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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$6.12 Million 0.89% of portfolio
38,722
Q2 2025 Reduced 27.68%
$2.28T
$5.55 Million 0.81% of portfolio
25,320
Q2 2025 Reduced 1.17%
$1.12T
$5.49 Million 0.8% of portfolio
30,962
Q2 2025 Reduced 0.33%
$23.7B
$2.15 Million 0.31% of portfolio
14,464
Q4 2021 Reduced 85.71%
$3.38T
$1.85 Million 0.27% of portfolio
9,035
Q2 2025 Added 5.25%
$1.07T
$1.38 Million 0.2% of portfolio
7,835
Q4 2024 Reduced 1.88%
$631B
$1.24 Million 0.18% of portfolio
2,553
Q2 2024 Added 407.55%
$1.62T
$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%
$850B
$1 Million 0.15% of portfolio
3,458
Q2 2025 Reduced 8.23%
$3.81T
$814,000 0.12% of portfolio
1,638
Q2 2025 Reduced 31.55%
$51.6B
$790,000 0.12% of portfolio
760
Q2 2024 Added 6.0%
$671B
$832,000 0.12% of portfolio
3,810
Q2 2025 Reduced 12.61%
$253B
$843,000 0.12% of portfolio
2,863
Q1 2025 Reduced 10.14%
$221B
$733,000 0.11% of portfolio
1,890
Q2 2025 Reduced 2.68%
$213B
$604,000 0.09% of portfolio
768
Q2 2025 Added 0.26%
$258B
$322,000 0.05% of portfolio
3,300
Q2 2024 New
$6.69B
$325,000 0.05% of portfolio
1,100
Q2 2025 New
$465B
$318,000 0.05% of portfolio
2,951
Q4 2023 Reduced 10.74%
$1.01T
$301,000 0.04% of portfolio
949
Q2 2025 Added 1.82%
$171B
$258,000 0.04% of portfolio
1,621
Q2 2025 New
$4.66B
$295,000 0.04% of portfolio
3,974
Q2 2025 Reduced 1.02%
$284B
$263,000 0.04% of portfolio
1,023
Q1 2025 New
$530B
$213,000 0.03% of portfolio
380
Q4 2024 New
$90.1B
$214,000 0.03% of portfolio
419
Q2 2025 New
$214M
$36,000 0.01% of portfolio
18,788
Q4 2021 Reduced 85.71%

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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