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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, IUSB, MSFT, QUAL, and represent 44.46% of Skyline Advisors's stock portfolio.
Added to shares of these 10 stocks: INMU, IUSB, DYNF, CGMS, IXUS, JMUB, Tidal Trust I, VTI, HIMU, MUB.
Started 9 new stock positions in VWO, GOOG, HIMU, Tidal Trust I, INMU, DYNF, MRK, BLCV, THRO.
Reduced shares in these 10 stocks: AAPL, MSFT, IGOV, HELO, VTIP, SCHG, ADBE, VSGX, DMXF, DE.
Sold out of its position in IGOV.
Skyline Advisors was a net buyer of stock by $8.3M.
Skyline Advisors has $300M in assets under management (AUM), dropping by 3.20%.
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 104 positions in its portfolio as reported in the December 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	$35M		104k	335.27	View chart
Ishares Tr Core Msci Total (IXUS)	10.4	$31M		369k	84.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	7.8	$23M	+5%	500k	46.54	View chart
Microsoft Corporation (MSFT)	7.4	$22M	-2%	46k	483.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.3	$22M		109k	198.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.2	$19M		573k	32.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.0	$18M		656k	27.43	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.9	$15M	+5%	527k	27.62	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	4.1	$12M	-2%	183k	66.43	View chart
Ishares Tr National Mun Etf (MUB)	4.0	$12M	+2%	112k	107.11	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.4	$7.1M	+6%	141k	50.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.9	$5.6M	+5%	111k	50.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$4.7M		9.4k	502.67	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.6	$4.7M	+3%	172k	27.38	View chart
Apple (AAPL)	1.2	$3.7M	-14%	14k	271.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$3.4M	+3%	129k	26.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.0M		116k	26.23	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$2.5M	+9%	44k	55.80	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$2.4M		48k	50.94	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.8	$2.3M	NEW	95k	24.04	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.7	$2.0M	-2%	35k	57.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$2.0M		17k	120.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.9M		19k	99.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.8M	+2%	37k	48.32	View chart
Deere & Company (DE)	0.6	$1.7M	-3%	3.8k	465.62	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.5	$1.6M		20k	84.24	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.5	$1.5M	+6%	34k	43.91	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.5	$1.4M	-2%	35k	39.02	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.4	$1.2M	+12%	23k	51.80	View chart
Bank of America Corporation (BAC)	0.4	$1.2M		21k	55.00	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M		1.3k	862.13	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$1.1M	-5%	22k	50.43	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$1.1M	-8%	16k	71.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.1M	NEW	18k	60.81	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M	+26%	5.7k	186.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.0M	-3%	1.5k	684.84	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$987k		13k	73.56	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$920k	+9%	16k	57.24	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$914k		2.3k	393.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$891k	+14%	14k	62.47	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$793k	-5%	8.1k	97.79	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$779k	+6%	13k	58.12	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.3	$765k	-9%	10k	75.16	View chart
Philip Morris International (PM)	0.3	$752k		4.7k	160.40	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.2	$678k	+11%	39k	17.46	View chart
Starbucks Corporation (SBUX)	0.2	$675k		8.0k	84.21	View chart
Southern Company (SO)	0.2	$655k		7.5k	87.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$651k		3.1k	210.37	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$619k	+50%	2.0k	311.24	View chart
Emerson Electric (EMR)	0.2	$605k	-8%	4.6k	132.72	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$567k		4.0k	141.04	View chart
Selective Insurance (SIGI)	0.2	$550k		6.6k	83.67	View chart
Boeing Company (BA)	0.2	$524k	-7%	2.4k	217.13	View chart
Altria (MO)	0.2	$522k	-4%	9.1k	57.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$521k		3.8k	136.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$513k		1.1k	473.26	View chart
Adobe Systems Incorporated (ADBE)	0.2	$477k	-23%	1.4k	349.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$470k		1.0k	468.76	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$453k		9.0k	50.38	View chart
Metropcs Communications (TMUS)	0.1	$431k		2.1k	203.05	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$421k		4.5k	94.16	View chart
Tidal Trust I Dana Unconstrain	0.1	$419k	NEW	17k	24.61	View chart
Johnson & Johnson (JNJ)	0.1	$407k	-4%	2.0k	206.92	View chart
International Business Machines (IBM)	0.1	$407k	-2%	1.4k	296.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$405k		1.9k	211.74	View chart
Procter & Gamble Company (PG)	0.1	$404k	-2%	2.8k	143.29	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$403k	NEW	8.3k	48.68	View chart
Amazon (AMZN)	0.1	$395k	-12%	1.7k	230.82	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$386k	-10%	7.5k	51.27	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$370k		9.0k	41.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$369k		2.0k	181.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$365k	-2%	484.00	754.27	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$359k	+19%	3.7k	95.95	View chart
Nextera Energy (NEE)	0.1	$344k		4.3k	80.29	View chart
Cisco Systems (CSCO)	0.1	$340k		4.4k	77.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$332k	-5%	1.0k	322.15	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$331k		6.6k	50.32	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$320k	+42%	5.0k	63.63	View chart
Blackrock Etf Trust Ishares Large Ca (BLCV)	0.1	$312k	NEW	8.4k	37.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$303k	+5%	444.00	682.53	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$269k		7.6k	35.33	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$266k		2.9k	90.70	View chart
NiSource (NI)	0.1	$266k		6.4k	41.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$261k	-54%	5.3k	49.46	View chart
Wells Fargo & Company (WFC)	0.1	$259k		2.8k	93.20	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$257k		4.1k	63.17	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$246k		5.3k	46.08	View chart
Lowe's Companies (LOW)	0.1	$244k		1.0k	241.26	View chart
Wal-Mart Stores (WMT)	0.1	$242k		2.2k	111.43	View chart
Pepsi (PEP)	0.1	$238k		1.7k	143.48	View chart
Merck & Co (MRK)	0.1	$236k	NEW	2.2k	105.28	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$236k		2.8k	83.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$236k		384.00	614.01	View chart
Netflix (NFLX)	0.1	$230k	+577%	2.5k	93.76	View chart
Home Depot (HD)	0.1	$226k		658.00	344.05	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$224k		11k	20.89	View chart
Mastercard Incorporated Cl A (MA)	0.1	$219k		384.00	570.90	View chart
PNC Financial Services (PNC)	0.1	$214k		1.0k	208.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$210k	NEW	668.00	313.86	View chart
Simon Property (SPG)	0.1	$208k		1.1k	185.07	View chart
MercadoLibre (MELI)	0.1	$208k		103.00	2018.02	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$204k	NEW	5.3k	38.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$200k	NEW	3.7k	53.75	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$154k		24k	6.47	View chart

Past Filings by Skyline Advisors

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

Skyline Advisors 2025 Q4 filed Jan. 12, 2026
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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