Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bluesky Wealth Advisors, LLC

Investment Activity

Bluesky Wealth Advisors, LLC has $639.68 million in total holdings as of December 31, 2024.
Bluesky Wealth Advisors, LLC owns shares of 74 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 26.43% of the portfolio was purchased this quarter.
About 0.72% of the portfolio was sold this quarter.
This quarter, Bluesky Wealth Advisors, LLC has purchased 75 new stocks and bought additional shares in 25 stocks.
Bluesky Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $138,864,069
Vanguard Short-Term Corporate Bond ETF: $56,529,724
Schwab U.S. Aggregate Bond ETF: $46,342,802
Schwab U.S. TIPS ETF: $34,205,943
Dimensional World ex U.S. Core Equity 2 ETF: $31,189,341

Largest New Holdings this Quarter

Tesla: $243,516 Holding
Mastercard: $200,097 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF: 4,014,627 shares (about $93.06M)
Schwab U.S. Aggregate Bond ETF: 1,045,592 shares (about $23.73M)
Schwab U.S. TIPS ETF: 662,994 shares (about $17.13M)
Schwab US Small-Cap ETF: 472,477 shares (about $12.22M)
Schwab International Equity ETF: 623,229 shares (about $11.53M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 14,639 shares (about $1.42M)
iShares Core S&P 500 ETF: 1,895 shares (about $1.12M)
iShares Core MSCI Emerging Markets ETF: 4,753 shares (about $248.20K)
iShares U.S. Real Estate ETF: 2,586 shares (about $240.65K)
iShares Core S&P Small-Cap ETF: 2,062 shares (about $237.58K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$138,864,069	$93,059,048 ▲	203.2%	5,990,685	21.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$56,529,724	$1,484,609 ▲	2.7%	724,647	8.8%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$46,342,802	$23,734,940 ▲	105.0%	2,041,533	7.2%	ETF
SCHP Schwab U.S. TIPS ETF	$34,205,943	$17,125,134 ▲	100.3%	1,324,272	5.3%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$31,189,341	$581,799 ▲	1.9%	1,254,599	4.9%	ETF
SCHE Schwab Emerging Markets Equity ETF	$29,892,923	$216,688 ▼	-0.7%	1,122,528	4.7%	ETF
SCHA Schwab US Small-Cap ETF	$23,691,131	$12,218,260 ▲	106.5%	916,130	3.7%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$23,086,154	$6,568 ▲	0.0%	365,576	3.6%	ETF
SCHF Schwab International Equity ETF	$23,024,242	$11,529,733 ▲	100.3%	1,244,554	3.6%	ETF
VV Vanguard Large-Cap ETF	$22,530,468	$672,901 ▲	3.1%	83,539	3.5%	ETF
SCHH Schwab U.S. REIT ETF	$17,915,659	$468,122 ▲	2.7%	850,696	2.8%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$15,499,055	$197,259 ▲	1.3%	278,459	2.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$15,436,437	$916,039 ▲	6.3%	196,267	2.4%	ETF
BND Vanguard Total Bond Market ETF	$13,660,887	$1,858,370 ▲	15.7%	189,972	2.1%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$12,533,631	$120,099 ▼	-0.9%	242,430	2.0%	Manufacturing
TIP iShares TIPS Bond ETF	$11,821,190	$607,122 ▲	5.4%	110,945	1.8%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$11,482,988	$1,187,324 ▲	11.5%	345,769	1.8%	ETF
VB Vanguard Small-Cap ETF	$9,043,899	$204,959 ▼	-2.2%	37,639	1.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$8,440,460	$1,418,517 ▼	-14.4%	87,105	1.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$8,023,608	$736,878 ▲	10.1%	182,189	1.3%	ETF
NVDA NVIDIA	$7,155,865	$24,172 ▲	0.3%	53,287	1.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$7,103,039	$1,395,340 ▲	24.4%	148,537	1.1%	ETF
GOOG Alphabet	$5,915,706	$138,261 ▲	2.4%	31,063	0.9%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$5,644,362		0.0%	163,179	0.9%	ETF
AMZN Amazon.com	$5,620,772		0.0%	25,620	0.9%	Retail/Wholesale
