BlueSky Wealth Advisors, LLC ETF holdings
New Bern, NC
Reported $807.2M in 63 ETFs in its Form 13F for June 30, 2026.
ETF value
$807.2M
ETFs held
63
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
93.5%
of $863.3M
Top 10 of 63 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $142.9M | 4,853,947 | −32,029 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $49.7M | 842,326 | +60,941 shares |
| VTV | Vanguard Morningstar Value ETF | $47.7M | 219,076 | +31,164 shares |
| SCHF | Schwab International Equity ETF | $46.2M | 1,668,792 | +105,895 shares |
| SCHP | Schwab U.S. TIPS ETF | $43.0M | 1,623,663 | +106,456 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $39.6M | 1,096,973 | +57,839 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $33.8M | 427,179 | −14,879 shares |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $29.3M | 435,695 | +29,218 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $27.3M | 79,239 | −1,558 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $26.2M | 651,220 | +58,859 shares |
53 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001704107. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BlueSky Wealth Advisors, LLC own?
BlueSky Wealth Advisors, LLC reported 63 ETF positions worth $807.2M in its Form 13F for June 30, 2026. The largest was SCHX, at $142.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.