Vault-13

Blue Sky Capital Consultants Group, Inc.

Poway, CA · CIK 2057054 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$233.8m reported value +11.5% vs Q1 2026
74positions
55.3%in top 10
8 new 26 added 31 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 122,835 $23.4m10.01% 10.01% AddedShares held: Q3 2025 117.9k, Q4 2025 119.9k, Q1 2026 118.2k, Q2 2026 122.8k +4.7k +4,684 4.0%
2 TESLA INC COM TSLA TSLA 48,969 $20.6m8.81% 8.81% ReducedShares held: Q3 2025 51.0k, Q4 2025 49.5k, Q1 2026 49.1k, Q2 2026 49.0k -142 -142 -0.3%
3 TIDAL TRUST I FUNDSTRAT GRANNY GRNY GRNY 569,052 $15.7m6.73% 6.73% AddedShares held: Q3 2025 0, Q4 2025 499.6k, Q1 2026 559.0k, Q2 2026 569.1k +10.1k +10,091 1.8%
4 NVIDIA CORPORATION COM NVDA NVDA 64,097 $12.8m5.48% 5.48% ReducedShares held: Q3 2025 70.1k, Q4 2025 68.9k, Q1 2026 66.5k, Q2 2026 64.1k -2.4k -2,417 -3.6%
5 SCHWAB STRATEGIC TR SHT TM US TRES SCHO SCHO 507,188 $12.2m5.24% 5.24% ReducedShares held: Q3 2025 390.3k, Q4 2025 424.2k, Q1 2026 595.5k, Q2 2026 507.2k -88.3k -88,309 -14.8%
6 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 85,472 $10.0m4.26% 4.26% ReducedShares held: Q3 2025 97.0k, Q4 2025 91.5k, Q1 2026 86.8k, Q2 2026 85.5k -1.4k -1,369 -1.6%
7 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 13,167 $9.7m4.15% 4.15% ReducedShares held: Q3 2025 34.5k, Q4 2025 15.5k, Q1 2026 13.3k, Q2 2026 13.2k -112 -112 -0.8%
8 COSTCO WHSL CORP NEW COM COST COST 9,098 $8.5m3.64% 3.64% AddedShares held: Q3 2025 8.8k, Q4 2025 9.4k, Q1 2026 8.9k, Q2 2026 9.1k +227 +227 2.6%
9 ARK ETF TR INNOVATION ETF ARKK ARKK 103,922 $8.4m3.59% 3.59% AddedShares held: Q3 2025 95.5k, Q4 2025 100.0k, Q1 2026 96.4k, Q2 2026 103.9k +7.5k +7,486 7.8%
10 BROOKFIELD CORP CL A LTD VT SH BN BN 185,412 $7.9m3.38% 3.38% AddedShares held: Q3 2025 174.0k, Q4 2025 179.7k, Q1 2026 175.4k, Q2 2026 185.4k +10.0k +10,042 5.7%
11 AMAZON COM INC COM AMZN AMZN 27,788 $6.6m2.83% 2.83% AddedShares held: Q3 2025 26.7k, Q4 2025 27.6k, Q1 2026 27.0k, Q2 2026 27.8k +799 +799 3.0%
12 GALAXY DIGITAL INC. CL A GLXY GLXY 238,161 $6.5m2.78% 2.78% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 93.0k, Q2 2026 238.2k +145.1k +145,131 156.0%
13 META PLATFORMS INC CL A META META 11,384 $6.4m2.74% 2.74% ReducedShares held: Q3 2025 11.3k, Q4 2025 11.5k, Q1 2026 11.5k, Q2 2026 11.4k -106 -106 -0.9%
14 ROBINHOOD MKTS INC COM CL A HOOD HOOD 61,970 $6.2m2.66% 2.66% AddedShares held: Q3 2025 60.8k, Q4 2025 60.2k, Q1 2026 58.4k, Q2 2026 62.0k +3.6k +3,585 6.1%
