BlueSky Wealth Advisors, LLC

13F filer · CIK 0001704107

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$863MU.S. long equity reported on 13F

Positions5513 new · 15 closed

Net flow last quarter-$8.16MBuys minus sells

Top 10 positions weight8.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202655 positions
DFAXGulf Resources, Inc.	$17.7M	2.05%	Not reported	-0.9%	Q4 2021
FNDFSchwab Strategic Trust	$13.6M	1.57%	Not reported	-8.7%	Q2 2019
GOOGAlphabet Inc.	$10.3M	1.19%	Not reported	-3.6%	Q4 2016
NVDANvidia Corp	$7.94M	0.92%	0.00%	-46.9%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$7.16M	0.83%	Not reported	+38.0%	Q4 2016
AMZNAmazon Com Inc	$5.65M	0.65%	0.00%	-13.9%	Q1 2019
AAPLApple Inc.	$3.24M	0.37%	0.00%	-15.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$3.13M	0.36%	Not reported	+119.2%	Q3 2023
GOOGLAlphabet Inc.	$3M	0.35%	0.00%	-5.3%	Q4 2016
CINFCincinnati Financial Corp	$2.68M	0.31%	0.01%	Not reported	Q2 2020
CATCaterpillar Inc	$1.73M	0.20%	0.00%	-2.0%	Q4 2018
JPMJPMorgan Chase & Co	$1.16M	0.13%	0.00%	-4.9%	Q1 2021
GLDSPDR Gold Trust	$1.06M	0.12%	0.00%	+33.5%	Q2 2024
CHDChurch & Dwight Co Inc	$1.04M	0.12%	0.00%	-6.1%	Q3 2019
GWWW.W. Grainger, Inc.	$1.03M	0.12%	0.00%	Not reported	Q2 2022
MUMicron Technology Inc	$977K	0.11%	0.00%	+9.0%	Q1 2026
MSFTMicrosoft Corp	$948K	0.11%	0.00%	-26.0%	Q2 2020
IBMInternational Business Machines Corp	$924K	0.11%	0.00%	-3.8%	Q4 2018
IESCIES Holdings, Inc.	$808K	0.09%	0.01%	Not reported	Q3 2024
NTRANatera, Inc.	$795K	0.09%	0.00%	-0.9%	Q3 2020
METAMeta Platforms, Inc.	$754K	0.09%	Not reported	-12.7%	Q2 2024
XOMExxonMobil Holdings Corp	$736K	0.09%	0.00%	-5.8%	Q2 2022
STRLSterling Infrastructure, Inc.	$556K	0.06%	0.00%	New	Q2 2026
ORCLOracle Corp	$552K	0.06%	0.00%	-2.0%	Q2 2021
GEGeneral Electric Co	$435K	0.05%	0.00%	-11.7%	Q1 2025
MDYSPDR S&P Midcap 400 ETF Trust	$435K	0.05%	Not reported	Not reported	Q4 2016
GEVGE Vernova Inc.	$426K	0.05%	0.00%	-26.1%	Q1 2026
UPSUnited Parcel Service Inc	$426K	0.05%	0.00%	-1.4%	Q3 2025
WMTWalmart Inc.	$411K	0.05%	0.00%	-26.7%	Q2 2024
HPEHewlett Packard Enterprise Co	$408K	0.05%	0.00%	New	Q2 2026
INTCIntel Corp	$403K	0.05%	0.00%	New	Q2 2026
CLSCelestica Inc	$388K	0.04%	0.00%	New	Q2 2026
VPLInvesco Pennsylvania Value Municipal Income Trust	$387K	0.04%	Not reported	Not reported	Q1 2021
TSLATesla, Inc.	$371K	0.04%	0.00%	-15.1%	Q4 2024
AIPArteris, Inc.	$338K	0.04%	0.01%	New	Q2 2026
QCOMQualcomm Inc	$322K	0.04%	0.00%	-22.1%	Q2 2025
SLViShares Silver Trust	$318K	0.04%	0.00%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$312K	0.04%	0.00%	New	Q2 2026
ADIAnalog Devices Inc	$298K	0.03%	0.00%	Not reported	Q4 2025
POWLPowell Industries Inc	$292K	0.03%	0.00%	New	Q2 2026
WDCWestern Digital Corp	$287K	0.03%	0.00%	New	Q2 2026
TTMITTM Technologies Inc	$279K	0.03%	0.00%	New	Q2 2026
FNBFNB Corp	$268K	0.03%	0.00%	Not reported	Q1 2026
SNPSSynopsys Inc	$268K	0.03%	0.00%	+15.6%	Q2 2024
LINLinde PLC	$265K	0.03%	0.00%	-30.0%	Q4 2021
AVGOBroadcom Inc.	$255K	0.03%	0.00%	-45.1%	Q1 2026
FIXComfort Systems USA Inc	$244K	0.03%	0.00%	-34.2%	Q1 2026
GMGeneral Motors Co	$222K	0.03%	0.00%	New	Q2 2026
CVXChevron Corp	$221K	0.03%	0.00%	+1.5%	Q1 2026
EATBrinker International, Inc	$210K	0.02%	0.00%	New	Q2 2026

