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 Market Cap. of $300 Millions to $2 Billions

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

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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