15 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX SPCX 30,456 $5.2m2.23% 2.23% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 30.5k
16 MICROSOFT CORP COM MSFT MSFT 12,782 $4.8m2.04% 2.04% AddedShares held: Q3 2025 11.4k, Q4 2025 12.0k, Q1 2026 11.5k, Q2 2026 12.8k +1.3k +1,271 11.0%
17 DIREXION SHS ETF TR DRX S&P500BULL SPXL SPXL 17,274 $4.7m2.00% 2.00% AddedShares held: Q3 2025 17.4k, Q4 2025 17.1k, Q1 2026 17.1k, Q2 2026 17.3k +175 +175 1.0%
18 ISHARES TR ESG AW MSCI EAFE ESGD ESGD 44,311 $4.6m1.95% 1.95% AddedShares held: Q3 2025 40.4k, Q4 2025 41.9k, Q1 2026 42.7k, Q2 2026 44.3k +1.6k +1,650 3.9%
19 ALPHABET INC CAP STK CL A GOOGL GOOGL 11,778 $4.2m1.80% 1.80% AddedShares held: Q3 2025 4.6k, Q4 2025 3.2k, Q1 2026 3.3k, Q2 2026 11.8k +8.5k +8,480 257.1%
20 ISHARES TR MSCI INDIA ETF INDA INDA 78,281 $3.9m1.65% 1.65% AddedShares held: Q3 2025 65.4k, Q4 2025 72.3k, Q1 2026 65.9k, Q2 2026 78.3k +12.4k +12,398 18.8%
21 GLOBAL X FDS FINTECH ETF FINX FINX 151,521 $3.7m1.60% 1.60% AddedShares held: Q3 2025 137.7k, Q4 2025 140.0k, Q1 2026 130.6k, Q2 2026 151.5k +20.9k +20,874 16.0%
22 PROSHARES TR ULTRAPRO QQQ TQQQ TQQQ 44,000 $3.6m1.52% 1.52% ReducedShares held: Q3 2025 46.1k, Q4 2025 45.8k, Q1 2026 45.6k, Q2 2026 44.0k -1.6k -1,584 -3.5%
23 MERCADOLIBRE INC COM MELI MELI 1,960 $3.3m1.42% 1.42% AddedShares held: Q3 2025 1.7k, Q4 2025 1.8k, Q1 2026 1.7k, Q2 2026 2.0k +280 +280 16.7%
24 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM BAM 65,401 $2.9m1.25% 1.25% AddedShares held: Q3 2025 52.2k, Q4 2025 55.5k, Q1 2026 51.8k, Q2 2026 65.4k +13.6k +13,590 26.2%
25 DIREXION SHS ETF TR DLY TECH BULL 3X TECL TECL 12,028 $2.8m1.19% 1.19% ReducedShares held: Q3 2025 12.9k, Q4 2025 13.1k, Q1 2026 13.0k, Q2 2026 12.0k -974 -974 -7.5%
26 DIREXION SHS ETF TR DLY INDL BU 3X DUSL DUSL 26,405 $2.8m1.19% 1.19% ReducedShares held: Q3 2025 28.5k, Q4 2025 28.5k, Q1 2026 28.3k, Q2 2026 26.4k -1.9k -1,885 -6.7%
27 GLOBAL NET LEASE INC COM NEW GNL GNL 301,987 $2.7m1.15% 1.15% ReducedShares held: Q3 2025 349.7k, Q4 2025 344.7k, Q1 2026 351.9k, Q2 2026 302.0k -49.9k -49,927 -14.2%
28 APPLE INC COM AAPL AAPL 8,847 $2.6m1.09% 1.09% ReducedShares held: Q3 2025 32.1k, Q4 2025 16.0k, Q1 2026 10.9k, Q2 2026 8.8k -2.0k -2,016 -18.6%
29 SCHWAB STRATEGIC TR US SML CAP ETF SCHA SCHA 61,980 $2.2m0.96% 0.96% AddedShares held: Q3 2025 26.2k, Q4 2025 44.8k, Q1 2026 49.9k, Q2 2026 62.0k +12.0k +12,041 24.1%
30 MODERNA INC COM MRNA MRNA 21,943 $1.5m0.66% 0.66% AddedShares held: Q3 2025 19.1k, Q4 2025 20.4k, Q1 2026 20.6k, Q2 2026 21.9k +1.4k +1,355 6.6%
