Blue Sky Wealth Advisors, LLC Portfolio Holdings

Blue Sky Wealth Advisors, LLC

  • $750 Million
  • Q4 2025

Blue Sky Wealth Advisors, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $750 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $165M, Vanguard Sht Term Corp Bd ETF with a value of $65.5M, Schwab Us Aggregate Bond ETF with a value of $56.2M, Dimensional ETF Tr with a value of $42.2M, and Schwab Strategic Us Tips ETF with a value of $40.2M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $739M to 750M.

Below you can find more details about Blue Sky Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $750 Million
ETFs: $665 Million
Technology: $13.9 Million
Communication Services: $11.5 Million
Consumer Cyclical: $6.73 Million
Financial Services: $5.16 Million
Industrials: $2.94 Million
Consumer Defensive: $1.34 Million
Healthcare: $776,000
Other: $600,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.49B
$401,000 0.05% of portfolio
1,100
Q2 2025 New
$4.04B
$252,000 0.03% of portfolio
3,859
Q4 2025 Reduced 2.89%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $750 Million
  • Prior Value $739 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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