BlueSky Wealth Advisors, LLC
All 13F Filings
- Location
- New Bern, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 864,519
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 110 | 864,519 | 13F-HR | BlueSky Wealth Advisors, LLC |
| Q2 2026 | 7/28/2026 | 111 | 863,333 | 13F-HR | BlueSky Wealth Advisors, LLC |
| Q1 2026 | 4/16/2026 | 115 | 776,520 | 13F-HR | BlueSky Wealth Advisors, LLC |
| Q4 2025 | 1/26/2026 | 78 | 758,343 | 13F-HR | BlueSky Wealth Advisors, LLC |
| Q3 2025 | 10/14/2025 | 80 | 741,591 | 13F-HR | BlueSky Wealth Advisors, LLC |
| Q2 2025 | 7/14/2025 | 70 | 688,420 | 13F-HR | BlueSky Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.69 K | 7.0% | 4.52 K | 0 | 4.52 K |
| ETFs | 803.8 K | 93.0% | 0 | 3.341 K | -3.341 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
864,519
Holdings
110
QoQ value change ($000)
1,186
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.