BlueSky Wealth Advisors, LLC holds a focused book of 111 stocks worth $863.3M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Sterling Infrastructure Inc and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 17% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1704107/holdings"
Use Arkolith to show BlueSky Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.2 points over this window.
Growth of $10,000 cloning BlueSky Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BlueSky Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $687.6B |
| MORGAN STANLEY | 80 / 80 | $513.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $466.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $434.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $161.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $140.4B |
| UBS Group AG | 80 / 80 | $136.0B |
| LPL Financial LLC | 80 / 80 | $86.3B |
Ranked by how many of BlueSky Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $142.9M | 4.85M | 16.5% | ▼−0.7% Reduced · −32K sh | |
| 2 | Vanguard Scottsdale FDS INTER TERM TREAS | $49.7M | 842.3K | 5.8% | ▲+7.8% Added · +61K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $47.7M | 219.1K | 5.5% | ▲+17% Added · +31K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $46.2M | 1.67M | 5.4% | ▲+6.8% Added · +106K sh | |
| 5 | Schwab Strategic TR US TIPS ETF | $43.0M | 1.62M | 5.0% | ▲+7.0% Added · +106K sh | |
| 6 | Schwab Strategic TR US SML CAP ETF | $39.6M | 1.10M | 4.6% | ▲+5.6% Added · +58K sh | |
| 7 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $33.8M | 427.2K | 3.9% | ▼−3.4% Reduced · −15K sh | |
| 8 | Vanguard Whitehall FDS EM MK GOV BD ETF | $29.3M | 435.7K | 3.4% | ▲+7.2% Added · +29K sh | |
| 9 | Vanguard Index FDS LARGE CAP ETF | $27.3M | 79.2K | 3.2% | ▼−1.9% Reduced · −2K sh | |
| 10 | Dimensional ETF Trust EMGR CRE EQT MNG | $26.2M | 651.2K | 3.0% | ▲+9.9% Added · +59K sh | |
| 11 | Schwab Strategic TR EMRG MKTEQ ETF | $22.6M | 623.2K | 2.6% | ▼−0.9% Reduced · −6K sh | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $21.3M | 305.0K | 2.5% | ▲+3.5% Added · +10K sh | |
| 13 | Vanguard Charlotte FDS TOTAL INT BD ETF | $21.2M | 438.4K | 2.5% | ▲+11% Added · +44K sh | |
| 14 | Vanguard Scottsdale FDS INT-TERM CORP | $21.1M | 255.2K | 2.4% | ▲+5.3% Added · +13K sh | |
| 15 | Ishares TR 0-5YR HI YL CP | $19.2M | 453.8K | 2.2% | ▲+8.6% Added · +36K sh | |
| 16 | Dimensional ETF Trust WORLD EX US CORE | $17.7M | 480.6K | 2.1% | ▼−0.9% Reduced · −4K sh | |
| 17 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $17.6M | 114.0K | 2.0% | ▲+14% Added · +14K sh | |
| 18 | Dimensional ETF Trust INTERNATNAL VAL | $17.5M | 323.3K | 2.0% | ▲+8.7% Added · +26K sh | |
| 19 | Ishares TR MBS ETF | $17.1M | 180.7K | 2.0% | ▲+9.2% Added · +15K sh | |
| 20 | Schwab Strategic TR FUNDAMENTAL INTL | $13.6M | 256.8K | 1.6% | ▼−8.7% Reduced · −25K sh | |
| 21 | Vanguard Index FDS SMALL CP ETF | $11.8M | 39.1K | 1.4% | ▼−2.7% Reduced · −1K sh | |
| 22 | Ishares TR TIPS BD ETF | $11.2M | 102.5K | 1.3% | ▼−1.7% Reduced · −2K sh | |
