Blue Sky Wealth Advisors, LLC Portfolio Holdings

Blue Sky Wealth Advisors, LLC

  • $644 Million
  • Q1 2025

Blue Sky Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $644 Million distributed in 73 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 $137M, Vanguard Sht Term Corp Bd ETF with a value of $57.5M, Schwab Us Aggregate Bond ETF with a value of $48.4M, Schwab Strategic Us Tips ETF with a value of $35.9M, and Dimensional ETF Tr with a value of $34.4M.

Examining the 13F form we can see an increase of $5.07M in the current position value, from $639M to 644M.

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

Portfolio value $644 Million
ETFs: $578 Million
Technology: $10.6 Million
Communication Services: $7.04 Million
Consumer Cyclical: $5.36 Million
Financial Services: $4.63 Million
Industrials: $1.92 Million
Consumer Defensive: $1.58 Million
Healthcare: $1.02 Million
Other: $350,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $644 Million
  • Prior Value $639 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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