 42K |
| Church & Dwight Co Inc | CHD | Shares | $1.1M | 11K |
| Exxon Mobil Corp | XOM | Shares | $970K | 6K |
| Spdr Series Trust | JNK | Shares | $926K | 10K |
| Spdr Gold Tr | GLD | Shares | $924K | 2K |
| Meta Platforms Inc | META | Shares | $877K | 2K |
| Vanguard Index Fds | VNQ | Shares | $851K | 10K |
| Ww Grainger Inc | GWW | Shares | $829K | 760 |
| International Business Machs | IBM | Shares | $828K | 3K |
| Ishares Tr | IWR | Shares | $727K | 7K |
| Vanguard Intl Equity Index F | VGK | Shares | $718K | 9K |
| Walmart Inc | WMT | Shares | $615K | 5K |
| Natera Inc | NTRA | Shares | $591K | 3K |
| Oracle Corp | ORCL | Shares | $565K | 4K |
| Ishares Tr | IWF | Shares | $534K | 1K |
| Ies Holdings Inc | IESC | Shares | $524K | 1K |
| Vanguard Scottsdale Fds | VMBS | Shares | $507K | 11K |
| Ishares Tr | IAGG | Shares | $482K | 10K |
| Ishares Tr | IWP | Shares | $459K | 4K |
| Ge Vernova Inc | GEV | Shares | $429K | 491 |
| Intuit | INTU | Shares | $413K | 955 |
| Booking Holdings Inc | BKNG | Shares | $396K | 94 |
| United Parcel Svcs Inc | UPS | Shares | $396K | 4K |
| Tesla Inc | TSLA | Shares | $386K | 1K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $381K | 618 |
| Broadcom Inc | AVGO | Shares | $380K | 1K |
| Ge Aerospace | GE | Shares | $374K | 1K |
| Linde Plc | Shares | $361K | 729 | |
| Select Sector Spdr Tr | XLV | Shares | $351K | 2K |
| Vanguard World Fd | VGT | Shares | $349K | 500 |
| Costco Wholesale Corporation | COST | Shares | $336K | 337 |
| Bristol-Myers Squibb Co | BMY | Shares | $334K | 6K |
| Vanguard Intl Equity Index F | VPL | Shares | $327K | 3K |
| Vanguard Intl Equity Index F | VEU | Shares | $315K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $313K | 542 |
| Qualcomm Inc | QCOM | Shares | $288K | 2K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $284K | 2K |
| Vanguard Index Fds | VOO | Shares | $277K | 463 |
| Chevron Corporation | CVX | Shares | $271K | 1K |
| Vaneck Etf Trust | SMH | Shares | $263K | 685 |
| Micron Technology Inc | MU | Shares | $262K | 776 |
| Vanguard Star Fds | VXUS | Shares | $259K | 3K |
| Palantir Technologies Inc | PLTR | Shares | $258K | 2K |
| Comfort Sys Usa Inc | FIX | Shares | $258K | 187 |
| Pepsico Inc | PEP | Shares | $251K | 2K |
| Invesco Exchange Traded Fd T | RSP | Shares | $249K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.