VNQ Vanguard Real Estate ETF	$5,314,168	$400,950 ▲	8.2%	59,656	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$4,903,340	$51,577 ▼	-1.0%	8,366	0.8%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$4,683,415	$99,992 ▲	2.2%	52,599	0.7%	ETF
IVV iShares Core S&P 500 ETF	$3,144,729	$1,115,549 ▼	-26.2%	5,342	0.5%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$2,929,497	$12,316 ▲	0.4%	30,685	0.5%	Finance
VBR Vanguard Small-Cap Value ETF	$2,704,761	$198 ▼	0.0%	13,648	0.4%	ETF
AAPL Apple	$2,129,487	$18,280 ▼	-0.9%	8,504	0.3%	Computer and Technology
CINF Cincinnati Financial	$2,078,477		0.0%	14,464	0.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$1,831,191	$237,584 ▼	-11.5%	15,893	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$1,652,057		0.0%	5,700	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,631,718	$248,202 ▼	-13.2%	31,247	0.3%	ETF
GOOGL Alphabet	$1,483,166	$28,395 ▼	-1.9%	7,835	0.2%	Computer and Technology
CHD Church & Dwight	$1,334,005		0.0%	12,740	0.2%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$1,166,507	$209,364 ▼	-15.2%	16,598	0.2%	ETF
BRK.B Berkshire Hathaway	$1,157,224		0.0%	2,553	0.2%	Finance
IYR iShares U.S. Real Estate ETF	$1,143,800	$240,653 ▼	-17.4%	12,291	0.2%	ETF
MSFT Microsoft	$1,008,447	$25,706 ▲	2.6%	2,393	0.2%	Computer and Technology
META Meta Platforms	$994,917		0.0%	1,699	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$903,227		0.0%	3,768	0.1%	Finance
GWW W.W. Grainger	$801,078		0.0%	760	0.1%	Industrial Products
IWP iShares Russell Mid-Cap Growth ETF	$741,488		0.0%	5,850	0.1%	ETF
EFA iShares MSCI EAFE ETF	$738,513	$3,176 ▲	0.4%	9,767	0.1%	Finance
ORCL Oracle	$726,550		0.0%	4,360	0.1%	Computer and Technology
VTV Vanguard Value ETF	$710,891		0.0%	4,199	0.1%	ETF
CAT Caterpillar	$704,480		0.0%	1,942	0.1%	Industrial Products
IBM International Business Machines	$700,378		0.0%	3,186	0.1%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$661,320		0.0%	7,481	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$635,701		0.0%	1,583	0.1%	ETF
VGK Vanguard FTSE Europe ETF	$533,465		0.0%	8,405	0.1%	ETF
GLD SPDR Gold Shares	$520,095		0.0%	2,148	0.1%	Finance
INTU Intuit	$481,431		0.0%	766	0.1%	Computer and Technology
NTRA Natera	$445,140		0.0%	2,812	0.1%	Medical
UNH UnitedHealth Group	$368,266		0.0%	728	0.1%	Medical
VPL Vanguard FTSE Pacific ETF	$359,178		0.0%	5,056	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$329,343		0.0%	2,394	0.1%	ETF
XOM Exxon Mobil	$317,439		0.0%	2,951	0.0%	Oils/Energy
DLB Dolby Laboratories	$313,572	$5,467 ▼	-1.7%	4,015	0.0%	Consumer Discretionary
WMT Walmart	$298,155		0.0%	3,300	0.0%	Retail/Wholesale
MDY SPDR S&P MidCap 400 ETF Trust	$280,803		0.0%	493	0.0%	ETF
XLF Financial Select Sector SPDR Fund	$279,976		0.0%	5,793	0.0%	ETF
HD Home Depot	$263,346		0.0%	677	0.0%	Retail/Wholesale
TSLA Tesla	$243,516	$243,516 ▲	New Holding	603	0.0%	Auto/Tires/Trucks
VEU Vanguard FTSE All-World ex-US ETF	$240,548		0.0%	4,190	0.0%	ETF
BDX Becton, Dickinson and Company	$240,255		0.0%	1,059	0.0%	Medical
IESC IES	$221,056		0.0%	1,100	0.0%	Computer and Technology
PANW Palo Alto Networks	$218,352	$109,176 ▲	100.0%	1,200	0.0%	Computer and Technology
SNPS Synopsys	$203,366		0.0%	419	0.0%	Computer and Technology
MA Mastercard	$200,097	$200,097 ▲	New Holding	380	0.0%	Business Services
EGHT 8X8	$50,164		0.0%	18,788	0.0%	Computer and Technology
V Visa	$0	$258,453 ▼	-100.0%	0	0.0%	Business Services
LINDE PLC	$0	$238,907 ▼	-100.0%	0	0.0%	SHS
ME 23andMe	$0	$5,812 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bluesky Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bluesky Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBluesky Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools