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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
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 3,628.0 $411K 0.05% -1K -26.7% $113.25 -5.1%
42 TSLA TESLA INC Consumer Cyclical 882.0 $371K 0.04% -157.0 -15.1% $420.61 -10.8%
43 QCOM QUALCOMM INC Technology 1,742.0 $322K 0.04% -495.0 -22.1% $184.79 +5.1%
44 LIN LINDE PLC Basic Materials 510.0 $265K 0.03% -219.0 -30.0% $518.94 -11.8%
45 AVGO BROADCOM INC Technology 674.0 $255K 0.03% -554.0 -45.1% $377.83 -4.0%
46 FIX COMFORT SYS USA INC Industrials 123.0 $244K 0.03% -64.0 -34.2% $1981.95 -17.6%
47 INTU INTUIT Technology 803.0 $210K 0.02% -152.0 -15.9% $261.00 +16.5%
48 V VISA INC Financial Services 591.0 $203K 0.02% -128.0 -17.8% $343.16 +7.8%
49 EGHT 8X8 INC NEW Technology 19,045.0 $33K 0.00% -405.0 -2.1% $1.71 +9.4%
Page 3 of 3  ·  49 positions

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%