BlueSky Wealth Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), BlueSky Wealth Advisors, LLC reported 115 stock positions worth $776.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 16.1% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 6.0%) and Schwab U.S. Tips ETF (SCHP, 5.2%). Compared with Q4 2025, it opened 40 new positions, sold out of 3, added to 36 and reduced 26. The biggest buy was a new position in Vanguard Intermediate-Term T (VGIT) and the biggest sale Schwab US Aggregate Bond ETF (SCHZ, shares −91%).

Most Recent 13F
Q2 2026
Location
New Bern, NC
CIK
0001704107
Portfolio Value
$776.5M (Q1 2026)
SEC Filing
0001172661-26-001500 ↗ filed Apr 16, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $127.8M Q1 2024 Q2 2024: $594.2M Q2 2024 Q3 2024: $643.8M Q3 2024 Q4 2024: $639.7M Q4 2024 Q1 2025: $645.2M Q1 2025 Q2 2025: $688.4M Q2 2025 Q3 2025: $741.6M Q3 2025 Q4 2025: $758.3M Q4 2025 Q1 2026: $776.5M $776.5M Q1 2026 Q2 2026: $863.3M Q2 2026

Holdings 115 stocks · $776.5M
SCHX Schwab US Large-Cap ETF 16.13% 4,885,976 $125.3M Reduce -21.4%
VGIT Vanguard Intermediate-Term T 5.99% 781,385 $46.5M New
SCHP Schwab U.S. Tips ETF 5.20% 1,517,207 $40.4M Add +1.2%
SCHF Schwab Intl Equity ETF 4.98% 1,562,897 $38.7M Add +13.9%
VTV Vanguard Mrngstr Val ETF-Aui 4.75% 187,912 $36.9M Add +4243.8%
VCSH Vanguard S/T Corp. Bond ETF 4.51% 442,058 $35.0M Reduce -46.2%
SCHA Schwab US Small-Cap ETF 3.89% 1,039,134 $30.2M Add +4.2%
VWOB Vanguard Emerg MKTS Gov BND 3.44% 406,477 $26.7M Add +3.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.11% 80,797 $24.1M Reduce -8.3%
SCHE Schwab Emrg Mrkts Eqty ETF 2.67% 628,752 $20.7M Reduce -47.0%
DFAE Dimensional Emerging Core Eq 2.58% 592,361 $20.1M New
VCIT Vanguard Int-Term Corporate 2.58% 242,260 $20.0M New
BNDX Vanguard Total Intl Bond ETF 2.44% 394,097 $18.9M New
DFAT Dimensional US Target Value 2.37% 294,502 $18.4M Reduce -0.3%
SHYG iShares 0-5 YR HY Corp. Bond 2.28% 417,960 $17.7M New
DFAX Dimensional World Ex US Core 2.12% 484,743 $16.5M Reduce -63.2%
MBB iShares MBS ETF 2.02% 165,545 $15.7M New
DFIV Dimensional International Va 2.02% 297,465 $15.7M New
VSS Vanguard Ftse All Wo X-US SC 1.88% 100,324 $14.6M New
FNDF Schwab Fndmn Intl LRG Co. ETF 1.77% 281,416 $13.8M Reduce -13.7%
NVDA Nvidia Corp. 1.68% 74,748 $13.0M Add +91.8%
TIP iShares Tips Bond ETF 1.48% 104,360 $11.5M Add +0.8%
VB Vanguard Most SM-Cap ETF-Usd 1.35% 40,153 $10.5M Add +1.6%
IGSB iShares 1-5Y Inv Grade Corp. 1.22% 180,967 $9.5M Reduce -15.2%
VWO Vanguard Ftse Emerging Marke 1.19% 171,405 $9.3M Reduce -3.5%
GOOG Alphabet Inc. Class C 1.12% 30,238 $8.7M Add +3.3%
SCHC Schwab Intl Small-Cap Equity 1.10% 181,965 $8.5M New
VEA Vanguard Ftse Developed ETF 0.99% 119,711 $7.7M Add +1.9%
SCHV Schwab US Large-Cap Value 0.81% 206,324 $6.3M New
AMZN Amazon.com Inc. 0.74% 27,534 $5.7M Add +4.2%
SCHZ Schwab US Aggregate Bond ETF 0.68% 226,820 $5.3M Reduce -90.5%
DFAC Dimensional US Core Equity 2 0.63% 126,647 $4.9M Reduce -22.4%
