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BlueSky Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $864,519,282
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $141,773,725
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $49,411,740
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $46,207,656
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $45,723,493
- SCHWAB STRATEGIC TR · US TIPS ETF · 808524870 · shares: $40,258,400
- SCHWAB STRATEGIC TR · US SML CAP ETF · 808524607 · shares: $36,534,388
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $30,877,014
- VANGUARD WHITEHALL FDS · EM MK GOV BD ETF · 921946885 · shares: $28,997,083
- VANGUARD INDEX FDS · MRNGSTR LRG CAP · 922908637 · shares: $26,924,969
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $26,316,194
Reported holdings
110 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| LINDE PLC | SHS | G54950103 | — | 492 shares | $233,528 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | — | 3,859 shares | $226,793 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 1,148 shares | $223,619 |
| INTUIT | COM | 461202103 | — | 797 shares | $219,741 |
| PHILLIPS 66 | COM | 718546104 | — | 850 shares | $217,014 |
| VISA INC | COM CL A | 92826C839 | — | 602 shares | $216,362 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 389 shares | $214,522 |
| GENERAL MTRS CO | COM | 37045V100 | — | 2,782 shares | $214,214 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 1,129 shares | $202,091 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 1,394 shares | $201,614 |