| 23 | Alphabet Inc CAP STK CL C | $10.3M | 29.1K | 1.2% | ▼−3.6% Reduced · −1K sh | |
| 24 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.8M | 163.5K | 1.1% | ▼−4.6% Reduced · −8K sh | |
| 25 | Ishares TR ISHS 1-5YR INVS | $9.5M | 181.2K | 1.1% | ▲+0.1% Added · +229 sh | |
| 26 | Schwab Strategic TR INTL SCEQT ETF | $9.2M | 191.9K | 1.1% | ▲+5.5% Added · +10K sh | |
| 27 | Nvidia Corporation COM | $7.9M | 39.7K | 0.9% | ▼−47% Reduced · −35K sh | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.9M | 111.5K | 0.9% | ▼−6.8% Reduced · −8K sh | |
| 29 | Schwab Strategic TR US LCAP VA ETF | $7.6M | 219.2K | 0.9% | ▲+6.3% Added · +13K sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $7.2M | 9.6K | 0.8% | ▲+38% Added · +3K sh | |
| 31 | Amazon Com Inc COM | $5.7M | 23.7K | 0.7% | ▼−14% Reduced · −4K sh | |
| 32 | Dimensional ETF Trust US COR EQU 2 ETF | $5.6M | 126.6K | 0.7% | —Held | |
| 33 | Ishares TR JPMORGAN USD EMG | $4.8M | 49.4K | 0.6% | ▼−0.5% Reduced · −250 sh | |
| 34 | Vanguard Index FDS SM CP VAL ETF | $4.6M | 18.9K | 0.5% | ▼−7.3% Reduced · −1K sh | |
| 35 | Schwab Strategic TR INT-TRM U.S TRES | $4.2M | 169.0K | 0.5% | ▲+192% Added · +111K sh | |
| 36 | Ishares TR ISHS 5-10YR INVT | $3.9M | 72.8K | 0.4% | ▲+121% Added · +40K sh | |
| 37 | Ishares TR CORE S&P500 ETF | $3.6M | 4.8K | 0.4% | ▲+9.8% Added · +430 sh | |
| 38 | Apple Inc COM | $3.2M | 11.2K | 0.4% | ▼−16% Reduced · −2K sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $3.1M | 6.3K | 0.4% | ▲+119% Added · +3K sh | |
| 40 | Alphabet Inc CAP STK CL A | $3.0M | 8.4K | 0.3% | ▼−5.2% Reduced · −465 sh | |
| 41 | Vanguard BD Index FDS TOTAL BND MRKT | $2.8M | 38.5K | 0.3% | ▼−38% Reduced · −24K sh | |
| 42 | Ishares TR CORE US AGGBD ET | $2.8M | 28.5K | 0.3% | ▼−3.4% Reduced · −1K sh | |
| 43 | Cincinnati Finl Corp COM | $2.7M | 14.5K | 0.3% | —Held | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.6K | 0.3% | ▼−8.7% Reduced · −626 sh | |
| 45 | Ishares TR CORE S&P SCP ETF | $2.2M | 14.7K | 0.3% | ▼−1.7% Reduced · −262 sh | |
| 46 | Ishares TR EAFE VALUE ETF | $2.0M | 26.7K | 0.2% | ▲+9.4% Added · +2K sh | |
| 47 | Schwab Strategic TR US AGGREGATE B | $2.0M | 85.8K | 0.2% | ▼−62% Reduced · −141K sh | |
| 48 | Ishares Inc CORE MSCI EMKT | $1.9M | 23.2K | 0.2% | —Held | |
| 49 | Caterpillar Inc COM | $1.7M | 1.6K | 0.2% | ▼−2.0% Reduced · −33 sh | |
| 50 | Schwab Strategic TR US REIT ETF | $1.7M | 71.7K | 0.2% | ▼−37% Reduced · −43K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 111 | $863.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 115 | $776.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 78 | $758.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 80 | $741.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 70 | $688.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 73 | $645.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 74 | $639.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 75 | $643.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.