BlueSky Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 110 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The largest individual stock holding is Berkshire Hathaway Inc. Class B, with 6,300 shares. Other major positions include NVIDIA Corporation (40,693 shares), Alphabet Inc. Class A (8,322 shares), and Dimensional ETF Trust Emerging Markets Equity (669,453 shares).
The filing also shows significant exposure to major U.S. equity ETFs. The top ETF holdings include the Schwab Strategic Trust International Equity ETF (1,664,488 shares) and the Vanguard Index Funds Morningstar Large Cap (76,524 shares). Treasury and bond ETFs, such as the Schwab Strategic Trust High Yield Bond ETF (63,127 shares) and the iShares Core U.S. Aggregate Bond ETF (26,170 shares), also appear in the portfolio.
BlueSky Wealth Advisors is managed by David L. Blain, who serves as the Managing Member. The firm is located in New Bern, North Carolina.
