BlueSky Wealth Advisors, LLC

CIK

1704107

Location

New Bern, NC

Portfolio Value

Micro $53,339,183

Diversification

Diversified

Filing Date

Global Rank

#6,760 / 8,605 ▲ 414 · as of Mar 2026

Top Industry

Semiconductors 30.1%

3Y Alpha vs SPY

+0.6%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.9%

SPY

+76.5%

Annualised alpha

+0.5%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.4%

+7.0 pts

Top 5

54.8%

−2.4 pts

Top 10

68.2%

−5.2 pts

HHI

919

Diversified+72

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.6%	$21,147,263	13
Consumer Cyclical	13.4%	$7,168,259	6
Unclassified	11.5%	$6,135,511	4
Financial Services	11.2%	$5,949,578	8
Industrials	7.9%	$4,218,803	8
Communication Services	6.4%	$3,425,431	2
Consumer Defensive	4.3%	$2,272,217	4
Energy	2.3%	$1,241,228	2
Healthcare	2.2%	$1,172,152	3
Basic Materials	0.7%	$361,409	1
Utilities	0.5%	$247,332	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+35,776	74,748	$13,036,051
AAPL	Apple Inc.	+2,703	13,270	$3,367,793
WMT	Walmart Inc.	+1,495	4,951	$615,310
MSFT	Microsoft Corp	+1,383	3,437	$1,272,274
AMZN	Amazon Com Inc	+1,118	27,534	$5,734,506
GOOGL	Alphabet Inc.	+727	8,862	$2,548,356
EGHT	8X8 Inc /De/	+662	19,450	$32,287
QCOM	Qualcomm Inc/De	+616	2,237	$288,080
XOM	Exxon Mobil Corp	+613	5,716	$969,776
IBM	International Business Machines Corp	+570	3,416	$828,004
JPM	Jpmorgan Chase & Co	+313	3,729	$1,096,922
ORCL	Oracle Corp	+313	3,842	$565,196
GE	General Electric Co	+296	1,319	$374,292
TSLA	Tesla, Inc.	+280	1,039	$386,248
BRK-B	Berkshire Hathaway Inc	+229	2,857	$1,369,074
INTU	Intuit Inc.	+189	955	$412,922
QQQ	Invesco Qqq Trust, Series 1	+171	542	$312,831
NTRA	Natera, Inc.	+143	2,955	$590,970
META	Meta Platforms, Inc.	+116	1,533	$877,075
CAT	Caterpillar Inc	+58	1,662	$1,177,460
V	Visa Inc.	+29	719	$217,310
MCD	Mcdonalds Corp	+1	718	$223,147
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−510	6,946	$4,517,261
CHD	Church & Dwight Co Inc /De/	−269	11,471	$1,070,473
UPS	United Parcel Service Inc	−191	4,022	$395,684
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	491	$428,593
BKNG	Booking Holdings Inc.	94	$395,770
AVGO	Broadcom Inc.	1,228	$380,078
LIN	Linde PLC	729	$361,409
COST	Costco Wholesale Corp /New	337	$335,796
BMY	Bristol Myers Squibb Co	5,506	$333,938
MRSH	Marsh & Mclennan Companies, Inc.	1,635	$283,590
CVX	Chevron Corp	1,312	$271,452
MU	Micron Technology Inc	776	$262,163
PLTR	Palantir Technologies Inc.	1,764	$258,037
FIX	Comfort Systems USA Inc	187	$257,871
PEP	Pepsico Inc	1,614	$250,638
PCG	PG&E Corp	14,077	$247,332
REGN	Regeneron Pharmaceuticals, Inc.	320	$247,244
AON	Aon plc	765	$246,926
FNB	Fnb Corp/Pa/	14,071	$235,267
SPGI	S&P Global Inc.	528	$224,579
TJX	Tjx Companies Inc /De/	1,345	$214,796
ABNB	Airbnb, Inc.	1,693	$213,792
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	380	$216,934
BDX	Becton Dickinson & Co	1,059	$161,572
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $53,339,183 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	74,748	+35,776	$13,036,051	+79.4%	24.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,534	+1,118	$5,734,506	−6.0%	10.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,946	-510	$4,517,261	−11.2%	8.47%
AAPL	Apple Inc. Technology	Added	13,270	+2,703	$3,367,793	+17.2%	6.31%
GOOGL	Alphabet Inc. Communication Services	Added	8,862	+727	$2,548,356	+0.1%	4.78%
