BlueSky Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
New Bern, NC
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$776,520
Net value change ($000)
+18,177 (2.4%)
New positions
40
Sold out positions
3
Turnover %
25.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGIT 46,531 NEW
VTV 36,042 4363.4%
DFAE 20,057 NEW
VCIT 20,047 NEW
BNDX 18,936 NEW
SHYG 17,684 NEW
MBB 15,718 NEW
DFIV 15,700 NEW
VSS 14,626 NEW
SCHC 8,505 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHZ -50,834 -90.6%
SCHX -42,001 -25.1%
VCSH -30,508 -46.5%
DFAX -26,652 -61.8%
SCHH -18,992 -88.5%
SCHE -18,140 -46.7%
HYG -15,571 -88.8%
BND -7,741 -62.7%
VNQ -4,715 -84.7%
AGG -4,308 -59.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type