31 ISHARES TR LARGE CAP MAX BU DMAX DMAX 51,506 $1.4m0.60% 0.60% AddedShares held: Q3 2025 50.8k, Q4 2025 48.7k, Q1 2026 50.4k, Q2 2026 51.5k +1.1k +1,059 2.1%
32 DIREXION SHS ETF TR DLY SMCAP BULL3X TNA TNA 17,836 $1.3m0.57% 0.57% ReducedShares held: Q3 2025 19.7k, Q4 2025 18.4k, Q1 2026 18.4k, Q2 2026 17.8k -563 -563 -3.1%
33 SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK SCHK 37,069 $1.3m0.57% 0.57% ReducedShares held: Q3 2025 18.3k, Q4 2025 28.3k, Q1 2026 123.1k, Q2 2026 37.1k -86.1k -86,056 -69.9%
34 SCHWAB STRATEGIC TR US LCAP GR ETF SCHG SCHG 37,931 $1.3m0.55% 0.55% AddedShares held: Q3 2025 40.7k, Q4 2025 42.5k, Q1 2026 37.7k, Q2 2026 37.9k +278 +278 0.7%
35 ISHARES TR RUSSELL 2000 ETF IWM IWM 3,964 $1.2m0.51% 0.51% ReducedShares held: Q3 2025 4.3k, Q4 2025 4.6k, Q1 2026 4.2k, Q2 2026 4.0k -252 -252 -6.0%
36 ISHARES TR LARGE CAP MAX BU MMAX MMAX 40,058 $1.1m0.46% 0.46% AddedShares held: Q3 2025 7.7k, Q4 2025 7.7k, Q1 2026 8.4k, Q2 2026 40.1k +31.6k +31,632 375.4%
37 ISHARES TR LARGE CAP MAX BU MAXJ MAXJ 31,344 $913.1k0.39% 0.39% AddedShares held: Q3 2025 21.7k, Q4 2025 19.0k, Q1 2026 19.0k, Q2 2026 31.3k +12.3k +12,335 64.9%
38 ALPHABET INC CAP STK CL C GOOG GOOG 2,373 $838.5k0.36% 0.36% UnchangedShares held: Q3 2025 2.4k, Q4 2025 2.4k, Q1 2026 2.4k, Q2 2026 2.4k
39 SMARTSTOP SELF STORAG REIT I COMMON STOCK SMA SMA 23,283 $756.7k0.32% 0.32% ReducedShares held: Q3 2025 0, Q4 2025 34.4k, Q1 2026 52.5k, Q2 2026 23.3k -29.2k -29,228 -55.7%
40 INNOVATOR ETFS TRUST US EQTY PWR BUF PDEC PDEC 15,597 $715.7k0.31% 0.31% ReducedShares held: Q3 2025 4.9k, Q4 2025 17.0k, Q1 2026 17.0k, Q2 2026 15.6k -1.5k -1,452 -8.5%
41 INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR PMAR 14,867 $710.2k0.30% 0.30% AddedShares held: Q3 2025 12.3k, Q4 2025 12.3k, Q1 2026 13.6k, Q2 2026 14.9k +1.3k +1,287 9.5%
42 SPDR S&P 500 ETF TR TR UNIT SPY SPY 923 $689.3k0.29% 0.29% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.2k, Q2 2026 923 -307 -307 -25.0%
43 QUALCOMM INC COM QCOM QCOM 3,248 $600.2k0.26% 0.26% ReducedShares held: Q3 2025 3.1k, Q4 2025 3.1k, Q1 2026 4.0k, Q2 2026 3.2k -721 -721 -18.2%
44 INNOVATOR ETFS TRUST EQUITY DUAL DIRC DDFS DDFS 26,567 $583.7k0.25% 0.25% UnchangedShares held: Q3 2025 26.6k, Q4 2025 26.6k, Q1 2026 26.6k, Q2 2026 26.6k
45 INNOVATOR ETFS TRUST US EQTY PWR BUF PMAY PMAY 14,048 $580.2k0.25% 0.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 14.0k