Q1 2026Reported Apr 16, 202657 positions
DFAXGulf Resources, Inc.	$16.5M	2.12%	Not reported	-63.2%	Q4 2021
FNDFSchwab Strategic Trust	$13.8M	1.77%	Not reported	-13.7%	Q2 2019
NVDANvidia Corp	$13M	1.68%	0.00%	+91.8%	Q2 2021
GOOGAlphabet Inc.	$8.67M	1.12%	Not reported	+3.3%	Q4 2016
AMZNAmazon Com Inc	$5.73M	0.74%	0.00%	+4.2%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$4.52M	0.58%	Not reported	-6.8%	Q4 2016
AAPLApple Inc.	$3.37M	0.43%	0.00%	+25.6%	Q4 2016
GOOGLAlphabet Inc.	$2.55M	0.33%	0.00%	+8.9%	Q4 2016
CINFCincinnati Financial Corp	$2.28M	0.29%	0.01%	Not reported	Q2 2020
BRK.BBerkshire Hathaway Inc	$1.37M	0.18%	Not reported	+8.7%	Q3 2023
MSFTMicrosoft Corp	$1.27M	0.16%	0.00%	+67.3%	Q2 2020
CATCaterpillar Inc	$1.18M	0.15%	0.00%	+3.6%	Q4 2018
JPMJPMorgan Chase & Co	$1.1M	0.14%	0.00%	+9.2%	Q1 2021
CHDChurch & Dwight Co Inc	$1.07M	0.14%	0.00%	-2.3%	Q3 2019
XOMExxonMobil Holdings Corp	$970K	0.12%	0.00%	+12.0%	Q2 2022
GLDSPDR Gold Trust	$924K	0.12%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$877K	0.11%	Not reported	+8.2%	Q2 2024
GWWW.W. Grainger, Inc.	$829K	0.11%	0.00%	Not reported	Q2 2022
IBMInternational Business Machines Corp	$828K	0.11%	0.00%	+20.0%	Q4 2018
WMTWalmart Inc.	$615K	0.08%	0.00%	+43.3%	Q2 2024
NTRANatera, Inc.	$591K	0.08%	0.00%	+5.1%	Q3 2020
ORCLOracle Corp	$565K	0.07%	0.00%	+8.9%	Q2 2021
IESCIES Holdings, Inc.	$524K	0.07%	0.01%	Not reported	Q3 2024
GEVGE Vernova Inc.	$429K	0.06%	0.00%	New	Q1 2026
INTUIntuit Inc.	$413K	0.05%	0.00%	+24.7%	Q2 2021
BKNGBooking Holdings Inc.	$396K	0.05%	0.00%	New	Q1 2026
UPSUnited Parcel Service Inc	$396K	0.05%	0.00%	-4.5%	Q3 2025
TSLATesla, Inc.	$386K	0.05%	0.00%	+36.9%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$381K	0.05%	Not reported	Not reported	Q4 2016
AVGOBroadcom Inc.	$380K	0.05%	0.00%	New	Q1 2026
GEGeneral Electric Co	$374K	0.05%	0.00%	+28.9%	Q1 2025
LINLinde PLC	$361K	0.05%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$336K	0.04%	0.00%	New	Q1 2026
BMYBristol Myers Squibb Co	$334K	0.04%	0.00%	New	Q1 2026
VPLInvesco Pennsylvania Value Municipal Income Trust	$327K	0.04%	Not reported	-33.9%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$313K	0.04%	Not reported	+46.1%	Q3 2025
QCOMQualcomm Inc	$288K	0.04%	0.00%	+38.0%	Q2 2025
MRSHMarsh & Mclennan Companies, Inc.	$284K	0.04%	0.00%	New	Q1 2026
CVXChevron Corp	$271K	0.03%	0.00%	New	Q1 2026
SMHMarket Vectors ETF Trust	$263K	0.03%	Not reported	New	Q1 2026
MUMicron Technology Inc	$262K	0.03%	0.00%	New	Q1 2026
PLTRPalantir Technologies Inc.	$258K	0.03%	0.00%	New	Q1 2026
FIXComfort Systems USA Inc	$258K	0.03%	0.00%	New	Q1 2026
PEPPepsico Inc	$251K	0.03%	0.00%	New	Q1 2026
PCGPG&E Corp	$247K	0.03%	0.00%	New	Q1 2026
REGNRegeneron Pharmaceuticals, Inc.	$247K	0.03%	0.00%	New	Q1 2026
AONAon plc	$247K	0.03%	0.00%	New	Q1 2026
ADIAnalog Devices Inc	$239K	0.03%	0.00%	Not reported	Q4 2025
FNBFNB Corp	$235K	0.03%	0.00%	New	Q1 2026
DLBDolby Laboratories, Inc.	$232K	0.03%	Not reported	Not reported	Q4 2016

