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Skyline Advisors

Latest statistics and disclosures from Skyline Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IXUS, MSFT, IUSB, QUAL, and represent 45.14% of Skyline Advisors's stock portfolio.
Added to shares of these 10 stocks: MUB, JMUB, HELO, CGMU, QUAL, SCHD, IUSB, CGMS, TMUS, SCHG.
Started 6 new stock positions in CGBL, VCEB, TMUS, IGOV, PNC, SPG.
Reduced shares in these 10 stocks: MEAR, SUB, HEQT, AAPL, JQUA, AMZN, VIG, , ADBE, IVV.
Sold out of its positions in ABBV, SUB, HEQT, UNM, VIG, V.
Skyline Advisors was a net buyer of stock by $7.4M.
Skyline Advisors has $290M in assets under management (AUM), dropping by 7.22%.
Central Index Key (CIK): 0001843832

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Positions held by Skyline Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 96 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	11.6	$34M		103k	328.17	View chart
Ishares Tr Core Msci Total (IXUS)	10.3	$30M		363k	82.58	View chart
Microsoft Corporation (MSFT)	8.4	$24M		47k	517.95	View chart
Ishares Tr Core Total Usd (IUSB)	7.6	$22M	+3%	475k	46.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.2	$21M	+5%	108k	194.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.4	$19M	+2%	580k	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.1	$18M	+5%	652k	27.30	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.8	$14M	+3%	500k	27.75	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	4.2	$12M	+14%	188k	65.00	View chart
Ishares Tr National Mun Etf (MUB)	4.0	$12M	+68%	109k	106.49	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.3	$6.7M	+38%	132k	50.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.8	$5.3M	+3%	105k	50.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$4.7M		9.4k	502.76	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.6	$4.5M	+37%	166k	27.29	View chart
Apple (AAPL)	1.4	$4.0M	-12%	16k	254.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.2	$3.4M		125k	26.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.0M		116k	25.71	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$2.4M	+8%	47k	51.04	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$2.3M		41k	56.86	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.7	$2.0M		36k	57.31	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$2.0M	-6%	17k	118.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.9M		19k	100.25	View chart
Deere & Company (DE)	0.6	$1.8M		3.9k	457.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.8M	+7%	36k	49.46	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.6	$1.6M	+2%	20k	81.87	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.5	$1.4M	+8%	31k	43.92	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.5	$1.4M	+7%	36k	37.94	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M		1.3k	925.81	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$1.2M	-7%	23k	50.57	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$1.2M	-5%	17k	69.37	View chart
Bank of America Corporation (BAC)	0.4	$1.1M		22k	51.59	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.4	$1.1M	+2%	20k	53.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.0M	-19%	1.6k	669.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$957k	+2%	13k	71.37	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$917k		2.3k	396.19	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.3	$853k		11k	75.74	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$849k	+5%	8.5k	99.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$840k		15k	57.10	View chart
NVIDIA Corporation (NVDA)	0.3	$838k	+3%	4.5k	186.59	View chart
Philip Morris International (PM)	0.3	$755k		4.7k	162.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$744k		12k	59.92	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$721k		13k	57.52	View chart
Southern Company (SO)	0.2	$711k		7.5k	94.77	View chart
Starbucks Corporation (SBUX)	0.2	$684k	-3%	8.1k	84.60	View chart
Emerson Electric (EMR)	0.2	$656k		5.0k	131.18	View chart
Adobe Systems Incorporated (ADBE)	0.2	$632k	-28%	1.8k	352.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$627k		3.1k	203.56	View chart
Altria (MO)	0.2	$625k	+2%	9.5k	66.06	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.2	$606k	+4%	35k	17.39	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$586k		12k	50.63	View chart
Boeing Company (BA)	0.2	$564k		2.6k	215.84	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$559k		4.0k	139.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$543k		3.8k	142.40	View chart
Selective Insurance (SIGI)	0.2	$533k		6.6k	81.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$507k		1.1k	468.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$499k		1.0k	490.38	View chart
Metropcs Communications (TMUS)	0.2	$499k	NEW	2.1k	239.40	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$448k		8.9k	50.22	View chart
Procter & Gamble Company (PG)	0.2	$446k	-8%	2.9k	153.66	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$440k		1.3k	332.84	View chart
Netflix (NFLX)	0.1	$434k	+15%	362.00	1198.92	View chart
Amazon (AMZN)	0.1	$432k	-47%	2.0k	219.57	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$420k		4.4k	95.15	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$415k	NEW	9.8k	42.60	View chart
International Business Machines (IBM)	0.1	$398k		1.4k	282.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$393k		1.9k	208.66	View chart
Johnson & Johnson (JNJ)	0.1	$382k	-3%	2.1k	185.41	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$373k	-3%	8.4k	44.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$371k		497.00	747.29	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$358k		2.0k	176.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$343k		1.1k	315.50	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$331k	-89%	6.6k	50.51	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$331k		9.0k	36.81	View chart
Nextera Energy (NEE)	0.1	$322k	-4%	4.3k	75.49	View chart
Cisco Systems (CSCO)	0.1	$303k		4.4k	68.42	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$301k	-2%	3.1k	96.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$279k		419.00	665.67	View chart
NiSource (NI)	0.1	$276k		6.4k	43.30	View chart
Home Depot (HD)	0.1	$271k		668.00	405.12	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$265k		2.9k	90.41	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$260k	NEW	7.5k	34.72	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$256k	-62%	4.1k	62.90	View chart
Lowe's Companies (LOW)	0.1	$254k		1.0k	251.33	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$248k	-14%	5.4k	46.24	View chart
MercadoLibre (MELI)	0.1	$241k		103.00	2341.30	View chart
Pepsi (PEP)	0.1	$233k		1.7k	140.40	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$232k		11k	21.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$230k	-2%	383.00	600.21	View chart
Wells Fargo & Company (WFC)	0.1	$230k		2.7k	83.82	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$227k	NEW	3.5k	64.19	View chart
Wal-Mart Stores (WMT)	0.1	$224k		2.2k	103.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$223k		2.8k	79.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$221k	-2%	388.00	568.46	View chart
Simon Property (SPG)	0.1	$209k	NEW	1.1k	187.59	View chart
PNC Financial Services (PNC)	0.1	$209k	NEW	1.0k	200.93	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$115k		24k	4.81	View chart

Past Filings by Skyline Advisors

SEC 13F filings are viewable for Skyline Advisors going back to 2023

Skyline Advisors 2025 Q3 filed Nov. 13, 2025
Skyline Advisors 2025 Q2 filed July 11, 2025
Skyline Advisors 2025 Q1 filed April 15, 2025
Skyline Advisors 2024 Q4 filed Feb. 27, 2025
Skyline Advisors 2024 Q3 filed Oct. 8, 2024
Skyline Advisors 2024 Q2 filed July 30, 2024
Skyline Advisors 2024 Q1 filed April 18, 2024
Skyline Advisors 2023 Q4 filed March 15, 2024

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