# EDGAR Filing Document

**Accession Number:** 0001704107
**File Stem:** 0001172661-26-001500
**Filing Date:** 2026-4
**Character Count:** 15319
**Document Hash:** 28515bed0fc519fffee50118d2d883f1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001500.hdr.sgml**: 20260416

**ACCESSION NUMBER**: 0001172661-26-001500

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260416

**DATE AS OF CHANGE**: 20260416

**EFFECTIVENESS DATE**: 20260416

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BlueSky Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001704107

**ORGANIZATION NAME:**
- **EIN:** 200092155
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18007
- **FILM NUMBER:** 26865673

**BUSINESS ADDRESS:**
- **STREET 1:** 2131 S. GLENBURNIE ROAD
- **STREET 2:** SUITE 8
- **CITY:** NEW BERN
- **STATE:** NC
- **ZIP:** 28562
- **BUSINESS PHONE:** 252-633-0107

**MAIL ADDRESS:**
- **STREET 1:** 2131 S. GLENBURNIE ROAD
- **STREET 2:** SUITE 8
- **CITY:** NEW BERN
- **STATE:** NC
- **ZIP:** 28562

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BlueSky Wealth Advisors LLC<br>**Address:** 2131 S. Glenburnie Road<br>Suite 8<br>New Bern, NC 28562

**Form 13F File Number:** 028-18007

**CRD Number (if applicable):** 000116760

**SEC File Number (if applicable):** 801-78583

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David L Blain<br>**Title:** Managing Member<br>**Phone:** 252-633-0107-111

**Signature, Place, and Date of Signing:**

/s/ David L Blain  New Bern, NC  04-16-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 115

