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Skyline Advisors, Inc. — 13F Holdings & Portfolio

CIK 1843832 · latest 13F-HR filed 2026-07-20

Backtest portfolio

Skyline Advisors, Inc. manages $318.7M in 13F-reported U.S. long-equity assets across 123 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IUSB (9.42%), VOO (5.99%), VTI (5.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 9, added to 61, and trimmed 29.

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.

Filer Information
Address
405 32ND STEET
SUITE 201
BELLINGHAM, WA 98225
Phone
(360) 671-1621
Filing Manager
Skyline Advisors, Inc.
BELLINGHAM, WA
Signatory
Mark Logan
Chief Compliance Officer
Loading holdings…
AUM

$318.7M

Long-equity book

Holdings

123

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+12 / −9 / ↑61 / ↓29

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$11.9M +167.0%
  • BLACKROCK ETF TRUST$9.9M +163.8%
  • BLACKROCK ETF TRUST$5.2M +76.8%
  • ISHARES TR$4.2M +16.4%
  • INVESCO EXCH TRADED FD TR II$3.7M +466.7%
Show all 61 →

Top Trims

  • ISHARES TR-$6.3M -42.2%
  • ISHARES TR-$5.3M -29.7%
  • J P MORGAN EXCHANGE TRADED F-$4.1M -68.8%
  • SCHWAB STRATEGIC TR-$3.4M -28.9%
  • VANGUARD INDEX FDS-$3.3M -15.4%
Show all 29 →

New Positions

  • BLACKROCK ETF TRUST$4.0M
  • BLACKROCK ETF TRUST$2.8M
  • ISHARES TR$727.9K
  • ISHARES TR$718.3K
  • SCHWAB STRATEGIC TR$327.1K
Show all 12 →

Exited Positions

  • ISHARES TR$2.6M
  • BLACKROCK ETF TRUST II$459.1K
  • J P MORGAN EXCHANGE TRADED F$451.5K
  • ISHARES U S ETF TR$331.2K
  • ISHARES TR$316.4K
Show all 9 →
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 $30.0M 9.42% 650,653 SH
2 VANGUARD INDEX FDS VOO 922908363 $19.1M 5.99% 27,812 SH
3 VANGUARD INDEX FDS VTI 922908769 $17.9M 5.60% 48,253 SH
4 SCHWAB STRATEGIC TR SCHG 808524300 $17.5M 5.49% 516,796 SH
5 MICROSOFT CORP MSFT 594918104 $16.9M 5.29% 45,224 SH
6 BLACKROCK ETF TRUST DYNF 09290C103 $16.0M 5.01% 234,552 SH
7 ISHARES TR IXUS 46432F834 $12.6M 3.95% 131,900 SH
8 BLACKROCK ETF TRUST CORO 09290C764 $11.9M 3.73% 324,665 SH
9 ISHARES TR MUB 464288414 $9.9M 3.11% 92,092 SH
10 BLACKROCK ETF TRUST BLCV 09290C616 $8.8M 2.78% 214,230 SH
11 ISHARES TR QUAL 46432F339 $8.6M 2.71% 39,301 SH
12 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $8.6M 2.69% 313,360 SH
13 SCHWAB STRATEGIC TR SCHD 808524797 $8.3M 2.61% 262,410 SH
14 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $8.0M 2.51% 158,074 SH
15 BLACKROCK ETF TRUST BAI 09290C780 $6.5M 2.04% 123,161 SH
16 BLACKROCK ETF TRUST II INMU 092528207 $5.6M 1.77% 232,920 SH
17 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $4.6M 1.45% 83,617 SH
18 INVESCO EXCH TRADED FD TR II PZA 46138E537 $4.4M 1.39% 188,506 SH
19 BLACKROCK ETF TRUST THRO 09290C806 $4.3M 1.34% 98,862 SH
20 VANGUARD CHARLOTTE FDS BNDX 92203J407 $4.1M 1.30% 85,505 SH
21 BLACKROCK ETF TRUST IALT 09290C665 $4.0M 1.26% 143,194 SH
22 J P MORGAN EXCHANGE TRADED F JMOM 46641Q779 $4.0M 1.25% 46,516 SH
23 ISHARES INC IEMG 46434G103 $3.8M 1.20% 46,219 SH
24 GLOBAL X FDS SHLD 37960A529 $3.8M 1.18% 63,061 SH
25 APPLE INC AAPL 037833100 $3.7M 1.17% 12,886 SH
26 CAPITAL GRP FIXED INCM ETF T CGMU 14020Y201 $3.6M 1.15% 132,850 SH
27 SCHWAB STRATEGIC TR SCHB 808524102 $3.3M 1.03% 112,885 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.9M 0.92% 5,862 SH
29 BLACKROCK ETF TRUST BLCR 09290C855 $2.8M 0.87% 55,240 SH
30 ISHARES GOLD TR IAU 464285204 $2.7M 0.84% 35,574 SH
31 ISHARES TR USXF 46436E767 $2.5M 0.79% 36,174 SH
32 DEERE & CO DE 244199105 $2.2M 0.69% 3,465 SH
33 VANGUARD WORLD FD ESGV 921910733 $2.0M 0.64% 15,342 SH
34 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $1.9M 0.59% 27,596 SH
35 BLACKROCK ETF TRUST LCTU 09290C509 $1.7M 0.53% 21,141 SH
36 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $1.5M 0.47% 29,491 SH
37 QUAKER INVT TR OWNS 74741A106 $1.5M 0.47% 86,279 SH
38 ISHARES TR SUSC 46435G193 $1.5M 0.46% 62,842 SH
39 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.2M 0.39% 17,543 SH
40 BANK OF AMER CORP BAC 060505104 $1.2M 0.38% 20,993 SH
41 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.2M 0.37% 1,268 SH
42 ISHARES TR DGRO 46434V621 $1.2M 0.36% 15,338 SH
43 ISHARES TR OEF 464287101 $1.1M 0.35% 15,394 SH
44 VANGUARD WORLD FD VSGX 921910725 $1.1M 0.35% 13,723 SH
45 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.1M 0.35% 13,414 SH
46 NVIDIA CORPORATION NVDA 67066G104 $1.1M 0.34% 5,366 SH
47 ISHARES TR IVV 464287200 $1.0M 0.32% 1,358 SH
48 PIMCO ETF TR SMMU 72201R874 $910.5K 0.29% 18,030 SH
49 BLACKROCK ETF TRUST BALI 09290C863 $898.0K 0.28% 26,544 SH
50 VANGUARD WORLD FD VCR 92204A108 $872.3K 0.27% 2,199 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $318.7M 123 0001843832-26-000004
2026-03-31 2026-04-20 $286.6M 120 0001843832-26-000002
2025-12-31 2026-01-12 $299.6M 104 0001843832-26-000001