Skyline Advisors, Inc. — 13F Holdings & Portfolio
CIK 1843832 · latest 13F-HR filed 2026-04-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$286.6M
Long-equity book
Holdings
120
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+25 / −9 / ↑24 / ↓42
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLACKROCK ETF TRUST$4.9M +445.0%
- BLACKROCK ETF TRUST$4.5M +2227.8%
- ISHARES TR$2.5M +10.9%
- VANGUARD CHARLOTTE FDS$1.6M +93.0%
- VANGUARD SCOTTSDALE FDS$1.1M +43.8%
Top Trims
- VANGUARD INDEX FDS-$13.7M -39.3%
- ISHARES TR-$13.3M -42.6%
- ISHARES TR-$6.8M -31.3%
- SCHWAB STRATEGIC TR-$6.3M -35.0%
- J P MORGAN EXCHANGE TRADED F-$6.2M -51.0%
New Positions
- VANGUARD INDEX FDS$7.2M
- BLACKROCK ETF TRUST$6.7M
- BLACKROCK ETF TRUST$6.6M
- ISHARES INC$3.6M
- BLACKROCK ETF TRUST$3.2M
Exited Positions
- J P MORGAN EXCHANGE TRADED F$778.7K
- TIDAL TRUST I$419.2K
- VANGUARD WORLD FD$320.2K
- BLACKROCK ETF TRUST$312.3K
- CAPITAL GROUP CORE BALANCED$269.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IUSB | 46434V613 | $25.8M | 9.00% | 558,459 | SH |
| 2 | VANGUARD INDEX FDS | VTI | 922908769 | $21.1M | 7.37% | 65,805 | SH |
| 3 | ISHARES TR | IXUS | 46432F834 | $17.9M | 6.25% | 206,663 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $16.9M | 5.88% | 45,538 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $15.3M | 5.33% | 524,137 | SH |
| 6 | ISHARES TR | QUAL | 46432F339 | $14.9M | 5.21% | 77,806 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $11.7M | 4.08% | 381,285 | SH |
| 8 | ISHARES TR | MUB | 464288414 | $11.6M | 4.05% | 109,228 | SH |
| 9 | CAPITAL GRP FIXED INCM ETF T | CGMS | 14020Y300 | $9.3M | 3.26% | 343,313 | SH |
| 10 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $7.8M | 2.72% | 155,768 | SH |
| 11 | VANGUARD INDEX FDS | VOO | 922908363 | $7.2M | 2.50% | 11,974 | SH |
| 12 | BLACKROCK ETF TRUST | CORO | 09290C764 | $6.7M | 2.34% | 209,001 | SH |
| 13 | BLACKROCK ETF TRUST | BLCV | 09290C616 | $6.6M | 2.31% | 183,654 | SH |
| 14 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $6.0M | 2.11% | 103,920 | SH |
| 15 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $6.0M | 2.08% | 93,488 | SH |
| 16 | BLACKROCK ETF TRUST | THRO | 09290C806 | $4.7M | 1.65% | 130,932 | SH |
| 17 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $4.5M | 1.56% | 164,347 | SH |
| 18 | ISHARES INC | IEMG | 46434G103 | $3.6M | 1.27% | 52,066 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $3.6M | 1.24% | 64,325 | SH |
| 20 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $3.4M | 1.19% | 70,883 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $3.3M | 1.16% | 13,061 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.2M | 1.13% | 6,765 | SH |
| 23 | BLACKROCK ETF TRUST | BAI | 09290C780 | $3.2M | 1.10% | 95,694 | SH |
| 24 | BLACKROCK ETF TRUST II | INMU | 092528207 | $3.0M | 1.03% | 123,923 | SH |
| 25 | J P MORGAN EXCHANGE TRADED F | JMOM | 46641Q779 | $2.9M | 1.03% | 43,418 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $2.8M | 0.99% | 112,886 | SH |
| 27 | ISHARES TR | EFV | 464288877 | $2.6M | 0.91% | 34,987 | SH |
| 28 | GLOBAL X FDS | SHLD | 37960A529 | $2.4M | 0.83% | 33,630 | SH |
| 29 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $2.1M | 0.75% | 41,906 | SH |
| 30 | ISHARES TR | USXF | 46436E767 | $2.1M | 0.72% | 37,594 | SH |
| 31 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $2.1M | 0.72% | 40,545 | SH |
| 32 | DEERE & CO | DE | 244199105 | $2.0M | 0.70% | 3,555 | SH |
| 33 | VANGUARD WORLD FD | ESGV | 921910733 | $1.8M | 0.64% | 16,418 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $1.8M | 0.64% | 68,458 | SH |
| 35 | ISHARES GOLD TR | IAU | 464285204 | $1.6M | 0.57% | 18,414 | SH |
| 36 | ISHARES TR | AGG | 464287226 | $1.6M | 0.55% | 15,844 | SH |
| 37 | ISHARES TR | SUSC | 46435G193 | $1.3M | 0.47% | 58,124 | SH |
| 38 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.3M | 0.44% | 1,268 | SH |
| 39 | BLACKROCK ETF TRUST | LCTU | 09290C509 | $1.3M | 0.44% | 17,960 | SH |
| 40 | VANGUARD WORLD FD | VSGX | 921910725 | $1.1M | 0.38% | 15,275 | SH |
| 41 | TIDAL TRUST III | OWNS | 74741A106 | $1.1M | 0.37% | 61,926 | SH |
| 42 | BANK AMERICA CORP | BAC | 060505104 | $1.0M | 0.36% | 20,991 | SH |
| 43 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $1.0M | 0.35% | 13,413 | SH |
| 44 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $997.8K | 0.35% | 15,571 | SH |
| 45 | NVIDIA CORPORATION | NVDA | 67066G104 | $997.7K | 0.35% | 5,721 | SH |
| 46 | ISHARES TR | IVV | 464287200 | $975.9K | 0.34% | 1,494 | SH |
| 47 | ISHARES TR | DGRO | 46434V621 | $952.8K | 0.33% | 13,577 | SH |
| 48 | PIMCO ETF TR | SMMU | 72201R874 | $914.4K | 0.32% | 18,125 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $871.9K | 0.30% | 16,851 | SH |
| 50 | VANGUARD WORLD FD | VCR | 92204A108 | $834.3K | 0.29% | 2,324 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $286.6M | 120 | 0001843832-26-000002 |
| 2025-12-31 | 2026-01-12 | $299.6M | 104 | 0001843832-26-000001 |