Blue Sky Wealth Advisors, LLC Incresed Positions in Q3 2025

Blue Sky Wealth Advisors, LLC

  • $739 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 0.29%
$24.46 - $26.5 $437K - $473K
6.15M $162M
NVDA
Nvidia Corp

Technology
43.7K
+ 112.87%
$153.3 - $186.58 $6.7M - $8.15M
82.4K $15.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
118K
+ 5.54%
$22.9 - $23.58 $2.69M - $2.77M
2.24M $52.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.88K
+ 0.19%
$25.29 - $28.33 $47.6K - $53.3K
985K $27.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27.7K
+ 3.73%
$78.96 - $80.04 $2.18M - $2.21M
770K $61.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
64.9K
+ 7.01%
$20.76 - $21.78 $1.35M - $1.41M
991K $21.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.2K
+ 1.45%
$53.36 - $59.69 $224K - $251K
293K $17.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
40.7K
+ 3.03%
$26.44 - $27.1 $1.08M - $1.1M
1.39M $37.4M
AAPL
Apple Inc.

Technology
1.58K
+ 17.43%
$202.38 - $256.87 $319K - $405K
10.6K $2.7M
GOOGL
Alphabet Inc.

Communication Services
300
+ 3.83%
$174.36 - $254.72 $52.3K - $76.4K
8.14K $1.98M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.35K
+ 1.71%
N/A
378K $23.6M
VTI
Vanguard Total Stock Market Et

ETFs
646
+ 11.57%
$303.93 - $329.86 $196K - $213K
6.23K $2.04M
MSFT
Microsoft Corp

Technology
490
+ 29.91%
$491.09 - $535.64 $241K - $262K
2.13K $1.1M
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 0.27%
$620.67 - $670.08 $8.69K - $9.38K
5.15K $3.45M
XOM
Exxon Mobil Corp

Energy
2.15K
+ 72.92%
$105.83 - $117.22 $228K - $252K
5.1K $575K
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 4.33%
$211.65 - $238.24 $232K - $261K
26.4K $5.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
225
+ 8.81%
$459.11 - $506.91 $103K - $114K
2.78K $1.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
69
+ 0.45%
$108.46 - $120.63 $7.48K - $8.32K
15.3K $1.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
75
+ 6.37%
$420.11 - $472.68 $31.5K - $35.5K
1.25K $586K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
125
+ 25.35%
$567.09 - $607.37 $70.9K - $75.9K
618 $368K
META
Meta Platforms, Inc.

Communication Services
104
+ 6.12%
$695.21 - $791.73 $72.3K - $82.3K
1.8K $1.32M
VTV
Vanguard Value ETF

ETFs
127
+ 3.02%
$175.51 - $186.57 $22.3K - $23.7K
4.33K $806K
SNPS
Synopsys Inc

Technology
100
+ 23.87%
$387.78 - $645.35 $38.8K - $64.5K
519 $256K
WMT
Walmart Inc.

Consumer Defensive
156
+ 4.73%
$94.4 - $104.27 $14.7K - $16.3K
3.46K $356K
Activity Summary
Buys All Purchases 35 New Holdings 10 Increased Positions 25 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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