StockDriftsStockDriftsTop 50 BlueSky Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 16.55% | 4.85M | $142.9M | -0.66%(-32.03K) | $12.45(+145.20%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.75% | 842.3K | $49.7M | +7.80%(+60.94K) | $59.70(-2.23%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.53% | 219.1K | $47.7M | +16.58%(+31.16K) | $193.99(+16.40%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.35% | 1.67M | $46.2M | +6.78%(+105.89K) | $17.94(+57.60%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 4.98% | 1.62M | $43.0M | +7.02%(+106.46K) | $28.36(-8.65%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.59% | 1.10M | $39.6M | +5.57%(+57.84K) | $20.02(+73.84%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.91% | 427.2K | $33.8M | -3.37%(-14.88K) | $79.62(-1.35%) | 2026-06-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 3.39% | 435.7K | $29.3M | +7.19%(+29.22K) | $72.65(-9.11%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 3.16% | 79.2K | $27.3M | -1.93%(-1.56K) | $183.31(+94.31%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.03% | 651.2K | $26.2M | +9.94%(+58.86K) | $33.51(+16.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.39% | +38.20% | +4.05% | +21.93% |
| Top 20 Holdings Unweighted | +10.08% | +33.40% | +3.19% | +17.02% |
BlueSky Wealth Advisors, LLC reports $863.33M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (16.6%), VGIT (5.8%) and VTV (5.5%). The top 20 holdings account for 78.12% of reported assets. Its disclosed equity book has returned +38.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BlueSky Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1704107). View BlueSky Wealth Advisors, LLC’s 13F filings on SEC