BlueSky Wealth Advisors, LLC
•CIK: 1704107•Filing: Q4 2025
**BlueSky Wealth Advisors, LLC** manages $758M across a diversified portfolio of 78 positions. The firm exhibits a significant allocation to broad market equity exposure, notably holding SCHX at $167.3M and VCSH at $65.6M. Key concentrations include SCHZ ($56.1M), DFAX ($43.1M), and SCHP ($39.7M), suggesting a focus on core, diversified market indices. This structure indicates a systematic approach to capturing broad market beta while maintaining tactical sector weighting.
Total AUM
$758.3M
QoQ Performance
+2.3%
Positions
48
Top 10 Concentration
69.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
VCSH
SCHZ
DFAX
SCHP
SCHE
SCHX22.1%
VCSH8.6%
SCHZ7.4%
DFAX5.7%
SCHP5.2%
SCHE5.1%
SCHF4.3%
SCHA3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.8%
Technology3.4%
ETF1.2%
Consumer0.9%
Financial0.4%
Industrial0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑20 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023