46 ISHARES TR CORE S&P500 ETF IVV IVV 743 $556.4k0.24% 0.24% ReducedShares held: Q3 2025 0, Q4 2025 304, Q1 2026 1.9k, Q2 2026 743 -1.2k -1,205 -61.9%
47 INNOVATOR ETFS TRUST US EQTY PWR BUF PJUN PJUN 12,770 $552.0k0.24% 0.24% AddedShares held: Q3 2025 7.9k, Q4 2025 7.9k, Q1 2026 6.1k, Q2 2026 12.8k +6.6k +6,639 108.3%
48 INNOVATOR ETFS TRUST US EQTY PWR BUF POCT POCT 11,087 $514.5k0.22% 0.22% ReducedShares held: Q3 2025 0, Q4 2025 11.1k, Q1 2026 11.1k, Q2 2026 11.1k -8 -8 -0.1%
49 INNOVATOR ETFS TRUST EQUITY DEFINED P JAJL JAJL 15,968 $477.6k0.20% 0.20% ReducedShares held: Q3 2025 23.4k, Q4 2025 23.0k, Q1 2026 19.4k, Q2 2026 16.0k -3.5k -3,462 -17.8%
50 CATERPILLAR INC COM CAT CAT 444 $472.8k0.20% 0.20% UnchangedShares held: Q3 2025 444, Q4 2025 444, Q1 2026 444, Q2 2026 444
51 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT RSPH RSPH 13,354 $443.2k0.19% 0.19% ReducedShares held: Q3 2025 17.9k, Q4 2025 17.3k, Q1 2026 15.2k, Q2 2026 13.4k -1.9k -1,865 -12.2%
52 INNOVATOR ETFS TRUST US EQT PWR BUF PAPR PAPR 9,504 $401.1k0.17% 0.17% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 9.5k
53 INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB PFEB 9,076 $390.8k0.17% 0.17% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 9.1k, Q2 2026 9.1k
54 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 776 $388.3k0.17% 0.17% ReducedShares held: Q3 2025 989, Q4 2025 1.1k, Q1 2026 1.1k, Q2 2026 776 -325 -325 -29.5%
55 INNOVATOR ETFS TRUST US EQTY PWR BUF PNOV PNOV 8,445 $374.5k0.16% 0.16% ReducedShares held: Q3 2025 0, Q4 2025 9.2k, Q1 2026 9.2k, Q2 2026 8.4k -790 -790 -8.6%
56 INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDTO DDTO 15,737 $361.0k0.15% 0.15% UnchangedShares held: Q3 2025 0, Q4 2025 15.2k, Q1 2026 15.7k, Q2 2026 15.7k
57 ISHARES TR LARGE CAP MAX BU SMAX SMAX 11,667 $325.1k0.14% 0.14% ReducedShares held: Q3 2025 0, Q4 2025 23.3k, Q1 2026 23.3k, Q2 2026 11.7k -11.6k -11,640 -49.9%
58 INNOVATOR ETFS TRUST US EQT ULTRA BF UMAR UMAR 7,536 $318.4k0.14% 0.14% ReducedShares held: Q3 2025 9.7k, Q4 2025 9.7k, Q1 2026 11.1k, Q2 2026 7.5k -3.5k -3,550 -32.0%
59 INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN PJAN 6,234 $308.5k0.13% 0.13% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 14.3k, Q2 2026 6.2k -8.1k -8,091 -56.5%
60 INNOVATOR ETFS TRUST US EQT BUFR APR BAPR BAPR 5,548 $295.5k0.13% 0.13% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.5k
61 ISHARES TR MORNINGSTAR GRWT ILCG ILCG 2,380 $278.5k0.12% 0.12% UnchangedShares held: Q3 2025 2.5k, Q4 2025 2.4k, Q1 2026 2.4k, Q2 2026 2.4k