EMB iShares JP Morgan Usd Emergi 0.60% 49,619 $4.7M Add +1.2%
BND Vanguard Total Bond Market 0.59% 62,494 $4.6M Reduce -62.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 6,946 $4.5M Reduce -6.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.57% 20,362 $4.4M Add +6.3%
AAPL Apple Inc. 0.43% 13,270 $3.4M Add +25.6%
AGG iShares Core U.S. Aggregate 0.38% 29,545 $2.9M Reduce -59.3%
IVV iShares Core S&P 500 ETF 0.37% 4,373 $2.9M Reduce -16.4%
GOOGL Alphabet Inc. Class A 0.33% 8,862 $2.5M Add +8.9%
SCHH Schwab US REIT ETF 0.32% 114,508 $2.5M Reduce -88.8%
VTI VG Morningstar TS MKT ETF-US 0.30% 7,194 $2.3M Add +15.5%
CINF Cincinnati Financial Corp. 0.29% 14,464 $2.3M No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.25% 24,665 $2.0M Reduce -88.7%
IJR iShares Core S&P Small-Cap E 0.24% 15,010 $1.9M Add +1.5%
EFV iShares MSCI Eafe Value ETF 0.23% 24,432 $1.8M New
IGIB iShares 5-10Y Inv Grade Corp. 0.23% 32,852 $1.7M New
IEMG iShares Core MSCI Emerging 0.21% 23,162 $1.6M Reduce -18.6%
SCHR Schwab Intermediate-Term US 0.19% 57,869 $1.4M New
BRK.B Berkshire Hathaway Inc. Class B 0.18% 2,857 $1.4M Add +8.7%
IEFA iShares Core MSCI Eafe ETF 0.17% 14,330 $1.3M Reduce -4.4%
MSFT Microsoft Corp. 0.16% 3,437 $1.3M Add +67.3%
CAT Caterpillar Inc. 0.15% 1,662 $1.2M Add +3.6%
JPM JPMorgan Chase & Co. 0.14% 3,729 $1.1M Add +9.2%
SCYB Schwab High Yield Bond ETF 0.14% 41,846 $1.1M New
CHD Church & Dwight Co. Inc. 0.14% 11,471 $1.1M Reduce -2.3%
XOM Exxon Mobil Corp. 0.12% 5,716 $970K Add +12.0%
JNK SS SPDR BB High Yield Bond 0.12% 9,669 $926K Reduce -66.8%
GLD SPDR Gold Shares 0.12% 2,148 $924K No change
META Meta Platforms Inc. Class A 0.11% 1,533 $877K Add +8.2%
VNQ Vanguard Real Estate ETF 0.11% 9,595 $851K Reduce -84.8%
GWW WW Grainger Inc. 0.11% 760 $829K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 3,416 $828K Add +20.0%
IWR iShares Russell Mid-Cap ETF 0.09% 7,481 $727K No change
VGK Vanguard Ftse Europe ETF 0.09% 8,714 $718K Add +3.7%
WMT Walmart Inc. 0.08% 4,951 $615K Add +43.3%
NTRA Natera Inc. 0.08% 2,955 $591K Add +5.1%
ORCL Oracle Corp. 0.07% 3,842 $565K Add +8.9%
IWF iShares Russell 1000 Growth 0.07% 1,253 $534K No change
IESC Ies Holdings Inc. 0.07% 1,100 $524K No change
VMBS Vanguard Mortgage-Backed Sec 0.07% 10,799 $507K New
IAGG iShares Intl Aggregate Bond 0.06% 9,642 $482K New
IWP iShares Russell Mid-Cap Grow 0.06% 3,584 $459K Reduce -0.8%
GEV GE Vernova Inc. 0.06% 491 $429K New
INTU Intuit Inc. 0.05% 955 $413K Add +24.7%
BKNG Booking Holdings Inc. 0.05% 94 $396K New
UPS United Parcel Service Class B 0.05% 4,022 $396K Reduce -4.5%
TSLA Tesla Inc. 0.05% 1,039 $386K Add +36.9%
MDY State Street SPDR S&P Midcap 0.05% 618 $381K No change
AVGO Broadcom Inc. 0.05% 1,228 $380K New
GE General Electric filed as GE AEROSPACE 0.05% 1,319 $374K Add +28.9%
LIN Linde PLC 0.05% 729 $361K New
XLV SS Health Care Select Sector 0.05% 2,394 $351K No change
VGT Vanguard Info Tech ETF 0.04% 500 $349K No change
COST Costco Wholesale Corp. 0.04% 337 $336K New