**Form 13F Information Table Value Total:** $776520393

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 8X8 INC NEW | COM | 282914100 |  | 32287 | 19450 | SH |  | SOLE |  | 0 | 0 | 19450 |
| AIRBNB INC | COM CL A | 009066101 |  | 213792 | 1693 | SH |  | SOLE |  | 0 | 0 | 1693 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2548418 | 8862 | SH |  | SOLE |  | 0 | 0 | 8862 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 8674007 | 30238 | SH |  | SOLE |  | 0 | 0 | 30238 |
| AMAZON COM INC | COM | 023135106 |  | 5734506 | 27534 | SH |  | SOLE |  | 0 | 0 | 27534 |
| ANALOG DEVICES INC | COM | 032654105 |  | 238605 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| AON PLC | SHS CL A | G0403H108 |  | 246927 | 765 | SH |  | SOLE |  | 0 | 0 | 765 |
| APPLE INC | COM | 037833100 |  | 3367878 | 13270 | SH |  | SOLE |  | 0 | 0 | 13270 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1369074 | 2857 | SH |  | SOLE |  | 0 | 0 | 2857 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 395770 | 94 | SH |  | SOLE |  | 0 | 0 | 94 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 333939 | 5506 | SH |  | SOLE |  | 0 | 0 | 5506 |
| BROADCOM INC | COM | 11135F101 |  | 380121 | 1228 | SH |  | SOLE |  | 0 | 0 | 1228 |
| CATERPILLAR INC | COM | 149123101 |  | 1177599 | 1662 | SH |  | SOLE |  | 0 | 0 | 1662 |
| CHEVRON CORPORATION | COM | 166764100 |  | 271361 | 1312 | SH |  | SOLE |  | 0 | 0 | 1312 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 1070474 | 11471 | SH |  | SOLE |  | 0 | 0 | 11471 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 2275910 | 14464 | SH |  | SOLE |  | 0 | 0 | 14464 |
| COMFORT SYS USA INC | COM | 199908104 |  | 257871 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 335806 | 337 | SH |  | SOLE |  | 0 | 0 | 337 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 20057343 | 592361 | SH |  | SOLE |  | 0 | 0 | 592361 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 15700203 | 297465 | SH |  | SOLE |  | 0 | 0 | 297465 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 4921502 | 126647 | SH |  | SOLE |  | 0 | 0 | 126647 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 18391624 | 294502 | SH |  | SOLE |  | 0 | 0 | 294502 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 16466720 | 484743 | SH |  | SOLE |  | 0 | 0 | 484743 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 |  | 231772 | 3859 | SH |  | SOLE |  | 0 | 0 | 3859 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 969802 | 5716 | SH |  | SOLE |  | 0 | 0 | 5716 |
| F N B CORP | COM | 302520101 |  | 235267 | 14071 | SH |  | SOLE |  | 0 | 0 | 14071 |
| GE AEROSPACE | COM NEW | 369604301 |  | 374318 | 1319 | SH |  | SOLE |  | 0 | 0 | 1319 |
| GE VERNOVA INC | COM | 36828A101 |  | 428594 | 491 | SH |  | SOLE |  | 0 | 0 | 491 |
| IES HOLDINGS INC | COM | 44951W106 |  | 524117 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 828018 | 3416 | SH |  | SOLE |  | 0 | 0 | 3416 |
| INTUIT | COM | 461202103 |  | 412946 | 955 | SH |  | SOLE |  | 0 | 0 | 955 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 249496 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 313108 | 542 | SH |  | SOLE |  | 0 | 0 | 542 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1615550 | 23162 | SH |  | SOLE |  | 0 | 0 | 23162 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 17683888 | 417960 | SH |  | SOLE |  | 0 | 0 | 417960 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 482486 | 9642 | SH |  | SOLE |  | 0 | 0 | 9642 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1297295 | 14330 | SH |  | SOLE |  | 0 | 0 | 14330 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1865893 | 15010 | SH |  | SOLE |  | 0 | 0 | 15010 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2856487 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2932919 | 29545 | SH |  | SOLE |  | 0 | 0 | 29545 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 1816519 | 24432 | SH |  | SOLE |  | 0 | 0 | 24432 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1962373 | 24665 | SH |  | SOLE |  | 0 | 0 | 24665 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 9511626 | 180967 | SH |  | SOLE |  | 0 | 0 | 180967 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 1748383 | 32852 | SH |  | SOLE |  | 0 | 0 | 32852 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 4660713 | 49619 | SH |  | SOLE |  | 0 | 0 | 49619 |
| ISHARES TR | MBS ETF | 464288588 |  | 15718498 | 165545 | SH |  | SOLE |  | 0 | 0 | 165545 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 534279 | 1253 | SH |  | SOLE |  | 0 | 0 | 1253 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 459182 | 3584 | SH |  | SOLE |  | 0 | 0 | 3584 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 727378 | 7481 | SH |  | SOLE |  | 0 | 0 | 7481 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 204091 | 823 | SH |  | SOLE |  | 0 | 0 | 823 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 11517124 | 104360 | SH |  | SOLE |  | 0 | 0 | 104360 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1096959 | 3729 | SH |  | SOLE |  | 0 | 0 | 3729 |
| LINDE PLC | SHS | G54950103 |  | 361409 | 729 | SH |  | SOLE |  | 0 | 0 | 729 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 283591 | 1635 | SH |  | SOLE |  | 0 | 0 | 1635 |
| MCDONALDS CORP | COM | 580135101 |  | 223181 | 718 | SH |  | SOLE |  | 0 | 0 | 718 |
| META PLATFORMS INC | CL A | 30303M102 |  | 877250 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 262164 | 776 | SH |  | SOLE |  | 0 | 0 | 776 |
| MICROSOFT CORP | COM | 594918104 |  | 1272165 | 3437 | SH |  | SOLE |  | 0 | 0 | 3437 |
