BlueSky Wealth Advisors, LLC - Portfolio overview

BlueSky Wealth Advisors, LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. SCHX - SCHWAB STRATEGIC TR, 16.09%
  2. VGIT - VANGUARD SCOTTSDALE FDS, 5.98%
  3. SCHP - SCHWAB STRATEGIC TR, 5.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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