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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
101	AVGO	BROADCOM INC	Technology	674.0	$255K	0.03%	-554.0	-45.1%	$377.83	-4.1%
102	FIX	COMFORT SYS USA INC	Industrials	123.0	$244K	0.03%	-64.0	-34.2%	$1981.95	-14.4%
103	TQQQ	PROSHARES TR	—	2,766.0	$224K	0.03%	NEW	—	$81.00	-11.0%
104	GM	GENERAL MTRS CO	Consumer Cyclical	2,886.0	$222K	0.03%	NEW	—	$77.08	+10.2%
105	CVX	CHEVRON CORPORATION	Energy	1,331.0	$221K	0.03%	+19.0	+1.4%	$165.71	+24.2%
106	EAT	BRINKER INTL INC	Consumer Cyclical	1,252.0	$210K	0.02%	NEW	—	$168.00	+39.0%
107	INTU	INTUIT	Technology	803.0	$210K	0.02%	-152.0	-15.9%	$261.00	+38.9%
108	DLB	DOLBY LABORATORIES INC	Technology	3,859.0	$203K	0.02%	—	—	$52.58	+19.2%
109	V	VISA INC	Financial Services	591.0	$203K	0.02%	-128.0	-17.8%	$343.16	+6.5%
110	BK	BANK OF NY MELLON CORP	Financial Services	1,394.0	$202K	0.02%	NEW	—	$144.61	-0.6%
111	EGHT	8X8 INC NEW	Technology	19,045.0	$33K	0.00%	-405.0	-2.1%	$1.71	+22.8%

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① 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%