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Portfolio (Quarterly) Guide ↗

BlueSky Wealth Advisors, LLC

· CIK 0001704107
13F Portfolio $863M AUM 111 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 31 Added 49 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STRL STERLING INFRASTRUCTURE INC Industrials 663.0 $556K 0.06% NEW $839.36 -39.0%
2 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,038.0 $408K 0.05% NEW $45.11 +38.2%
3 INTC INTEL CORP Technology 2,884.0 $403K 0.05% NEW $139.63 -12.2%
4 CLS CELESTICA INC Technology 1,063.0 $388K 0.04% NEW $364.80 -0.8%
5 AIP ARTERIS INC Technology 6,947.0 $338K 0.04% NEW $48.59 -50.2%
6 SLV ISHARES SILVER TR Financial Services 5,950.0 $318K 0.04% NEW $53.47 +8.8%
7 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,148.0 $312K 0.04% NEW $271.95 -28.7%
8 POWL POWELL INDS INC Industrials 1,020.0 $292K 0.03% NEW $286.36 -32.7%
9 WDC WESTERN DIGITAL CORP Technology 449.0 $287K 0.03% NEW $638.72 -25.8%
10 TTMI TTM TECHNOLOGIES INC Technology 1,492.0 $279K 0.03% NEW $187.02 -32.7%
11 TQQQ PROSHARES TR 2,766.0 $224K 0.03% NEW $81.00 -2.9%
12 GM GENERAL MTRS CO Consumer Cyclical 2,886.0 $222K 0.03% NEW $77.08 +8.7%
13 EAT BRINKER INTL INC Consumer Cyclical 1,252.0 $210K 0.02% NEW $168.00 +25.5%
14 BK BANK OF NY MELLON CORP Financial Services 1,394.0 $202K 0.02% NEW $144.61 -0.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 26.1%
Consumer Cyclical 12.5%
Industrials 10.7%
Communication Services 7.3%
Consumer Defensive 2.8%
Energy 1.9%
Healthcare 1.5%
Utilities 0.8%
Basic Materials 0.5%