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Portfolio (Quarterly) Guide ↗

BlueSky Wealth Advisors, LLC

· CIK 0001704107
13F Portfolio $777M AUM 115 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 35 Added 25 Reduced 3 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 3,729.0 $1.1M 0.14% +313.0 +9.2% $294.17 +2.2%
22 XOM EXXON MOBIL CORP Energy 5,716.0 $970K 0.12% +613.0 +12.0% $169.66 -5.4%
23 META META PLATFORMS INC Communication Services 1,533.0 $877K 0.11% +116.0 +8.2% $572.24 +6.8%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 3,416.0 $828K 0.11% +570.0 +20.0% $242.39 -8.1%
25 VGK VANGUARD INTL EQUITY INDEX F 8,714.0 $718K 0.09% +309.0 +3.7% $82.43 +4.8%
26 WMT WALMART INC Consumer Defensive 4,951.0 $615K 0.08% +1K +43.3% $124.27 +7.3%
27 NTRA NATERA INC Healthcare 2,955.0 $591K 0.08% +143.0 +5.1% $199.99 -3.7%
28 ORCL ORACLE CORP Technology 3,842.0 $565K 0.07% +313.0 +8.9% $147.12 +26.8%
29 INTU INTUIT Technology 955.0 $413K 0.05% +189.0 +24.7% $432.40 -6.8%
30 TSLA TESLA INC Consumer Cyclical 1,039.0 $386K 0.05% +280.0 +36.9% $371.75 +10.3%
31 GE GE AEROSPACE Industrials 1,319.0 $374K 0.05% +296.0 +28.9% $283.79 +0.8%
32 QQQ INVESCO QQQ TR Financial Services 542.0 $313K 0.04% +171.0 +46.1% $577.69 +21.4%
33 QCOM QUALCOMM INC Technology 2,237.0 $288K 0.04% +616.0 +38.0% $128.78 +58.1%
34 V VISA INC Financial Services 719.0 $217K 0.03% +29.0 +4.2% $302.29 +10.0%
35 EGHT 8X8 INC NEW Technology 19,450.0 $32K 0.00% +662.0 +3.5% $1.66 +44.0%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Communication Services 20.0%
Financial Services 17.7%
Consumer Cyclical 11.8%
Industrials 5.9%
Consumer Defensive 3.7%
Energy 2.0%
Healthcare 1.9%
Utilities 1.1%
Basic Materials 0.6%