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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYG ISHARES TR 10,701.0 $856K 0.10% -14K -56.6% $79.97 -0.5%
62 IWR ISHARES TR 7,481.0 $825K 0.10% $110.32 +2.2%
63 IESC IES HOLDINGS INC Industrials 1,100.0 $808K 0.09% $734.66 -7.1%
64 NTRA NATERA INC Healthcare 2,928.0 $795K 0.09% -27.0 -0.9% $271.45 +20.1%
65 META META PLATFORMS INC Communication Services 1,339.0 $754K 0.09% -194.0 -12.7% $563.42 -4.1%
66 VGK VANGUARD INTL EQUITY INDEX F 8,405.0 $744K 0.09% -309.0 -3.5% $88.54 +3.8%
67 XOM EXXON MOBIL CORP Energy 5,384.0 $736K 0.09% -332.0 -5.8% $136.72 +22.2%
68 IWF ISHARES TR 5,012.0 $622K 0.07% +4K +300.0% $124.17 -2.0%
69 IWM ISHARES TR 2,036.0 $612K 0.07% +1K +147.4% $300.44 -1.0%
70 STRL STERLING INFRASTRUCTURE INC Industrials 663.0 $556K 0.06% NEW $839.36 -38.3%
71 ORCL ORACLE CORP Technology 3,764.0 $552K 0.06% -78.0 -2.0% $146.56 -3.0%
72 VNQ VANGUARD INDEX FDS 5,503.0 $531K 0.06% -4K -42.6% $96.43 +2.7%
73 IWP ISHARES TR 3,584.0 $525K 0.06% $146.41 -3.0%
74 IAGG ISHARES TR 10,268.0 $520K 0.06% +626.0 +6.5% $50.60 -1.7%
75 JNK SPDR SERIES TRUST 5,184.0 $500K 0.06% -4K -46.4% $96.37 -0.6%
76 GE GE AEROSPACE Industrials 1,165.0 $435K 0.05% -154.0 -11.7% $373.76 -7.8%
77 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 618.0 $435K 0.05% $703.34 -1.0%
78 GEV GE VERNOVA INC Utilities 363.0 $426K 0.05% -128.0 -26.1% $1174.86 -18.6%
79 UPS UNITED PARCEL SVCS INC Industrials 3,965.0 $426K 0.05% -57.0 -1.4% $107.50 -4.5%
80 WMT WALMART INC Consumer Defensive 3,628.0 $411K 0.05% -1K -26.7% $113.25 -8.9%
Page 4 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%