BMY Bristol-Myers Squibb Co. 0.04% 5,506 $334K New
VPL Vanguard Ftse Pacific ETF 0.04% 3,343 $327K Reduce -33.9%
VEU Vanguard Ftse All-World Ex-U 0.04% 4,190 $315K No change
QQQ Invesco QQQ Trust Series 1 0.04% 542 $313K Add +46.1%
QCOM Qualcomm Inc. 0.04% 2,237 $288K Add +38.0%
MRSH Marsh & McLennan Cos 0.04% 1,635 $284K New
VOO Vanguard S&P 500 ETF 0.04% 463 $277K Reduce -12.1%
CVX Chevron Corp. 0.03% 1,312 $271K New
SMH Vaneck Semiconductor ETF 0.03% 685 $263K New
MU Micron Technology Inc. 0.03% 776 $262K New
VXUS Vanguard Total Intl Stock 0.03% 3,354 $259K New
PLTR Palantir Technologies Inc. Class A 0.03% 1,764 $258K New
FIX Comfort Systems USA Inc. 0.03% 187 $258K New
PEP Pepsico Inc. 0.03% 1,614 $251K New
RSP Invesco S&P 500 Equal Weight 0.03% 1,300 $249K New
PCG P G & E Corp. 0.03% 14,077 $247K New
REGN Regeneron Pharmaceuticals 0.03% 320 $247K New
AON Aon PLC Class A 0.03% 765 $247K New
ADI Analog Devices Inc. 0.03% 750 $239K No change
FNB FNB Corp. 0.03% 14,071 $235K New
DLB Dolby Laboratories Inc. Class A 0.03% 3,859 $232K No change
SPGI S&P Global Inc. 0.03% 528 $225K New
MCD McDonald's Corp. 0.03% 718 $223K Add +0.1%
V Visa Inc. Class A 0.03% 719 $217K Add +4.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 1,345 $215K New
ABNB Airbnb Inc. Class A 0.03% 1,693 $214K New
XLK SS Technology Select Sector 0.03% 1,561 $207K New
SNPS Synopsys Inc. 0.03% 519 $206K No change
IWM iShares Russell 2000 ETF 0.03% 823 $204K New
EGHT 8X8 Inc. 0.00% 19,450 $32K Add +3.5%

Portfolio Sells Q4 2025 → Q1 2026
SCHZ Schwab US Aggregate Bond ETF Reduce -90.5% 0.68% −6.72
SCHX Schwab US Large-Cap ETF Reduce -21.4% 16.13% −5.93
VCSH Vanguard S/T Corp. Bond ETF Reduce -46.2% 4.51% −4.13
DFAX Dimensional World Ex US Core Reduce -63.2% 2.12% −3.57
SCHH Schwab US REIT ETF Reduce -88.8% 0.32% −2.51
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -47.0% 2.67% −2.46
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -88.7% 0.25% −2.06
BND Vanguard Total Bond Market Reduce -62.5% 0.59% −1.03
VNQ Vanguard Real Estate ETF Reduce -84.8% 0.11% −0.62
AGG iShares Core U.S. Aggregate Reduce -59.3% 0.38% −0.58
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -8.3% 3.11% −0.55
IGSB iShares 1-5Y Inv Grade Corp. Reduce -15.2% 1.22% −0.26
JNK SS SPDR BB High Yield Bond Reduce -66.8% 0.12% −0.25
DFAC Dimensional US Core Equity 2 Reduce -22.4% 0.63% −0.22
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -13.7% 1.77% −0.17
IYR iShares US Real Estate ETF Sold out 0.00% −0.12
IVV iShares Core S&P 500 ETF Reduce -16.4% 0.37% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.8% 0.58% −0.09
VWO Vanguard Ftse Emerging Marke Reduce -3.5% 1.19% −0.07
IEMG iShares Core MSCI Emerging Reduce -18.6% 0.21% −0.04
MA Mastercard Inc. Class A Sold out 0.00% −0.03
BDX Becton Dickinson and Co. Sold out 0.00% −0.03
VPL Vanguard Ftse Pacific ETF Reduce -33.9% 0.04% −0.02
IEFA iShares Core MSCI Eafe ETF Reduce -4.4% 0.17% −0.01
VOO Vanguard S&P 500 ETF Reduce -12.1% 0.04% −0.01
