13F Filings History of BlueSky Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$758,343,158
Signature - Title
David L Blain - Managing Member
Location
New Bern, NC
Summary
This page shows a list of all the recent 13F filings made by BlueSky Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BlueSky Wealth Advisors, LLC reported 78 stock holdings with total value $758,343,158 as of Q4 2025. Top holdings included SCHX, VCSH, SCHZ, DFAX, and SCHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 78 $758,343,158 +$18,126,705 -$11,570,067 +$6,556,638 SCHX, VCSH, SCHZ, DFAX, SCHP 13F-HR 26 Jan 2026, 11:05
Q3 2025 80 $741,591,267 +$22,203,664 -$7,618,419 +$14,585,245 SCHX, VCSH, SCHZ, DFAX, SCHE 13F-HR 14 Oct 2025, 10:32
Q2 2025 70 $688,419,750 +$13,332,475 -$11,895,881 +$1,436,594 SCHX, VCSH, SCHZ, DFAX, SCHP 13F-HR 14 Jul 2025, 14:33
Q1 2025 73 $645,210,031 +$14,779,592 -$4,157,275 +$10,622,317 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 21 Apr 2025, 09:18
Q4 2024 74 $639,676,450 +$169,036,806 -$4,618,703 +$164,418,103 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 16 Jan 2025, 11:38
Q3 2024 75 $643,839,223 +$18,899,435 -$3,164,348 +$15,735,087 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 11 Oct 2024, 11:54
Q2 2024 76 $594,246,475 +$467,176,858 -$634,003 +$466,542,855 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 17 Jul 2024, 16:45
Q1 2024 35 $127,800,584 +$4,607,080 -$418,957,788 -$414,350,708 DFAX, DFAT, HYG, IGSB, TIP 13F-HR 12 Apr 2024, 16:51
Q4 2023 69 $537,977,678 +$22,197,597 -$13,190,297 +$9,007,300 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 12 Feb 2024, 17:12
Q3 2023 69 $488,993,101 +$14,729,609 -$6,882,541 +$7,847,068 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 17 Oct 2023, 17:42
Q2 2023 79 $497,705,106 +$9,918,167 -$9,720,166 +$198,001 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 27 Jul 2023, 16:32
Q1 2023 71 $483,593,376 +$13,466,314 -$3,356,699 +$10,109,615 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 09 May 2023, 17:36
Q4 2022 67 $452,251,853 +$8,965,130 -$11,424,327 -$2,459,197 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 01 Feb 2023, 16:48
Q3 2022 65 $430,961,000 +$19,647,424 -$9,695,738 +$9,951,686 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 03 Nov 2022, 10:38
Q2 2022 64 $450,572,000 +$31,301,957 -$35,314,652 -$4,012,695 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 02 Aug 2022, 09:17
Q1 2022 66 $514,784,000 +$96,640,362 -$17,730,836 +$78,909,526 SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 26 Apr 2022, 17:09
Q4 2021 68 $539,761,000 +$55,607,986 -$46,130,313 +$9,477,673 SCHX, VCSH, SCHZ, SCHP, VWOB Restatement 25 Jan 2022, 16:11
Q3 2021 64 $510,714,000 +$12,181,512 -$2,516,292 +$9,665,220 SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 15 Oct 2021, 09:32
Q2 2021 64 $510,077,000 +$53,395,105 -$1,964,979 +$51,430,126 SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 27 Jul 2021, 10:57
Q1 2021 59 $443,374,000 +$18,653,960 -$7,150,106 +$11,503,854 SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 23 Apr 2021, 09:39
Q4 2020 49 $414,147,000 +$11,175,067 -$2,633,163 +$8,541,904 SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 03 Feb 2021, 10:21
Q3 2020 51 $383,203,000 +$11,288,328 -$3,680,343 +$7,607,985 SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 16 Oct 2020, 14:29
Q2 2020 51 $349,837,000 +$79,790,942 -$32,750,649 +$47,040,293 SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 14 Jul 2020, 10:54
Q1 2020 51 $271,348,000 +$62,097,341 -$57,990,264 +$4,107,077 SCHX, VCSH, SCHZ, VWOB, AGG 13F-HR 21 Apr 2020, 13:55
Q4 2019 61 $305,950,000 +$6,695,054 -$3,333,569 +$3,361,485 VCSH, BKLN, SCHX, SCHZ, VSS 13F-HR 11 Feb 2020, 17:31
Q3 2019 61 $290,271,000 +$14,148,742 -$3,818,445 +$10,330,297 VCSH, BKLN, SCHZ, SCHX, VSS 13F-HR 15 Oct 2019, 15:22
Q2 2019 61 $281,032,000 +$8,039,089 -$6,715,036 +$1,324,053 VCSH, BKLN, SCHX, SCHZ, AGG 13F-HR 05 Aug 2019, 16:31
Q1 2019 57 $276,728,000 +$12,349,948 -$3,476,150 +$8,873,798 VCSH, BKLN, SCHX, SCHZ, AGG 13F-HR 08 May 2019, 13:33
Q4 2018 59 $255,840,000 +$18,083,544 -$18,709,736 -$626,192 VCSH, BKLN, SCHX, SCHZ, AGG 13F-HR 01 Feb 2019, 09:28
Q3 2018 53 $263,839,000 +$6,338,829 -$2,168,316 +$4,170,513 VCSH, SCHX, BKLN, SCHZ, VSS 13F-HR 11 Oct 2018, 09:35
Q2 2018 55 $261,651,000 +$39,423,174 -$37,667,077 +$1,756,097 VCSH, BKLN, SCHX, SCHZ, VSS 13F-HR 17 Jul 2018, 13:56
Q1 2018 53 $260,610,000 +$22,796,491 -$1,280,923 +$21,515,568 VCSH, BKLN, SCHX, SCHZ, VSS 13F-HR 24 Apr 2018, 09:45
Q4 2017 53 $241,539,000 +$7,723,599 -$1,988,523 +$5,735,076 VCSH, BKLN, SCHX, VSS, SCHZ 13F-HR 02 Feb 2018, 11:54
Q3 2017 54 $231,722,000 +$10,807,018 -$673,221 +$10,133,797 VCSH, BKLN, SCHX, VSS, SCHZ Restatement 02 Nov 2017, 16:30
Q2 2017 50 $216,229,000 +$5,300,491 -$1,768,902 +$3,531,589 VCSH, BKLN, SCHX, VSS, SCHZ 13F-HR 13 Jul 2017, 14:53
Q1 2017 51 $209,412,000 +$8,167,640 -$6,673,284 +$1,494,356 VCSH, BKLN, SCHX, VSS, AGG 13F-HR 18 Apr 2017, 17:19
Q4 2016 51 $203,783,000 $0 $0 $0 VCSH, BKLN, AGG, SCHX, VSS 13F-HR 18 Apr 2017, 17:13