Institutional Fund
Bluesky Wealth Advisors, LLC
New Bern, NCCIK 17041075 filings on record
Portfolio Value
$776.52M
Q1 2026
Holdings
115
Reported positions
New Buys
40
Opened this quarter
QoQ Change
+2.4%
from $758.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr16.1%
- Vanguard Scottsdale Fds6.0%
- Schwab Strategic Tr5.2%
- Schwab Strategic Tr5.0%
- Vanguard Index Fds4.7%
- Vanguard Scottsdale Fds4.5%
- Other58.4%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 4.89M | $125.28M | 16.1% | −1.33M | Reduced |
| 2 | Vanguard Scottsdale Fds | 781.4K | $46.53M | 6.0% | +781.4K | New |
| 3 | Schwab Strategic Tr | 1.52M | $40.37M | 5.2% | +17.6K | Added |
| 4 | Schwab Strategic Tr | 1.56M | $38.68M | 5.0% | +190.8K | Added |
| 5 | Vanguard Index Fds | 187.9K | $36.87M | 4.7% | +183.6K | Added |
| 6 | Vanguard Scottsdale Fds | 442.1K | $35.04M | 4.5% | −380.1K | Reduced |
| 7 | Schwab Strategic Tr | 1.04M | $30.22M | 3.9% | +41.7K | Added |
| 8 | Vanguard Whitehall Fds | 406.5K | $26.70M | 3.4% | +12.9K | Added |
| 9 | Vanguard Index Fds | 80.8K | $24.15M | 3.1% | −7.3K | Reduced |
| 10 | Schwab Strategic Tr | 628.8K | $20.72M | 2.7% | −557.7K | Reduced |
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