BlueSky Wealth Advisors
BlueSky Wealth Advisors reported 110 stocks worth $865M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SCHX (16.4%), VTV (5.7%) and VGIT (5.3%). Compared with Q2 2026, the fund opened new positions in XOM, SPCX and PLTR, added to VTV, SCHA and VWOB, trimmed SCHX, VGIT and SCHF and sold out of XOM, VNQ and AIP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $142M | 16.4% | 4.7M | −128K (−3%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $49.4M | 5.7% | 229K | +9,597 (+4%) | 8 of 8 | |
| 3 |  VGIT Vanguard Scottsdale Fds | $46.2M | 5.3% | 816K | −27K (−3%) | 3 of 8 | |
| 4 |  SCHF Schwab International | $45.7M | 5.3% | 1.7M | −4,304 (−0%) | 8 of 8 | |
| 5 |  SCHP Schwab US Tips ETF | $40.3M | 4.7% | 1.6M | −22K (−1%) | 8 of 8 | |
| 6 |  SCHA Schwab US Small Cap ETF | $36.5M | 4.2% | 1.1M | +23K (+2%) | 8 of 8 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $30.9M | 3.6% | 400K | −27K (−6%) | 8 of 8 | |
| 8 |  VWOB Vanguard Whitehall Fds | $29M | 3.4% | 459K | +24K (+5%) | 8 of 8 | |
| 9 |  VV Vanguard Large Cap ETF | $26.9M | 3.1% | 77K | −2,715 (−3%) | 8 of 8 | |
| 10 |  DFAE Dimensional Emerg Core | $26.3M | 3.0% | 669K | +18K (+3%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $736K | 5,384 |
 VNQ Vanguard Index Fds | $531K | 5,503 |
 AIP Arteris Inc | $338K | 6,947 |
 POWL Powell Inds Inc | $292K | 1,020 |
 WDC Western Digital Corp | $287K | 449 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BlueSky Wealth Advisors 13F FAQ
What does BlueSky Wealth Advisors own?
BlueSky Wealth Advisors reported 110 stocks worth $865M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SCHX (16.4%), VTV (5.7%) and VGIT (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did BlueSky Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 41 added to, 39 trimmed and 9 sold out. New positions include XOM, SPCX and PLTR. It sold all of XOM, VNQ and AIP.
When will BlueSky Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is BlueSky Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $865M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.