Portfolio (Quarterly) Guide ↗

BlueSky Wealth Advisors, LLC

· CIK 0001704107

13F Portfolio $776.5B AUM 115 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 40 New 35 Added 25 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IYR	ISHARES TR	—	9,869	$927K	0.12%	SOLD
2	MA	MASTERCARD INCORPORATED	Financial Services	380	$217K	0.03%	SOLD
3	BDX	BECTON DICKINSON & CO	Healthcare	1,059	$206K	0.03%	SOLD

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%