62 INNOVATOR ETFS TRUST US EQTY BUFR MAR BMAR BMAR 4,751 $273.8k0.12% 0.12% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 4.8k, Q2 2026 4.8k
63 MICROSTRATEGY INC CL A NEW MSTR MSTR 3,009 $261.6k0.11% 0.11% ReducedShares held: Q3 2025 18.6k, Q4 2025 20.9k, Q1 2026 19.4k, Q2 2026 3.0k -16.4k -16,432 -84.5%
64 CADENCE DESIGN SYSTEM INC COM CDNS CDNS 695 $260.8k0.11% 0.11% ReducedShares held: Q3 2025 906, Q4 2025 800, Q1 2026 748, Q2 2026 695 -53 -53 -7.1%
65 ISHARES TR MORNINGSTR US EQ MLRG MLRG 2,487 $257.8k0.11% 0.11% UnchangedShares held: Q3 2025 2.5k, Q4 2025 2.5k, Q1 2026 2.5k, Q2 2026 2.5k
66 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 8,046 $255.1k0.11% 0.11% ReducedShares held: Q3 2025 11.3k, Q4 2025 10.5k, Q1 2026 8.5k, Q2 2026 8.0k -500 -500 -5.8%
67 INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL PJUL 4,980 $243.1k0.10% 0.10% AddedShares held: Q3 2025 5.2k, Q4 2025 5.2k, Q1 2026 4.9k, Q2 2026 5.0k +117 +117 2.4%
68 AKAMAI TECHNOLOGIES INC COM AKAM AKAM 2,000 $236.4k0.10% 0.10% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.0k, Q2 2026 2.0k
69 VANGUARD INDEX FDS GROWTH ETF VUG VUG 2,490 $214.5k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 2.5k, Q1 2026 0, Q2 2026 2.5k
70 VANGUARD WHITEHALL FDS HIGH DIV YLD VYM VYM 1,330 $210.2k0.09% 0.09% ReducedShares held: Q3 2025 2.2k, Q4 2025 2.2k, Q1 2026 2.2k, Q2 2026 1.3k -900 -900 -40.4%
71 JPMORGAN CHASE & CO COM JPM JPM 635 $207.8k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 634, Q1 2026 0, Q2 2026 635
72 MICRON TECHNOLOGY INC COM MU MU 180 $207.8k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 180
73 ADVANCED MICRO DEVICES INC COM AMD AMD 357 $207.4k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 357
74 PATRIOT NATL BANCORP INC COM NEW PNBK PNBK 32,500 $31.1k0.01% 0.01% AddedShares held: Q3 2025 20.5k, Q4 2025 20.5k, Q1 2026 20.5k, Q2 2026 32.5k +12.0k +12,000 58.5%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
INDEPENDENCE RLTY TR INC IRT IRT 294,480 $4.4m294.5k shares
INTUITIVE SURGICAL INC ISRG ISRG 7,517 $3.5m7.5k shares
ISHARES BITCOIN TRUST ETF IBIT IBIT 52,583 $2.0m52.6k shares
BITMINE IMMERSION TECNOLOGIE BMNR BMNR 79,537 $1.6m79.5k shares
INNOVATOR ETFS TRUST BFEB BFEB 5,747 $274.1k5.7k shares
EXXON MOBIL CORP XOM XOM 1,541 $261.5k1.5k shares
SPDR SER TR KRE KRE 3,417 $222.6k3.4k shares
INTUIT INTU INTU 474 $204.9k474 shares
DIREXION SHS ETF TR DFEN DFEN 3,239 $204.4k3.2k shares
DIREXION SHS ETF TR DRIP DRIP 11,115 $46.0k11.1k shares