BlueSky Wealth Advisors, LLC holds a focused book of 111 stocks worth $863.3M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-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.
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 the share of each fund's own book sitting in the names it shares with BlueSky Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.