BlueSky Wealth Advisors, LLC
All 13F Filings
- Location
- New Bern, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 776,520
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.88 K | 7.2% | 0 | 245.7 K | -245.7 K |
| ETFs | 720.6 K | 92.8% | 268.6 K | 0 | 268.6 K |
| Other | 0 | 0.0% | 0 | 4.722 K | -4.722 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
776,520
Holdings
115
QoQ value change ($000)
18,177
(2.4%)
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.