• 13F History

BlueSky Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$645M
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 73 stock holdings with total value $645M as of Q1 2025. Top holdings included SCHX, VCSH, SCHZ, SCHP, and DFAX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 73 $645M +$14.8M -$4.16M +$10.6M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 4/21/2025, 09:18 AM
Q4 2024 74 $640M +$169M -$4.62M +$164M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 1/16/2025, 11:38 AM
Q3 2024 75 $644M +$18.9M -$3.16M +$15.7M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 10/11/2024, 11:54 AM
Q2 2024 76 $594M +$467M -$634K +$467M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 7/17/2024, 04:45 PM
Q1 2024 35 $128M +$4.61M -$419M -$414M DFAX, DFAT, HYG, IGSB, TIP 13F-HR 4/12/2024, 04:51 PM
Q4 2023 69 $538M +$22.2M -$13.2M +$9.01M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 2/12/2024, 05:12 PM
Q3 2023 69 $489M +$14.7M -$3.61M +$11.1M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 10/17/2023, 05:42 PM
Q2 2023 79 $498M +$9.92M -$9.64M +$281K SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 7/27/2023, 04:32 PM
Q1 2023 71 $484M +$13.5M -$3.13M +$10.3M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 5/9/2023, 05:36 PM
Q4 2022 67 $452M +$8.97M -$10.9M -$1.95M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 2/1/2023, 03:48 PM
Q3 2022 65 $431M +$19.6M -$8.3M +$11.3M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 11/3/2022, 10:38 AM
Q2 2022 64 $451M +$31.3M -$34M -$2.65M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 8/2/2022, 09:17 AM
Q1 2022 66 $515M +$96.6M -$16.6M +$80M SCHX, VCSH, SCHZ, SCHP, DFAX 13F-HR 4/26/2022, 05:09 PM
Q4 2021 68 $540M +$55.6M -$43M +$12.7M SCHX, VCSH, SCHZ, SCHP, VWOB Restatement 1/25/2022, 03:11 PM
Q3 2021 64 $511M +$12.2M -$2.52M +$9.67M SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 10/15/2021, 09:32 AM
Q2 2021 64 $510M +$53.4M -$1.96M +$51.4M SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 7/27/2021, 10:57 AM
Q1 2021 59 $443M +$18.7M -$7.15M +$11.5M SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 4/23/2021, 09:39 AM
Q4 2020 49 $414M +$11.2M -$2.17M +$9.01M SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 2/3/2021, 09:21 AM
Q3 2020 51 $383M +$11.3M -$3.06M +$8.23M SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 10/16/2020, 02:29 PM
Q2 2020 51 $350M +$79.8M -$5.98M +$73.8M SCHX, VCSH, SCHZ, SCHP, VWOB 13F-HR 7/14/2020, 10:54 AM
Q1 2020 51 $271M +$62.1M -$31.5M +$30.6M SCHX, VCSH, SCHZ, VWOB, AGG 13F-HR 4/21/2020, 01:55 PM
Q4 2019 61 $306M +$6.7M -$2.05M +$4.64M VCSH, BKLN, SCHX, SCHZ, VSS 13F-HR 2/11/2020, 04:31 PM
Q3 2019 61 $290M +$14.1M -$2.95M +$11.2M VCSH, BKLN, SCHZ, SCHX, VSS 13F-HR 10/15/2019, 03:22 PM
Q2 2019 61 $281M +$8.04M -$6.03M +$2.01M VCSH, BKLN, SCHX, SCHZ, AGG 13F-HR 8/5/2019, 04:31 PM
Q1 2019 57 $277M +$12.3M -$2.63M +$9.72M VCSH, BKLN, SCHX, SCHZ, AGG 13F-HR 5/8/2019, 01:33 PM
Q4 2018 59 $256M +$18.1M -$17.9M +$151K VCSH, BKLN, SCHX, SCHZ, AGG 13F-HR 2/1/2019, 08:28 AM
Q3 2018 53 $264M +$6.34M -$1.33M +$5.01M VCSH, SCHX, BKLN, SCHZ, VSS 13F-HR 10/11/2018, 09:35 AM
Q2 2018 55 $262M +$39.4M -$4.42M +$35M VCSH, BKLN, SCHX, SCHZ, VSS 13F-HR 7/17/2018, 01:56 PM
Q1 2018 53 $261M +$22.8M -$1.08M +$21.7M VCSH, BKLNXXXX, SCHX, SCHZ, VSS 13F-HR 4/24/2018, 09:45 AM
Q4 2017 53 $242M +$7.72M -$1.56M +$6.17M VCSH, BKLNXXXX, SCHX, VSS, SCHZ 13F-HR 2/2/2018, 10:54 AM
Q3 2017 54 $232M +$10.8M -$673K +$10.1M VCSH, BKLNXXXX, SCHX, VSS, SCHZ Restatement 11/2/2017, 04:30 PM
Q2 2017 50 $216M +$5.3M -$1.44M +$3.86M VCSH, BKLNXXXX, SCHX, VSS, SCHZ 13F-HR 7/13/2017, 02:53 PM
Q1 2017 51 $209M +$8.17M -$6.67M +$1.49M VCSH, BKLNXXXX, SCHX, VSS, AGG 13F-HR 4/18/2017, 05:19 PM
Q4 2016 51 $204M VCSH, BKLNXXXX, AGG, SCHX, VSS 13F-HR 4/18/2017, 05:13 PM