Managers / Q1 2021 · view latest →
BlueSky Wealth Advisors, LLC
CIK 0001704107 · 2131 S. GLENBURNIE ROAD, SUITE 8, NEW BERN, NC, 28562 · 252-633-0107
Reported Value
$443M
Q1 2021
Positions
59
Filings on Record
31
2019–present window
Filed
Apr 23, 2021
original filing
Summary
Bluesky Wealth Advisors, Llc reported $443M in U.S.-listed holdings across 59 positions for Q1 2021.
The portfolio is heavily concentrated: SCHX alone accounts for 27.9% of reported value.
Compared with Q4 2020, the fund opened 12 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $777M | 115 | Apr 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $758M | 78 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $742M | 80 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $688M | 70 | Jul 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $645M | 73 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $640M | 74 | Jan 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $644M | 75 | Oct 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $594M | 76 | Jul 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $128M | 35 | Apr 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $538M | 69 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $489M | 69 | Oct 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $498M | 79 | Jul 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $484M | 71 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $452.3B | 67 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $431M | 65 | Nov 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $451M | 64 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $515M | 66 | Apr 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $540M | 68 | Jan 25, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2021 | $511M | 64 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $510M | 64 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $443M | 59 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $414M | 49 | Feb 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $383M | 51 | Oct 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $350M | 51 | Jul 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $271M | 51 | Apr 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $306M | 61 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $290M | 61 | Oct 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $281M | 61 | Aug 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $277M | 57 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $256M | 59 | Feb 1, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.