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Livermore
Livermore
ZHEN

BlueSky Wealth Advisors, LLC

SEC CIK
0001704107
Latest filing
Jul 28, 2026

The latest 13F from BlueSky Wealth Advisors, LLC covers Q2 2026 (filed Jul 28, 2026): 111 long positions worth $863.3M. The top 10 holdings make up 56.3% of the portfolio, and the largest is Schwab U.S. Large-Cap ETF at 16.5%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
14
Est. +$4.44M
Added
31
Est. +$45.2M
Reduced
49
Est. −$25.5M
Sold out
18
Est. −$4.88M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab U.S. Large-Cap ETF808524201
    16.5%$142.9M
  2. Vanguard Scottsdale FDS92206C706
    5.8%$49.7M
  3. Vanguard Morningstar Value ETF922908744
    5.5%$47.7M
  4. Schwab International Equity ETF808524805
    5.4%$46.2M
  5. Schwab US Tips ETF808524870
    5.0%$43.0M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Value ETF922908744
    +$6.79MAdded
  2. Vanguard Scottsdale FDS92206C706
    +$3.59MAdded
  3. Schwab International Equity ETF808524805
    +$2.93MAdded
  4. Schwab US Tips ETF808524870
    +$2.82MAdded
  5. Schwab Intermediate-Term US Treasury ETF808524854
    +$2.74MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Value ETF922908744
    +0.78 pp4.7% → 5.5%
  2. Schwab U.S. Small-Cap ETF808524607
    +0.70 pp3.9% → 4.6%
  3. Dimensional Emerging Core Equity Market ETF25434V302
    +0.45 pp2.6% → 3.0%
  4. Schwab International Equity ETF808524805
    +0.37 pp5.0% → 5.4%
  5. Schwab Intermediate-Term US Treasury ETF808524854
    +0.30 pp0.2% → 0.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVDANVIDIA Corp
    −$7.01MReducedHistory
  2. Schwab US Aggregate Bond ETF808524839
    −$3.26MReduced
  3. Vanguard Total Bond Market ETF921937835
    −$1.76MReduced
  4. Schwab Fundamental International Equity ETF808524755
    −$1.30MReduced
  5. Vanguard Scottsdale FDS92206C409
    −$1.18MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NVDANVIDIA Corp
    −0.76 pp1.7% → 0.9%History
  2. Vanguard Scottsdale FDS92206C409
    −0.60 pp4.5% → 3.9%
  3. Schwab US Aggregate Bond ETF808524839
    −0.45 pp0.7% → 0.2%
  4. Vanguard Total Bond Market ETF921937835
    −0.27 pp0.6% → 0.3%
  5. Schwab Fundamental International Equity ETF808524755
    −0.20 pp1.8% → 1.6%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$863.3M
+$86.8M (+11.2%) vs. prior quarter
Positions
111
−4 vs. prior quarter
Top 10 concentration
56.3%
Top 10 as share of value
Turnover
3.7%
Q2 2026, one quarter
Average holding period
8.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $863.3M (Q2 2026)

Q1 2021: $443.4MQ2 2021: $510.1MQ3 2021: $510.7MQ4 2021: $539.8MQ1 2022: $514.8MQ2 2022: $450.6MQ3 2022: $431.0MQ4 2022: $452.3MQ1 2023: $483.6MQ2 2023: $497.7MQ3 2023: $489.0MQ4 2023: $538.0MQ1 2024: $127.8MQ2 2024: $594.2MQ3 2024: $643.8MQ4 2024: $639.7MQ1 2025: $645.2MQ2 2025: $688.4MQ3 2025: $741.6MQ4 2025: $758.3MQ1 2026: $776.5MQ2 2026: $863.3M
Q1 2021Q2 2026
13F filings of BlueSky Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 28, 2026111$863.3MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSVanguard Morningstar Value ETFvs. Q1 2026SEC
Q1 2026Apr 16, 2026115$776.5MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Tips ETFvs. Q4 2025SEC
Q4 2025Jan 26, 202678$758.3MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Oct 14, 202580$741.6MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q2 2025SEC
Q2 2025Jul 14, 202570$688.4MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q1 2025SEC
Q1 2025Apr 21, 202573$645.2MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q4 2024SEC
Q4 2024Jan 16, 202574$639.7MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q3 2024SEC
Q3 2024Oct 11, 202475$643.8MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q2 2024SEC
Q2 2024Jul 17, 202476$594.2MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q1 2024SEC
Q1 2024Apr 12, 202435$127.8MDimensional World Ex U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFiShares Trvs. Q4 2023SEC
Q4 2023Feb 12, 202469$538.0MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q3 2023SEC
Q3 2023Oct 18, 202369$489.0MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q2 2023SEC
Q2 2023Jul 27, 202379$497.7MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q1 2023SEC
Q1 2023May 10, 202371$483.6MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q4 2022SEC
Q4 2022Feb 1, 202367$452.3MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q3 2022SEC
Q3 2022Nov 3, 202265$431.0MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q2 2022SEC
Q2 2022Aug 2, 202264$450.6MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q1 2022SEC
Q1 2022Apr 26, 202266$514.8MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q4 2021SEC
Q4 2021Jan 25, 2022Amended68$539.8MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q3 2021SEC
Q3 2021Oct 15, 202164$510.7MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q2 2021SEC
Q2 2021Jul 27, 202164$510.1MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETFvs. Q1 2021SEC
Q1 2021Apr 23, 202159$443.4MSchwab U.S. Large-Cap ETFVanguard Scottsdale FDSSchwab US Aggregate Bond ETF–SEC