IWP iShares Russell Mid-Cap Grow Reduce -0.8% 0.06% −0.01
UPS United Parcel Service Class B Reduce -4.5% 0.05% −0.00
CHD Church & Dwight Co. Inc. Reduce -2.3% 0.14% +0.01
DFAT Dimensional US Target Value Reduce -0.3% 2.37% +0.05

Portfolio Buys Q4 2025 → Q1 2026
VGIT Vanguard Intermediate-Term T New 5.99% +5.99
VTV Vanguard Mrngstr Val ETF-Aui Add +4243.8% 4.75% +4.64
DFAE Dimensional Emerging Core Eq New 2.58% +2.58
VCIT Vanguard Int-Term Corporate New 2.58% +2.58
BNDX Vanguard Total Intl Bond ETF New 2.44% +2.44
SHYG iShares 0-5 YR HY Corp. Bond New 2.28% +2.28
MBB iShares MBS ETF New 2.02% +2.02
DFIV Dimensional International Va New 2.02% +2.02
VSS Vanguard Ftse All Wo X-US SC New 1.88% +1.88
SCHC Schwab Intl Small-Cap Equity New 1.10% +1.10
SCHV Schwab US Large-Cap Value New 0.81% +0.81
NVDA Nvidia Corp. Add +91.8% 1.68% +0.72
SCHF Schwab Intl Equity ETF Add +13.9% 4.98% +0.63
EFV iShares MSCI Eafe Value ETF New 0.23% +0.23
IGIB iShares 5-10Y Inv Grade Corp. New 0.23% +0.23
SCHR Schwab Intermediate-Term US New 0.19% +0.19
SCHA Schwab US Small-Cap ETF Add +4.2% 3.89% +0.15
SCYB Schwab High Yield Bond ETF New 0.14% +0.14
VMBS Vanguard Mortgage-Backed Sec New 0.07% +0.07
IAGG iShares Intl Aggregate Bond New 0.06% +0.06
GEV GE Vernova Inc. New 0.06% +0.06
AAPL Apple Inc. Add +25.6% 0.43% +0.05
BKNG Booking Holdings Inc. New 0.05% +0.05
AVGO Broadcom Inc. New 0.05% +0.05
LIN Linde PLC New 0.05% +0.05
XOM Exxon Mobil Corp. Add +12.0% 0.12% +0.04
COST Costco Wholesale Corp. New 0.04% +0.04
BMY Bristol-Myers Squibb Co. New 0.04% +0.04
MRSH Marsh & McLennan Cos New 0.04% +0.04
CVX Chevron Corp. New 0.03% +0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Add +6.3% 0.57% +0.03
MU Micron Technology Inc. New 0.03% +0.03
SMH Vaneck Semiconductor ETF New 0.03% +0.03
VXUS Vanguard Total Intl Stock New 0.03% +0.03
FIX Comfort Systems USA Inc. New 0.03% +0.03
PLTR Palantir Technologies Inc. Class A New 0.03% +0.03
MSFT Microsoft Corp. Add +67.3% 0.16% +0.03
PEP Pepsico Inc. New 0.03% +0.03
RSP Invesco S&P 500 Equal Weight New 0.03% +0.03
PCG P G & E Corp. New 0.03% +0.03
REGN Regeneron Pharmaceuticals New 0.03% +0.03
AON Aon PLC Class A New 0.03% +0.03
CAT Caterpillar Inc. Add +3.6% 0.15% +0.03
FNB FNB Corp. New 0.03% +0.03
SPGI S&P Global Inc. New 0.03% +0.03
WMT Walmart Inc. Add +43.3% 0.08% +0.03
TJX TJX Companies Inc. New 0.03% +0.03
ABNB Airbnb Inc. Class A New 0.03% +0.03
XLK SS Technology Select Sector New 0.03% +0.03
IWM iShares Russell 2000 ETF New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 111$863.3MSCHX, VGIT, VTV, SCHF, SCHP
Q1 2026 115$776.5MSCHX, VGIT, SCHP, SCHF, VTV
Q4 2025 78$758.3MSCHX, VCSH, SCHZ, DFAX, SCHP
Q3 2025 80$741.6MSCHX, VCSH, SCHZ, DFAX, SCHE
Q2 2025 70$688.4MSCHX, VCSH, SCHZ, DFAX, SCHP
Q1 2025 73$645.2MSCHX, VCSH, SCHZ, SCHP, DFAX
Q4 2024 74$639.7MSCHX, VCSH, SCHZ, SCHP, DFAX
Q3 2024 75$643.8MSCHX, VCSH, SCHZ, SCHP, DFAX
Q2 2024 76$594.2MSCHX, VCSH, SCHZ, SCHP, DFAX
Q1 2024 35$127.8MDFAX, DFAT, HYG, IGSB, TIP