Blue Sky Wealth Advisors, LLC Portfolio Holdings

Blue Sky Wealth Advisors, LLC

  • $739 Million
  • Q3 2025

Blue Sky Wealth Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $739 Million distributed in 80 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 $162M, Vanguard Sht Term Corp Bd ETF with a value of $61.5M, Schwab Us Aggregate Bond ETF with a value of $52.6M, Dimensional ETF Tr with a value of $41.1M, and Schwab Strategic Tr Us Emergin with a value of $38.9M.

Examining the 13F form we can see an increase of $52.6M in the current position value, from $687M to 739M.

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

Portfolio value $739 Million
ETFs: $649 Million
Technology: $22.1 Million
Communication Services: $10.5 Million
Consumer Cyclical: $6.71 Million
Financial Services: $5.21 Million
Industrials: $2.99 Million
Consumer Defensive: $1.38 Million
Energy: $575,000
Other: $452,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$162 Million 21.92% of portfolio
6,154,009
Q3 2025 Added 0.29%
$0
$61.5 Million 8.32% of portfolio
769,965
Q3 2025 Added 3.73%
$0
$52.6 Million 7.11% of portfolio
2,241,127
Q3 2025 Added 5.54%
$0
$41.1 Million 5.56% of portfolio
1,309,798
Q3 2025 Reduced 1.42%
$0
$38.9 Million 5.25% of portfolio
1,164,240
Q3 2025 Reduced 1.09%
$0
$37.4 Million 5.05% of portfolio
1,387,002
Q3 2025 Added 3.03%
$0
$31.6 Million 4.28% of portfolio
1,358,215
Q3 2025 Reduced 0.38%
$0
$27.5 Million 3.72% of portfolio
984,833
Q3 2025 Added 0.19%
$0
$27 Million 3.66% of portfolio
87,849
Q3 2025 Reduced 6.34%
$0
$23.6 Million 3.19% of portfolio
377,876
Q3 2025 Added 1.71%
$0
$21.4 Million 2.89% of portfolio
990,848
Q3 2025 Added 7.01%
$0
$17.1 Million 2.31% of portfolio
293,456
Q3 2025 Added 1.45%
$0
$16.7 Million 2.26% of portfolio
205,612
Q3 2025 Added 2.97%
$451B
$15.4 Million 2.08% of portfolio
82,427
Q3 2025 Added 112.87%
$0
$14.2 Million 1.92% of portfolio
329,981
Q3 2025 Reduced 2.72%
$0
$12.6 Million 1.7% of portfolio
169,523
Q3 2025 Reduced 5.79%
$0
$11.4 Million 1.54% of portfolio
215,179
Q3 2025 Reduced 3.87%
$0
$10.1 Million 1.37% of portfolio
39,805
Q3 2025 Reduced 3.86%
$0
$9.97 Million 1.35% of portfolio
183,960
Q3 2025 Reduced 4.34%
$0
$7.37 Million 1.0% of portfolio
73,524
Q3 2025 Reduced 1.4%
$1.53T
$7.15 Million 0.97% of portfolio
29,362
Q3 2025 Reduced 5.17%
$0
$7.15 Million 0.97% of portfolio
119,378
Q3 2025 Reduced 3.47%
$0
$6.29 Million 0.85% of portfolio
163,179
Q3 2024 Reduced 0.02%
$2.26T
$5.8 Million 0.78% of portfolio
26,416
Q3 2025 Added 4.33%
$0
$5.58 Million 0.75% of portfolio
61,060
Q3 2025 Reduced 3.43%
$0
$4.98 Million 0.67% of portfolio
7,476
Q3 2025 Reduced 0.13%
$0
$4.73 Million 0.64% of portfolio
49,649
Q3 2025 Reduced 2.97%
$0
$3.73 Million 0.5% of portfolio
17,875
Q3 2025 Reduced 6.01%
$0
$3.45 Million 0.47% of portfolio
5,152
Q3 2025 Added 0.27%
$0
$2.86 Million 0.39% of portfolio
29,159
Q3 2025 Reduced 3.05%
$4.22T
$2.7 Million 0.37% of portfolio
10,610
Q3 2025 Added 17.43%
$24.9B
$2.29 Million 0.31% of portfolio
14,464
Q4 2021 Reduced 85.71%
$0
$2.04 Million 0.28% of portfolio
6,229
Q3 2025 Added 11.57%
$1.5T
$1.98 Million 0.27% of portfolio
8,135
Q3 2025 Added 3.83%
$0
$1.81 Million 0.25% of portfolio
15,261
Q3 2025 Added 0.45%
$0
$1.55 Million 0.21% of portfolio
28,981
Q3 2025 Reduced 0.42%
$646B
$1.4 Million 0.19% of portfolio
2,778
Q3 2025 Added 8.81%
$1.65T
$1.32 Million 0.18% of portfolio
1,803
Q3 2025 Added 6.12%
$0
$1.37 Million 0.18% of portfolio
15,653
Q3 2025 Reduced 0.63%
$871B
$1.08 Million 0.15% of portfolio
3,416
Q3 2025 Reduced 1.21%
$3.86T
$1.1 Million 0.15% of portfolio
2,128
Q3 2025 Added 29.91%
$0
$1.03 Million 0.14% of portfolio
10,609
Q3 2025 Reduced 0.04%
$21.4B
$1.03 Million 0.14% of portfolio
11,740
Q1 2025 Reduced 7.85%
$742B
$992,000 0.13% of portfolio
3,529
Q3 2025 Reduced 7.38%
$277B
$869,000 0.12% of portfolio
1,822
Q3 2025 Reduced 3.6%
$253B
$807,000 0.11% of portfolio
2,863
Q1 2025 Reduced 10.14%
$0
$806,000 0.11% of portfolio
4,326
Q3 2025 Added 3.02%
$130B
$763,000 0.1% of portfolio
2,148
Q2 2024 New
$49.1B
$724,000 0.1% of portfolio
760
Q2 2024 Added 6.0%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $739 Million
  • Prior Value $687 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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