Q4 2025Reported Jan 26, 202639 positions
DFAXGulf Resources, Inc.	$43.1M	5.69%	Not reported	+0.6%	Q4 2021
FNDFSchwab Strategic Trust	$14.7M	1.94%	Not reported	-1.2%	Q2 2019
GOOGAlphabet Inc.	$9.19M	1.21%	Not reported	-0.3%	Q4 2016
NVDANvidia Corp	$7.27M	0.96%	0.00%	-52.7%	Q2 2021
AMZNAmazon Com Inc	$6.1M	0.80%	0.00%	Not reported	Q1 2019
SPYSPDR S&P 500 ETF Trust	$5.08M	0.67%	Not reported	-0.3%	Q4 2016
AAPLApple Inc.	$2.87M	0.38%	0.00%	-0.4%	Q4 2016
GOOGLAlphabet Inc.	$2.55M	0.34%	0.00%	Not reported	Q4 2016
CINFCincinnati Financial Corp	$2.36M	0.31%	0.01%	Not reported	Q2 2020
BRK.BBerkshire Hathaway Inc	$1.32M	0.17%	Not reported	-5.4%	Q3 2023
JPMJPMorgan Chase & Co	$1.1M	0.15%	0.00%	Not reported	Q1 2021
MSFTMicrosoft Corp	$993K	0.13%	0.00%	-3.5%	Q2 2020
CHDChurch & Dwight Co Inc	$984K	0.13%	0.00%	Not reported	Q3 2019
METAMeta Platforms, Inc.	$936K	0.12%	Not reported	-21.4%	Q2 2024
CATCaterpillar Inc	$919K	0.12%	0.00%	-12.0%	Q4 2018
GLDSPDR Gold Trust	$851K	0.11%	0.00%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$843K	0.11%	0.00%	-0.6%	Q4 2018
GWWW.W. Grainger, Inc.	$767K	0.10%	0.00%	Not reported	Q2 2022
ORCLOracle Corp	$688K	0.09%	0.00%	Not reported	Q2 2021
NTRANatera, Inc.	$644K	0.08%	0.00%	Not reported	Q3 2020
XOMExxonMobil Holdings Corp	$614K	0.08%	0.00%	Not reported	Q2 2022
INTUIntuit Inc.	$507K	0.07%	0.00%	Not reported	Q2 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$457K	0.06%	Not reported	Not reported	Q1 2021
IESCIES Holdings, Inc.	$428K	0.06%	0.01%	Not reported	Q3 2024
UPSUnited Parcel Service Inc	$418K	0.06%	0.00%	-3.4%	Q3 2025
WMTWalmart Inc.	$385K	0.05%	0.00%	Not reported	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$373K	0.05%	Not reported	Not reported	Q4 2016
TSLATesla, Inc.	$341K	0.05%	0.00%	-20.0%	Q4 2024
GEGeneral Electric Co	$315K	0.04%	0.00%	Not reported	Q1 2025
QCOMQualcomm Inc	$277K	0.04%	0.00%	Not reported	Q2 2025
DLBDolby Laboratories, Inc.	$248K	0.03%	Not reported	-2.9%	Q4 2016
SNPSSynopsys Inc	$244K	0.03%	0.00%	Not reported	Q2 2024
VVisa Inc.	$242K	0.03%	0.00%	Not reported	Q2 2024
QQQInvesco QQQ Trust, Series 1	$228K	0.03%	Not reported	-58.4%	Q3 2025
MCDMcdonalds Corp	$219K	0.03%	0.00%	Not reported	Q3 2025
MAMastercard Inc	$217K	0.03%	0.00%	Not reported	Q4 2023
BDXBecton Dickinson & Co	$206K	0.03%	0.00%	Not reported	Q3 2021
ADIAnalog Devices Inc	$203K	0.03%	0.00%	New	Q4 2025
EGHT8x8 Inc	$37K	0.00%	0.01%	Not reported	Q4 2016
