BLUE SKY CAPITAL CONSULTANTS GROUP INC
Q3 2026 Form 13-F
POWAY, CALIFORNIA
CIK 0002057054
· CRD 329575
· SEC-registered investment adviser
$238.5M Reported Value Total
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. reports 1,412 total accounts under management (AUM). There are 1,412 discretionary accounts valued at $306,337,273, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-14
Reported value
$238.5M
Quarter over quarter
+4.0%
Holdings
79
Top-10 concentration
51.5%
Key People
Form ADV owners & control persons
Michelle P Lin
VICE PRESIDENT
Laurie Ann Mckee
TRUSTEE
Larry Jerome Steckler
PRESIDENT/CFO
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 13, 2026 |
| Form | 13F-HR |
| Reported value | $238.5M |
| Positions | 79 |
| Change in reported value | +2.0% |
| New positions | 7 |
| Exited positions | 2 |
| Position turnover | 11.1% |
| Top-10 concentration | 51.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 13, 2026
|
79 | $238.5M |
|
Q2 2026 13F
Filed Aug 4, 2026
|
74 | $233.8M |
|
Q1 2026 13F
Filed Apr 28, 2026
|
76 | $209.7M |
|
Q4 2025 13F
Filed Jan 23, 2026
|
75 | $230.2M |
|
Q3 2025 13F
Filed Oct 22, 2025
|
61 | $231.3M |
|
Q2 2025 13F
Filed Jul 31, 2025
|
59 | $198.9M |
|
Q1 2025 13F
Filed May 9, 2025
|
52 | $153.0M |
|
Q4 2024 13F
Filed Feb 19, 2025
|
51 | $166.5M |
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | XLK SELECT SECTOR SPDR TR | $25.5M | 10.69% |
| 2 | GRNY TIDAL TRUST I | $14.3M | 5.98% |
| 3 | TSLA TESLA INC | $14.1M | 5.92% |
| 4 | SCHO SCHWAB STRATEGIC TR | $12.5M | 5.25% |
| 5 | ESGD ISHARES TR | $10.2M | 4.27% |
| 6 | PLTR PALANTIR TECHNOLOGIES INC | $10.0M | 4.18% |
| 7 | QQQ INVESCO QQQ TR | $9.6M | 4.02% |
| 8 | NVDA NVIDIA CORPORATION | $9.2M | 3.87% |
| 9 | ARKK ARK ETF TR | $9.2M | 3.85% |
| 10 | SCHA SCHWAB STRATEGIC TR | $8.2M | 3.44% |
| 11 | COST COSTCO WHOLESALE CORPORATION | $7.9M | 3.31% |
| 12 | GLXY GALAXY DIGITAL INC. | $7.1M | 2.99% |
| 13 | META META PLATFORMS INC | $6.7M | 2.81% |
| 14 | AMZN AMAZON COM INC | $6.5M | 2.72% |
| 15 | BN BROOKFIELD CORP | $6.5M | 2.71% |
| 16 | MSFT MICROSOFT CORP | $5.8M | 2.43% |
| 17 | MRNA MODERNA INC | $5.5M | 2.32% |
| 18 | SCHE SCHWAB STRATEGIC TR | $5.3M | 2.24% |
| 19 | HOOD ROBINHOOD MKTS INC | $5.2M | 2.2% |
| 20 | SPXL DIREXION SHARES ETF TRUST | $4.9M | 2.04% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.