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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 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVGO BROADCOM INC Technology 674.0 $255K 0.03% -554.0 -45.1% $377.83 -4.0%
102 FIX COMFORT SYS USA INC Industrials 123.0 $244K 0.03% -64.0 -34.2% $1981.95 -17.6%
103 TQQQ PROSHARES TR 2,766.0 $224K 0.03% NEW $81.00 -2.6%
104 GM GENERAL MTRS CO Consumer Cyclical 2,886.0 $222K 0.03% NEW $77.08 +8.9%
105 CVX CHEVRON CORPORATION Energy 1,331.0 $221K 0.03% +19.0 +1.4% $165.71 +23.0%
106 EAT BRINKER INTL INC Consumer Cyclical 1,252.0 $210K 0.02% NEW $168.00 +19.2%
107 INTU INTUIT Technology 803.0 $210K 0.02% -152.0 -15.9% $261.00 +16.5%
108 DLB DOLBY LABORATORIES INC Technology 3,859.0 $203K 0.02% $52.58 +9.0%
109 V VISA INC Financial Services 591.0 $203K 0.02% -128.0 -17.8% $343.16 +7.8%
110 BK BANK OF NY MELLON CORP Financial Services 1,394.0 $202K 0.02% NEW $144.61 -0.6%
111 EGHT 8X8 INC NEW Technology 19,045.0 $33K 0.00% -405.0 -2.1% $1.71 +9.4%
Page 6 of 6  ·  111 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%