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Skyline Advisors

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

Top 5 stock holdings are IUSB, VOO, VTI, SCHG, MSFT, and represent 31.80% of Skyline Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$11M), DYNF (+$8.9M), IUSB, CORO, IALT, PZA, BLCR, INMU, SHLD, BAI.
Started 12 new stock positions in IALT, AMAT, HD, SCHA, EFG, SUSB, SGVT, SECU, GOOG, XLI. BLCR, JCPB.
Reduced shares in these 10 stocks: QUAL (-$8.4M), IXUS (-$7.1M), VTI (-$6.5M), HELO, SCHD, EFV, MUB, THRO, JPST, SCHP.
Sold out of its positions in ADBE, HIMU, EFV, QLTA, MEAR, EVUS, JMSI, NFLX, LDUR.
Skyline Advisors was a net buyer of stock by $9.2M.
Skyline Advisors has $319M in assets under management (AUM), dropping by 11.18%.
Central Index Key (CIK): 0001843832

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Portfolio Holdings for Skyline Advisors

Skyline Advisors holds 123 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Univrsl Usd (IUSB)	9.4	$30M	+16%	651k	46.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.0	$19M	+132%	28k	686.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.6	$18M	-26%	48k	370.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.5	$18M		517k	33.84	View chart
Microsoft Corporation (MSFT)	5.3	$17M		45k	373.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.0	$16M	+125%	235k	68.01	View chart
Ishares Tr Core Msci Total (IXUS)	4.0	$13M	-36%	132k	95.44	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	3.7	$12M	+55%	325k	36.60	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$9.9M	-15%	92k	107.62	View chart
Blackrock Etf Trust Isha La Valu Etf (BLCV)	2.8	$8.8M	+16%	214k	41.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$8.6M	-49%	39k	219.43	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.7	$8.6M	-8%	313k	27.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.6	$8.3M	-31%	262k	31.71	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.5	$8.0M		158k	50.66	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	2.0	$6.5M	+28%	123k	52.72	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	1.8	$5.6M	+87%	233k	24.25	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.4	$4.6M	+29%	84k	55.18	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.4	$4.4M	+453%	189k	23.52	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	1.3	$4.3M	-24%	99k	43.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$4.1M	+20%	86k	48.43	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.3	$4.0M	NEW	143k	28.05	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.2	$4.0M	+7%	47k	85.46	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$3.8M	-11%	46k	82.84	View chart
Global X Fds Defense Tech Etf (SHLD)	1.2	$3.8M	+87%	63k	59.71	View chart
Apple (AAPL)	1.2	$3.7M		13k	289.37	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	1.1	$3.6M	-19%	133k	27.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.3M		113k	28.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.9M	-13%	5.9k	500.39	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.9	$2.8M	NEW	55k	50.37	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$2.7M	+93%	36k	75.51	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.8	$2.5M	-3%	36k	69.45	View chart
Deere & Company (DE)	0.7	$2.2M	-2%	3.5k	634.33	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$2.0M	-6%	15k	132.24	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.6	$1.9M	-70%	28k	67.58	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.5	$1.7M	+17%	21k	80.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$1.5M	-29%	30k	51.00	View chart
Quaker Invt Tr Affordable Hous (OWNS)	0.5	$1.5M	+39%	86k	17.28	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.5	$1.5M	+8%	63k	23.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.2M	+12%	18k	71.25	View chart
Bank of America Corporation (BAC)	0.4	$1.2M		21k	56.98	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M		1.3k	935.64	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.2M	+12%	15k	75.79	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$1.1M	+761%	15k	73.48	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$1.1M	-10%	14k	82.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.1M		13k	83.75	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M	-6%	5.4k	200.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.0M	-9%	1.4k	749.06	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$911k		18k	50.50	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.3	$898k	+57%	27k	33.83	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$872k	-5%	2.2k	396.69	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$857k	-2%	16k	52.11	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$850k	+35%	9.6k	88.71	View chart
Philip Morris International (PM)	0.3	$843k		4.7k	180.90	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$836k	-53%	32k	26.50	View chart