CINF	Cincinnati Financial Corp Financial Services	Held	14,464	0	$2,275,910	−3.7%	4.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,857	+229	$1,369,074	+3.6%	2.57%
MSFT	Microsoft Corp Technology	Added	3,437	+1,383	$1,272,274	+28.1%	2.39%
CAT	Caterpillar Inc Industrials	Added	1,662	+58	$1,177,460	+28.1%	2.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,729	+313	$1,096,922	−0.3%	2.06%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	11,471	-269	$1,070,473	+8.7%	2.01%
XOM	Exxon Mobil Corp Energy	Added	5,716	+613	$969,776	+57.9%	1.82%
GLD	Spdr Gold Trust	Held	2,148	0	$924,262	+8.6%	1.73%
META	Meta Platforms, Inc. Communication Services	Added	1,533	+116	$877,075	−6.2%	1.64%
GWW	W.W. Grainger, Inc. Industrials	Held	760	0	$829,015	+8.1%	1.55%
IBM	International Business Machines Corp Technology	Added	3,416	+570	$828,004	−1.8%	1.55%
WMT	Walmart Inc. Consumer Defensive	Added	4,951	+1,495	$615,310	+59.8%	1.15%
NTRA	Natera, Inc. Healthcare	Added	2,955	+143	$590,970	−8.3%	1.11%
ORCL	Oracle Corp Technology	Added	3,842	+313	$565,196	−17.8%	1.06%
IESC	IES Holdings, Inc. Industrials	Held	1,100	0	$524,117	+22.5%	0.98%
GEV	GE Vernova Inc. Industrials	NEW	491	NEW	$428,593	NEW	0.80%
INTU	Intuit Inc. Technology	Added	955	+189	$412,922	−18.6%	0.77%
BKNG	Booking Holdings Inc. Consumer Cyclical	NEW	94	NEW	$395,770	NEW	0.74%
UPS	United Parcel Service Inc Industrials	Reduced	4,022	-191	$395,684	−5.3%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,039	+280	$386,248	+13.2%	0.72%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	618	0	$381,157	+2.2%	0.71%
AVGO	Broadcom Inc. Technology	NEW	1,228	NEW	$380,078	NEW	0.71%
GE	General Electric Co Industrials	Added	1,319	+296	$374,292	+18.8%	0.70%
LIN	Linde PLC Basic Materials	NEW	729	NEW	$361,409	NEW	0.68%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	337	NEW	$335,796	NEW	0.63%
BMY	Bristol Myers Squibb Co Healthcare	NEW	5,506	NEW	$333,938	NEW	0.63%
QQQ	Invesco Qqq Trust, Series 1	Added	542	+171	$312,831	+37.3%	0.59%
QCOM	Qualcomm Inc/De Technology	Added	2,237	+616	$288,080	+3.9%	0.54%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	NEW	1,635	NEW	$283,590	NEW	0.53%
CVX	Chevron Corp Energy	NEW	1,312	NEW	$271,452	NEW	0.51%
MU	Micron Technology Inc Technology	NEW	776	NEW	$262,163	NEW	0.49%
PLTR	Palantir Technologies Inc. Technology	NEW	1,764	NEW	$258,037	NEW	0.48%
FIX	Comfort Systems USA Inc Industrials	NEW	187	NEW	$257,871	NEW	0.48%
PEP	Pepsico Inc Consumer Defensive	NEW	1,614	NEW	$250,638	NEW	0.47%
PCG	PG&E Corp Utilities	NEW	14,077	NEW	$247,332	NEW	0.46%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	NEW	320	NEW	$247,244	NEW	0.46%
AON	Aon plc Financial Services	NEW	765	NEW	$246,926	NEW	0.46%
ADI	Analog Devices Inc Technology	Held	750	0	$238,605	+17.3%	0.45%
FNB	Fnb Corp/Pa/ Financial Services	NEW	14,071	NEW	$235,267	NEW	0.44%
DLB	Dolby Laboratories, Inc. Industrials	Held	3,859	0	$231,771	−6.5%	0.43%
SPGI	S&P Global Inc. Financial Services	NEW	528	NEW	$224,579	NEW	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Added	718	+1	$223,147	+1.8%	0.42%
V	Visa Inc. Financial Services	Added	719	+29	$217,310	−10.2%	0.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,345	NEW	$214,796	NEW	0.40%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	1,693	NEW	$213,792	NEW	0.40%