BlueSky Wealth Advisors, LLC reported 50 positions worth $62.10M for the quarter ended Sep 30, 2026, up 7.9% on the prior quarter. It opened 7 new positions, added to 21, trimmed 11 and exited 7. Its largest holding is Alphabet Inc. at 15.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +2,591 | +193.5% | $1.88M | 4.59% |
| AAPL Apple Inc. | +1,301 | +11.6% | $433.27K | 6.7% |
| MSFT Microsoft Corp | +752 | +29.6% | $385.66K | 2.72% |
| SPCX Space Exploration Technologies Corp | +2,270 | – | $342.49K | 0.551% |
| CAT Caterpillar Inc | +387 | +23.8% | $313.81K | 2.63% |
| PLTR Palantir Technologies Inc. | +1,551 | – | $290.12K | 0.467% |
| TWLO Twilio Inc | +969 | – | $283.39K | 0.456% |
| AMZN Amazon Com Inc | +994 | +4.2% | $247.66K | 9.91% |
| TEAM Atlassian Corp | +1,305 | – | $233.97K | 0.377% |
| WMT Walmart Inc. | +2,202 | +60.7% | $228.85K | 0.976% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AIP Arteris, Inc. | -6,947 | -100.0% | $337.56K | Exited |
| POWL Powell Industries Inc | -1,020 | -100.0% | $292.09K | Exited |
| WDC Western Digital Corp | -449 | -100.0% | $286.79K | Exited |
| TTMI Ttm Technologies Inc | -1,492 | -100.0% | $279.03K | Exited |
| AVGO Broadcom Inc. | -674 | -100.0% | $254.66K | Exited |
| GOOG Alphabet Inc. | -743 | -2.5% | $253.17K | 15.58% |
| FIX Comfort Systems Usa Inc | -123 | -100.0% | $243.78K | Exited |
| UPS United Parcel Service Inc | -1,068 | -26.9% | $99.79K | 0.436% |
| MU Micron Technology Inc | -53 | -6.3% | $56.45K | 1.36% |
| EGHT 8X8 Inc | -19.0K | -100.0% | $32.57K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,270 | $342.49K | 0.551% |
| PLTR Palantir Technologies Inc. | +1,551 | $290.12K | 0.467% |
| TWLO Twilio Inc | +969 | $283.39K | 0.456% |
| TEAM Atlassian Corp | +1,305 | $233.97K | 0.377% |
| PSX Phillips 66 | +850 | $217.01K | 0.349% |
| MA Mastercard Inc | +389 | $214.52K | 0.345% |
| BDX Becton Dickinson & Co | +1,129 | $202.09K | 0.325% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AIP Arteris, Inc. | -6,947 | $337.56K | 0.587% |
| POWL Powell Industries Inc | -1,020 | $292.09K | 0.508% |
| WDC Western Digital Corp | -449 | $286.79K | 0.498% |
| TTMI Ttm Technologies Inc | -1,492 | $279.03K | 0.485% |
| AVGO Broadcom Inc. | -674 | $254.66K | 0.443% |
| FIX Comfort Systems Usa Inc | -123 | $243.78K | 0.424% |
| EGHT 8X8 Inc | -19.0K | $32.57K | 0.057% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 28.4K | $9.68M | 15.58% | -743 | -2.5% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 40.7K | $9.29M | 14.96% | +987 | +2.5% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 24.7K | $6.16M | 9.91% | +994 | +4.2% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 12.5K | $4.16M | 6.7% | +1,301 | +11.6% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,300 | $3.14M | 5.05% | +37 | +0.6% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 8,322 | $2.86M | 4.61% | -75 | -0.9% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 3,930 | $2.85M | 4.59% | +2,591 | +193.5% | Added | 0% |
| 8 | CINF Cincinnati Financial Corp | Financial Services | 14.5K | $2.31M | 3.72% | +19 | +0.1% | Added | 0.01% |
| 9 | MSFT Microsoft Corp | Technology | 3,294 | $1.69M | 2.72% | +752 | +29.6% | Added | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 2,016 | $1.63M | 2.63% | +387 | +23.8% | Added | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 3,917 | $1.30M | 2.09% | +370 | +10.4% | Added | 0% |
| 12 | NTRA Natera, Inc. | Healthcare | 2,929 | $1.21M | 1.95% | +1 | +0.0% | Added | 0% |
| 13 | GLD Spdr Gold Trust | Financial Services | 2,867 | $1.09M | 1.76% | 0 | 0.0% | Unchanged | 0% |
| 14 | CHD Church & Dwight Co Inc | Consumer Staples | 10.8K | $1.01M | 1.63% | -17 | -0.2% | Reduced | 0% |
| 15 | GWW W.W. Grainger, Inc. | Industrials | 760 | $946.78K | 1.52% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at BlueSky Wealth Advisors.
As of its Q3 2026 13F filing, BlueSky Wealth Advisors, LLC’s five largest positions were Alphabet Inc. (GOOG) at 15.6%, Nvidia Corp (NVDA) at 15.0%, Amazon Com Inc (AMZN) at 9.9%, Apple Inc. (AAPL) at 6.7%, Berkshire Hathaway Inc (BRK-B) at 5.1% of the reported portfolio.
BlueSky Wealth Advisors, LLC reported a 13F portfolio worth $62.10M across 50 positions for Q3 2026. That is up 7.9% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($1.88M), Apple Inc. ($433.27K), Microsoft Corp ($385.66K). It opened 7 new positions.
Its largest sales by value were Arteris, Inc. ($337.56K), Powell Industries Inc ($292.09K), Western Digital Corp ($286.79K). It exited 7 positions entirely.
From the Form 13F-HR reports BlueSky Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.