Starbucks Corporation (SBUX)	0.3	$819k		8.0k	102.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$817k	-3%	16k	52.76	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$766k	-20%	16k	49.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$755k		3.1k	242.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$733k	-53%	7.4k	98.98	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.2	$730k	-12%	8.6k	84.60	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$728k	NEW	5.9k	124.41	View chart
Southern Company (SO)	0.2	$719k		7.5k	95.71	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$718k	NEW	29k	24.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$717k	-6%	939.00	763.14	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$712k	-65%	14k	50.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$683k	+158%	14k	50.23	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$665k		4.0k	164.61	View chart
Altria (MO)	0.2	$652k		9.1k	71.95	View chart
Selective Insurance (SIGI)	0.2	$638k		6.6k	97.01	View chart
Emerson Electric (EMR)	0.2	$602k	-7%	4.2k	143.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$556k		3.8k	146.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$538k	+299%	4.3k	124.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$532k	-13%	9.4k	56.48	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$523k	-21%	7.2k	72.90	View chart
Cisco Systems (CSCO)	0.2	$523k		4.4k	117.46	View chart
Johnson & Johnson (JNJ)	0.2	$500k		2.0k	254.00	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$488k	+8%	5.1k	96.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$464k		1.9k	242.93	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$462k	-13%	8.8k	52.34	View chart
Amazon (AMZN)	0.1	$439k	+5%	1.8k	238.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$435k	-3%	2.0k	221.17	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$428k	+37%	4.2k	102.16	View chart
Boeing Company (BA)	0.1	$428k	-18%	2.0k	216.48	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.1	$421k	-46%	9.7k	43.45	View chart
Procter & Gamble Company (PG)	0.1	$415k		2.8k	146.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$393k	+661%	3.3k	119.51	View chart
International Business Machines (IBM)	0.1	$386k		1.4k	281.12	View chart
Kla Corp Com New (KLAC)	0.1	$376k	+802%	1.2k	301.61	View chart
Nextera Energy (NEE)	0.1	$375k		4.3k	87.78	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$370k	-32%	7.1k	51.91	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$353k	+324%	13k	27.41	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$344k		9.0k	38.23	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.1	$327k	NEW	3.2k	100.74	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$317k		24k	13.28	View chart
Metropcs Communications (TMUS)	0.1	$314k		1.9k	167.73	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$311k	-34%	2.7k	117.07	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$308k	-7%	412.00	746.75	View chart
NiSource (NI)	0.1	$303k		6.4k	47.55	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$294k		4.1k	72.27	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$294k		2.9k	100.07	View chart
JPMorgan Chase & Co. (JPM)	0.1	$291k	-13%	888.00	327.35	View chart
Merck & Co (MRK)	0.1	$287k		2.2k	128.52	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.1	$286k	NEW	5.7k	49.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$283k		384.00	736.90	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$281k	NEW	6.0k	46.94	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$267k		11k	25.56	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$259k		5.4k	48.18	View chart
Simon Property (SPG)	0.1	$257k		1.2k	223.57	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$254k		2.9k	88.53	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$254k		11k	23.68	View chart
PNC Financial Services (PNC)	0.1	$253k		1.0k	246.22	View chart
Wal-Mart Stores (WMT)	0.1	$248k		2.2k	113.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$236k	NEW	668.00	353.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$236k	NEW	6.5k	36.13	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$233k	-53%	2.5k	94.45	View chart
Wells Fargo & Company (WFC)	0.1	$227k		2.7k	82.64	View chart
Pepsi (PEP)	0.1	$224k		1.7k	135.40	View chart
Applied Materials (AMAT)	0.1	$224k	NEW	310.00	723.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$223k		3.7k	59.69	View chart
Franklin Templeton Holdings Respbly Srcd Gld (FGDL)	0.1	$217k	+20%	4.1k	53.37	View chart
Lowe's Companies (LOW)	0.1	$214k	-4%	970.00	220.42	View chart
Home Depot (HD)	0.1	$204k	NEW	579.00	352.65	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$203k	NEW	1.1k	185.23	View chart

Past Filings by Skyline Advisors

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

Skyline Advisors 2026 Q2 filed July 20, 2026
Skyline Advisors 2026 Q1 filed April 20, 2026
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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