Skyline Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$286.6M
Q ending 2026-03-31
Prior quarter
$299.6M
Q ending 2025-12-31
Change
-4.3% QoQ · +12.9% YoY
Positions
120
reported holdings
Largest positions
Top 100 of 120 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IUSB | Shares | $25.8M | 558K |
| Vanguard Index Fds | VTI | Shares | $21.1M | 66K |
| Ishares Tr | IXUS | Shares | $17.9M | 207K |
| Microsoft Corp | MSFT | Shares | $16.9M | 46K |
| Schwab Strategic Tr | SCHG | Shares | $15.3M | 524K |
| Ishares Tr | QUAL | Shares | $14.9M | 78K |
| Schwab Strategic Tr | SCHD | Shares | $11.7M | 381K |
| Ishares Tr | MUB | Shares | $11.6M | 109K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $9.3M | 343K |
| J P Morgan Exchange Traded F | JMUB | Shares | $7.8M | 156K |
| Vanguard Index Fds | VOO | Shares | $7.2M | 12K |
| Blackrock Etf Trust | CORO | Shares | $6.7M | 209K |
| Blackrock Etf Trust | BLCV | Shares | $6.6M | 184K |
| Blackrock Etf Trust | DYNF | Shares | $6.0M | 104K |
| J P Morgan Exchange Traded F | HELO | Shares | $6.0M | 93K |
| Blackrock Etf Trust | THRO | Shares | $4.7M | 131K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $4.5M | 164K |
| Ishares Inc | IEMG | Shares | $3.6M | 52K |
| Vanguard Scottsdale Fds | VGLT | Shares | $3.6M | 64K |
| Vanguard Charlotte Fds | BNDX | Shares | $3.4M | 71K |
| Apple Inc | AAPL | Shares | $3.3M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.2M | 7K |
| Blackrock Etf Trust | BAI | Shares | $3.2M | 96K |
| Blackrock Etf Trust Ii | INMU | Shares | $3.0M | 124K |
| J P Morgan Exchange Traded F | JMOM | Shares | $2.9M | 43K |
| Schwab Strategic Tr | SCHB | Shares | $2.8M | 113K |
| Ishares Tr | EFV | Shares | $2.6M | 35K |
| Global X Fds | SHLD | Shares | $2.4M | 34K |
| J P Morgan Exchange Traded F | JMST | Shares | $2.1M | 42K |
| Ishares Tr | USXF | Shares | $2.1M | 38K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.1M | 41K |
| Deere & Co | DE | Shares | $2.0M | 4K |
| Vanguard World Fd | ESGV | Shares | $1.8M | 16K |
| Schwab Strategic Tr | SCHP | Shares | $1.8M | 68K |
| Ishares Gold Tr | IAU | Shares | $1.6M | 18K |
| Ishares Tr | AGG | Shares | $1.6M | 16K |
| Ishares Tr | SUSC | Shares | $1.3M | 58K |
| Costco Wholesale Corporation | COST | Shares | $1.3M | 1K |
| Blackrock Etf Trust | LCTU | Shares | $1.3M | 18K |
| Vanguard World Fd | VSGX | Shares | $1.1M | 15K |
| Tidal Trust Iii | OWNS | Shares | $1.1M | 62K |
| Bank America Corp | BAC | Shares | $1.0M | 21K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.0M | 13K |
| Vanguard Tax-Managed Fds | VEA | Shares | $998K | 16K |
| Nvidia Corporation | NVDA | Shares | $998K | 6K |
| Ishares Tr | IVV | Shares | $976K | 1K |
| Ishares Tr | DGRO | Shares | $953K | 14K |
| Pimco Etf Tr | SMMU | Shares | $914K | 18K |
| Dimensional Etf Trust | DFSB | Shares | $872K | 17K |
| Vanguard World Fd | VCR | Shares | $834K | 2K |
| Ishares Tr | EUSB | Shares | $791K | 18K |
| Wisdomtree Tr | XSOE | Shares | $785K | 20K |
| Schwab Strategic Tr | FNDF | Shares | $785K | 16K |
| Invesco Exch Traded Fd Tr Ii | PZA | Shares | $782K | 34K |
| Philip Morris Intl Inc | PM | Shares | $770K | 5K |
| Ishares Tr | DMXF | Shares | $746K | 10K |
| Southern Co | SO | Shares | $725K | 8K |
| Starbucks Corp | SBUX | Shares | $718K | 8K |
| Ishares Tr | IWD | Shares | $664K | 3K |
| Ishares Tr | SYSB | Shares | $631K | 7K |
| J P Morgan Exchange Traded F | JEPI | Shares | $619K | 11K |
| Altria Group Inc | MO | Shares | $598K | 9K |
| Emerson Elec Co | EMR | Shares | $597K | 5K |
| Ishares Tr | IWS | Shares | $587K | 4K |
| Ishares Tr | OEF | Shares | $568K | 2K |
| Blackrock Etf Trust Ii | CLOA | Shares | $548K | 11K |
| Blackrock Etf Trust Ii | BINC | Shares | $531K | 10K |
| Blackrock Etf Trust | BALI | Shares | $518K | 17K |
| Ea Series Trust | FRDM | Shares | $502K | 9K |
| Selective Ins Group Inc | SIGI | Shares | $496K | 7K |
| Ishares Tr | IWP | Shares | $488K | 4K |
| Johnson & Johnson | JNJ | Shares | $481K | 2K |
| Boeing Co | BA | Shares | $480K | 2K |
| Ishares Tr | IWF | Shares | $462K | 1K |
| Blackrock Etf Trust Ii | HIMU | Shares | $459K | 10K |
| J P Morgan Exchange Traded F | JMSI | Shares | $451K | 9K |
| Ishares Tr | USMV | Shares | $432K | 5K |
| Morgan Stanley Etf Trust | CVLC | Shares | $420K | 5K |
| Vanguard Index Fds | VBR | Shares | $415K | 2K |
| Ishares Tr | HDV | Shares | $412K | 3K |
| Procter & Gamble Co | PG | Shares | $407K | 3K |
| Etfs Gold Tr | SGOL | Shares | $402K | 9K |
| Nextera Energy Inc | NEE | Shares | $397K | 4K |
| T-Mobile Us Inc | TMUS | Shares | $394K | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $391K | 1K |
| Ishares Tr | IWN | Shares | $387K | 2K |
| Nushares Etf Tr | NULG | Shares | $369K | 4K |
| Amazon Com Inc | AMZN | Shares | $363K | 2K |
| Cisco Sys Inc | CSCO | Shares | $344K | 4K |
| International Business Machs | IBM | Shares | $333K | 1K |
| Ishares U S Etf Tr | MEAR | Shares | $331K | 7K |
| Ishares Tr | EVUS | Shares | $316K | 10K |
| Ishares Tr | STIP | Shares | $315K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $303K | 1K |
| Vanguard World Fd | VGT | Shares | $302K | 432 |
| Nisource Inc | NI | Shares | $297K | 6K |
| Ishares Tr | QLTA | Shares | $297K | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $290K | 445 |
| Walmart Inc | WMT | Shares | $271K | 2K |
| Merck & Co Inc | MRK | Shares | $269K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.