Q3 2025Reported Oct 14, 202538 positions
DFAXGulf Resources, Inc.	$41.1M	5.54%	Not reported	-1.4%	Q4 2021
NVDANvidia Corp	$15.4M	2.07%	0.00%	+112.9%	Q2 2021
FNDFSchwab Strategic Trust	$14.2M	1.91%	Not reported	-2.7%	Q2 2019
GOOGAlphabet Inc.	$7.15M	0.96%	Not reported	-5.2%	Q4 2016
AMZNAmazon Com Inc	$5.8M	0.78%	0.00%	+4.3%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$4.98M	0.67%	Not reported	-0.1%	Q4 2016
AAPLApple Inc.	$2.7M	0.36%	0.00%	+17.4%	Q4 2016
CINFCincinnati Financial Corp	$2.29M	0.31%	0.01%	Not reported	Q2 2020
GOOGLAlphabet Inc.	$1.98M	0.27%	0.00%	+3.8%	Q4 2016
BRK.BBerkshire Hathaway Inc	$1.4M	0.19%	Not reported	+8.8%	Q3 2023
METAMeta Platforms, Inc.	$1.32M	0.18%	Not reported	+6.1%	Q2 2024
MSFTMicrosoft Corp	$1.1M	0.15%	0.00%	+29.9%	Q2 2020
JPMJPMorgan Chase & Co	$1.08M	0.15%	0.00%	-1.2%	Q1 2021
CHDChurch & Dwight Co Inc	$1.03M	0.14%	0.00%	Not reported	Q3 2019
ORCLOracle Corp	$992K	0.13%	0.00%	-7.4%	Q2 2021
CATCaterpillar Inc	$869K	0.12%	0.00%	-3.6%	Q4 2018
IBMInternational Business Machines Corp	$808K	0.11%	0.00%	Not reported	Q4 2018
GLDSPDR Gold Trust	$764K	0.10%	0.00%	Not reported	Q2 2024
GWWW.W. Grainger, Inc.	$724K	0.10%	0.00%	Not reported	Q2 2022
XOMExxonMobil Holdings Corp	$575K	0.08%	0.00%	+72.9%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$536K	0.07%	Not reported	New	Q3 2025
INTUIntuit Inc.	$523K	0.07%	0.00%	-0.3%	Q2 2021
NTRANatera, Inc.	$453K	0.06%	0.00%	Not reported	Q3 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$444K	0.06%	Not reported	Not reported	Q1 2021
IESCIES Holdings, Inc.	$437K	0.06%	0.01%	Not reported	Q3 2024
TSLATesla, Inc.	$422K	0.06%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$368K	0.05%	Not reported	+25.4%	Q4 2016
UPSUnited Parcel Service Inc	$364K	0.05%	0.00%	New	Q3 2025
WMTWalmart Inc.	$356K	0.05%	0.00%	+4.7%	Q2 2024
GEGeneral Electric Co	$308K	0.04%	0.00%	Not reported	Q1 2025
DLBDolby Laboratories, Inc.	$288K	0.04%	Not reported	Not reported	Q4 2016
QCOMQualcomm Inc	$270K	0.04%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$267K	0.04%	0.00%	Not reported	Q3 2022
SNPSSynopsys Inc	$256K	0.03%	0.00%	+23.9%	Q2 2024
VVisa Inc.	$236K	0.03%	0.00%	Not reported	Q2 2024
MCDMcdonalds Corp	$218K	0.03%	0.00%	New	Q3 2025
MAMastercard Inc	$216K	0.03%	0.00%	Not reported	Q4 2023
EGHT8x8 Inc	$39.8K	0.01%	0.01%	Not reported	Q4 2016

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