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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, VTI, IXUS, MSFT, SCHG, and represent 33.82% of Skyline Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$7.2M), CORO (+$6.7M), Blackrock Etf Trust (+$6.6M), DYNF, THRO, IEMG, BAI, JMOM, IUSB, EFV.
Started 25 new stock positions in EFV, IAU, CORO, HDV, IEMG, PZA, SUSC, EMLC, SYSB, JMOM.
Reduced shares in these 10 stocks: IXUS (-$14M), VTI (-$12M), SCHD (-$8.4M), QUAL (-$6.1M), HELO (-$5.7M), CGMS, JPST, SCHP, SCHG, BRK.B.
Sold out of its positions in GOOG, BLCV, CGBL, HD, JEPQ, MA, MELI, DUNK, VCEB.
Skyline Advisors was a net seller of stock by $-4.5M.
Skyline Advisors has $287M in assets under management (AUM), dropping by -4.32%.
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 120 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Univrsl Usd (IUSB)	9.0	$26M	+11%	559k	46.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.4	$21M	-36%	66k	320.81	View chart
Ishares Tr Core Msci Total (IXUS)	6.2	$18M	-43%	207k	86.64	View chart
Microsoft Corporation (MSFT)	5.9	$17M		46k	370.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.3	$15M	-8%	524k	29.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.2	$15M	-28%	78k	191.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$12M	-41%	381k	30.68	View chart
Ishares Tr National Mun Etf (MUB)	4.0	$12M	-2%	109k	106.15	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	3.3	$9.3M	-34%	343k	27.23	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.7	$7.8M	+10%	156k	49.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$7.2M	NEW	12k	597.53	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	2.3	$6.7M	NEW	209k	32.15	View chart
Blackrock Etf Trust Ishares Large Ca	2.3	$6.6M	NEW	184k	36.12	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$6.0M	+469%	104k	58.18	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.1	$6.0M	-49%	94k	63.91	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.7	$4.7M	+2378%	131k	36.22	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.6	$4.5M	-4%	164k	27.15	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$3.6M	NEW	52k	69.75	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.2	$3.6M	+44%	64k	55.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$3.4M	+94%	71k	48.05	View chart
Apple (AAPL)	1.2	$3.3M	-4%	13k	253.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$3.2M	-27%	6.8k	479.23	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.1	$3.2M	NEW	96k	32.95	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	1.0	$3.0M	+30%	124k	23.91	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.0	$2.9M	NEW	43k	67.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$2.8M	-2%	113k	25.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$2.6M	NEW	35k	74.35	View chart
Global X Fds Defense Tech Etf (SHLD)	0.8	$2.4M	NEW	34k	70.84	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$2.1M	-11%	42k	50.98	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.7	$2.1M	+7%	38k	55.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$2.1M	-63%	41k	50.61	View chart
Deere & Company (DE)	0.7	$2.0M	-5%	3.6k	563.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$1.8M		16k	112.27	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$1.8M	-46%	69k	26.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$1.6M	NEW	18k	88.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.6M	-15%	16k	99.27	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.5	$1.3M	NEW	58k	23.14	View chart
Costco Wholesale Corporation (COST)	0.4	$1.3M	-5%	1.3k	996.33	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.4	$1.3M	NEW	18k	70.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$1.1M		15k	71.73	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.4	$1.1M	+59%	62k	17.34	View chart
Bank of America Corporation (BAC)	0.4	$1.0M		21k	48.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.0M		13k	75.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$998k	+9%	16k	64.08	View chart
NVIDIA Corporation (NVDA)	0.3	$998k		5.7k	174.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$976k		1.5k	653.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$953k	NEW	14k	70.18	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$914k	-17%	18k	50.45	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$872k	-26%	17k	51.74	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$834k		2.3k	358.98	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.3	$792k	-45%	18k	43.50	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$785k	-44%	20k	40.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$785k	NEW	16k	48.93	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$782k	NEW	34k	22.98	View chart