| NATERA INC | COM | 632307104 |  | 590970 | 2955 | SH |  | SOLE |  | 0 | 0 | 2955 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 13036007 | 74748 | SH |  | SOLE |  | 0 | 0 | 74748 |
| ORACLE CORP | COM | 68389X105 |  | 565248 | 3842 | SH |  | SOLE |  | 0 | 0 | 3842 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 258038 | 1764 | SH |  | SOLE |  | 0 | 0 | 1764 |
| PEPSICO INC | COM | 713448108 |  | 250573 | 1614 | SH |  | SOLE |  | 0 | 0 | 1614 |
| PG CORP | COM | 69331C108 |  | 247333 | 14077 | SH |  | SOLE |  | 0 | 0 | 14077 |
| QUALCOMM INC | COM | 747525103 |  | 288091 | 2237 | SH |  | SOLE |  | 0 | 0 | 2237 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 247245 | 320 | SH |  | SOLE |  | 0 | 0 | 320 |
| S GLOBAL INC | COM | 78409V104 |  | 224602 | 528 | SH |  | SOLE |  | 0 | 0 | 528 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 20717362 | 628752 | SH |  | SOLE |  | 0 | 0 | 628752 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 13769685 | 281416 | SH |  | SOLE |  | 0 | 0 | 281416 |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | 808524631 |  | 1087996 | 41846 | SH |  | SOLE |  | 0 | 0 | 41846 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 38681696 | 1562897 | SH |  | SOLE |  | 0 | 0 | 1562897 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 8505044 | 181965 | SH |  | SOLE |  | 0 | 0 | 181965 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 1441517 | 57869 | SH |  | SOLE |  | 0 | 0 | 57869 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 5266751 | 226820 | SH |  | SOLE |  | 0 | 0 | 226820 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 6292882 | 206324 | SH |  | SOLE |  | 0 | 0 | 206324 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 125276413 | 4885976 | SH |  | SOLE |  | 0 | 0 | 4885976 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 2460774 | 114508 | SH |  | SOLE |  | 0 | 0 | 114508 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 30218026 | 1039134 | SH |  | SOLE |  | 0 | 0 | 1039134 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 40372883 | 1517207 | SH |  | SOLE |  | 0 | 0 | 1517207 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 350984 | 2394 | SH |  | SOLE |  | 0 | 0 | 2394 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 207415 | 1561 | SH |  | SOLE |  | 0 | 0 | 1561 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 924263 | 2148 | SH |  | SOLE |  | 0 | 0 | 2148 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 925517 | 9669 | SH |  | SOLE |  | 0 | 0 | 9669 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4517318 | 6946 | SH |  | SOLE |  | 0 | 0 | 6946 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 381158 | 618 | SH |  | SOLE |  | 0 | 0 | 618 |
| SYNOPSYS INC | COM | 871607107 |  | 205773 | 519 | SH |  | SOLE |  | 0 | 0 | 519 |
| TESLA INC | COM | 88160R101 |  | 386248 | 1039 | SH |  | SOLE |  | 0 | 0 | 1039 |
| TJX COS INC NEW | COM | 872540109 |  | 214814 | 1345 | SH |  | SOLE |  | 0 | 0 | 1345 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 395641 | 4022 | SH |  | SOLE |  | 0 | 0 | 4022 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 262649 | 685 | SH |  | SOLE |  | 0 | 0 | 685 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 4602094 | 62494 | SH |  | SOLE |  | 0 | 0 | 62494 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 18936361 | 394097 | SH |  | SOLE |  | 0 | 0 | 394097 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 24146183 | 80797 | SH |  | SOLE |  | 0 | 0 | 80797 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 851071 | 9595 | SH |  | SOLE |  | 0 | 0 | 9595 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 276933 | 463 | SH |  | SOLE |  | 0 | 0 | 463 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 4423645 | 20362 | SH |  | SOLE |  | 0 | 0 | 20362 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 10516874 | 40153 | SH |  | SOLE |  | 0 | 0 | 40153 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2307814 | 7194 | SH |  | SOLE |  | 0 | 0 | 7194 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 36868280 | 187912 | SH |  | SOLE |  | 0 | 0 | 187912 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 314669 | 4190 | SH |  | SOLE |  | 0 | 0 | 4190 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 9264451 | 171405 | SH |  | SOLE |  | 0 | 0 | 171405 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 718333 | 8714 | SH |  | SOLE |  | 0 | 0 | 8714 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 326711 | 3343 | SH |  | SOLE |  | 0 | 0 | 3343 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 14626236 | 100324 | SH |  | SOLE |  | 0 | 0 | 100324 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 46531477 | 781385 | SH |  | SOLE |  | 0 | 0 | 781385 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 20047015 | 242260 | SH |  | SOLE |  | 0 | 0 | 242260 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 507013 | 10799 | SH |  | SOLE |  | 0 | 0 | 10799 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 35041919 | 442058 | SH |  | SOLE |  | 0 | 0 | 442058 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 258659 | 3354 | SH |  | SOLE |  | 0 | 0 | 3354 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 7671092 | 119711 | SH |  | SOLE |  | 0 | 0 | 119711 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 26701485 | 406477 | SH |  | SOLE |  | 0 | 0 | 406477 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 348971 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| VISA INC | COM CL A | 92826C839 |  | 217349 | 719 | SH |  | SOLE |  | 0 | 0 | 719 |
| WALMART INC | COM | 931142103 |  | 615248 | 4951 | SH |  | SOLE |  | 0 | 0 | 4951 |
| WW GRAINGER INC | COM | 384802104 |  | 829016 | 760 | SH |  | SOLE |  | 0 | 0 | 760 |

---