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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
Page 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BND VANGUARD BD INDEX FDS 38,515.0 $2.8M 0.33% -24K -38.4% $73.41 -1.2%
42 AGG ISHARES TR 28,532.0 $2.8M 0.33% -1K -3.4% $98.98 -1.2%
43 CINF CINCINNATI FINL CORP Financial Services 14,464.0 $2.7M 0.31% $185.14 -9.0%
44 VTI VANGUARD INDEX FDS 6,568.0 $2.4M 0.28% -626.0 -8.7% $370.06 +2.7%
45 IJR ISHARES TR 14,748.0 $2.2M 0.25% -262.0 -1.8% $148.31 -0.3%
46 EFV ISHARES TR 26,722.0 $2.0M 0.24% +2K +9.4% $76.55 +6.5%
47 SCHZ SCHWAB STRATEGIC TR 85,784.0 $2.0M 0.23% -141K -62.2% $23.13 -1.2%
48 IEMG ISHARES INC 23,162.0 $1.9M 0.22% $82.84 -2.7%
49 CAT CATERPILLAR INC Industrials 1,629.0 $1.7M 0.20% -33.0 -2.0% $1065.03 -23.4%
50 SCHH SCHWAB STRATEGIC TR 71,692.0 $1.7M 0.20% -43K -37.4% $23.68 +1.4%
51 VMBS VANGUARD SCOTTSDALE FDS 35,076.0 $1.6M 0.19% +24K +224.8% $46.81 -0.9%
52 SCYB SCHWAB STRATEGIC TR 53,264.0 $1.4M 0.16% +11K +27.3% $26.18 -0.5%
53 IEFA ISHARES TR 13,960.0 $1.3M 0.16% -370.0 -2.6% $96.58 +4.0%
54 JPM JPMORGAN CHASE & CO Financial Services 3,547.0 $1.2M 0.13% -182.0 -4.9% $327.34 +9.1%
55 GLD SPDR GOLD TR Financial Services 2,867.0 $1.1M 0.12% +719.0 +33.5% $368.38 +12.3%
56 CHD CHURCH & DWIGHT CO INC Consumer Defensive 10,770.0 $1.0M 0.12% -701.0 -6.1% $96.88 +2.2%
57 GWW WW GRAINGER INC Industrials 760.0 $1.0M 0.12% $1360.40 -3.9%
58 MU MICRON TECHNOLOGY INC Technology 846.0 $977K 0.11% +70.0 +9.0% $1154.29 -18.8%
59 MSFT MICROSOFT CORP Technology 2,542.0 $948K 0.11% -895.0 -26.0% $372.97 +29.9%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 3,286.0 $924K 0.11% -130.0 -3.8% $281.21 -15.7%
Page 3 of 6  ·  111 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 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%