Philip Morris International (PM)	0.3	$771k		4.7k	165.33	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.3	$746k	-2%	9.9k	75.45	View chart
Southern Company (SO)	0.3	$725k		7.5k	96.52	View chart
Starbucks Corporation (SBUX)	0.3	$718k		8.0k	89.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$664k		3.1k	213.70	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$631k	NEW	7.1k	89.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$619k	-31%	11k	56.68	View chart
Altria (MO)	0.2	$598k		9.1k	65.99	View chart
Emerson Electric (EMR)	0.2	$598k		4.6k	131.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$587k		4.0k	145.74	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$568k	-10%	1.8k	318.07	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$548k	NEW	11k	51.83	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$531k	NEW	10k	51.93	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$518k	NEW	17k	30.81	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$502k	+21%	9.2k	54.65	View chart
Selective Insurance (SIGI)	0.2	$496k		6.6k	75.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$488k		3.8k	128.11	View chart
Johnson & Johnson (JNJ)	0.2	$481k		2.0k	244.45	View chart
Boeing Company (BA)	0.2	$480k		2.4k	199.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$462k		1.1k	426.36	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.2	$459k	+15%	9.6k	47.98	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$452k		9.1k	49.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$432k	+4%	4.7k	92.74	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$420k	-73%	5.2k	80.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$415k		1.9k	217.20	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$412k	NEW	3.0k	135.73	View chart
Procter & Gamble Company (PG)	0.1	$407k		2.8k	144.43	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$402k		9.0k	44.62	View chart
Nextera Energy (NEE)	0.1	$397k		4.3k	92.88	View chart
Metropcs Communications (TMUS)	0.1	$394k	-11%	1.9k	210.05	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$391k		1.0k	390.41	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$387k		2.0k	189.62	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$369k	-50%	4.1k	90.95	View chart
Amazon (AMZN)	0.1	$363k		1.7k	208.27	View chart
Cisco Systems (CSCO)	0.1	$344k		4.4k	77.60	View chart
International Business Machines (IBM)	0.1	$333k		1.4k	242.42	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$331k		6.6k	50.34	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$316k	NEW	9.9k	31.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$315k	NEW	3.1k	103.41	View chart
JPMorgan Chase & Co. (JPM)	0.1	$303k		1.0k	294.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$302k	-10%	432.00	698.50	View chart
NiSource (NI)	0.1	$297k		6.4k	46.66	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$297k	NEW	6.2k	47.59	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$290k		445.00	650.70	View chart
Wal-Mart Stores (WMT)	0.1	$271k		2.2k	124.27	View chart
Merck & Co (MRK)	0.1	$269k		2.2k	120.31	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$266k		2.9k	90.67	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$264k	NEW	11k	25.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$263k		5.3k	49.95	View chart
Pepsi (PEP)	0.1	$257k		1.7k	155.24	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$252k		5.4k	47.03	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$250k		4.1k	61.31	View chart
Lowe's Companies (LOW)	0.1	$240k		1.0k	236.34	View chart
Netflix (NFLX)	0.1	$236k		2.5k	96.15	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$234k		2.8k	82.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$231k		11k	21.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$226k	-31%	931.00	243.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$222k		384.00	577.58	View chart
Wells Fargo & Company (WFC)	0.1	$218k		2.7k	79.61	View chart
PNC Financial Services (PNC)	0.1	$214k		1.0k	208.09	View chart
Simon Property (SPG)	0.1	$213k		1.1k	186.56	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$211k	-41%	2.2k	95.83	View chart
Franklin Templeton Holdings Respbly Srcd Gld (FGDL)	0.1	$210k	NEW	3.4k	62.17	View chart
Kla Corp Com New (KLAC)	0.1	$204k	NEW	138.00	1477.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$201k		3.7k	54.04	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$192k		24k	8.04	View chart

Past Filings by Skyline Advisors

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

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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