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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
Q2 2026 Q1 2026 · All 40 New 35 Added 25 Reduced
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 337.0 $336K 0.04% NEW $996.46 -9.7%
22 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,506.0 $334K 0.04% NEW $60.65 +2.6%
23 MRSH MARSH & MCLENNAN COS INC Financial Services 1,635.0 $284K 0.04% NEW $173.45 -2.0%
24 CVX CHEVRON CORPORATION Energy 1,312.0 $271K 0.04% NEW $206.83 -2.1%
25 SMH VANECK ETF TRUST 685.0 $263K 0.03% NEW $383.43 +58.4%
26 MU MICRON TECHNOLOGY INC Technology 776.0 $262K 0.03% NEW $337.84 +224.5%
27 VXUS VANGUARD STAR FDS 3,354.0 $259K 0.03% NEW $77.12 +13.4%
28 PLTR PALANTIR TECHNOLOGIES INC Technology 1,764.0 $258K 0.03% NEW $146.28 +26.5%
29 FIX COMFORT SYS USA INC Industrials 187.0 $258K 0.03% NEW $1378.99 +17.8%
30 PEP PEPSICO INC Consumer Defensive 1,614.0 $251K 0.03% NEW $155.25 -15.5%
31 RSP INVESCO EXCHANGE TRADED FD T 1,300.0 $249K 0.03% NEW $191.92 +10.9%
32 PCG PG&E CORP Utilities 14,077.0 $247K 0.03% NEW $17.57 -26.7%
33 REGN REGENERON PHARMACEUTICALS Healthcare 320.0 $247K 0.03% NEW $772.64 +4.0%
34 AON AON PLC Financial Services 765.0 $247K 0.03% NEW $322.78 -11.4%
35 FNB F N B CORP Financial Services 14,071.0 $235K 0.03% NEW $16.72 +5.4%
36 SPGI S&P GLOBAL INC Financial Services 528.0 $225K 0.03% NEW $425.38 -5.4%
37 TJX TJX COS INC NEW Consumer Cyclical 1,345.0 $215K 0.03% NEW $159.71 -18.1%
38 ABNB AIRBNB INC Consumer Cyclical 1,693.0 $214K 0.03% NEW $126.28 +28.1%
39 XLK SELECT SECTOR SPDR TR 1,561.0 $207K 0.03% NEW $132.87 +47.7%
40 IWM ISHARES TR 823.0 $204K 0.03% NEW $247.98 +15.8%
Page 2 of 2  ·  40 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 41.1%
Financial Services 20.6%
Consumer Cyclical 13.8%
Industrials 6.8%
Communication Services 6.6%
Consumer Defensive 4.4%
Energy 2.4%
Healthcare 2.3%
Utilities 1.3%
Basic Materials 0.7%