Blue Sky Wealth Advisors, LLC Portfolio Holdings

Blue Sky Wealth Advisors, LLC

  • $687 Million
  • Q2 2025

Blue Sky Wealth Advisors, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $687 Million distributed in 70 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 $150M, Vanguard Sht Term Corp Bd ETF with a value of $59M, Schwab Us Aggregate Bond ETF with a value of $49.2M, Dimensional ETF Tr with a value of $39M, and Schwab Strategic Us Tips ETF with a value of $35.9M.

Examining the 13F form we can see an increase of $42.4M in the current position value, from $644M to 687M.

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

Portfolio value $687 Million
ETFs: $613 Million
Technology: $11.6 Million
Communication Services: $8.13 Million
Consumer Cyclical: $5.86 Million
Financial Services: $4.61 Million
Industrials: $2.41 Million
Consumer Defensive: $1.45 Million
Healthcare: $475,000
Other: $318,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$150 Million 21.83% of portfolio
6,136,147
Q2 2025 Reduced 0.91%
$0
$59 Million 8.59% of portfolio
742,293
Q2 2025 Added 1.88%
$0
$49.2 Million 7.16% of portfolio
2,123,549
Q2 2025 Added 1.69%
$0
$39 Million 5.68% of portfolio
1,328,699
Q2 2025 Added 1.21%
$0
$35.9 Million 5.23% of portfolio
1,346,257
Q2 2025 Added 0.85%
$0
$35.5 Million 5.16% of portfolio
1,177,126
Q2 2025 Added 3.64%
$0
$30.1 Million 4.39% of portfolio
1,363,373
Q2 2025 Added 1.75%
$0
$26.8 Million 3.9% of portfolio
93,800
Q2 2025 Added 18.05%
$0
$24.9 Million 3.62% of portfolio
982,950
Q2 2025 Added 3.57%
$0
$23.2 Million 3.38% of portfolio
371,527
Q2 2025 Reduced 0.22%
$0
$19.6 Million 2.85% of portfolio
925,957
Q2 2025 Added 5.91%
$0
$16.1 Million 2.34% of portfolio
199,689
Q2 2025 Reduced 0.66%
$0
$15.6 Million 2.27% of portfolio
289,256
Q2 2025 Added 2.19%
$0
$13.6 Million 1.98% of portfolio
339,194
Q2 2025 Reduced 2.67%
$0
$13.2 Million 1.93% of portfolio
179,949
Q2 2025 Reduced 5.58%
$0
$12 Million 1.74% of portfolio
108,741
Q2 2025 Reduced 2.76%
$0
$9.81 Million 1.43% of portfolio
41,403
Q2 2025 Added 8.73%
$0
$9.51 Million 1.38% of portfolio
192,313
Q2 2025 Reduced 5.78%
$0
$7.4 Million 1.08% of portfolio
74,565
Q2 2025 Reduced 9.13%
$0
$7.05 Million 1.03% of portfolio
123,673
Q2 2025 Reduced 3.95%
$432B
$6.12 Million 0.89% of portfolio
38,722
Q2 2025 Reduced 27.68%
$0
$5.85 Million 0.85% of portfolio
163,179
Q3 2024 Reduced 0.02%
$0
$5.63 Million 0.82% of portfolio
63,229
Q2 2025 Reduced 4.14%
$2.36T
$5.55 Million 0.81% of portfolio
25,320
Q2 2025 Reduced 1.17%
$1.18T
$5.49 Million 0.8% of portfolio
30,962
Q2 2025 Reduced 0.33%
$0
$4.74 Million 0.69% of portfolio
51,169
Q2 2025 Reduced 2.34%
$0
$4.63 Million 0.67% of portfolio
7,486
Q2 2025 Reduced 9.87%
$0
$3.71 Million 0.54% of portfolio
19,017
Q2 2025 Added 26.55%
$0
$3.19 Million 0.46% of portfolio
5,138
Q2 2025 Added 0.08%
$0
$2.93 Million 0.43% of portfolio
30,075
Q2 2025 Added 1.58%
$23.8B
$2.15 Million 0.31% of portfolio
14,464
Q4 2021 Reduced 85.71%
$3.44T
$1.85 Million 0.27% of portfolio
9,035
Q2 2025 Added 5.25%
$0
$1.7 Million 0.25% of portfolio
5,583
Q2 2025 Reduced 4.86%
$0
$1.66 Million 0.24% of portfolio
15,192
Q2 2025 Reduced 1.51%
$0
$1.56 Million 0.23% of portfolio
29,103
Q2 2025 Reduced 3.74%
$1.15T
$1.38 Million 0.2% of portfolio
7,835
Q4 2024 Reduced 1.88%
$0
$1.31 Million 0.19% of portfolio
15,752
Q2 2025 Reduced 1.2%
$630B
$1.24 Million 0.18% of portfolio
2,553
Q2 2024 Added 407.55%
$1.6T
$1.25 Million 0.18% of portfolio
1,699
Q2 2024 New
$23.6B
$1.13 Million 0.16% of portfolio
11,740
Q1 2025 Reduced 7.85%
$876B
$1 Million 0.15% of portfolio
3,458
Q2 2025 Reduced 8.23%
$0
$999,000 0.15% of portfolio
10,613
Q2 2025 Reduced 2.68%
$3.83T
$814,000 0.12% of portfolio
1,638
Q2 2025 Reduced 31.55%
$53.3B
$790,000 0.12% of portfolio
760
Q2 2024 Added 6.0%
$661B
$832,000 0.12% of portfolio
3,810
Q2 2025 Reduced 12.61%
$233B
$843,000 0.12% of portfolio
2,863
Q1 2025 Reduced 10.14%
$229B
$733,000 0.11% of portfolio
1,890
Q2 2025 Reduced 2.68%
$0
$742,000 0.11% of portfolio
4,199
Q3 2024 Reduced 1.15%
$106B
$654,000 0.1% of portfolio
2,148
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $687 Million
  • Prior Value $644 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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