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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
Page 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 1,319.0 $374K 0.05% +296.0 +28.9% $283.79 +0.2%
82 LIN LINDE PLC Basic Materials 729.0 $361K 0.05% NEW $495.76 +2.2%
83 XLV SELECT SECTOR SPDR TR 2,394.0 $351K 0.04% $146.61 -1.0%
84 VGT VANGUARD WORLD FD 500.0 $349K 0.04% $697.94 -84.0%
85 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 337.0 $336K 0.04% NEW $996.46 +8.4%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,506.0 $334K 0.04% NEW $60.65 -5.5%
87 VPL VANGUARD INTL EQUITY INDEX F 3,343.0 $327K 0.04% -2K -33.9% $97.73 +12.1%
88 VEU VANGUARD INTL EQUITY INDEX F 4,190.0 $315K 0.04% $75.10 +7.4%
89 QQQ INVESCO QQQ TR Financial Services 542.0 $313K 0.04% +171.0 +46.1% $577.69 +21.5%
90 QCOM QUALCOMM INC Technology 2,237.0 $288K 0.04% +616.0 +38.0% $128.78 +53.5%
91 MRSH MARSH & MCLENNAN COS INC Financial Services 1,635.0 $284K 0.04% NEW $173.45 -4.4%
92 VOO VANGUARD INDEX FDS 463.0 $277K 0.04% -64.0 -12.1% $598.13 +12.9%
93 CVX CHEVRON CORPORATION Energy 1,312.0 $271K 0.04% NEW $206.83 -6.2%
94 SMH VANECK ETF TRUST 685.0 $263K 0.03% NEW $383.43 +42.1%
95 MU MICRON TECHNOLOGY INC Technology 776.0 $262K 0.03% NEW $337.84 +104.0%
96 VXUS VANGUARD STAR FDS 3,354.0 $259K 0.03% NEW $77.12 +7.3%
97 PLTR PALANTIR TECHNOLOGIES INC Technology 1,764.0 $258K 0.03% NEW $146.28 -7.0%
98 FIX COMFORT SYS USA INC Industrials 187.0 $258K 0.03% NEW $1378.99 +31.6%
99 PEP PEPSICO INC Consumer Defensive 1,614.0 $251K 0.03% NEW $155.25 -3.5%
100 RSP INVESCO EXCHANGE TRADED FD T 1,300.0 $249K 0.03% NEW $191.92 +4.8%
Page 5 of 6  ·  115 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 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%