Portfolio (Quarterly) Guide ↗

BlueSky Wealth Advisors, LLC

· CIK 0001704107

13F Portfolio $863M AUM 111 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 14 New 31 Added 49 Reduced 18 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BKNG	BOOKING HOLDINGS INC	Consumer Cyclical	94	$396K	0.05%	SOLD
2	VGT	VANGUARD WORLD FD	—	500	$349K	0.04%	SOLD
3	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	337	$336K	0.04%	SOLD
4	BMY	BRISTOL-MYERS SQUIBB CO	Healthcare	5,506	$334K	0.04%	SOLD
5	QQQ	INVESCO QQQ TR	Financial Services	542	$313K	0.04%	SOLD
6	MRSH	MARSH & MCLENNAN COS INC	Financial Services	1,635	$284K	0.04%	SOLD
7	VOO	VANGUARD INDEX FDS	—	463	$277K	0.04%	SOLD
8	SMH	VANECK ETF TRUST	—	685	$263K	0.03%	SOLD
9	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,764	$258K	0.03%	SOLD
10	PEP	PEPSICO INC	Consumer Defensive	1,614	$251K	0.03%	SOLD
11	PCG	PG&E CORP	Utilities	14,077	$247K	0.03%	SOLD
12	REGN	REGENERON PHARMACEUTICALS	Healthcare	320	$247K	0.03%	SOLD
13	AON	AON PLC	Financial Services	765	$247K	0.03%	SOLD
14	SPGI	S&P GLOBAL INC	Financial Services	528	$225K	0.03%	SOLD
15	MCD	MCDONALDS CORP	Consumer Cyclical	718	$223K	0.03%	SOLD
16	TJX	TJX COS INC NEW	Consumer Cyclical	1,345	$215K	0.03%	SOLD
17	ABNB	AIRBNB INC	Consumer Cyclical	1,693	$214K	0.03%	SOLD
18	XLK	SELECT SECTOR SPDR TR	—	1,561	$207K	0.03%	SOLD

Sector Allocation

Technology 30.0%

Communication Services 22.7%

Financial Services 21.7%

Consumer Cyclical 10.4%

Industrials 8.9%

Consumer Defensive 2.3%

Energy 1.5%

Healthcare 1.3%

Utilities 0.7%

Basic Materials 0.4%