BlueSky Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
New Bern, NC
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$864,519
Net value change ($000)
+1,186 (0.1%)
New positions
8
Sold out positions
9
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SCHR 4,976 119.4%
IGSB 2,590 27.3%
VMBS 2,461 149.9%
TIP 2,316 20.6%
IGIB 2,250 58.2%
META 2,096 278.0%
DFIV 1,888 10.8%
IAGG 1,859 357.5%
VTV 1,669 3.5%
NVDA 1,348 17.0%
Top Reduces (Value $000, Stocks/ETFs)
VGIT -3,472 -7.0%
SCHA -3,100 -7.8%
VCSH -2,883 -8.5%
SCHP -2,769 -6.4%
MBB -2,472 -14.5%
VCIT -2,018 -9.6%
BNDX -1,476 -7.0%
DFAT -1,326 -6.2%
SCHX -1,078 -0.8%
VB -1,035 -8.7%
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