Bluesky Wealth Advisors, LLC
BlueSky Wealth Advisors, LLC is a registered investment adviser headquartered in New Bern, North Carolina. Founded in 1999, BlueSky provides broad-based advisory services, including financial planning and discretionary investment management, with an integrated approach to investment, tax, estate, and insurance planning. The firm is privately owned by BlueSky WA Holdings, LLC and led by David Blain with four minority partners, currently employing 13 professionals. BlueSky serves primarily high-net-worth individuals and families, offering a comprehensive planning and investment framework tailored to each client’s needs.
Investment Strategy
BlueSky Wealth Advisors delivers holistic financial and investment strategies centered around long-term asset allocation, evidence-based portfolio management, and ongoing financial planning. Investment management is provided on a discretionary basis and tailored to integrate each client’s goals across investments, taxes, estate and insurance planning. The firm emphasizes monitoring and regular client engagement, holding diversified portfolios that frequently include broad-market ETFs and mutual funds. The overall approach is disciplined and client-centric, with an emphasis on personalized, tax-efficient strategies for high-net-worth individuals and families.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 21.86% | $162.1M | 6,154,009 | $21.53 | $26.34 | +$12.1M |
V VCSH | VANGUARD SCOTTSDALE FDS | 8.30% | $61.5M | 769,965 | $77.26 | $79.93 | +$2.5M |
S SCHZ | SCHWAB STRATEGIC TR | 7.09% | $52.6M | 2,241,127 | $22.73 | $23.47 | +$3.2M |
D DFAX | DIMENSIONAL ETF TRUST | 5.54% | $41.1M | 1,309,798 | $25.34 | $31.38 | +$2.1M |
S SCHE | SCHWAB STRATEGIC TR | 5.24% | $38.9M | 1,164,240 | $26.85 | $33.37 | +$3.4M |